WS #13638

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Weak July jobs report (-23k vs +80k expected) boosts bets that Fed will hold rates in September, driving S&P 500 to record high and Nasdaq +1.3%. Datadog (DDOG) shares fell 19% despite strong quarterly results, with CEO selling shares, suggesting concerns about future growth or valuation. Cathie Wood invested $28.7M in TSMC and SpaceX while trimming Amazon, Alphabet, and Shopify, signaling rotation within tech.

Fed Rate Cut Expectations and Market Rally

Weak July jobs report (-23k vs +80k expected) boosts bets that Fed will hold rates in September, driving S&P 500 to record high and Nasdaq +1.3%.

Datadog (DDOG) shares fell 19% despite strong quarterly results, with CEO selling shares, suggesting concerns about future growth or valuation.

Cathie Wood invested $28.7M in TSMC and SpaceX while trimming Amazon, Alphabet, and Shopify, signaling rotation within tech.

Full world state #13638