How we navigated the market’s winning week amid Trump's Truth Social surprises

Market Overview - Wall Street experienced a strong first full trading week of 2026, with the S&P 500 reaching a record high close on Friday, gaining 1.6% for the week [1] - The Nasdaq advanced nearly 2% but did not reach its record high [1] Economic Indicators - The U.S. nonfarm payrolls increased by 50,000 in December, falling short of the forecasted 73,000, which supports the case for more Federal Reserve interest rate cuts [1] Company-Specific Developments - BlackRock shares were offloaded as the financial name saw a jump since the start of the year, capitalizing on its strength [1] - Nvidia's stock declined over 2% despite positive developments, including bullish remarks from CEO Jensen Huang and a larger sales guide for 2025 and 2026 [1] - CrowdStrike's stock fell more than 3% after announcing a $740 million acquisition of identity management startup SGNL, although the stock rose nearly 3.8% for the week overall [1] Strategic Insights - Jim Cramer advised against making sudden moves in the market, noting that the first weeks of the year often display "strange patterns" [1] - The acquisition by CrowdStrike is seen as a significant opportunity to disrupt the identity security market, which is rapidly growing due to increasing online threats [1]