TODAYMEMORY +5.3%SEMI EQUIPMENT +5.3%DC / NEOCLOUDS +5.3%OPTICAL +5.2%SEMI MATERIALS +4.9%PACKAGING +4.5%AI SOFTWARE -2.5%POWER GEN -3.5%
S&P Sector Pulse

S&P Sector Pulse — Week of Sep 7, 2026

Sep 7, 2026 run — 26 advancing, 63 declining across 90 names tracked on the day.

As of close, Sep 7, 2026
S&P Sector Pulse
Monday, September 07 2026 · 10:00 AM ET
🧠 12 sectors · 90 stocks · ↑26 · ↓63
BULL MARKET VIX 15 Full size — low volatility
Trend intact. Full system active. Trade the trend.
S&P Sector Pulse — Broad Market (ex-AI Infra)
Trending sectors outside the AI supply chain — banks, payments, fintech & crypto, pharma, biotech, retail, restaurants, travel, defense, energy, materials, and autos. Each row: TODAY / YDAY / LAST WK / MONTH + trend streak, RVOL, and analyst target. AI infra names live in their own report.
Subsector Heatmap
SUBSECTORSTOCKSTODAYWEEKMONTHHEAT
Travel8 stocks+0.4%-3.5%-9.3%❄️
Auto/EV5 stocks+0.1%-2.9%-9.8%❄️
Retail7 stocks-0.0%+0.6%-3.8%❄️
Banks8 stocks-0.1%+0.7%+0.9%
Defense7 stocks-0.1%-3.6%-9.6%❄️
Materials8 stocks-0.6%-0.2%+1.4%
Energy9 stocks-0.8%+2.6%+13.6%🔥🔥
Pharma8 stocks-0.9%+0.9%+4.0%🔥
Payments7 stocks-1.1%-0.2%-0.6%❄️
Biotech9 stocks-1.8%+0.8%+19.6%🔥🔥🔥
Fintech7 stocks-2.3%+4.2%+13.1%🔥🔥
Restaurants7 stocks-3.2%-4.6%-3.6%❄️
⚡ High-Energy Setups
RVOL ≥ 1.0x with sweep / FVG / gap-up — sorted by RVOL + sector heat — top 2 across all sectors
SymPriceMkt CapAnalyst TargetTodayRVOLEMA StackSetupCatalystNext EPSSectorNews
MP
WEAK 3
$54$10B
$75
$13B +38%
+1.3%1.1x
5m✓30m✓1h✓4h✗
GAP +5.2%
Nov 05
59d
Materials
Critical Metals Stock And 2 Other Rare Earth Stocks To Own
RVOL +1.1 · 1 setup +1 · 1d trend +1 = 3.12 — WEAK
HOOD
AVOID -1
$122$110B
$127
$114B +4%
-2.1%1.2x
5m✗30m✗1h✓4h✓
FVG
Nov 04
58d
Fintech
Robinhood’s CEO Says States Are Fighting Prediction Markets to Protect Their Own Gambling Tax Money, ‘There’s a Huge Financial Incentive’
RVOL +1.2 · 1 setup +1 · NO CATALYST -3 = -0.84 — AVOID
📖 Signal Cheat Sheet
What each badge means and what to do
SignalWhat it meansAction
4H 👑 BULLPrimary trend up — the king TF is bull (confirmed by 1D)BUY pullbacks / breakouts
4H 👑 BEARPrimary trend down — the king TF is bearAVOID calls — only consider puts if 1D also bear
4H 👑 NEUTNo clear trend — king TF is sidewaysWAIT — no new position
GAP +X%Stock opened higher than yesterday's closeDon't chase the open — BUY first pullback if volume holds
SWEEP (low)Stop-hunt below recent lows, then reversed up on heavy volume — smart money triggered stops then BOUGHT aggressivelyBUY — the dip was a trap; big buyers stepped in
SWEEP↑ (high)Broke above prior 10-day HIGH and closed above — clean breakout sweep (took resistance liquidity and held)BUY on retest of the broken level
FVGFair Value Gap — 3-bar imbalance, no overlap between bar-3 and bar-1; price often returns to fill itBUY when price retests the gap zone with volume
DISP (up)GREEN displacement — oversized up-candle (2× body, 2× vol). Aggressive institutional BUYINGMOMENTUM BUY — ride with tight stop, exit on first failed candle
DISP (down)RED displacement — oversized down-candle (2× body, 2× vol). Aggressive institutional SELLING (your intuition)AVOID longs — wait for reversal confirmation
💰 INSIDER BUYOfficers/directors bought shares in the last 14 days (Form 4)Bullish context — adds confidence to a long setup
📉 DILUTIONCompany filed S-1 / S-3 / 424B (new share issuance coming — supply ↑, price typically ↓)AVOID new longs / take profit on existing position
Travel & LeisureAirlines, cruises, hotels, online travel, and gaming — cyclical reopening
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
BKNG
Booking Holdings
$193$145B-0.9%-2.2%-6.0%-9.8%1.3x
$240
+24%
Oct 27
50d
Largest online travel agency — global bookings
ABNB
Airbnb
$182$109B-1.8%+1.1%-4.0%+2.2%0.6x
$184
+1%
Nov 05
59d
Alt-accommodation leader — travel demand
DAL
Delta Air Lines
$80$53B⚡3d+1.9%+0.8%+0.1%-12.2%1.1x
$105
+31%
Oct 08
31d
Premium airline — best-in-class margins
UAL
United Airlines
$112$36B⚡3d+2.8%+0.3%+0.7%-14.0%1.0x
$162
+45%
Oct 21
44d
Network carrier — international travel
CCL
Carnival
$24$32B▲1d+0.2%-1.1%-5.0%-18.9%0.9x
$35
+49%
Sep 28
21d
Largest cruise line — deleveraging story
RCL
Royal Caribbean
$265$71B-0.1%-0.0%-5.1%-17.1%0.9x
$353
+33%
Oct 27
50d
Premium cruise — record booking demand
MAR
Marriott
$336$88B▲2d-0.0%+0.9%-4.2%-4.7%0.8x
$393
+17%
Nov 03
57d
Asset-light hotel franchise
DKNG
DraftKings
$24$12B+0.9%-0.1%-5.0%-0.1%0.8x
$33
+35%
Nov 05
59d
Online sports betting + iGaming growth
EV & AutoAutomakers and EV names — demand + margin and rate sensitivity
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
GM
General Motors
$88$79B▲2d+0.8%+2.8%+1.9%+0.4%1.1x
$102
+16%
Oct 20
43d
Legacy OEM — buybacks + EV/AV optionality
F
Ford
$15$58B⚡3d+1.2%+1.9%+5.3%+5.7%1.0x
$16
+9%
Oct 22
45d
Legacy OEM — Pro fleet + dividend
RIVN
Rivian
$16$23B-1.4%+1.9%-2.0%-1.6%0.7x
$18
+18%
Nov 03
57d
EV maker — R2 launch + VW JV
LCID
Lucid
$5$2B▲1d+1.3%-2.3%-6.6%-33.5%1.0x
$7
+50%
Nov 04
58d
Luxury EV — Saudi-backed, high beta
NIO
NIO
$4$10B-1.3%+0.0%-13.0%-19.8%1.4x
$6
+59%
Nov 24
78d
China EV — delivery-growth beta
Retail & Big BoxBig-box and discount retail — consumer-health barometer
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
COST
Costco
$916$406B-1.0%-0.3%-3.1%-3.4%1.2x
$1100
+20%
Sep 24
17d
Membership warehouse — defensive compounder
WMT
Walmart
$107$853B-1.2%+2.2%+3.9%-4.0%0.7x
$130
+21%
Nov 19
73d
Largest retailer — trade-down + advertising upside
TGT
Target
$164$75B▲2d-0.2%+0.4%+0.8%+10.7%0.6x
$160
-2%
Nov 18
72d
Discretionary retail turnaround
HD
Home Depot
$321$320B▲2d+0.9%+0.6%-2.0%-9.1%0.6x
$379
+18%
Nov 17
71d
Home-improvement — housing + rate sensitivity
LOW
Lowe's
$202$115B▲2d+0.1%+1.0%-1.7%-8.5%0.8x
$255
+26%
Nov 18
72d
#2 home improvement — DIY exposure
DG
Dollar General
$133$29B▲2d+1.5%+0.3%+8.4%+5.2%0.7x
$138
+4%
Dec 03
87d
Low-end consumer — value-channel traffic
TJX
TJX Companies
$132$145B-0.4%+0.7%-2.2%-17.9%1.0x
$175
+33%
Nov 18
72d
Off-price retail — trade-down winner
Big Banks & BrokersMoney-center banks, investment banks, and brokers — the rate-and-credit complex
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
JPM
JPMorgan Chase
$359$953B-0.9%+1.6%+0.3%+0.3%0.9x
$372
+4%
Oct 13
36d
Largest US bank — bellwether for credit and rates
GS
Goldman Sachs
$1037$302B⚡3d-0.1%+3.3%+0.9%+0.4%0.8x
$1150
+11%
Oct 13
36d
Investment banking + trading — IPO/M&A reopening play
MS
Morgan Stanley
$219$342B⚡3d+0.8%+2.5%+1.4%+0.6%0.8x
$243
+11%
Oct 14
37d
Wealth management + capital markets
BAC
Bank of America
$63$438B-0.1%+0.7%+1.1%-0.3%0.9x
$68
+9%
Oct 14
37d
Rate-sensitive consumer + commercial bank
WFC
Wells Fargo
$90$272B▲1d+0.9%-0.1%+3.8%+3.1%0.7x
$102
+13%
Oct 13
36d
Asset-cap removal + buyback story
C
Citigroup
$138$231B-0.3%+2.8%+3.6%+2.0%0.7x
$158
+14%
Oct 13
36d
Restructuring / break-up value play
SCHW
Charles Schwab
$109$189B-0.8%+2.0%-0.8%+1.9%0.8x
$126
+15%
Oct 15
38d
Brokerage + cash-sorting recovery
BX
Blackstone
$138$163B+0.1%+0.6%-4.4%-0.7%0.8x
$140
+2%
Oct 22
45d
Largest alt-asset manager — private credit leader
Defense & AerospacePrimes and aerospace — backlog-driven with geopolitical tailwind
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
BA
Boeing
$212$168B⚡3d+0.7%+0.8%+1.2%-9.5%0.9x
$278
+31%
Oct 28
51d
Commercial aero recovery — 737/787 ramp
RTX
RTX Corp
$201$271B-0.6%+0.7%-5.2%-9.7%0.7x
$240
+20%
Oct 20
43d
Engines + missiles — defense + aftermarket
LMT
Lockheed Martin
$527$121B-1.1%+0.3%-6.3%-10.1%0.9x
$620
+18%
Oct 20
43d
F-35 prime — defense budget defensive
NOC
Northrop Grumman
$528$73B-0.0%+0.8%-5.2%-9.5%1.4x
$640
+21%
Oct 20
43d
B-21 + missile defense
GD
General Dynamics
$364$97B-0.4%+0.5%-5.2%-8.3%1.2x
$430
+18%
Oct 28
51d
Subs + Gulfstream jets
GE
GE Aerospace
$337$350B▲2d+1.1%+1.2%-1.6%-8.9%0.7x
$400
+19%
Oct 20
43d
Jet-engine aftermarket — services compounder
HII
Huntington Ingalls
$291$11B-0.0%+0.7%-2.8%-11.5%0.8x
$367
+26%
Oct 29
52d
Navy shipbuilder — long backlog
Metals & MaterialsMiners, steel, and chemicals — global-growth and reflation proxies
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
FCX
Freeport-McMoRan
$73$104B▲1d+0.2%-1.9%-4.9%+4.5%0.5x
$75
+3%
Oct 22
45d
Copper leader — electrification demand
NEM
Newmont
$128$135B-1.7%+4.4%+0.3%+13.6%0.7x
$133
+4%
Oct 22
45d
Largest gold miner — gold-price beta
NUE
Nucor
$263$59B+0.2%-0.6%+4.2%-4.2%0.6x
$286
+9%
Oct 26
49d
Largest US steelmaker — tariff + infra tailwind
CLF
Cleveland-Cliffs
$12$7B▲1d+1.4%-1.1%+7.6%+2.0%0.5x
$12
-4%
Oct 19
42d
Flat-rolled steel — auto exposure, high beta
AA
Alcoa
$50$13B-2.0%+0.0%-0.7%-0.2%0.6x
$60
+19%
Oct 15
38d
Aluminum — tariff + supply-tightness play
ALB
Albemarle
$127$15B-4.1%-4.1%-8.1%-3.7%1.6x
$172
+36%
Nov 04
58d
Lithium leader — EV-battery cycle
MP
MP Materials
$54$10B▲1d+1.3%-1.7%-2.9%+6.7%1.1x
$75
+38%
Nov 05
59d
US rare-earths — supply-chain security
STLD
Steel Dynamics
$246$35B-0.1%-0.7%+3.1%-7.8%1.0x
$266
+8%
Oct 19
42d
Low-cost US steelmaker — tariff + infra tailwind
Energy & Oil/GasOil majors, E&P, services, and LNG — commodity + geopolitical beta
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
XOM
Exxon Mobil
$163$656B+0.6%-1.2%+1.8%+4.9%1.1x
$170
+4%
Oct 30
53d
Integrated major — Permian + Guyana growth
CVX
Chevron
$209$409B-1.2%-0.2%+3.3%+12.8%0.7x
$224
+8%
Oct 30
53d
Integrated major — Hess deal + buybacks
COP
ConocoPhillips
$134$161B-0.9%-1.1%+3.0%+14.9%0.8x
$146
+9%
Nov 05
59d
Largest US independent E&P
OXY
Occidental
$60$60B-0.7%-0.5%+1.6%+7.4%1.0x
$67
+11%
Nov 09
63d
Permian E&P — Buffett-backed + carbon capture
SLB
Schlumberger
$57$85B▲1d-0.7%-1.2%+0.8%+14.4%0.7x
$63
+10%
Oct 23
46d
Largest oilfield-services name
HAL
Halliburton
$37$31B-0.6%-0.9%+2.9%+16.8%1.2x
$43
+16%
Oct 20
43d
N. America frac + completions
FANG
Diamondback
$199$56B-1.8%-0.2%+0.8%+6.5%1.0x
$225
+13%
Nov 02
56d
Permian pure-play E&P
LNG
Cheniere Energy
$280$60B▲1d-3.8%-1.7%+3.4%+14.2%1.8x
$310
+11%
Oct 29
52d
Largest US LNG exporter — gas-export demand
MPC
Marathon Petroleum
$394$109B🔥8d+1.6%+0.2%+5.4%+30.8%0.7x
$322
-18%
Nov 03
57d
Refiner — crack-spread + buyback story
Pharma & Managed CareLarge-cap pharma and health insurers — defensive with catalyst optionality
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
LLY
Eli Lilly
$1147$1.0T-1.1%-0.0%-2.1%-2.9%0.9x
$1376
+20%
Oct 29
52d
GLP-1 leader (Zepbound/Mounjaro) — obesity supercycle
NVO
Novo Nordisk ADR
$47$206B-2.0%+1.6%+2.2%-0.1%0.6x
$45
-3%
Nov 04
58d
Wegovy/Ozempic — GLP-1 duopoly with LLY
UNH
UnitedHealth
$397$356B-1.0%+0.3%+1.1%-2.4%1.4x
$490
+24%
Oct 27
50d
Largest managed-care insurer — MLR recovery
JNJ
Johnson & Johnson
$279$663B+0.0%+1.2%+2.7%+6.7%0.7x
$281
+1%
Oct 13
36d
Diversified pharma + medtech defensive
ABBV
AbbVie
$261$453B+0.2%-0.6%+0.4%+4.2%1.1x
$280
+7%
Oct 29
52d
Immunology (Skyrizi/Rinvoq) post-Humira
MRK
Merck
$152$371B-0.2%+0.5%+1.3%+16.9%0.4x
$150
-1%
Oct 29
52d
Keytruda oncology franchise
PFE
Pfizer
$28$162B-1.2%-0.7%+1.8%+6.3%0.7x
$28
-2%
Nov 03
57d
Post-COVID reset — oncology pipeline rebuild
BMY
Bristol Myers
$67$136B-1.6%+0.6%+0.4%+3.2%0.6x
$68
+2%
Oct 29
52d
Cheap pharma — pipeline turnaround
Payments & CardsCard networks and payment processors — consumer-spend proxies
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
V
Visa
$375$700B-1.0%+0.1%-1.7%+3.7%0.7x
$422
+12%
Oct 27
50d
Global card-network duopoly — spend volume bellwether
MA
Mastercard
$579$507B-1.1%-0.4%-2.7%+2.9%0.6x
$670
+16%
Oct 29
52d
Card-network duopoly — cross-border travel tailwind
AXP
American Express
$326$220B-1.0%-0.1%-2.1%-4.3%0.9x
$382
+17%
Oct 23
46d
Premium card + lending, affluent consumer
PYPL
PayPal
$55$47B-3.4%+3.9%+2.7%-6.7%1.1x
$57
+4%
Oct 27
50d
Digital wallet turnaround — Venmo monetization
FISV
Fiserv
$53$28B⚡3d+0.1%+1.4%-0.3%+1.1%1.1x
$60
+13%
Oct 28
51d
Merchant acquiring + Clover SMB platform
FIS
Fidelity National
$42$22B-0.7%+1.0%+1.1%-2.1%1.3x
$50
+19%
Nov 04
58d
Banking + payments processing
COF
Capital One
$220$135B-0.4%+1.8%+1.8%+1.2%0.6x
$254
+16%
Oct 20
43d
Card lender — Discover merger integration
Biotech & DevicesBiotech and medical devices — pipeline and procedure-volume driven
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
VRTX
Vertex Pharma
$546$138B-2.1%+0.2%+0.8%+10.1%0.7x
$578
+6%
Nov 02
56d
Cystic fibrosis monopoly + Casgevy + pain (Journavx)
REGN
Regeneron
$845$85B+0.2%-1.0%+4.2%+5.7%0.8x
$824
-2%
Oct 28
51d
Eylea/Dupixent franchises
GILD
Gilead Sciences
$150$187B-0.9%+1.1%+3.6%+13.3%1.1x
$160
+7%
Oct 29
52d
HIV + oncology (Trodelvy)
AMGN
Amgen
$415$236B-6.6%+0.3%+1.1%+7.0%0.7x
$395
-5%
Nov 03
57d
Biologics + MariTide obesity readout
MRNA
Moderna
$145$58B-2.6%-1.3%+5.5%+146.0%0.5x
$125
-14%
Nov 05
59d
mRNA platform — vaccine + oncology optionality
BIIB
Biogen
$221$33B-1.6%+0.8%+1.1%+6.2%0.6x
$240
+9%
Oct 29
52d
Neuro (Leqembi Alzheimer ramp)
ISRG
Intuitive Surgical
$369$131B-0.2%-0.6%-1.6%-3.2%0.9x
$484
+31%
Oct 20
43d
da Vinci robotic-surgery monopoly
DXCM
DexCom
$88$33B-2.0%+0.0%-3.2%+3.7%0.6x
$94
+7%
Oct 29
52d
Continuous glucose monitors — diabetes growth
HIMS
Hims & Hers
$28$6B+0.0%-3.0%-3.9%-12.3%0.6x
$31
+11%
Nov 09
63d
Telehealth — GLP-1 + personalized care
Fintech & CryptoNeobrokers, lenders, and crypto-levered names — high beta to risk appetite
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
HOOD
Robinhood
$122$110B-2.1%+16.6%+17.1%+30.9%1.2x
$127
+4%
Nov 04
58d
Retail brokerage — crypto + options volume leverage
COIN
Coinbase
$185$49B-4.1%+10.1%+3.4%+20.2%0.8x
$200
+8%
Oct 29
52d
Largest US crypto exchange — direct BTC/ETH beta
SOFI
SoFi Technologies
$18$24B-1.8%+3.8%+0.9%-0.9%0.7x
$19
+4%
Oct 27
50d
Digital bank — lending + financial-services flywheel
AFRM
Affirm
$72$24B-2.6%+0.3%-7.0%-3.9%0.7x
$100
+38%
Nov 05
59d
BNPL leader — consumer-credit cycle play
MSTR
Strategy
$143$57B-1.4%+17.6%+12.2%+42.8%1.0x
$200
+40%
Oct 29
52d
Leveraged Bitcoin treasury proxy
MARA
MARA Holdings
$11$4B-2.6%+10.8%+6.0%+12.1%0.8x
$15
+33%
Nov 04
58d
Largest public Bitcoin miner
UPST
Upstart
$28$3B-1.8%+1.2%-3.5%-9.8%0.7x
$40
+43%
Nov 03
57d
AI lending marketplace — rate-cut sensitive
Restaurants & BrandsRestaurants, apparel, and consumer brands — discretionary demand
SYMBOLPRICEMKT CAPTRENDTODAYYDAYLAST WKMONTHRVOLANALYST TGTNEXT EPSWHY
MCD
McDonald's
$256$181B-1.4%-0.5%-2.8%-6.2%1.0x
$305
+19%
Nov 05
59d
Global QSR — value-menu traffic defensive
SBUX
Starbucks
$105$119B-1.1%-0.8%-3.1%-0.5%0.8x
$112
+7%
Oct 28
51d
Turnaround under new leadership
CMG
Chipotle
$37$47B-1.6%-2.5%-2.8%+12.7%0.7x
$44
+18%
Oct 28
51d
High-growth fast-casual — traffic + throughput
LULU
Lululemon
$100$11B-17.5%+1.4%-16.7%-21.8%8.7x
$106
+5%
Dec 10
94d
Athleisure brand — margin + China growth
NKE
Nike
$38$57B-0.9%+1.4%-2.0%-6.9%0.7x
$46
+21%
Oct 01
24d
Athletic brand turnaround story
YUM
Yum! Brands
$152$41B-0.5%+0.8%-2.0%-0.0%0.7x
$174
+15%
Nov 03
57d
Taco Bell/KFC/Pizza Hut global franchise
DPZ
Domino's Pizza
$348$11B+0.4%+0.1%-2.5%-2.8%0.8x
$375
+8%
Oct 13
36d
Delivery QSR — same-store comps
Momentum Buckets — Top 6 per column
✓ ENTRY
Up-day + strong month — momentum buy
MPC$394+1.6%
month +30.8%
⏸ CONSOLIDATING
Flat day + strong month — coil setup
MRK$152-0.2%
month +16.9%
TGT$164-0.2%
month +10.7%
📉 S-3ASR 10d ago
✗ WEAKENING
Down-day on a strong month — caution
COIN$185-4.1%
month +20.2%
LNG$280-3.8%
month +14.2%
MRNA$145-2.6%
month +146.0%
MARA$11-2.6%
month +12.1%
VRTX$546-2.1%
month +10.1%
HOOD$122-2.1%
month +30.9%
AI-infra supply-chain snapshot · Analyst targets via yfinance · Not financial advice · Algorithmic signals · Past performance does not guarantee future results

← Back to the library

Generated from market and analyst data at the time of publication. Nothing here is financial advice or a recommendation to buy or sell any security.