US Stock Market Sector Analysis – March 2026
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 March 2026 the market finished lower, with the S&P 500 recording 7 up days, 14 down days and 1 flat day across 22 trading sessions. The overall trend was bearish as weakness concentrated broadly outside a few pockets of strength. Energy led gains with a monthly advance of 9.5%, followed by modest increases in Data Center REITs (+1.5%) and Cybersecurity (+0.8%). At the other end, Logistics (-9.3%), Healthcare (-9.2%) and Defense & Aerospace (-9.0%) were the weakest sectors, weighing on performance.
Daily Reports
- Mar 02, 2026 — Defense Rally: RTX, LMT Lead
- Mar 03, 2026 — AMZN Strike Sends S&P Lower
- Mar 04, 2026 — Chips Rally; NVDA Steadies
- Mar 05, 2026 — Booking Rallies; Airlines, Enter...
- Mar 06, 2026 — Marvell Rockets 18%; Chips Volatile
- Mar 09, 2026 — NVDA Strength Sparks Chip Rally
- Mar 10, 2026 — Mag 7 Mixed; Enterprise Software...
- Mar 11, 2026 — MRVL Outlook Sparks Options Frenzy
- Mar 12, 2026 — TSM Slides, Chips Drag Markets
- Mar 13, 2026 — META Slides 3.8%, Enterprise Sof...
- Mar 16, 2026 — ARM Jumps 5.1%, Chips Leap
- Mar 17, 2026 — Airlines Rally: DAL Jumps 6.6%
- Mar 18, 2026 — Enterprise Software Sinks, ADBE ...
- Mar 19, 2026 — Mag 7 Retreats, Energy and Chips...
- Mar 20, 2026 — SMCI Drops 33%, Infrastructure S...
- Mar 23, 2026 — PLTR Rallies 6.7%, Enterprise Leads
- Mar 24, 2026 — Infrastructure Leads; HPE, DELL ...
- Mar 25, 2026 — ARM Jumps 16%, Chips Lead Rally
- Mar 26, 2026 — Meta Slides 8%, Mag 7 Drag Markets
- Mar 27, 2026 — PANW, CRWD Slide; Cybersecurity ...
- Mar 30, 2026 — MRVL Drops 7.5%, Chips Slip
- Mar 31, 2026 — MRVL Deal Lifts NVDA, Chips Rally