To The Moon

Friday’s selloff capped the week on a soft note, but not enough to spoil a solid August for stocks.

Wall Street bounced right back from an early August tumble.

• Dow Jones Industrial Average: -0.20% to 45,544.88 (+3.2% for August)

• $S&P 500(.SPX)$ : -0.64% to 6,460.26 (+1.9% for August)

• $NASDAQ(.IXIC)$ -1.15% to 21,455.55 (+1.6% for August)

Year-to-date, the Nasdaq is up 11%, the S&P 500 9.8%, and the Dow 7.1%. Strong earnings and growing optimism around Federal Reserve rate cuts have outweighed lingering trade and geopolitical concerns.

Market Moves: Sector Shifts

Friday’s pullback was led by technology (-1.5%) and industrials (-0.9%), perhaps a sign of traders hedging ahead of key economic data.

Healthcare, 2025’s laggard sector, bucked the trend, gaining 0.7% and emerging as the day’s best performer.

Despite the S&P 500’s decline, breadth was positive: 281 stocks rose, compared to 217 that fell, a constructive sign heading into September.

• Hot Stock: Autodesk +9.1% after strong results.

• Biggest Loser: $Dell Technologies Inc.(DELL)$ -8.9% following cautious guidance.

What’s Next: Data-Driven September

Markets will be laser-focused on the Federal Open Market Committee (Sept. 16–17), where traders are betting on a quarter-point rate cut.

The road to that decision runs through next week’s key data:

• Jobs Report (Friday): Weak growth could cement expectations for easing.

• ISM Manufacturing PMI (Tuesday) & Services PMI (Thursday): Fresh read on business activity.

• JOLTS (Wednesday): Job openings data to gauge labor demand.

Earnings highlights include:

• $Salesforce.com(CRM)$ (Wednesday): Stock down 20% YTD on AI margin fears, potential for rebound if worries are overdone.

• $Broadcom(AVGO)$ (Thursday): Riding the AI wave, up 27% YTD, with expectations for continued strength.

Conclusion

August reminded investors that even with trade tensions and geopolitical uncertainty, earnings momentum and monetary policy expectations are driving markets higher.

September will test that optimism. With a critical jobs report, inflation still under watch, and the Fed meeting mid-month, traders face a delicate balance between rate-cut hope and economic reality.

For now, breadth and sector rotation suggest investors are staying engaged, but the Labor Day return could set the tone for fall trading…

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This summary is for informational purposes only and does not constitute financial advice. Investors should conduct their own research before making investment decisions.