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Next Day Prep EP202 Bearish

Next Day Prep: S&P 500 Breaches 50-Day MA In Negative Territory – Thursday 2/05/2026

February 5, 2026 5:08
Tickers Mentioned
GOOGLAMZNTSLAMSFTCOINHOODHSYCMIARWMOD
Episode Summary
Major indices fell sharply as S&P 500 broke below 50-day MA. Tech sector weakness led by mega-caps despite Alphabet earnings beat. Crypto selloff spilled into equities. Opportunities in select industrials and hardware stocks.
Key Takeaways
  • S&P 500 breached 50-day moving average into negative territory
  • Tech sector dragged markets down despite Alphabet earnings beat
  • Bitcoin drop impacted crypto-related equities like Coinbase and Robinhood
  • Defensive stocks and select industrials outperformed in volatile session
  • Focus on hardware and industrials over software stocks
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Next Day Prep: S&P 500 Breaches 50-Day MA In Negative Territory

A quick analysis of today’s market outlook and key trading opportunities to start your day.

Intro & Market Mood

Market mood: Today’s market saw significant losses across major indices, with the S&P 500, Nasdaq, and Russell 2000 all in the red. Notable technical breach as S&P 500 closed below its 50-day moving average, leading to negative territory for the year.

Overnight Headlines

  • Alphabet (GOOGL): Despite beating earnings estimates, announced a significant capital expenditure plan for fiscal year ’26, causing stock volatility.
  • Tech Sector: Anchor dragging the market down, with notable declines in Amazon (AMZN), Tesla (TSLA), and Microsoft (MSFT).
  • Crypto Space: Bitcoin’s sharp drop impacting related equities, with Coinbase (COIN) and Robinhood (HOOD) hit hard.

Economic Announcements

No specific economic announcements mentioned in today’s briefing.

Earnings Highlights

  • Hershey (HSY): Standout performer, up 9% after beat-and-raise quarter.
  • Cummins (CMI): Despite positive earnings, stock dropped due to cautious guidance causing market punishment.

Top Movers

Stocks: ARW (Arrow Electronics), MOD (Modine Manufacturing), TXN (Texas Instruments) showing strength amid market turmoil.

Quick Trade Ideas

  • ARW: Momentum ignition setup, looking for pullback to 141-142 level to go long targeting 148.
  • MOD: Continuation look, potential push toward 210 if holds above 205.30.
  • TXN: Defending higher lows, a solid semi-leadership play if clears 225.85.

Key Takeaway

Stay nimble in the volatile market. Focus on hardware and select industrials over software stocks and watch for high relative volume for potential trades.

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