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!
AI Snips
Chapters
Transcript
Episode notes
Market Near Highs Despite Pullback
- The market pulled back from record highs but remains near them after easing inflation data and mixed earnings.
- Alexis Garcia and Ed Carson note this makes diversification and sector awareness important right now.
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.