Weekly Market Recap – Week Ending Sep 25, 2026
U.S. equity markets were mixed this week, with technology and growth-related areas leading while several defensive and rate-sensitive sectors moved lower. The NASDAQ 100 ETF (QQQM) rose 3.24%, and the S&P 500 ETF (SPYM) gained 1.29%, supported by strong performance in Technology (XLK), Communication Services (XLC), Health Care (XLV), and Industrials (XLI). However, Utilities (XLU), Energy (XLE), Real Estate (XLRE), Financials (XLF), Consumer Staples (XLP), Consumer Discretionary (XLY), Materials (XLB), Small Caps (VB), and Dividend Equity (SCHD) declined, indicating that market breadth remained uneven. Stock-specific momentum was strongest in selected technology, semiconductor, AI infrastructure, biotechnology, and clean energy names, led by Moderna (MRNA), Bloom Energy (BE), Intel (INTC), Arm Holdings (ARM), Lenovo Group (LNVGY), and SoftBank (SFTBY).
Sector ETF Performance:
Ticker | Name | VE Rating | Last Week’s Close Price | Weekly Change |
QQQM | Invesco NASDAQ 100 ETF | 5 | 296.91 | 3.24% |
SCHD | Schwab US Dividend Equity ETF | 2 | 33.68 | -1.40% |
SPYM | State Street SPDR Portfolio S&P 500 ETF | 4 | 89.64 | 1.29% |
VB | Vanguard Morningstar Small-Cap ETF | 3 | 289.61 | -0.26% |
XLB | State Street Materials Select Sector SPDR ETF | 2 | 49.99 | -0.38% |
XLC | State Street Com Svc Sel Sec SPDR ETF | 2 | 110.81 | 1.94% |
XLE | State Street Energy Select Sector SPDR ETF | 3 | 64.31 | -3.53% |
XLF | State Street Financial Sel Sec SPDR ETF | 2 | 55.86 | -1.83% |
XLI | State Street Industrial Select Sector SPDR ETF | 3 | 169.75 | 0.40% |
XLK | State Street Technology Select Sector SPDR ETF | 5 | 189.6 | 3.52% |
XLP | State Street Consumer Staples Sel Sect SPDR ETF | 1 | 82.8 | -0.89% |
XLRE | State Street Real Estate Select Sector SPDR ETF | 1 | 42.53 | -2.28% |
XLU | State Street Utilities Select Sector SPDR ETF | 1 | 41.1 | -3.87% |
XLV | State Street Health Care Select Sector SPDR ETF | 3 | 168.39 | 1.37% |
XLY | State Street Consumer Disc Sel Sect SPDR ETF | 1 | 111.03 | -0.42% |
Top 3 Stock Performers (Global)
Ticker | Name | VE Rating | Last Close Price | Price 30 Days Ago | Monthly Difference |
ARM | Arm Holdings PLC – ADR | 5 | 310.32 | 241.91 | 28.28% |
LNVGY | Lenovo Group Ltd | 5 | 95.19 | 76.55 | 24.35% |
SFTBY | SoftBank Group Corp – ADR | 5 | 19.75 | 16.15 | 22.29% |
Top 3 Stock Performers (US)
Ticker | Name | VE Rating | Last Close Price | Price 30 Days Ago | Monthly Difference |
MRNA | Moderna Inc | 4 | 198.88 | 140.34 | 41.71% |
BE | Bloom Energy Corp | 5 | 288.7 | 206.3 | 39.94% |
INTC | Intel Corp | 5 | 123 | 89.51 | 37.41% |
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