Sector Performance Spotlight July 7, 2025 – VantagePoint

Forget everything you thought you knew about summer markets.

Because last week? Wall Street didn’t nap — it exploded.

The S&P 500 didn’t inch higher. It blasted 1.7% to a record close of 6,279.35. The Nasdaq crushed its own all-time high too — closing at 20,601. And the Dow? It roared 2.3% and now sits just 300 points away from rewriting the record books.

So much for the “summer slowdown” theory.

The spark?

A June jobs report so strong it smacked every recession whisperer in the mouth. The labor market’s flexing. The consumer’s still spending. And the bears? They just got benched.

But here’s where it gets even more interesting…

This week? Quiet on the data front. Which means one thing: All eyes are on Trump’s July 9 tariff decision. The 90-day pause ends Tuesday — and if trade tensions flare back up, this fireworks show could turn into a powder keg.

And yet… if you’re paying attention, there’s a clear message from the market:

The winners are already running.

Look at the sector performance over the past month:

• Tech: +10.34%
• Energy: +6.41%
• Comm Services: +5.98%

The laggards? Consumer Staples, Utilities, Real Estate — the so-called “safe” spots.

Translation: smart money is chasing growth and momentum, not hiding from risk.

So, here’s your gut-check moment…

You can sit back and hope things cool off. Or you can lock in, refocus, and ride with the sectors and stocks that are leading this market higher right now.

Want help spotting the top setups in these breakout sectors?

Our A.I. trading masterclass is filling fast.

It’s not magic.

It’s machine learning.

Best,

-Max