The Fed Raised Rates and Oil Hit $100 Stock Market This Week, Profits Up, Prices Down

Get a clear stock market update for the week. See how interest rates and earnings momentum are impacting your portfolio. The S&P 500 performance showed mixed results this week as valuation caution met earnings momentum. We analyze why sectors like Health Care and Technology are moving and what the 10-year Treasury yield hitting 5.0 percent means for your broader asset allocation. Beyond current price action, we review critical economic indicators including upcoming manufacturing reports and potential policy shifts regarding semiconductor and AI trade. This breakdown helps you contextualize recent market data against your long-term goals as central bank actions continue to shape the environment. Subscribe for weekly investment portfolio analysis and strategy breakdowns, and comment below on which economic trend you are watching most closely. 00:00 Profits Up, Stock Prices Down 01:47 What Moved the Market This Week 03:03 SPY, RSP, QQQ and IWM: Weekly Results 04:30 Sector Winners and Losers 06:45 Industry Winners and Losers 07:39 S&P 500: Biggest Winners and Losers 09:40 Why Strong Profits Aren’t Lifting Stocks 11:59 Economic Data, the Fed and Inflation 13:33 Oil, Gold and Global Interest Rates 15:12 VAP Stock Holdings: Top Winners 16:43 VAP Stock Holdings: Biggest Decliners 17:59 VAP Holdings: 10 Winners and 10 Losers 19:08 The Week Ahead: Earnings, Data and Risks 20:37 Three Key Takeaways 21:52 Disclosures Disclosures: Educational content only, not personalized investment, legal, or tax advice. David L Berkowitz is an investment advisor representative registered with Savvy Advisors, Inc.; advisory services are offered through Savvy. ValueAligned Partners, LLC (also doing business as VAP Wealth Advisors) is an independent marketing brand and is not affiliated with Savvy. Not an attorney; not a CPA. No advisory relationship is created by watching this video. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Full disclosures: vapwealthadvisors.com/disclosures/ David Berkowitz, his clients, employees, and family may own the stocks mentioned in this content. He is under no obligation to update the content or to disclose any future purchases or sales of those stocks. IMPORTANT DISCLOSURE — NOT FINANCIAL ADVICE This video is for educational and entertainment purposes only. Nothing here is investment advice, tax advice, legal advice, or accounting advice. I am not your CPA, accountant, attorney, or tax professional, and I am not acting as your financial advisor in this video. Investing involves risk, including loss of principal. Past performance does not predict future results. Markets, tax law, and individual circumstances change. Before acting on anything you hear, consult a qualified professional who knows your full situation. Position disclosure: David Berkowitz, members of his family, and clients of VAP Wealth Advisors may own positions in the security or securities discussed in this video. He may buy, sell, add to, or trim those positions at any time without prior notice and without updating this video. Nothing said here should be taken as a recommendation to buy, sell, or hold any specific security. Regulatory Information David Berkowitz is an investment adviser representative registered with Savvy Advisors, Inc. ("Savvy"); all investment advisory services he provides are offered through Savvy. ValueAligned Partners, LLC, DBA VAP Wealth Advisors, is an independent marketing brand used for advertising and marketing purposes only; ValueAligned Partners, LLC and Savvy are not related or affiliated. Savvy Advisors' Form ADV Part 2A and Form CRS are available at adviserinfo.sec.gov.