3 min read
Jobs Friday: July payrolls at 8:30 after a narrow Thursday
July non-farm payrolls land at 8:30 ET. Thursday closed with 62 of 100 large caps lower, and Datadog fell 19% on a beat-and-raise.
- market-briefing
- payrolls
- earnings
01Writing
What happened overnight.
A short read before the US open, every trading day: the moves that matter, the stories behind them, and what is on the calendar. Not financial advice.
- All
- market-briefing41
- semiconductors12
- oil8
- earnings6
- rates6
- bonds3
- federal-reserve3
- Nvidia3
- Oracle3
- software3
- ai2
- AMD2
- Applied Materials2
- Cisco2
- CPI2
- Datadog2
- macro2
- premarket2
- Walmart2
- ai-agents1
- Alibaba1
- Apple1
- Arm1
- artificial-intelligence1
- bank-of-japan1
- Coinbase1
- CrowdStrike1
- Eli Lilly1
- financials1
- FOMC1
- Hormuz1
- housing1
- inflation1
- Intel1
- interest-rates1
- Jackson Hole1
- M&A1
- market-breadth1
- megacap1
- Merck1
- micron1
- nvidia1
- Palantir1
- payrolls1
- PCE1
- retail sales1
- S&P 5001
- Salesforce1
- Shopify1
- Treasury yields1
- treasury-yields1
- us-china1
- Workday1
3 min read
AMD's record quarter closed down 7%, and breadth was 50/50
AMD beat on both lines and guided to about $13B — then closed down 7.04%. Shopify +16.98%, Lilly +4.86%, and large-cap breadth exactly 50 up, 50 down.
- market-briefing
- AMD
- Shopify
3 min read
Palantir +29% Leads a Broad AI Rally Into an FOMC Afternoon
Palantir jumped 29% and Arm 17% as 77 of 100 large caps rose. Oil slid on Hormuz talk, and a Fed statement is scheduled for 2:00 pm ET.
- market-briefing
- Palantir
- Arm
3 min read
Stocks rally on AI relief and cheaper oil; the oil is already back
The S&P 500 closed at 7,600.50, up 1.48%, with 71 of 100 large caps higher. Oil's rebound says the Iran de-escalation trade is not settled.
- market-briefing
- S&P 500
- Oracle
2 min read
Apple falls 7% on memory costs as Amazon surges 15%
Friday split the market: Amazon and Alphabet ripped higher while Apple shed roughly $400 billion on supply guidance. Just 48 of 100 large caps advanced.
- market-briefing
- earnings
- megacap