This week, Wall Street Week reviews market activity from December 8 to December 12, 2025. The report tracks the daily performance of major indices, including the S&P 500, Nasdaq, and Dow Jones Industrial Average (DJI), as well as bond yields and commodity markets. A key focus during this period was the Federal Reserve's anticipated interest rate cut, which initially spurred gains in the broader market, pushing both the Dow and the S&P 500 to achieve new record highs.

In addition to the overall market trends, we observed a significant sector rotation throughout the week. Concerns regarding the high valuations of technology stocks, particularly in the AI sector, led to the Nasdaq underperforming. Conversely, value-oriented sectors such as Industrials and Healthcare saw an increase in investor demand.

The market's reaction to the ...