US Stock Market Sector Analysis – September 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
September 2025 closed with a positive tone, as the S&P 500 recorded 13 up days, 7 down days and 1 flat day across 21 trading sessions. The rally was led by Chip Equipment (+33.3%), Infrastructure (+15.3%) and Chip Supply Chain (+12.2%), which accounted for much of the upside. Underperformance was concentrated in Telecom (-5.3%), Analog & Embedded Chips (-5.9%) and Airlines (-7.6%). Overall the month exhibited a clear bullish bias driven by strength in semiconductor-related sectors despite these pockets of weakness.
Daily Reports
- Sep 02, 2025 — VIX Jumps; NVDA, Chips Slip
- Sep 03, 2025 — GOOG Jumps 9%, Mag 7 Lead
- Sep 04, 2025 — CRM Sinks 4.9%, Software Weak
- Sep 05, 2025 — AVGO Jumps 9.4%, Chips Lead
- Sep 08, 2025 — MRVL, AVGO Lift Chip Supply Chain
- Sep 09, 2025 — ORCL Rallies 22%, UNH Leads
- Sep 10, 2025 — AVGO and NVDA Lift Chips; Mixed ...
- Sep 11, 2025 — LRCX Rallies, Chips Lead Market
- Sep 12, 2025 — TSLA Rally Propels Mag 7 Strength
- Sep 15, 2025 — GOOG Hits $3T, ASML Surges
- Sep 16, 2025 — TSLA Climbs as Board Blocks Vote
- Sep 17, 2025 — NVDA Drops 2.6%, Chips Face Pause
- Sep 18, 2025 — INTC Soars 22.8%, Chips Rally
- Sep 19, 2025 — AMGN Rises 3.5%, Biotech Leads
- Sep 22, 2025 — NVDA, AMAT Rally; Chips Lead
- Sep 23, 2025 — VRT Drops 6.2%, Infra Slips
- Sep 24, 2025 — MRVL Rally Sparks Chip Supply Rally
- Sep 25, 2025 — INTC Rally Fuels Chip Supply Chain
- Sep 26, 2025 — INTC Jumps 4.4%, Chips Rise
- Sep 29, 2025 — NVDA Rallies, Chips Drive Leader...
- Sep 30, 2025 — DELL Up 5.9%, Infrastructure Leads