The Weekend Rip
Happy Weekend!

Labor Day kicked off the week with a job market trend that turned out to be a bummer. Markets kicked off September with a hangover, rallied midweek on tech tailwinds, and stumbled into Friday on weak labor data and recession fears. Google’s antitrust win lifted Apple and revived tech sentiment, while Broadcom’s AI-fueled earnings helped push indexes to fresh highs. But Friday’s surprise job cut flipped the script: rate cut bets surged, mortgage rates plunged, and safe-haven assets like gold and bitcoin soared. 📉

Let's recap and prep you for the week ahead. 📝

◀️ On Monday, the market remained closed for Labor Day.

🌏️ Markets opened September with a hangover, pulling back after a summer rally as inflation fears, tariff uncertainty, and legal drama weighed on sentiment. A federal court ruled most Trump-era tariffs illegal, sending gold to $3,500/oz and Treasury yields higher. Another ruling let Google keep Chrome and some search exclusivity deals. Meme stocks like Opendoor and American Eagle surged despite the broader decline, and Kraft Heinz confirmed its split into two public companies, drawing Buffett’s regret.

⚡️ Markets climbed Wednesday as Google’s antitrust win gave tech a jolt, preserving its $20B search deal with Apple. Apple jumped 3% on the news and teased new AI search tools for Siri, while earnings showed mixed consumer resilience: Macy’s beat and raised guidance, but Dollar Tree flagged tariff pressure, and Salesforce, C3.ai, and Figma all fell on weak software outlooks. American Eagle soared 34% after its Sydney Sweeney campaign drove a retail revival, and the Fed’s Beige Book showed flat spending, slowing wages, and tariff-driven price hikes across districts.

🐂 Markets climbed to fresh highs Thursday as Broadcom’s AI-fueled earnings and resilient consumer spending offset jitters ahead of Friday’s jobs report. ADP and jobless claims hinted at a slowing labor market, fueling rate cut bets, while Trump’s Fed shakeup and SCOTUS request to fire regulators stirred debate over central bank independence. Earnings season wrapped with mixed results: Broadcom beat and raised guidance, Docusign rallied on AI momentum, but Lululemon and Figma fell on weak domestic demand and investor unease over aggressive tech spending.

😢 Markets fell Friday as a weak jobs report rattled sentiment, showing just 22,000 payroll additions and the first monthly job cut since 2020. Rate cut odds surged to 100% for September, sending mortgage rates plunging and gold and bitcoin rallying, while banks and brokers sold off on recession fears. Robinhood and AppLovin climbed after being added to the S&P 500, while Broadcom’s strong earnings helped buoy tech despite looming semiconductor tariff threats.

🤩 This week's Stocktwits Top 25 showed outperformance vs. the indexes.

Here are the closing prices: 

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THE BRIEF

Need a concise summary of what's going on this week? Look no further. Here’s a rundown of this week’s earnings and economic data.

Earnings This Week

The Earnings season is somehow still going, with over 72 stocks reporting this week.

Above is a quick summary. Check out the full Stocktwits earnings calendar for the other names reporting this week.

Economic Calendar

It’s a busy week of economic data, with investors focused on sentiment, bond auctions, and inflation readings.

In addition to the above, check out this week's complete list of economic releases.

IN PARTNERSHIP WITH MONEYSHOW
Join Stocktwits Editor-in-Chief Tom Bruni At The MoneyShow Virtual Expo🛢️ 

Hey all, Tom Bruni here! For those looking for opportunities in the energy space, our friends at MoneyShow are hosting a free virtual expo featuring experts who will be sharing their latest picks and strategies.

I’ll outline the sectors, stocks, and strategies that retail is using for the rest of the year, as well as which energy stocks they’re paying most attention to. Join me for this free two-day event on September 8-9. I’ll see you there! 👍️ 

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here. 

Groundhog Day on Wall Street: Chaos Resets and Stocks Go Up

The market feels like Groundhog Day. We wake up to huge headlines, panic, politics, tariffs, Fed chatter, AI hype, even a hotter jobs print, and by the close stocks shrug and grind higher. Ben and Emil break down why dips keep getting bought, why the VIX won’t wake up, what rising unemployment might mean for September cuts, and how narratives like tariffs, crypto, and AI are colliding with price action. Plus: SPY and QQQ on the week, Bitcoin’s bounce, sector winners and losers, and what to watch next week.

Links That Don’t Suck 🌐

🆘 Sign up today for IBD's Advanced Buying Strategies workshop and learn expert tips for early entries and adding to winning positions.*

⚠️ Ukraine cabinet building hit in largest Russian strike of war, Zelenskyy says

😮‍💨 OPEC+ agrees on a further oil output boost in October to regain market share

🚘️ South Korea says it has reached a deal with the U.S. for the release of workers in a Georgia plant

🪷 Powerball lottery players in Missouri and Texas to split estimated $1.8 billion jackpot

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

Get In Touch 📬

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Forward Looking Statements
This article is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities of Spetz Inc. ( "SonicStrategy") in any jurisdiction. The information contained in this article contains forward-looking statements, which may include estimates, projections, and other statements that involve risks and uncertainties. These statements reflect SonicStrategy's current expectations regarding future events, performance, and operating results, but actual results may differ materially from those expressed or implied due to known and unknown risks, uncertainties, and other factors.

This article contains "forward-looking information" and "forward-looking statements" within the meaning of applicable Canadian securities laws, including the Securities Act (Ontario) as well as other provincial securities laws. Forward-looking statements include but are not limited to statements regarding Sonic Strategy's business Strategy, financial performance, growth opportunities, market outlook, future plans, and other matters. These statements are identified by terms such as "anticipates," "believes," "expects," "intends," "plans," "forecasts," "may," "will," "could," "would," and similar expressions. These forward-looking statements are based on management's current expectations and assumptions, including assumptions about general economic and market conditions, Sonic Strategy's ability to execute its Strategy, regulatory changes, and other factors that could affect SonicStrategy's performance. Although management believes these assumptions are reasonable, actual results could differ materially from those anticipated due to risks and uncertainties. Factors that may cause such differences include, but are not limited to, risks related to market volatility, regulatory developments, competitive pressures, technological change, and general economic conditions.

Forward-looking statements are subject to known and unknown risks, uncertainties, and other factors, which may cause actual results, performance, or achievements of SonicStrategy to differ materially from any future results, performance, or achievements expressed or implied by such forward-looking statements. Investors and potential investors are cautioned not to place undue reliance on forward looking information. For a detailed discussion of risk factors, please refer to SonicStrategy publicly filed documents available on SEDAR+ (www.sedarplus.ca).

This article does not constitute financial, legal, or tax advice, nor is it an offer or recommendation to buy or sell any securities. Investors should conduct their own due diligence and consult their own professional advisors before making any investment decisions regarding SonicStrategy. Past performance is not indicative of future results. This article contains confidential and proprietary information of SonicStrategy. While SonicStrategy strives to ensure that the information in this article is accurate and up to date, SonicStrategy makes no representation or warranty, express or implied, as to the accuracy, completeness, or adequacy of the information presented. SonicStrategy expressly disclaims any liability for any losses or damages resulting from the use or reliance on the information contained herein.

This article is not a prospectus or offering document and is not an offer to sell or a solicitation of an offer to buy securities in any jurisdiction. SonicStrategy's securities have not been and will not be registered under the U.S. Securities Act of 1933, as amended, and may not be offered or sold in the United States without registration or an applicable exemption from registration. Any offer or sale of securities in Canada must be made in accordance with applicable Canadian securities laws, including the requirements of the Canadian Securities Administrators (CSA) and the regulations of the stock exchange on which SonicStrategy's securities are listed.