Peakfolio Team
Jun 30, 2025
Between June 23 and June 30, U.S. stocks ended mixed as weakness in defensive sectors was balanced by renewed strength in technology and growth names.
The week began quietly, with investors digesting a steady flow of economic data showing a resilient but slowing economy. By midweek, tech heavyweights helped lift the Nasdaq into positive territory, fueled by strong demand for artificial intelligence and cloud infrastructure plays. However, energy and financial shares underperformed, dragged down by falling oil prices and tighter credit conditions.
Despite the uneven performance, overall market sentiment remained constructive heading into the final stretch of the second quarter. Traders appeared to be positioning for upcoming inflation and manufacturing data while keeping an eye on the Fed’s communication heading into July. With volatility subdued, many analysts see current market conditions as a pause before the next directional move rather than a shift in trend.