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US Stock Market Sector Analysis – January 2026

28 sectors, 86 tickers, tracked daily. Click any date to read the analysis.

Up (S&P 500 +0.1% or more)
Down (S&P 500 fell 0.1% or more)
Flat (within ±0.1%)
Market Closed

Each trading day is colored by the S&P 500 (SPY) close-to-close change: green for gains of +0.1% or more, red for losses of −0.1% or more, yellow for flat sessions within ±0.1%.

← December 2025 January 2026 February 2026 →
Mon
Tue
Wed
Thu
Fri
1
New Year's
2
▲ Up
5
▲ Up
6
▲ Up
7
▼ Down
8
– Flat
9
▲ Up
12
▲ Up
13
▼ Down
14
▼ Down
15
▲ Up
16
– Flat
19
MLK Jr. Day
20
▼ Down
21
▲ Up
22
▲ Up
23
– Flat
26
▲ Up
27
▲ Up
28
– Flat
29
▼ Down
30
▼ Down

Monthly Market Summary

The market finished January modestly higher, with the S&P 500 recording 10 up days, 6 down days and 4 flat sessions, reflecting a choppy but ultimately positive tone. Leadership came from semiconductor-related names, as Chip Equipment (+22.3%) and Analog & Embedded Chips (+20.7%) posted the strongest monthly gains, while Defense & Aerospace also outperformed (+15.6%). Defensive and interest-rate sensitive areas underperformed, with Healthcare slipping 6.5% and Airlines down 7.6%. The weakest showing was in Enterprise Software, which fell 14.7%, leaving the month characterized by concentrated sector winners amid broader market unevenness.

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