US Stock Market Sector Analysis – January 2025
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%.
Mon
Tue
Wed
Thu
Fri
1
New Year's
9
Day of Mourning
20
MLK Jr. Day
Monthly Market Summary
The market finished January with a modestly positive tone, as the S&P 500 logged 12 up days versus 8 down days over 20 trading sessions. Strength was led by IT Services (+12.9%), Airlines (+12.0%) and Materials (+12.0%), which outpaced the broader market. The weakest areas were Data Center REITs (-3.9%), Infrastructure (-4.0%) and Logistics (-4.9%). Overall, gains were concentrated in select technology and cyclical pockets while real assets and logistics names lagged.
Daily Reports
- Jan 02, 2025 — NVDA Rallies, TSLA Slides; Chips...
- Jan 03, 2025 — ARM Jumps 10%, Chips Advance
- Jan 06, 2025 — Infrastructure Leads; SMCI Jumps
- Jan 07, 2025 — NVDA Slides 6.2%, Mag 7 Drag
- Jan 08, 2025 — SMCI Drops 5.1%, Infrastructure ...
- Jan 10, 2025 — Airlines Rally: DAL Jumps 9%
- Jan 13, 2025 — Infrastructure Slides; TSM, SMCI...
- Jan 14, 2025 — Infrastructure Leads; Mag 7 Softens
- Jan 15, 2025 — TSLA Rockets 8%, Mag 7 Lead Rally
- Jan 16, 2025 — AAPL, NVDA Pull S&P; Chips Rally
- Jan 17, 2025 — INTC Jumps 9.3%, Chips Lead
- Jan 21, 2025 — AAPL Pulls Mag 7, Chips and Infr...
- Jan 22, 2025 — ARM Jumps 15.9%, Chips Lead
- Jan 23, 2025 — ARM Slides 7.4%, Chips Slip
- Jan 24, 2025 — NVDA Drops 3.1%, Chips Pull Back
- Jan 27, 2025 — NVDA Plummets 17%, Chips Sink
- Jan 28, 2025 — NVDA Jumps 8.9%, Cybersecurity L...
- Jan 29, 2025 — NVDA Pulls Back, Tech Leaders Re...
- Jan 30, 2025 — NVDA Alert Sparks Chip Volatility
- Jan 31, 2025 — NVDA Slides, Chips Reprice