The Week When AI, Tariffs, And Jobs All Fought For Main Character

🎉 Weekend Vibes Wrap: The Week When AI, Tariffs, And Jobs All Fought For Main Character

⚡ The 10-Second Vibe

• S&P 500 and Nasdaq flirted with/printed fresh highs as weak jobs data juiced rate-cut hopes.

• Yields sagged hard post-NFP - the 10Y around 4.08% and the 2Y near 3.48%.

• Broadcom became the AI kid everyone wants to sit with. $10B custom chip order chatter lit the tape.

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🧩 This Week's 5 Big Storylines

• Broadcom's AI flex - A monster $10B order from an unnamed customer (industry whisper: OpenAI) put custom silicon in the spotlight and sent AVGO ripping. Management also talked up bigger AI revenue in FY26.

• Google's antitrust plot twist - Judge says Google can keep Chrome, Android, and the Apple search deal - but must share data to spur competition. Relief rally vibes for Alphabet and Apple.

• Tariffs enter the chat - President Trump said semiconductor imports from firms not building in the U.S. will face "substantial" tariffs, with carve-out talk still hazy. Supply chains started doing math, fast.

• The jobs print that yelled "cut" - August payrolls rose just 22,000, unemployment ticked to 4.3%, and rate-cut bets bulked up. Stocks and bonds both liked it.

• Tesla's headline magnet - Board floated a performance-heavy pay plan for Musk that could reach a mind-bending $1 trillion if targets hit. Governance Twitter had a field day.

🥇 Winners & 😬 Whomp-Whomps

Winners

• Broadcom - Custom AI chips got the call-up from JV to varsity.

• Real estate & housing proxies - Lower yields = a little fresh air.

• Gold - Dollar slipped after NFP, and gold kissed new records. Shiny things go brrr.

Whomp-Whomps

• Lululemon - Cut outlook, flagged tariff pain, and got body-slammed by the tape.

• Nvidia/AMD - Lost the spotlight as AVGO hogged the AI mic.

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🔥 Spicy Take

The AI trade graduated from single-ticker hero worship to a messy team sport. If hyperscalers double down on custom silicon, the shovel-sellers club gets crowded - and Nvidia's moat has to cover more shoreline. That doesn't kill demand for GPUs, but it does redirect some of the margin party.

📈 Stat Of The Week

"Soft" jobs, hard result: the S&P 500 notched a fresh all-time high on Friday as rate-cut hopes went from "maybe" to "just do it already."

👀 What's Next (Week Ahead)

• CPI Thursday, PPI Wednesday - The inflation double-header could lock in the size of the September Fed cut.

• Tariff tea leaves - Watch for any carve-out chatter that could swing specific chip or retail names.

🗳️ Weekend Poll

✌️ Thanks for vibing with us.

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