US Stock Market Sector Analysis – July 2025
26 sectors, 78 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
July 2025 saw the S&P 500 trade in a rangebound, modestly positive environment, registering 10 up days, 6 down days and 6 flat days over 22 sessions. Strength was led by Infrastructure (+12.1%), Airlines (+9.8%) and the Mag 7 (AI Spenders, +6.9%), which helped lift risk appetite at times. Offsetting gains, Healthcare (-10.1%), Analog & Embedded Chips (-11.4%) and IT Services (-12.2%) drove notable weakness, particularly in defensives and certain tech segments. Overall, the market oscillated between risk-on and risk-off impulses, producing a choppy month with clear sector divergence.
Daily Reports
- Jul 01, 2025 — TSLA Drops 5.3%, Mag 7 Dents Market
- Jul 02, 2025 — Healthcare Slumps; NVDA, TSM Lea...
- Jul 03, 2025 — Mag 7 Lift Stocks; Healthcare Al...
- Jul 07, 2025 — TSLA Falls 6.8%, Mag 7 Pull Back
- Jul 08, 2025 — Healthcare Sector Triggers High ...
- Jul 09, 2025 — NVDA Rallies, Mag 7 Lead
- Jul 10, 2025 — Airlines Rally; NVDA, TSLA Drive...
- Jul 11, 2025 — Healthcare Alert Weighs, NVDA St...
- Jul 14, 2025 — PLTR +5%; Enterprise Software Leads
- Jul 15, 2025 — NVDA Rallies; Healthcare Signals...
- Jul 16, 2025 — ASML Drop Sparks Chip Selloff
- Jul 17, 2025 — NVDA, TSMC Lead Chips Rally
- Jul 18, 2025 — Battery News Boosts Infrastructu...
- Jul 21, 2025 — Record Highs; QCOM, VZ Rally
- Jul 22, 2025 — LMT Plunges 10.8%, Defense Sinks
- Jul 23, 2025 — GD Surges 6.5%, Defense Leads
- Jul 24, 2025 — TSLA Drops 8%, Mag 7 Split
- Jul 25, 2025 — S&P, Nasdaq Record; INTC Slides
- Jul 28, 2025 — SMCI Jumps 10%, Infrastructure L...
- Jul 29, 2025 — Healthcare Sinks; UNH Drops 7.5%
- Jul 30, 2025 — NVDA Jumps; Logistics Slides
- Jul 31, 2025 — ARM Sinks 13% as Chips Retreat