Stock Market Weekly commentary / stock picks- Week ending Jan 30, 2026

Strong Earnings, Weak Confidence

Even as several Big Tech giants posted impressive earnings, markets struggled to find footing during a volatile, headline-driven week marked by geopolitical tension, policy uncertainty, and sharp cross-asset swings. Major indices ended only modestly changed, but that calm masked rising volatility, weakening market breadth, and technical damage beneath the surface as fear gauges climbed and key support levels broke. Precious metals staged a dramatic surge-and-reversal, underscoring fragile sentiment, while rate-sensitive and economically exposed sectors faced renewed pressure following hawkish Fed signals and political trade threats. Leadership narrowed to select defensive and energy plays, while software, healthcare insurers, and parts of technology saw heavy selling. With confidence deteriorating, safe havens proving unstable, and policy risk elevated, the market tone has shifted toward caution, favoring selective exposure, tighter risk management, and readiness for continued turbulence.