After a lousy job report, this could trigger this week's market.
Cricket LoversSeptember 07, 2025
0
Week Ending September 5th, 2025
Friday's Market Moves
S&P 500 – 6,481.50 (-0.32%)
Dow Jones – 45,400.86 (-0.48%)
NASDAQ – 21,700.39 (-0.034%)
Weekly Recap
Flat Market: The S&P 500 rose slightly, while the NASDAQ gained about 1% for the week, recovering from modest declines the prior week. The Dow fell marginally for the second consecutive week. All three major indexes remained within a few tenths of a percentage point below recent record highs.
Jobs Slump: August's jobs report showed a gain of just 22,000 positions, well below economists' expectations of roughly 75,000. The unemployment rate climbed to 4.3%, the highest since 2021. June's job figures were revised down to a loss of 13,000, marking the first monthly decline since 2020.
Yield Volatility: Mixed signals on interest rates and tariffs created turbulence in fixed income markets. Overall, U.S. government bond prices rose, pushing yields lower. The 10-year Treasury yield peaked at 4.31% on Tuesday before settling at 4.09% on Friday.
Fed Rate Outlook: The weak jobs report increased expectations that the Federal Reserve may cut its benchmark rate by 0.25 percentage points on September 17, with a smaller chance of a 0.5-point reduction. CME FedWatch data on Friday showed an 86% probability of a quarter-point cut and a 14% probability of a half-point cut.
Gold Shines: Gold futures rose for the third consecutive week, reaching a record $3,655 per ounce on Friday afternoon. Prices are up more than 36% year to date, with much of the week's gains linked to weaker-than-expected jobs data.
Global Bond Risks: Long-term government bond prices fell in major markets, including Japan and the U.K., driving yields higher midweek. The 30-year U.K. gilt yield hit its highest level since 1998 on Wednesday amid renewed concerns over long-term debt risks.
Mortgage Relief: The average 30-year mortgage rate dropped sharply from 6.45% on Thursday to 6.29% on Friday, the largest single-day decline since August 2024. Four months ago, the average rate exceeded 7.00%.
CPI Report Ahead: Thursday's Consumer Price Index release will provide one of the final key data points ahead of the Fed's September 17 meeting. The last CPI report showed inflation holding steady at an annual rate of 2.7% in July.
Oil Prices Fall: Weaker U.S. jobs data dampened energy demand outlook, while OPEC+ and allied producers meet over the weekend amid swelling supply. Brent crude futures: $65.50 per barrel, down $1.49 (2.22%). U.S. West Texas Intermediate: $61.87 per barrel, down $1.61 (2.54%).
DocuSign (DOCU): Stock rose after earnings beat and raised guidance.
Lululemon (LULU): Slumped after cutting annual profit and sales forecasts.
Broadcom (AVGO): Jumped after beating earnings; disclosed AI chip collaboration with OpenAI.
Alphabet (GOOG): Shares slightly down pre-market but extended rally toward $3 trillion market cap.
Tesla (TSLA): Proposed $1 trillion CEO pay package for Elon Musk tied to ambitious performance targets.
Bitcoin (/BTC): Gained 2.4%, testing support near $110,000.
Kenvue (KVUE): Fell 12% amid Wall Street Journal report linking Tylenol to autism.
Quanex Building Products (NX): Dropped 13% after weak Q3 earnings and lowered FY guidance.
Campbell's (CPB): Rose over 3% after Q3 report; week-to-date gain nearly 6%, still down 19% YTD.
Caleres (CAL): Surged 9% following mixed Q2 results; rebounded after prior 5% drop.
"We believe this was the smart move by the Board, as the biggest asset for Tesla is Musk… This is a crucial time for Tesla, with autonomous technology and robotics front and center."
Tesla Shares Rise as Board Proposes $1 Trillion Pay Package for Elon Musk
Tesla (TSLA) shares surged on Friday after the electric-vehicle maker unveiled a staggering new compensation plan for CEO Elon Musk. Filed with the Securities and Exchange Commission, the proposal could award Musk roughly $1 trillion if he meets a series of ambitious performance milestones over the next decade. Under the plan, Musk would be eligible for the massive payout if Tesla's market capitalization reaches an unprecedented $8.5 trillion and if the company successfully deploys one million of its anticipated "Robotaxis" into commercial operation. The plan also includes additional milestones tied to financial performance and product execution, reflecting Tesla's goal of cementing its leadership in the global transition toward electric and autonomous vehicles.
Broadcom Shares Surge on Strong Earnings and $10 Billion Mystery AI Order
Broadcom (AVGO) shares jumped Thursday after the semiconductor giant beat third-quarter earnings and revenue estimates and announced a $10 billion order from an unnamed AI customer. Adjusted EPS came in at $1.69 versus the $1.65 consensus, while revenue rose 22% year-over-year to $15.96 billion, topping expectations. CEO Hock Tan confirmed the order involves custom AI processors (XPUs) and will drive shipments starting in 2026. Broadcom's AI revenue jumped 63% to $5.2 billion in Q3, with semiconductor solutions and infrastructure software also showing strong gains.
What to Watch Next Week
Apple is expected to unveil the iPhone 17 on Tuesday. That same day brings earnings from Oracle, AeroVironment and GameStop. Next week also brings two closely watched inflation readings: the Producer Price Index on Wednesday and the Consumer Price Index on Thursday. On Thursday, Kroger and Adobe report results. There could be possible tariff news on Friday—potentially the long-anticipated duties on semiconductor imports—which has been an overhang on Wall Street for weeks.
Economic:
Monday (9/8): Consumer Credit
Tuesday (9/9): NFIB Small Business Optimism
Wednesday (9/10): MBA Mortgage Applications Index, Producer Price Index (PPI), Core PPI, Wholesale Inventories
Disclaimer: We are engaged in the business of advertising and promoting companies. All content on our website is for informational purposes only and should not be construed as an offer or solicitation of an offer to buy or sell securities. Neither the information presented nor any statement or expression of opinion, or any other matter herein, directly or indirectly constitutes a solicitation of the purchase or sale of any securities. Neither the owner of Trading Wire nor any of its members, officers, directors, contractors or employees are licensed broker-dealers, account representatives, market makers, investment bankers, investment advisers, analyst or underwriters. Investing in securities, including the securities of those companies profiled or discussed on this website is for individuals tolerant of high risks. Viewers should always consult with a licensed securities professional before purchasing or selling any securities of companies profiled or discussed on Trading Wire. It is possible that a viewer's entire investment may be lost or impaired due to the speculative nature of the companies profiled. Remember, never invest in any security of a company profiled or discussed on this website unless you can afford to lose your entire investment. Also, investing in micro-cap securities is highly speculative and carries an extremely high degree of risk. Trading Wire makes no recommendation that the securities of the companies profiled or discussed on this website should be purchased, sold or held by viewers that learn of the profiled companies through our website.
Some of the content on this website contains "forward-looking statements." Such statements may be preceded by the words "intends," "may," "will," "plans," "expects," "anticipates," "projects," "predicts," "estimates," "aims," "believes," "hopes," "potential," or similar words. Forward-looking statements are not guarantees of future performance, are based on certain assumptions, and are subject to various known and unknown risks and uncertainties, many of which may be beyond a company's control, and cannot be predicted or quantified, and, consequently, actual results may differ materially from those expressed or implied by such forward-looking statements. It is hereby noted that forward-looking statements contained herein may include everything other than historical information, involve risk and uncertainties that may affect a company's actual results of operation. A company's actual performance could greatly differ from those described in any forward-looking statements or announcements mentioned on this website or the websites contained within. Factors that should be considered that could cause actual results to differ include: the size and growth of the market for the company's products; the company's ability to fund its capital requirements in the near term and in the long term; pricing pressures; unforeseen and/or unexpected circumstances in happenings; etc. and the risk factors and other factors set forth in the company's filings with the Securities and Exchange Commission. However, a company's past performance does not guarantee future results.
Generally, the information regarding a company profiled or discussed on this website is provided from public sources tradingwire.com makes no representations, warranties or guarantees as to the accuracy or completeness of the information provided or discussed. Viewers should not rely solely on the information obtained through our website or in communications originating from our website. Viewers should use the information provided by us regarding the profiled companies as a starting point for additional independent research on the companies profiled or discussed in order to allow the viewer to form his or her own opinion regarding investing in the securities of such companies. Factual statements, or the similar, made by the profiled companies are made as of the date stated and are subject to change without notice and Trading Wire has no obligation to update any of the information provided. Trading Wire, its owners, officers, directors, contractors and employees are not responsible for errors and omissions.
From time to time certain content on this website is written and published by our employees or third parties. In addition to information about our profiled companies, from time to time, our website will contain the symbols of companies and/or news feeds about companies that are not being profiled by us but are merely illustrative of certain activity in the micro cap or penny stock market that we are highlighting. Viewers are advised that all analysis reports and news feeds are issued solely for informational purposes. Any opinions expressed are subject to change without notice. It is also possible that one or more of the companies discussed or profiled on this website may not have approved certain or any statements within the website. Trading Wire encourages viewers to supplement the information obtained from this website with independent research and other professional advice. The content on this website is based on sources which we believe to be reliable but is not guaranteed by us as being accurate and does not purport to be a complete statement or summary of the available data. Third Party Web Sites and Other Information This website may provide hyperlinks to third party websites or access to third party content.Trading Wire, its owners, officers, directors, contractors and employees are not responsible for errors and omissions nor does Trading Wire control, endorse, or guarantee any content found in such sites. Trading Wire does not control, endorse, or guarantee content found in such sites. By accessing, viewing, or using the website or communications originating from the website, you agree that Trading Wire, its owners, officers, directors, contractors and employees, are not responsible for any content, associated links, resources, or services associated with a third party website. You further agree that Trading Wire, its owners, officers, directors, contractors and employees shall not be liable for any loss or damage of any sort associated with your use of third party content. Links and access to these sites are provided for your convenience only. Trading Wire uses third parties to disseminate information to subscribers. Although we take precautions to prevent others from obtaining our subscriber list, there is a risk that our subscriber list, through no wrong doing on our part, could end up in the hands of an unauthorized party and that subscribers will receive communications from unauthorized third parties. We encourage viewers to invest carefully and read the investor issuer information available at the web sites of the United States Securities and Exchange Commission (SEC). The SEC has launched an investor-focused website to help you invest wisely and avoid fraud at www.investor.gov and filings made by public companies can be viewed at www.sec.gov and/or the Financial Industry Regulatory Authority (FINRA) at: www.finra.org. In addition, FINRA has published information at its website on how to invest carefully at www.finra.org/Investors/index.htm.
