{"id":4023,"date":"2026-08-25T03:03:43","date_gmt":"2026-08-25T03:03:43","guid":{"rendered":"http:\/\/blog.valuengine.com\/?p=4023"},"modified":"2026-08-25T03:16:51","modified_gmt":"2026-08-25T03:16:51","slug":"08-24-2026-valuengine-weekly-market-summary-commentary","status":"publish","type":"post","link":"http:\/\/blog.valuengine.com\/index.php\/08-24-2026-valuengine-weekly-market-summary-commentary\/","title":{"rendered":"08\/24\/2026 ValuEngine Weekly Market Summary & Commentary"},"content":{"rendered":"

Weekly Market Recap – Week Ending Aug 21, 2026<\/strong><\/p>\n

U.S. equity markets moved lower this week, with weakness led by technology, Industrials, Utilities, and broader growth-oriented benchmarks. The NASDAQ 100 ETF (QQQM<\/strong>) declined 2.41%, while the S&P 500 ETF (SPYM<\/strong>) fell 1.38%, pressured by sharp losses in Technology (XLK<\/strong>), Industrials (XLI<\/strong>), and Utilities (XLU<\/strong>). In contrast, Health Care (XLV<\/strong>) delivered a strong 4.33% gain, while Energy (XLE<\/strong>), Materials (XLB<\/strong>), and Dividend Equity (SCHD<\/strong>) also posted positive returns, suggesting a selective rotation into defensive, commodity-linked, and income-oriented areas. Stock-specific momentum was strongest in precious metals names, led by AngloGold Ashanti (AU<\/strong>), Agnico Eagle Mines (AEM<\/strong>), and Gold Fields (GFI<\/strong>), while selected U.S. names such as Airbnb (ABNB<\/strong>), Affirm Holdings (AFRM<\/strong>), and Analog Devices (ADI<\/strong>) showed more moderate 30-day gains.<\/p>\n

Trade ValuEngine supported portfolio strategies,\u00a0www.ValuEngineCapital.com<\/a><\/strong><\/p>\n

In the below tables we use major ETF\u2019s as a proxy for some major indexes as well as each of the sector groups into which we divide the overall markets. Tracking these over time provides a more defined picture of the US markets than simply tracking major indexes. This is followed by notable individual stock movers over the past month, and finally our full strategy outlook.<\/p>\n\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Ticker<\/span><\/b><\/td>\nName<\/span><\/b><\/td>\nVE Rating<\/span><\/b><\/td>\nLast Week’s Close Price<\/span><\/b><\/td>\nWeekly Change<\/span><\/b><\/td>\n<\/tr>\n
QQQM<\/span><\/td>\nInvesco NASDAQ 100 ETF<\/span><\/td>\n5<\/span><\/td>\n301.01<\/span><\/td>\n-2.41%<\/span><\/td>\n<\/tr>\n
SCHD<\/span><\/td>\nSchwab US Dividend Equity ETF<\/span><\/td>\n2<\/span><\/td>\n34.52<\/span><\/td>\n1.71%<\/span><\/td>\n<\/tr>\n
SPYM<\/span><\/td>\nState Street SPDR Portfolio S&P 500 ETF<\/span><\/td>\n4<\/span><\/td>\n91.39<\/span><\/td>\n-1.38%<\/span><\/td>\n<\/tr>\n
VB<\/span><\/td>\nVanguard Morningstar Small Cap ETF<\/span><\/td>\n3<\/span><\/td>\n309.29<\/span><\/td>\n-1.46%<\/span><\/td>\n<\/tr>\n
XLB<\/span><\/td>\nState Street Materials Select Sector SPDR ETF<\/span><\/td>\n2<\/span><\/td>\n52.54<\/span><\/td>\n1.90%<\/span><\/td>\n<\/tr>\n
XLC<\/span><\/td>\nState Street Com Svc Sel Sec SPDR ETF<\/span><\/td>\n2<\/span><\/td>\n112.95<\/span><\/td>\n-1.37%<\/span><\/td>\n<\/tr>\n
XLE<\/span><\/td>\nState Street Energy Select Sector SPDR ETF<\/span><\/td>\n4<\/span><\/td>\n61.91<\/span><\/td>\n2.79%<\/span><\/td>\n<\/tr>\n
XLF<\/span><\/td>\nState Street Financial Sel Sec SPDR ETF<\/span><\/td>\n2<\/span><\/td>\n58.16<\/span><\/td>\n-1.17%<\/span><\/td>\n<\/tr>\n
XLI<\/span><\/td>\nState Street Industrial Select Sector SPDR ETF<\/span><\/td>\n3<\/span><\/td>\n186.51<\/span><\/td>\n-3.36%<\/span><\/td>\n<\/tr>\n
XLK<\/span><\/td>\nState Street Technology Select Sector SPDR ETF<\/span><\/td>\n5<\/span><\/td>\n190.01<\/span><\/td>\n-3.53%<\/span><\/td>\n<\/tr>\n
XLP<\/span><\/td>\nState Street Consumer Staples Sel Sect SPDR ETF<\/span><\/td>\n1<\/span><\/td>\n86.09<\/span><\/td>\n-0.12%<\/span><\/td>\n<\/tr>\n
XLRE<\/span><\/td>\nState Street Real Estate Select Sector SPDR ETF<\/span><\/td>\n1<\/span><\/td>\n45.27<\/span><\/td>\n-0.42%<\/span><\/td>\n<\/tr>\n
XLU<\/span><\/td>\nState Street Utilities Select Sector SPDR ETF<\/span><\/td>\n1<\/span><\/td>\n44.31<\/span><\/td>\n-3.48%<\/span><\/td>\n<\/tr>\n
XLV<\/span><\/td>\nState Street Health Care Select Sector SPDR ETF<\/span><\/td>\n3<\/span><\/td>\n167.37<\/span><\/td>\n4.33%<\/span><\/td>\n<\/tr>\n
XLY<\/span><\/td>\nState Street Consumer Disc Sel Sect SPDR ETF<\/span><\/td>\n1<\/span><\/td>\n118.2<\/span><\/td>\n-0.15%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Free Trial: Direct Access to ValuEngine Research on over 5,000 stocks and 700 ETFs\u00a0HERE<\/a><\/strong><\/p>\n

 <\/p>\n

Top\u00a0<\/b>3 Stock Performers (Global)<\/b><\/p>\n\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n\n\n\n\n\n
Ticker<\/span><\/b><\/td>\nName<\/span><\/b><\/td>\nVE Rating<\/span><\/b><\/td>\nLast Close Price<\/span><\/b><\/td>\nPrice 30 Days Ago<\/span><\/b><\/td>\nMonthly Difference<\/span><\/b><\/td>\n<\/tr>\n
AU<\/span><\/td>\nAnglogold Ashanti PLC<\/span><\/td>\n5<\/span><\/td>\n121.22<\/span><\/td>\n80.48<\/span><\/td>\n50.62%<\/span><\/td>\n<\/tr>\n
AEM<\/span><\/td>\nAgnico Eagle Mines Ltd<\/span><\/td>\n5<\/span><\/td>\n216.06<\/span><\/td>\n145.96<\/span><\/td>\n48.03%<\/span><\/td>\n<\/tr>\n
GFI<\/span><\/td>\nGold Fields Ltd<\/span><\/td>\n5<\/span><\/td>\n47.81<\/span><\/td>\n32.91<\/span><\/td>\n45.27%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Top\u00a0<\/b>3 Stock Performers (US)<\/b><\/p>\n\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n<\/colgroup>\n\n\n\n\n\n
Ticker<\/span><\/b><\/td>\nName<\/span><\/b><\/td>\nVE Rating<\/span><\/b><\/td>\nLast Close Price<\/span><\/b><\/td>\nPrice 30 Days Ago<\/span><\/b><\/td>\nMonthly Difference<\/span><\/b><\/td>\n<\/tr>\n
MRNA<\/span><\/td>\nModarna Inc<\/span><\/td>\n5<\/span><\/td>\n138.82<\/span><\/td>\n55.63<\/span><\/td>\n149.54%<\/span><\/td>\n<\/tr>\n
U<\/span><\/td>\nUnity Software Inc<\/span><\/td>\n4<\/span><\/td>\n46.41<\/span><\/td>\n30.44<\/span><\/td>\n52.46%<\/span><\/td>\n<\/tr>\n
NEM<\/span><\/td>\nNewmont Corporation<\/span><\/td>\n5<\/span><\/td>\n131.09<\/span><\/td>\n93.47<\/span><\/td>\n40.25%<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Current ValuEngine reports on all covered 5000+ stocks and ETFs can be viewed\u00a0HERE<\/a><\/strong><\/p>\n

 <\/p>\n

Strategy Note<\/strong><\/p>\n

The profound structural shift in the US stock market in 2026 in the past 12 weeks continues.\u00a0 Within the US, investors are shifting money from large-cap growth stocks to smaller cap stocks while looking for value.\u00a0 These movements are also reflected in the 12-month and year-to-date performance numbers.
\nOne significant trend is that large-cap US equities are facing increasingly stiff competition from international and emerging markets stocks.\u00a0 In fact, year-to-date (YTD) performance through August 21, 2026, reveals that even though the core S&P 500 tracking fund State Street SPDR Portfolio S&P 500 ETF (SPYM<\/strong>) has posted a healthy gain of 12.3%, small-caps via the iShares Russell 2000 ETF (IWM<\/strong>) have surged a more impressive 21.9%. Concurrently, a widening valuation gap and a cyclical correction in the US Dollar have catalyzed major out-performance in international funds like VEU<\/strong> and EEM<\/strong>. These are leading the S&P 500 by a notable margin. The table below supports the story well:<\/p>\n

 <\/p>\n\n\n\n\n\n\n\n\n\n\n\n
ETF Ticker<\/strong><\/td>\nFund Name \/ Focus<\/strong><\/td>\nYTD Return (Proxy Baseline)<\/strong><\/td>\nPast 12 Weeks Return<\/strong><\/td>\n<\/tr>\n
SPYM<\/td>\nSPDR Portfolio S&P 500 ETF<\/td>\n+12.34%<\/td>\n+6.59%<\/td>\n<\/tr>\n
IWM<\/td>\niShares Russell 2000 ETF (Small Cap)<\/td>\n+21.86%<\/td>\n+8.40%<\/td>\n<\/tr>\n
QQQM<\/td>\nInvesco NASDAQ 100 ETF<\/td>\n+14.20%<\/td>\n-3.36%<\/td>\n<\/tr>\n
VUG<\/td>\nVanguard Growth ETF<\/td>\n+15.10%<\/td>\n-2.80%<\/td>\n<\/tr>\n
VTV<\/td>\nVanguard Value ETF<\/td>\n+9.80%<\/td>\n+4.10%<\/td>\n<\/tr>\n
MDY<\/td>\nSPDR S&P MidCap 400 ETF<\/td>\n+8.50%<\/td>\n+3.40%<\/td>\n<\/tr>\n
VEU<\/td>\nVanguard FTSE All-World ex-US ETF<\/td>\n+24.50%<\/td>\n+7.20%<\/td>\n<\/tr>\n
EEM<\/td>\niShares MSCI Emerging Markets ETF<\/td>\n+27.10%<\/td>\n+8.90%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u00a0<\/strong><\/p>\n

While the broader indices show steady trends, alpha is heavily concentrated in specific corporate narratives.\u00a0 The most recent development was in the pharmaceutical industry and shot Moderna (MRNA<\/strong>) up 80+%.\u00a0 Despite the tech selloff, SanDisk (SNDK<\/strong>) and Dell Technologies (DELL<\/strong>) are both holding up nicely. Year-to-date, they\u2019ve been up 160% and 75% respectively.\u00a0 All three are rated 5 (Strong buy).\u00a0 Other US Stocks that are among the highest of our current recommendations include: Lumentum Holdings (LITE<\/strong>); Palantir (PAL<\/strong>); and Ciena Corp. (CIEN<\/strong>).\u00a0 All are in Computers & Technology.\u00a0 Top US stocks that are in other sectors include: Idaho-based Coeur Mining (CDE<\/strong>); A\/C-Heating firm Comfort Systems (FIX<\/strong>); Restauranteur Brinker International (EAT<\/strong>); and steel firm Carpenter Tech (CRS<\/strong>). All four of these are classified as midcap stocks by Morningstar.<\/p>\n

Another major structural change in 2026 is that energy-linked commodity exchange-traded products are also faring better than the benchmark index ETFs.\u00a0 Futures-based United States Oil Fund (USO<\/strong>) has risen 95% while the more diversified but still energy-heavy and futures-based iShares Goldman Sachs Commodity-Indexed Trust rose 43%.\u00a0 Geopolitical stress and rampant tariffs is the major underlying reason that Both VEU<\/strong> and EEM<\/strong>, representing developed and emerging international markets, have greatly outperformed SPYM<\/strong> for US-based investors.<\/p>\n

In fact, the macroeconomic narrative of 2026 is deeply tied to the cyclical decline of the US Dollar. The \u201csafe-haven\u201d currency has languished near multi-decade lows against a basket of top global currencies.\u00a0 The Euro has steadily advanced, with the European Central Bank referencing an exchange rate climbing to $1.17, pushing the greenback down roughly 7-9% YTD.\u00a0 The dollar has fared even worse against the currency of our neighbor to the South.\u00a0 Resilient emerging market capital flows have boosted the Mexican Peso by over 11%. The chief strategist of most major firms do not see these trends ending any time soon.\u00a0 Wall Street consensus has officially shifted global diversification from a fringe macro view into a primary portfolio requirement. Prominent strategists actively advising clients to reduce heavy domestic weightings in favor of international exposure include: Morgan Stanley (MS<\/strong>); Bank of America (BAC<\/strong>); First Eagle and LPL Financial (LPLA<\/strong>).<\/p>\n

Although ValuEngine does not rate foreign ordinary stocks, we do rate many ADRs.\u00a0 Holders of ADRs get unhedged returns, meaning that relative strengthening of the foreign company\u2019s underlying currencies enhances returns for US investors.\u00a0 Top-rated ADRs in diverse industry sectors now include: AngloGold (AU<\/strong>); Colombia-based Grupo Cibest (CIB<\/strong>) and Chinese tech provider Lenovo (LNVGY<\/strong>).<\/p>\n

 <\/p>\n

www.ValuEngine.com<\/a>\u00a0(ValuEngine, Inc) is a stock valuation and forecasting service founded by Ivy League finance academics. VE utilizes the most advanced quantitative techniques and analysis available to analyze over 4,200 US stocks, 700 US ETFs, and 1,000 Canadian stocks. Fair market valuations, forecast target prices, and buy\/hold\/sell recommendations are updated DAILY.<\/p>\n

www.ValuEngineCapital.com<\/a>\u00a0(ValuEngine Capital Management, LLC) is a Registered Investment Advisory firm that trades a variety of different portfolios based upon the ValuEngine.com research models. Each portfolio has a different risk\/return profile, so clients can be placed in strategies that fit their specific investment needs.<\/p>\n

BLOG.VALUENGINE.COM\u00a0<\/a>for the full history of ValuEngine.com financial blog posts<\/p>\n

____________________________________________________________________________<\/p>\n

5,000 stocks, 600 ETFs, 16 sector groups, and 140 industries updated on\u00a0www.ValuEngine.com<\/a><\/p>\n

Full Two Week Free Trial\u00a0HERE<\/a><\/p>\n

Financial Advisory Services based on ValuEngine research and Portfolios available through\u00a0www.ValuEngineCapital.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Weekly Market Recap – Week Ending Aug 21, 2026 U.S. equity markets moved lower this week, with weakness led by technology, Industrials, Utilities, and broader growth-oriented benchmarks. The NASDAQ 100 ETF (QQQM) declined 2.41%, while the S&P 500 ETF (SPYM) fell 1.38%, pressured by sharp losses in Technology (XLK), Industrials (XLI), and Utilities (XLU). In … Read more<\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[4,130,39],"tags":[3337,3343,2885,2890,393,2688,2496,2504,2696,2690,1002,2732,105,3041,359,3216,1452,2717,3358,3361,3071,3072,3357,3360,2720,3353,3354,1704,2238,1760,1761,1719,3356,3359,3355,2999,1731,1834,2832,2835,3224,3362,3363,2897,3352,1833,2994,2995,149,2733,1779,2582,2006,2011,1510,1748,2767,2769,2801,1971,2078,1681,1699,1687,2498,2510,28,1656,1531,1659,63,2356,2978,2462,2403,2121,2085,2277,1849,2279,1887,1814,2707,1900,2276,2278],"_links":{"self":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/4023"}],"collection":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/comments?post=4023"}],"version-history":[{"count":4,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/4023\/revisions"}],"predecessor-version":[{"id":4027,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/posts\/4023\/revisions\/4027"}],"wp:attachment":[{"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/media?parent=4023"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/categories?post=4023"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.valuengine.com\/index.php\/wp-json\/wp\/v2\/tags?post=4023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}