Stock Market Today With IBD

Stocks Tumble On Trump’s Greenland Threats; Nvidia, Lumentum, BKV In Focus

Jan 20, 2026
Market analysts dive into the recent downturn, highlighting Nasdaq weakness and gold's defensive rally. Discussions focus on rising treasury yields spurred by political uncertainties. They analyze the impact of bond market selling on stock performance and explore volatility trends revealed by VIX gains. NVIDIA's struggles at a critical moving average and Lumentum's potential for a bounce are examined, alongside the performance of fiber and memory stocks. BKV's breakout following a natural gas surge serves as a key highlight, all while earnings from major companies are unpacked.
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INSIGHT

Safe-Haven Flow Drove The Day

  • The market sold off broadly as investors fled U.S. assets into perceived safe havens like gold and higher yields.
  • Ed Carson highlights Trump-driven uncertainty as a recurring market-moving wild card that amplifies known unknowns.
INSIGHT

NASDAQ Broke Key 50-Day Support

  • The NASDAQ decisively broke below its 50-day moving average with rising volume and negative breadth.
  • Ken Shreve warns this creates a distribution-day backdrop that weakens near-term leadership for growth names.
ADVICE

Trim Winners When They Reverse

  • Trim exposure when recent winners start turning into losers, especially after sharp market moves.
  • Ed Carson recommends cautious pruning rather than ignoring volatile reversals amid uncertainty.
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