US Stock Market Sector Analysis – October 2024
24 sectors, 68 tickers, tracked daily. Click any date to read the analysis.
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%.
Monthly Market Summary
The market finished October with a modestly positive bias after 23 trading days, posting 10 up days, 9 down days and 4 flat days for the S&P 500. Rally leadership was concentrated in reopening and tech-adjacent names, with Airlines (+28.0%), Hospitality & Travel (+9.0%) and Cybersecurity (+8.7%) among the top performers. Dragging the tape were defensives and semicap-related stocks, as Healthcare (-5.0%), Defense & Aerospace (-7.3%) and Chip Equipment (-15.4%) logged the weakest monthly returns. Overall the market ended the month mixed-to-up, driven by strong sector-specific rotations rather than broad-based strength.
Daily Reports
- Oct 01, 2024 — NVDA Slides, Defense Leads Rally
- Oct 02, 2024 — Infrastructure Leads; NVDA Gains
- Oct 03, 2024 — NVDA Rallies; Logistics Slide
- Oct 04, 2024 — Airlines Rally; UAL Jumps 6.5%
- Oct 07, 2024 — SMCI Jumps 15.8%, Infrastructure...
- Oct 08, 2024 — NVDA Surges 4%, Chips Propel
- Oct 09, 2024 — ZS Jumps 5%, Cybersecurity Leads
- Oct 10, 2024 — Cybersecurity Leads; NVDA Holds
- Oct 11, 2024 — TSLA Drops 8.8%, Mag 7 Holds
- Oct 14, 2024 — NVDA, ARM Drive Chip Rally
- Oct 15, 2024 — ASML Plunges, Chip Equipment Leads
- Oct 16, 2024 — Airlines Rally; UAL Jumps 12%
- Oct 17, 2024 — TSM Jumps 9.8%, Chips Lead Rally
- Oct 18, 2024 — Netflix Rally Spurs Media Lift
- Oct 21, 2024 — NVDA Surges 4.1%, Chips Lead
- Oct 22, 2024 — TSLA Alert Sparks Rotation; NVDA...
- Oct 23, 2024 — Mag 7 Pullback; ARM, NVDA Drag
- Oct 24, 2024 — TSLA Jumps 21.9%, Mag 7 Lead
- Oct 25, 2024 — DLR Rockets 9.6%, Data Centers Lead
- Oct 28, 2024 — Chip Equipment Alert Weighs Chips
- Oct 29, 2024 — Chips Rally: ARM, AVGO Lead
- Oct 30, 2024 — SMCI Crushes Chip Equipment; NVD...
- Oct 31, 2024 — MSFT Falls 6.1%, Tech-Led Pullback