Stock Market Today With IBD Stocks Pause Ahead Of Huge Earnings; Nvidia, GE Vernova, LivaNova In Focus
Jan 28, 2026
Discussion of the Fed pausing and mixed index action with small-cap weakness. Conversation about bullish survey readings and semiconductor strength, including NVIDIA’s technical move and valuation debate. Deep dive into GE Vernova’s post‑spin breakout and guidance. Exploration of LivaNova’s tight base and medical device exposure. Quick roundup of notable earnings movers and market breadth themes.
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Fed Stands Pat With Little Market Reaction
- The Fed kept rates unchanged and the market barely moved because the decision was widely expected.
- Ken Shreve and Ed Carson say reduced shutdown worries made Powell sound more upbeat about risks and inflation.
Bullish Sentiment Can Signal Pullbacks
- High bullish sentiment among newsletter writers often precedes market tops.
- Ken warns that bullish readings above 60% historically align with pullbacks.
Semiconductors Driving Market Outperformance
- Semiconductor ETFs and names like SMH and NVIDIA led gains as memory and chip names rallied.
- Ed notes NVIDIA's strength and its outsized role in the group.