US Stock Market Sector Analysis – May 2025
28 sectors, 86 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
In May 2025 the S&P 500 finished the month with a modestly bullish tone, recording 12 up days, 8 down days and 1 flat day across 21 trading sessions. Strength was led by Analog & Embedded Chips (+18.2%), Infrastructure (+16.4%) and Airlines (+15.6%), which helped lift risk assets. Declines were concentrated in Healthcare (down 12.8%), Telecom (-1.0%) and a marginal pullback in Energy (-0.2%). Overall the market trended higher despite sectoral dispersion, driven largely by outperformance in technology-related and cyclical names.
Daily Reports
- May 01, 2025 — MSFT Leads Mag 7 Rally
- May 02, 2025 — Airlines Pop; UAL, DAL Lead
- May 05, 2025 — Apple Slides 3.1%, Mag 7 Retreats
- May 06, 2025 — PLTR Slides 12%, Enterprise Soft...
- May 07, 2025 — GOOG Drops 7.5%, DIS Soars 10.8%
- May 08, 2025 — Airlines Jump; DAL Leads Rally
- May 09, 2025 — Analog Chips Rally; MCHP +12%
- May 12, 2025 — NVDA, Chips Spark Broad Rally
- May 13, 2025 — SMCI Rockets 16%, Infrastructure...
- May 14, 2025 — SMCI Jumps 15.7%, Infrastructure...
- May 15, 2025 — UNH Plunges; Healthcare Triggers...
- May 16, 2025 — Healthcare Plunge, UNH Rallies
- May 19, 2025 — Healthcare Falls Overall; UNH Jumps
- May 20, 2025 — Healthcare Slumps; 2 Alerts Active
- May 21, 2025 — Healthcare Slides; UNH, NEE Lead...
- May 22, 2025 — Healthcare Sinks; 20d Alert Trig...
- May 23, 2025 — Healthcare Alert Pressures S&P, ...
- May 27, 2025 — TSLA Jumps 6.9%, Mag 7 Lead
- May 28, 2025 — Sell-Off Widens: 20 Sectors Down...
- May 29, 2025 — NVDA Leads, ARM Drops; Healthcar...
- May 30, 2025 — NVDA, TSLA Retreat as Cybersecur...