WS #13630
Holding: newest synthesis is 93d 12h old
July nonfarm payrolls fell 23K vs +80K expected, with downward revisions, flipping Fed hike odds to a hold and boosting rate-sensitive growth stocks and gold. SpaceX surges on AI contracts, Palantir best week since 2024, Marvell and other AI names rise, indicating strong AI demand.
US Labor Market Contraction
July nonfarm payrolls fell 23K vs +80K expected, with downward revisions, flipping Fed hike odds to a hold and boosting rate-sensitive growth stocks and gold.
SpaceX surges on AI contracts, Palantir best week since 2024, Marvell and other AI names rise, indicating strong AI demand.