What you missed on Worldwide Exchange: Sept. 4, 2025

Key Concepts:

• Mag Seven stocks in motion
• Alphabet (GOOGL) performance
• Seasonality and market trends in September
• S&P 500 historical performance
• Market movement exceeding 25% in 100 trading days
• American Eagle (AEO) stock performance
• Sydney Sweeney jeans ad impact

Mag Seven Stocks and Alphabet's Performance

Jeff Kellberg of KKM highlighted "motion" as the word of the day, specifically referring to the "Mag Seven" stocks. Alphabet (GOOGL) was his stock pick, noting its significant performance with shares up approximately 35% over the last 3 months.

Seasonality and Market Trends: September and Beyond

Ryan Dietrich of the Carson Group discussed seasonality and market trends. Historically, the S&P 500 has experienced an average pullback of about 2% in September over the last decade. However, Dietrich is focusing on a different trend: when the market has moved more than 25% higher over the last 100 trading days.

S&P 500 Performance After Significant Gains

Dietrich's analysis indicates that when the market rises more than 25% in 100 trading days, the S&P 500 tends to continue its upward trajectory. Specifically, he stated that over the next month, the S&P 500 moves up 1%, and over the next 3 months, it moves up nearly 6%. This data supports his bullish outlook on the market as the year approaches its end.

American Eagle and the Sydney Sweeney Ad

The stock story of the day was American Eagle (AEO). The retailer is experiencing a boost in its stock price, attributed to the somewhat controversial Sydney Sweeney jeans advertisement. The shares were moving higher in the pre-market trading session.

Conclusion

The segment covered key market trends, focusing on the performance of major tech stocks like Alphabet, historical S&P 500 behavior, and the impact of specific events like American Eagle's advertisement campaign. Ryan Dietrich's analysis suggests a positive outlook for the S&P 500 based on recent market momentum.