Palantir’s brutal week: the AI hangover begins

😎 Market Vibes

Markets are drifting, jobless claims are rising, and Powell's Jackson Hole mic drop is less than 24 hours away. AI stocks are cooling off fast, Walmart took a hit despite strong sales, and bond yields are creeping higher like they know something we don't. It's not full panic - just that tense, sideways energy where everyone's waiting for the next move.

🫣 Calm face, jittery hands

• 📉 Jobless claims rise to 240K, signs of softening ahead - Weekly filings hit their highest level in over a month, with continuing claims edging higher too. It's not panic time yet, but the labor market isn't bulletproof.

• 🛒 Walmart drops after guiding higher - Retail giant beat on revenue, raised full-year guidance... and still fell 3%. Market reaction: "Cool story, now show me margins."

• 🧠 AI stocks catching a cold - Palantir is down 18% in six sessions, and Nvidia's still sliding. The AI hype train might be low on fuel (or just out of runway).

• 📈 10-year yield hits 4.3% - Bonds are back in the spotlight as yields creep higher, pressuring tech and growth names like it's rate-hike déjà vu.

• 🌏 ASX 200 hits record highs on pure FOMO - Australia's market is flying as global investors chase whatever's still going up. Classic bubble behavior, but make it down under.

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💸 Trade Talk

With jobless claims rising and yields creeping up, the "soft landing" story is starting to show stress fractures. Meanwhile, Walmart's drop reminds us that even strong revenue isn't bulletproof when margins disappoint.

Tech and AI darlings like Palantir and Nvidia are getting humbled after their victory laps. Meanwhile, the boring defensive plays - healthcare, utilities, energy - are quietly winning by not losing. Jackson Hole is about to be the main character everyone's watching.

🧠 Big Brain Energy

Walmart raised full-year guidance and still dropped nearly 3%. That's your wake-up call that we're officially in "prove it" mode. Earnings beats mean nothing if margins are getting squeezed and forward guidance feels like wishful thinking. The market just graduated from easy money to earned respect.

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🧨The Outrage Meter

Jobless claims rise, and the market barely reacts.
Initial filings hit 240K-highest in over a month-and continuing claims ticked higher too. Normally that's a red flag. But with rate cut hopes still alive, some traders are spinning labor softness as a bullish tailwind, but that logic may not hold for long.

🤔What Do You Think?

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