2026 Markets, Tesla Deliveries, Mega-Tech Rallies Into the New Year 1/2/26

David Faber and Sara Eisen kicked off the first trading day of 2026 by exploring what to expect from stocks in the new year. In 2025, the major indices posted another year of double-digit gains. The anchors and Phil LeBeau discussed Tesla delivery numbers down 16% for Q4 and in negative territory for a second consecutive year. Mega-tech stocks such as Nvidia, Alphabet, Apple and Amazon began 2026 in rally mode. Jefferies chief strategist David Zervos offered his market and economic outlook for the new year. Mike Santoli broke down market momentum heading into 2026. Also in focus: Williams-Sonoma, RH and Wayfair rally after President Trump delays tariff hikes on furniture and kitchen cabinets. Squawk on the Street Disclaimer