US tech hardware and energy services stay on top as housing-linked names and airlines lag
Today’s leadership remains concentrated in semis, electronics, and energy services, while housing, durables, and travel-related industries sit at the bottom.
IMGELD (Date: May 13, 2026 )
Strength today is led by Semiconductors & Semiconductor Equipment, Electronic Equipment, Technology Hardware, and Energy Equipment & Services, with Metals & Mining also elevated. Weakness is concentrated in Household Durables, Passenger Airlines, Hotels, Restaurants & Leisure, Food Products, and Diversified Consumer Services, where consumer and travel-facing names remain under pressure.
Top 5 Strongest Industries
(Long bias)
Semiconductors & Semiconductor Equipment
Final Score: 97.43
Before: #1 → Now: #1
Why they are strong: Despite recent warnings that the “sizzling” semiconductor trade could cool and weigh on broader US equities, the group remains a key pillar of the market’s rally as investors stay heavily positioned in chipmakers.
Key Players: NVIDIA, Intel, Taiwan Semiconductor ManufacturingElectronic Equipment, Instruments & Components
Final Score: 96.35
Before: #2 → Now: #2
Why they are strong: Electronic equipment suppliers are benefiting from robust demand in communications and infrastructure hardware even as regulators tighten scrutiny of certain foreign-made routers on security grounds.
Key Players: Keysight Technologies, TE Connectivity, AmphenolTechnology Hardware, Storage & Peripherals
Final Score: 94.86
Before: #3 → Now: #3
Why they are strong: Hardware and storage names remain supported as global systems continue to rely heavily on US digital infrastructure and data-center capacity.
Key Players: Apple, Dell Technologies, Hewlett Packard EnterpriseEnergy Equipment & Services
Final Score: 92.85
Before: #5 → Now: #4
Why they are strong: Energy services stocks have held up even as Reuters reports that oilfield services firms are feeling squeezed because the oil rally following the Iran war has not yet translated into a big pickup in drilling.
Key Players: Schlumberger, Halliburton, Baker HughesMetals & Mining
Final Score: 90.16
Before: #4 → Now: #5
Why they are strong: Metals and mining shares remain firm overall even though silver miners have come under pressure as the underlying metal recently dropped about 2 percent.
Key Players: Freeport-McMoRan, Newmont, Southern Copper
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Bottom 5 Weakest Industries
(Short bias)
Diversified Consumer Services
Final Score: 28.86
Before: #52 → Now: #52
Why they are weak: Discretionary consumer service businesses are pressured as restaurant and related service stocks struggle to start 2026 and investors turn more selective in the space.
Key Players: Service Corporation International, Bright Horizons Family Solutions, H&R BlockFood Products
Final Score: 23.52
Before: #53 → Now: #53
Why they are weak: Food producers face headwinds as input and logistics disruptions, including Iran-war-related LPG supply issues that are squeezing downstream food-service operators, cloud earnings visibility.
Key Players: Kraft Heinz, General Mills, KelloggHotels, Restaurants & Leisure
Final Score: 22.55
Before: #54 → Now: #54
Why they are weak: Restaurant and leisure names are under pressure as CNBC notes the group has struggled in early 2026 and investors are reassessing growth and margin expectations.
Key Players: McDonald’s, Marriott International, Caesars EntertainmentPassenger Airlines
Final Score: 21.10
Before: #55 → Now: #55
Why they are weak: Reuters reports that travel stocks, including airlines, tumbled as the US‑Iran conflict sparked the worst disruption to global travel since the pandemic, weighing on sector sentiment.
Key Players: Delta Air Lines, American Airlines Group, United Airlines HoldingsHousehold Durables
Final Score: 16.39
Before: #56 → Now: #56
Why they are weak: Household durables remain at the bottom as rate-sensitive and housing-linked discretionary spending struggles while investors focus instead on stronger areas such as software and semiconductors.
Key Players: Whirlpool, Lennar, Mohawk Industries
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Additional Readings
Semiconductors & Semiconductor Equipment: Chip rally seen at risk of cooling and stalling wider US stock gains (Reuters, 2026-05-13)
Article LinkElectronic Equipment, Instruments & Components / Communications Equipment: US regulator bans imports of new foreign-made routers on security grounds (Reuters, 2026-03-23)
Article LinkTechnology Hardware, Storage & Peripherals / IT Services: Charts highlight Europe’s heavy reliance on US digital infrastructure (CNBC, 2026-02-13)
Article LinkEnergy Equipment & Services: Oilfield services firms feel squeeze as Iran war oil rally fails to spur drilling (Reuters, 2026-03-27)
Article LinkMetals & Mining: Silver miners retreat as silver price drops 2% (CNBC, 2026-02-17)
Article LinkFood Products / Commercial Services & Supplies: India’s restaurants face LPG supply crunch from Iran war, hitting food-related chains (CNBC, 2026-03-10)
Article LinkHotels, Restaurants & Leisure / Diversified Consumer Services: Restaurant stocks struggle at start of 2026, with select opportunities emerging (CNBC, 2026-03-15)
Article LinkPassenger Airlines: Travel stocks sink as US-Iran conflict causes worst disruption since pandemic (Reuters, 2026-03-02)
Article LinkSoftware: Beaten-down software stocks join the market rally, offering a classic lesson (CNBC, 2026-04-19)
Article LinkCommunications & Wireless: US and global regulators reshape telecom and network risks, affecting equipment and wireless providers (Reuters/CNBC, 2026-03-23 & 2026-02-13)
Reuters routers article“