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Edge Alpha
Delivering evidence-based analysis on artificial intelligence, financial markets, semiconductors, cybersecurity and emerging technologies. Daily insights, market intelligence and practical research for investors, founders and technology professionals.
Markets just delivered one of the strongest weeks of the year. The S&P 500 finished Friday at a record 7,757.64, rising 3.58% for the week. The Nasdaq jumped 5.19%, while the Dow gained 2.96%—the strongest weekly percentage advance for all three major indexes since April. But the reason for the rally was unusual. Corporate earnings were excellent. AI spending remained enormous. Oil fell sharply. And then the U.S. economy unexpectedly lost jobs. That combination dramatically changed what...
Wall Street received terrible economic news on Friday. Investors bought stocks anyway. The U.S. economy unexpectedly lost 23,000 jobs in July, dramatically missing forecasts for an increase of roughly 80,000. May and June payrolls were also revised down by a combined 103,000 jobs. The S&P 500 responded by closing at a record. The index gained 0.6%. The Nasdaq surged 1.3%. The Dow added 152 points, while the Russell 2000 climbed 1.1%. Why? Because the disappointing jobs report dramatically...
Good Morning And Welcome To The Morning Setup Tech wants the final word this week. At roughly 5:15 a.m. ET, Nasdaq 100 futures were up 0.54%, S&P 500 futures gained 0.16%, and Dow futures were virtually flat, down just 0.04%. The strength underneath the Nasdaq is real. $TEAM is up roughly 28.5% pre-market. $NET is jumping about 15.6%. $MCHP is gaining around 8.5%. $MRVL, $MU, $PANW and $NOW are all participating. That is exactly what bulls want after July’s brutal technology unwind:...