Stock Market Today With IBD S&P 500 Hits High, Nasdaq Leads Before Huge Earnings; BWX Tech, Vertiv, Ciena In Focus
Jan 27, 2026
Ed Carson, News editor and market analyst at Investor's Business Daily, shares stock picks and sector commentary. They cover Nasdaq outperformance and the S&P 500 high. Short takes on BWX Technologies, Vertiv and Sienna. Conversation includes big tech earnings, AI-driven chip and data-center demand, and fiber-optic catalysts.
AI Snips
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NASDAQ Leadership From AI Infrastructure
- The NASDAQ led gains driven by fiber optics, data storage, and chip equipment while the S&P 500 also closed at an all-time high.
- Technology leadership has been concentrated and repeatedly fueled five-day rallies ahead of major earnings.
Be Cautious Ahead Of Mega-Earnings
- Expect heightened volatility around Meta and Microsoft earnings and AI capex commentary.
- Be cautious with position size and avoid concentration before big reports.
ETF Performance Hides Underlying Differences
- Growth ETFs showed divergent performance because underlying holdings differ materially.
- Similar-sounding ETFs can behave very differently depending on sector exposures.