Weekly Market Recap (September 8–12, 2025)
Stocks advanced across major indexes as tech powered gains. The Nasdaq led, while Utilities and Financials added support. Healthcare lagged, underscoring selective sector rotation amid resilient sentiment.
Index Performance (Weekly)
| Index | Weekly Change |
|---|---|
| Dow Jones | +0.70% |
| S&P 500 | +1.37% |
| Nasdaq | +1.57% |
Sector Snapshot (1-Week)
AI Picks Performance
| Stock | Weekly Return | Comment |
|---|---|---|
| UnitedHealth (UNH) | +10.07% | Strong rebound in healthcare earnings despite sector weakness |
| Newmont (NEM) | +4.62% | Gold producer benefited from risk hedging flows |
| Arista Networks (ANET) | −0.44% | Networking paused after recent outperformance |
️ The Score — Stocks That Defined the Week
Highlights from the week’s biggest movers and headlines across tech, fintech, retail, and media.
- Apple (AAPL): Unveiled the ultrathin iPhone Air at $999, replacing prior Plus models and teeing up a foldable iPhone as early as next year. New AirPods Pro and Watch updates landed, but AI features again trailed Android rivals. Shares slipped across Tuesday–Wednesday on lukewarm reception.
- Robinhood (HOOD): Announced Robinhood Social, a feed for verified trades and investor stats (beta to ~10k users in 1Q26). After news of upcoming S&P 500 inclusion (Sept 22) sparked a 16% pop Monday, shares eased midweek.
- Oracle (ORCL): Despite an earnings miss, guided to major cloud-infrastructure growth and said it booked ~$317B in future AI-related contracts last quarter. Shares jumped sharply midweek. WSJ later reported OpenAI signed a multi-year, ~$300B compute deal beginning in 2027.
- Chewy (CHWY): Prioritized long-term growth over near-term profit, lifting its sales outlook and reinvesting in Chewy+, private-label foods, and Autoship. The market punished the strategy shift; shares fell double-digits Wednesday.
- Klarna (KLAR): Debuted on the NYSE at $40 and closed up ~15% at $45.85, valuing the BNPL pioneer above $17B. A constructive signal for the IPO pipeline, including StubHub.
- Warner Bros. Discovery (WBD): Report said Paramount-Skydance is preparing a majority-cash offer for all of WBD, backed by the Ellison family. No formal bid yet; the stock surged on the chatter.
Takeaway: AI infrastructure spend and platform features are driving outsize moves (Oracle, Apple, Robinhood), while selective deal speculation continues to ripple through media (WBD). Consumer-internet names remain sensitive to profitability vs. growth trade-offs (Chewy).
Outlook
- Inflation data: Mid-week CPI report will shape Fed rate-cut expectations.
- Tech earnings: Results from Adobe and Oracle could reinforce or challenge sector momentum.
- Political risk: Heightened focus on security at campaign events may further spotlight U.S. instability.
Key Takeaway
Tech leadership continues to drive market resilience, with AI contracts and platform bets setting the tone. Keep an eye on CPI and mega-cap guidance for confirmation the rally can broaden beyond growth.
Week ended September 12, 2025. Data: index providers & public disclosures.
