US Stock Market Sector Analysis – July 2025
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
The market finished July in a choppy but modestly positive tone, recording 9 bullish days, 5 bearish days and 9 mixed sessions across 23 trading days. Strength was concentrated in Infrastructure (+12.1%), Airlines (+9.8%) and the Mag 7 (AI spenders, +6.9%), which helped offset broader weakness. Significant weakness was concentrated in Healthcare (-10.1%), Analog & Embedded Chips (-11.4%) and IT Services (-12.2%), reflecting sector-specific pressures. Overall the tape ended the month mixed-to-up, with leadership bifurcated between cyclical infrastructure/transport names and pronounced softness in defensive and tech-adjacent areas.
Daily Reports
- Jul 01, 2025 — MIXED
- Jul 02, 2025 — BULLISH
- Jul 03, 2025 — BULLISH
- Jul 04, 2025 — BULLISH
- Jul 07, 2025 — BEARISH
- Jul 08, 2025 — BULLISH
- Jul 09, 2025 — MIXED
- Jul 10, 2025 — BULLISH
- Jul 11, 2025 — BEARISH
- Jul 14, 2025 — MIXED
- Jul 15, 2025 — BEARISH
- Jul 16, 2025 — BULLISH
- Jul 17, 2025 — BULLISH
- Jul 18, 2025 — MIXED
- Jul 21, 2025 — MIXED
- Jul 22, 2025 — MIXED
- Jul 23, 2025 — BULLISH
- Jul 24, 2025 — BEARISH
- Jul 25, 2025 — BULLISH
- Jul 28, 2025 — MIXED
- Jul 29, 2025 — MIXED
- Jul 30, 2025 — MIXED
- Jul 31, 2025 — BEARISH