Stock Market Today With IBD Stocks Fall As Financials, Software Slump; CLS, FIX, GOOGL In Focus
Jan 13, 2026
Alexis and Ed delve into a market pullback, discussing its implications without alarm. They analyze the earnings impact from JPMorgan and Delta, noting trends in financials and travel. The rise of semiconductors and aerospace stocks showcases robust sector leadership. They also highlight Google’s strong performance and AI advancements. Additionally, discussions cover the challenges in software stocks and emerging opportunities with Comfort Systems and Celestica. Tune in for insights on diversification and growth dynamics!
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Diversify Ahead Of Earnings
- Be diversified and avoid concentration in a single theme or sector right now.
- Monitor upcoming earnings since big reports can sway sectors you own, says Ed Carson.
Tech Divergence: Google Leads, Software Lags
- Software and several mega-cap tech names are underperforming while Google leads.
- Ed Carson highlights divergence: some mega caps work while many software names lag.
Breadth Shows Narrow Tech Weakness
- Equal-weighted breadth shows more tech names taking hits than the cap-weighted indexes.
- Alexis Garcia points out QQEW fell more than RSP, signaling narrower tech weakness.