WS #13672
Holding: newest synthesis is 92d 11h old
AI stocks rebounded after the Situational Awareness fund collapse; Palantir beat, Sandisk and Western Digital beat but guided cautiously; Berkshire Hathaway Q2 report due with buyback expectations. July nonfarm payrolls fell by 23,000, leading traders to price in 55% probability the Fed holds rates in September, supporting equities.
AI trade rebound and earnings
AI stocks rebounded after the Situational Awareness fund collapse; Palantir beat, Sandisk and Western Digital beat but guided cautiously; Berkshire Hathaway Q2 report due with buyback expectations.
July nonfarm payrolls fell by 23,000, leading traders to price in 55% probability the Fed holds rates in September, supporting equities.