Semis Lead the Way π The Daily Chart Report
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Todayβs Summary
Tuesday, January 27, 2026
Indices: Nasdaq +0.88% | S&P 500 +0.41% | Russell 2000 +0.26% | Dow -0.83%
Sectors: 7 of the 11 sectors closed higher. Tech led, gaining +1.35%. Health Care lagged, dropping -1.68%.
Commodities: Crude Oil rose +3.00% to $62.45 per barrel. Gold rose +1.82% to a new all-time high of $5,175 per oz.
Currencies: The US Dollar Index fell -1.38% to $95.71.
Crypto: Bitcoin is currently up +0.93% at $89,071. Ethereum is up +2.95% at $3,013.
Volatility: The Volatility Index rose +1.36% to 16.36.
Interest Rates: The US 10-year Treasury yield rose to 4.243%.
Here are the best charts, articles, and ideas shared on the web today!
Chart of the Day
π Todayβs Chart of the Day was shared by Josh Schafer (@_JoshSchafer) using research from Todd Sohn (@Todd_Sohn).
- Semiconductors ($SMH) closed at new all-time highs and are on pace for their best month ever relative to Software ($IGV).
- Just a decade ago, semis made up roughly 2% of the S&P 500 ($SPY). Today, that figure has climbed to nearly 15%.
- Given their significant weight in the index, semiconductors are helping lead the market higher, as the $SPY also pushed to new all-time highs today.
The Takeaway: Semiconductor concentration is at record levels, with the group continuing to serve as the primary driver within Technology.
Quote of the Day
βThe mind is not a vessel
to be filled, but a fire
to be kindled."
- Plutarch
Top Links
This Is Not What a Healthy Bull Market Looks Like - TrendLabs
JC Parets analyzes the recent outperformance in consumer staples.
3 Silver charts you have NOT seen yet - CappThesis
Frank Cappelleri shares three unique Silver charts.
The Bears Need To Do This ASAP - The Trading Initiative
TTI breaks down the potential rotation back into the MAG Seven.
Nothing Fancy. Just Follow the Trend. - The Daily Number
Grant Hawkridge highlights the sustained trend in the S&P 500 above its 10-month moving average.
Februaryβs Market Performance Has Been Better In Midterm Years - Almanac Trader
Jeff Hirsch reviews how February has historically performed during midterm years.