Sectors Shift After Powell’s Speech: Where to Focus Now

Mary Ellen McGonagle
by Mary Ellen McGonagle,
President, MEM Investment Research

Mary Ellen reviews the market’s latest moves following Fed Chair Powell’s Jackson Hole comments, inflation concerns, and key earnings reports. Discover which areas are gaining strength as interest rate expectations shift, with energy, banks, homebuilders, and regional names all showing leadership. In addition, Mary Ellen highlights constructive setups in consumer discretionary, solar, and select auto stocks, while technology lags behind. Don’t miss Mary Ellen’s insights into semiconductors ahead of Nvidia’s earnings, along with a look at the broader market trend and sector rotation shaping opportunities.

This video originally premiered on August 22, 2025. You can watch it on our dedicated page for Mary Ellen's videos.

New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.

If you're looking for stocks to invest in, be sure to check out the MEM Edge Report! This report gives you detailed information on the top sectors, industries and stocks so you can make informed investment decisions.

Sectors Market Analysis ETFs Equities
Mary Ellen McGonagle
About The Author:

Mary Ellen is a professional investing consultant and president of MEM Investment Research. After starting her career on Wall Street, she spent years working under William O’Neill to identifying healthy stocks with potential to take off. Learn More 

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Stock Market Recap: The Bull Still Has Some Kick

Jayanthi Gopalakrishnan
by Jayanthi Gopalakrishnan,
Director of Site Content, StockCharts.com

It was another interesting week on Wall Street. Just when things were looking rough, Fed Chairman Jerome Powell stepped in and gave the market just what it wanted; his comments brought investors back in, and the bulls showed they’re still in charge. The broader indexes closed higher on Friday,...   READ MORE 

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Investors cheering

From Slump to Surge: Why Investors Are Smiling Again

Jayanthi Gopalakrishnan
by Jayanthi Gopalakrishnan,
Director of Site Content, StockCharts.com

Stocks surged as Powell's rate-cut hints lifted markets. Dow hit a record, Nasdaq rebounded, and small caps rallied. Here's what it means for investors....   READ MORE 

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QQQ/SPY Targets, IWM Best Hold, NDX Dominance Quantified, Bitcoin/QQQ Relationship, Costco Holds Up

Arthur Hill
by Arthur Hill,
Chief Technical Strategist, TrendInvestorPro.com

Signs of correction and rotation emerged this week as money moved out of tech-related groups and into defensive groups. Here's a perspective on this week's rotation with some year-to-date performance metrics....   READ MORE 

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Image of person evaluating their portfolio

QQQ/SPY Targets, IWM Best Hold, NDX Dominance Quantified, Bitcoin/QQQ Relationship, Costco Holds Up

Arthur Hill
by Arthur Hill,
Chief Technical Strategist, TrendInvestorPro.com

Signs of correction and rotation emerged this week as money moved out of tech-related groups and into defensive groups. Here's a perspective on this week's rotation with some year-to-date performance metrics....   READ MORE 

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Finding Emerging Strength During a Rotational Period

Finding Emerging Strength During a Rotational Period

David Keller
by David Keller,
President and Chief Strategist, Sierra Alpha Research

Mega cap growth names like META and MSFT are pulling back. We use the StockCharts scan engine to identify three stocks that may be taking on a new leadership role....   READ MORE 

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Is The Growth Stock Bubble Bursting?

Is The Growth Stock Bubble Bursting?

Tom Bowley
by Tom Bowley,
Chief Market Strategist, EarningsBeats.com

Join Tom as he recaps the last week’s stock market action in this new video. Tom reviews the performance of the major indices, points out the relative strength in the Dow Jones last week, and comments on the high-growth NASDAQ 100 taking a well-deserved breather. From there, he breaks...   READ MORE