9/8/2025
By Charles Payne CEO & Principal Analyst

September arrived with a chilling swoon, but 2025 has been the year of returning sunlight and hope.

Message from the Stock Market: AI Trade Not Dead, But Rotating

The top five advancers for the week were in the Technology (XLK) and Communication Services (XLC) Sectors. The message is clear that the artificial intelligence (AI) narrative is beginning, and more companies are staking claims to be part of the story. 

Adjustments to the story suggest that Utilities (XLU) stocks are getting slightly ahead of the potential timetable to meet the massive need for more Energy (XLE).

Broadcom Inc. (AVGO) was the stock of the week after posting stellar earnings and positioning itself as the true rival to Nvidia (NVDA).

Meanwhile, shares of NVDA continued to feel pressure as everyone vies for the top spot, and the financial media eagerly await the declaration of a new leader, especially if it can be a Chinese company.

To read the full report, contact your account representative or email Info@wstreet.com.

Charles Payne
Wall Street Strategies

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