Weekly Market Commentary

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Week of May. 26 through May. 30, 2025

The S&P 500 index rose 1.9% this week, capping the biggest month of gains since November 2023.

The S&P 500 ended Friday's session at 5,911.69, pushing its May increase to 6.2%. The index is now up 0.5% this year.

The market has fluctuated along with the Trump Administration's trade policies this year. Stocks fell in February, March and April as tariffs were threatened and added and then rose in May as some levies were reduced and trade agreements were reached.

Still, the trade turmoil isn't over. On Friday, President Donald Trump accused China of violating its trade deal with the US. There has also been legal uncertainty over the trade policies.

All but one of the S&P 500's sectors rose this week.

Real estate had the largest weekly percentage gain, up 2.7%. Other top gainers included technology, which was up 2.4%, communication services, which rose 2.1%, and health care, which added 1.8%.

Host Hotels & Resorts (HST) led the gainers in real estate, climbing 5.4% on the week as analysts at Morgan Stanley and Baird increased their price targets on the stock.

In technology, Palantir (PLTR) shares rose 6.9% amid a New York Times report that it was selected by the Trump administration to help compile data on Americans. The company has received over $113 million in federal spending since Trump took office, the report said, citing public records, including extra funds from existing contracts as well as new contracts with the Pentagon and the Department of Homeland Security.

Warner Bros. Discovery (WBD) led the gainers in communication services, jumping 11% after strong box office sales over the three-day Memorial Day weekend including the company's "Final Destination Bloodlines" and "Sinners" films.

Energy was the lone sector in the red, down 0.4% for the week. Decliners included Texas Pacific Land (TPL), which fell 12%, and Devon Energy (DVN), down 2.9%.

Next week's earnings calendar features CrowdStrike Holdings (CRWD), Broadcom (AVGO), Dollar General (DG) and Dollar Tree (DLTR).

In economic data, all eyes will be on the May employment report and unemployment rate due Friday. Other reports earlier in the week will include April construction spending and factory orders.

Provided by MT Newswires.