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Next Day Prep EP193 Bearish

Next Day Prep: Trade War Sparks S&P & Nasdaq Dive Key Tech Exceptions – Tuesday 1/20/2026

January 20, 2026 5:12
Tickers Mentioned
SPYQQQMMMINTCMUFORMSKYTMKSIAMD
Episode Summary
Markets plunged on Trump tariff threats, with S&P and Nasdaq breaking key averages. Despite broad selling, AI-related semiconductor stocks showed resilience. Watch SPY 675 and QQQ 605 support levels for potential stabilization.
Key Takeaways
  • Trade war fears drove S&P and Nasdaq below 50-day averages
  • VIX surge signals heightened risk aversion and flight to safety
  • Intel, Micron showed resilience amid AI-driven memory shortage narrative
  • Critical support levels at SPY 675 and QQQ 605
  • FormFactor and SkyWater showed relative strength during market selloff
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Next Day Prep: Trade War Sparks S&P & Nasdaq Dive Key Tech Exceptions

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

Intro & Market Mood:

Welcome to Next Day Prep! Tuesday’s market session saw significant volatility with the S&P 500 and Nasdaq both experiencing sharp declines due to escalating geopolitical tensions.

Overnight Headlines:

The market reacted to President Trump’s call for tariffs on NATO members regarding Greenland, leading to a widespread sell-off. The S&P and Nasdaq closed below their 50-day moving averages amid concerns of a potential trade war.

Economic Announcements:

  • Wednesday: Trump speaking at Davos, PCE data release

Earnings Highlights:

  • 3M: Beat earnings but issued cautious guidance, causing a 7% stock drop

Top Movers:

Despite the overall market decline, some stocks showed relative strength:

  • Intel (INTC): Up 3.4% on upgrade
  • Micron (MU) and Sandisk: Resilient due to AI-driven memory shortage narrative

Quick Trade Ideas:

Watch for potential long setups in stocks like:

  • FormFactor (FORM): Showed strong performance amid market selloff
  • SkyWater Technology (SKYT): Demonstrated higher lows during the downturn
  • MKS Instruments (MKSI) and AMD: Potential leaders if market stabilizes

Key Takeaway:

Stay vigilant with critical support levels at 675 for SPY and 605 for QQQ. Keep an eye on sector rotation and institutional rotation dynamics for trade opportunities.

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