US Stock Market Sector Analysis – February 2026
24 sectors, 68 tickers, tracked daily. Click any date to read the analysis.
Each trading day, all 24 sectors are classified by their average daily change. UP means 55%+ of sectors closed higher. DOWN means 55%+ closed lower. MIXED means neither side reached 55% — sectors were split without a clear direction.
Monthly Market Summary
In February 2026, the US stock market exhibited a predominantly bullish trend, with 9 of the 19 trading days ending in positive territory. The infrastructure sector led the way, surging 28.5%, followed by data center REITs and logistics, which rose 18.0% and 12.9%, respectively. Conversely, the hospitality and travel sector faced significant declines, down 15.8%, along with cybersecurity and IT services, which fell 18.0% and 22.6%. Overall, the market showed resilience, with a favorable skew towards bullish performance amidst a backdrop of mixed results.
Daily Reports
- Feb 02, 2026 — PLTR Soars as S&P 500 Bounces Back
- Feb 03, 2026 — Amgen Soars, Energy Sector Rises
- Feb 04, 2026 — LLY Soars 10.3% on Strong Earnings
- Feb 05, 2026 — Chip Equipment Defies Market Dec...
- Feb 06, 2026 — Infrastructure Leads Market Surg...
- Feb 09, 2026 — Oracle (ORCL) drives software gains
- Feb 10, 2026 — Marriott (MAR) Stock Soars 8.5% ...
- Feb 11, 2026 — EQIX Soars, Lifts Infrastructure...
- Feb 12, 2026 — Dow Dives, AAPL Falls 5% Amid Te...
- Feb 13, 2026 — CRWD Jumps 4.4%, Cyber Gains Lead
- Feb 17, 2026 — Apple Rallies 3.2%, Airlines Soar
- Feb 18, 2026 — BKNG Soars 3.1%, Lifts Travel St...
- Feb 19, 2026 — WMT Beats, SO Misses; Mixed Market
- Feb 20, 2026 — Cybersecurity Stocks Plummet Today
- Feb 23, 2026 — CrowdStrike Plummets 9.8%, AI Ji...
- Feb 24, 2026 — AMD Soars 8.8%, Airlines Rally
- Feb 25, 2026 — SMCI Soars 7.9%, Infrastructure ...
- Feb 26, 2026 — ACN Rallies 8.3%, IT Services Rise
- Feb 27, 2026 — NVIDIA Drops 4.2%, Tech Struggles