The Week in Brief
- S&P 500 rose 0.11% to $770.19; Nasdaq-100 added 0.35%; Dow fell 0.18%
- Energy led sectors at +2.2% as crude oil gained 9.45%; consumer staples fell 1.0%
- Breadth tilted negative: 950 advancers vs 1,020 decliners; median stock fell 0.09%
- Summit Therapeutics rose 28.2%; Alumis fell 50.4% in health care divergence
- Dell gained 14.9% after 40.5% EPS beat; several tech names fell despite beats
Major indexes finished the week near flat after five sessions of subdued trading. The S&P 500 rose 0.11% to close at $770.19, the Nasdaq-100 added 0.35% to $718.96, and the Dow fell 0.18% to $534.08. The Russell 2000 gained 0.09% to $296.01. Breadth tilted negative across the 1,996-stock universe screened, with 950 advancers against 1,020 decliners and the median stock falling 0.09%. Treasury prices declined, with the 20-plus year bond ETF falling 0.81%, while gold dropped 0.52%. Crude oil rose 9.45% to close at $141.96, the week's standout macro move.
Index & Asset Scoreboard
Weekly price change of the major index and asset-class ETFs, Friday close to Friday close.
| Instrument | Sep 4 close | Week |
|---|---|---|
| S&P 500 (SPY) | $770.19 | ▲+0.11% |
| Nasdaq-100 (QQQ) | $718.96 | ▲+0.35% |
| Dow Jones (DIA) | $534.08 | ▼-0.18% |
| Russell 2000 (IWM) | $296.01 | ▲+0.09% |
| 20+ Yr Treasuries (TLT) | $82.21 | ▼-0.81% |
| Gold (GLD) | $406.77 | ▼-0.52% |
| Crude Oil (USO) | $141.96 | ▲+9.45% |
Sector Rotation
Energy led all sectors with a 2.2% gain, propelled by the sharp rise in crude. Among the 100 energy names screened, 80 advanced and the average stock rose 2.47%. Technology added 0.86% and utilities gained 0.82%, while consumer discretionary fell 1.96%, materials declined 1.39%, and consumer staples dropped 1.02%. Breadth patterns varied widely: financials posted a 0.0% ETF return but saw 227 of 342 stocks advance with an average gain of 0.67%, while real estate fell 1.24% with only 20 of 113 names rising and an average decline of 1.42%.
Left: the ten SPDR sector ETFs ranked by weekly price change. Right: breadth inside each sector across the screened universe — how many of its stocks rose, and the average move.
| Sector ETF | Week |
|---|---|
| Energy (XLE) | ▲+2.20% |
| Technology (XLK) | ▲+0.86% |
| Utilities (XLU) | ▲+0.82% |
| Health Care (XLV) | ▲+0.17% |
| Financials (XLF) | 0.00% |
| Consumer Staples (XLP) | ▼-1.02% |
| Industrials (XLI) | ▼-1.06% |
| Real Estate (XLRE) | ▼-1.24% |
| Materials (XLB) | ▼-1.39% |
| Consumer Disc. (XLY) | ▼-1.96% |
| Sector (stocks) | Adv / Total | Avg move |
|---|---|---|
| Energy | 80 / 100 | +2.47% |
| Financials | 227 / 342 | +0.67% |
| Health Care | 170 / 304 | +0.21% |
| Utilities | 33 / 61 | +0.16% |
| Information Technology | 140 / 266 | +0.02% |
| Industrials | 126 / 324 | -0.48% |
| Materials | 32 / 97 | -0.83% |
| Communication | 24 / 77 | -1.20% |
| Consumer Discretionary | 71 / 223 | -1.41% |
| Real Estate | 20 / 113 | -1.42% |
| Consumer Staples | 26 / 87 | -2.11% |
Top 10 Winners
Summit Therapeutics Inc ($SMMT, Health Care) rose 28.22% to $17.61 and Tarsus Pharmaceuticals Inc ($TARS, Health Care) gained 26.51% to lead all stocks, while Alumis Inc ($ALMS, Health Care) fell 50.40% to $11.10 and Ultragenyx Pharmaceutical Inc ($RARE, Health Care) dropped 40.26% to $15.30 at the bottom of the table. Among large caps, Bloom Energy Corp ($BE, Industrials) rose 19.97% to $252.87, Sandisk Corp ($SNDK, Information Technology) added 17.17% to $1,740.00, and Robinhood Markets Inc ($HOOD, Financials) gained 17.12% to $122.11; a tracked headline on September 4 noted AMC's CEO criticized Robinhood stock tokens as AMC shares rallied. Dell Technologies Inc ($DELL, Information Technology) rose 14.88% to $524.14 after reporting a 40.46% EPS beat, with a September 4 headline noting the stock hit a 52-week high. On the downside, Autodesk Inc ($ADSK, Information Technology) fell 16.40%, Cadence Design Systems Inc ($CDNS, Information Technology) declined 14.01%, and Palo Alto Networks Inc ($PANW, Information Technology) dropped 10.32% to $333.26 despite a 2.42% EPS beat.
Largest weekly gains among US-listed stocks with market cap above $1B and share price above $5. Context shows the week's earnings result and latest tracked headline where available.
Biggest gainers · Aug 28–Sep 4
| Symbol | Week | Context |
|---|---|---|
| SMMTSummit Therapeutics Inc$17.61 | ▲+28.22% | — |
| TARSTarsus Pharmaceuticals Inc$90.78 | ▲+26.51% | — |
| ASSTStrive Inc$27.14 | ▲+24.84% | — |
| CNHCNH Industrial NV$14.40 | ▲+23.29% | — |
| BEBloom Energy Corp$252.87 | ▲+19.97% | — |
| BTDRBitdeer Technologies Group$12.38 | ▲+19.96% | — |
| HUTHut 8 Corp$93.55 | ▲+17.79% | — |
| AGCOAGCO Corp$133.40 | ▲+17.65% | — |
| MIRMirion Technologies Inc$16.93 | ▲+17.57% | — |
| SNDKSandisk Corp$1,740 | ▲+17.17% | — |
Top 10 Losers
Largest weekly declines on the same screen.
Biggest decliners · Aug 28–Sep 4
| Symbol | Week | Context |
|---|---|---|
| ALMSAlumis Inc$11.10 | ▼-50.40% | — |
| RAREUltragenyx Pharmaceutical Inc$15.30 | ▼-40.26% | — |
| CXMSprinklr Inc$5.91 | ▼-27.57% | EPS beat +4.3% |
| CRDOCredo Technology Group Holding Ltd$170.57 | ▼-26.72% | EPS beat +1.1% |
| ENOVEnovis Corp$18.56 | ▼-25.46% | — |
| GWREGuidewire Software Inc$162.42 | ▼-21.10% | EPS beat +3.0% |
| FICOFair Isaac Corp$932.26 | ▼-19.18% | — |
| EIXEdison International$56.77 | ▼-19.10% | — |
| FBYDFalcon's Beyond Global Inc$8.14 | ▼-17.53% | — |
| MDBMongoDB Inc$368.74 | ▼-17.44% | EPS beat +17.1%Wall Street Breakfast Podcast: A Dell Of A Quarter |
Large-Cap Movers
The same ranking restricted to companies above $50B in market cap — the names most likely to sit in index funds and 401(k)s.
Large-cap gainers
- BEBloom Energy Corp · $64.0B▲+19.97%
- SNDKSandisk Corp · $217.4B▲+17.17%
- HOODRobinhood Markets Inc · $97.2B▲+17.12%
- DELLDell Technologies Inc · $339.8B▲+14.88%
- DEDeere & Co · $187.0B▲+10.03%
Large-cap decliners
- ADSKAutodesk Inc · $51.8B▼-16.40%
- CDNSCadence Design Systems Inc · $84.0B▼-14.01%
- SNPSSynopsys Inc · $84.9B▼-11.02%
- DASHDoorDash Inc · $91.7B▼-10.56%
- PANWPalo Alto Networks Inc · $312.0B▼-10.32%
Earnings Movers
Forty screened companies reported results during the week, and post-earnings performance diverged sharply from the magnitude of beats. Dell Technologies rose 14.88% after posting a 40.46% EPS surprise, GitLab Inc ($GTLB, Information Technology) gained 11.05% following a 31.08% beat, and Ulta Beauty Inc ($ULTA, Consumer Discretionary) added 9.01% after a 3.81% surprise. By contrast, several technology names fell despite exceeding estimates: Sprinklr Inc ($CXM, Information Technology) dropped 27.57% despite a 4.27% beat, Credo Technology Group Holding Ltd ($CRDO, Information Technology) fell 26.72% after a 1.06% beat, Guidewire Software Inc ($GWRE, Information Technology) declined 21.10% despite a 3.05% surprise, and MongoDB Inc ($MDB, Information Technology) fell 17.44% even after a 17.13% beat. G-III Apparel Group Ltd ($GIII, Consumer Discretionary) dropped 17.10% despite a 35.91% EPS surprise, underscoring the limited predictive power of headline beats for near-term price action.
40 companies in the screen reported quarterly results this week. These are the largest weekly moves among them, with the EPS surprise that accompanied them.
Biggest gains after reporting
| Symbol | Act / Est | Surprise | Week |
|---|---|---|---|
| DELLDell Technologies Inc | $7.04$5.01 | +40.5% | ▲+14.88% |
| GTLBGitLab Inc | $0.24$0.18 | +31.1% | ▲+11.05% |
| ULTAUlta Beauty Inc | $6.55$6.31 | +3.8% | ▲+9.01% |
| DOCUDocuSign Inc | $1.16$1.11 | +4.7% | ▲+6.89% |
| OLLIOllie's Bargain Outlet Holdings Inc | $1.42$1.16 | +22.4% | ▲+5.72% |
Biggest declines after reporting
| Symbol | Act / Est | Surprise | Week |
|---|---|---|---|
| CXMSprinklr Inc | $0.11$0.11 | +4.3% | ▼-27.57% |
| CRDOCredo Technology Group Holding Ltd | $1.20$1.19 | +1.1% | ▼-26.72% |
| GWREGuidewire Software Inc | $0.99$0.96 | +3.0% | ▼-21.10% |
| MDBMongoDB Inc | $1.90$1.62 | +17.1% | ▼-17.44% |
| GIIIG-III Apparel Group Ltd | $0.26$0.19 | +35.9% | ▼-17.10% |
Analyst Sentiment Shifts
Week-over-week change in the share of analysts rating a stock Buy or Strong Buy (minimum five covering analysts).
Buy share rising
| Symbol | Analysts | Buy share now | Change (pp) |
|---|---|---|---|
| CLBKColumbia Financial Inc | 9 | 88.9% | ▲+88.9% |
| PLPCPreformed Line Products Co | 7 | 85.7% | ▲+85.7% |
| WLFCWillis Lease Finance Corp | 7 | 85.7% | ▲+85.7% |
| VSHVishay Intertechnology Inc | 9 | 66.7% | ▲+56.7% |
| AVTAvnet Inc | 9 | 55.6% | ▲+38.9% |
Buy share falling
| Symbol | Analysts | Buy share now | Change (pp) |
|---|---|---|---|
| SENEASeneca Foods Corp | 8 | 0.0% | ▼-88.9% |
| SCSCScansource Inc | 8 | 0.0% | ▼-66.7% |
| DVDoubleverify Holdings Inc | 24 | 0.0% | ▼-65.4% |
| ITGRInteger Holdings Corp | 15 | 0.0% | ▼-64.7% |
| ATKRAtkore Inc | 8 | 0.0% | ▼-60.0% |
Methodology & Disclaimer
Data. All figures come from Money365.Market's own daily price, earnings and analyst-recommendation records, captured at each US close. Returns are price returns from the Aug 28 close to the Sep 4 close; dividends are excluded.
Screen. 1,996 US-listed common stocks with market capitalization of at least $1B and a closing price of at least $5, with prices on at least three of the week's 5 trading days. ETFs and funds are excluded from the stock rankings.
Adjustments. Weekly moves are compounded from daily changes and cross-checked against closing prices; where the two disagree (stock splits, data corrections) the smaller move is used and the row is marked with an asterisk. This week: AEHR, APH, AVB, CRML, ESTC, GAP, MARA, MRVL, PYPL, RBRK, RUSHA, RUSHB, SLS, SOLS, VISN, XNCR.
Narrative. The short prose sections were drafted by an AI model from the verified data above only, then checked automatically for number and ticker traceability, editorial tone and FCA financial-promotion wording before publication.
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