Cramer’s Morning Take: Chevron 1/5/26

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Jim Cramer (1:02)

Hey, it's Cramer and this is my morning take on the market from today's CNBC Investing Club Morning Meeting. Well, look, we get off and what happens, we do some pick up just like we did last year, which are the financials and they are soaring. But then we have other groups like healthcare that's getting crushed today.

SPEAKER_2 (1:21)

Yeah, healthcare, it is a little weaker. Eli Lilly, a name kind of on the laggard list. But yeah, you have a Goldman Sachs up more than 4% today.

Jim Cramer (1:30)

It's now our largest position.

SPEAKER_2 (1:31)

Yeah, just the financials kind of going crazy here. Also have Energy doing well, of course, that's over the events over the weekend.

Jim Cramer (1:39)

Now, there I'm not, I would warn people, look, you're trading and then think about tomorrow. Tomorrow would be the beginning of when people say, wait a second, and Chevron's not going to happen immediately. I do think Chevron's the winner. The rest of them, Valero is good. They have the ability to monetize heavy crew, which is what Venezuela has. The most likely beneficiary will be Halliburton, because they get to be able to redo, but these things are all spec, and I don't like spec. I'd rather buy NVIDIA up a dollar than I would buy Chevron up seven or eight dollars.

SPEAKER_2 (2:10)

Yeah, S will be another one, too. The drillers, as one wants to watch.

Jim Cramer (2:17)

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