Stock Market Today With IBD Small Caps Take A Breather As Global Stock Rally Moves Forward; Arista Networks, Bloom Energy, Vista Energy In Focus
Jan 26, 2026
David Saito-Chung, Deputy Markets Editor at Investor's Business Daily, breaks down market action and timely stock setups. He highlights global rally dynamics and small-cap cooling. He reviews Arista Networks’ technical levels, Bloom Energy’s handle and volume signs, and Vista Energy’s double-bottom oil play. Short, market-focused takes on breadth, moving averages, and chart confirmation.
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Market Rally Despite Political Noise
- Global stocks and U.S. indexes rose despite political noise and tariff talk.
- The four-day rally reflects relief rather than a new trend, but moving averages support cautious optimism.
Breadth Shown By Equal-Weight Nasdaq
- Equal-weighted NASDAQ 100 hit new highs, signaling broader strength beyond mega-cap leaders.
- Small-cap pullbacks were expected after strong prior gains, keeping year-to-date small-cap performance robust.
Maintain Equity Exposure When Technicals Align
- Maintain meaningful equity exposure when technicals support it.
- IBD recommends keeping 60%–80% portfolio exposure to equities in the current setup.