Happy Friday! Between a brutal jobs report and now rising unemployment claims, the Fed’s delicate balancing act just got even harder. Read on to see what it could mean for rates, markets and your portfolio.

Also, Apple just pulled off a masterclass move that has Wall Street buzzing. Discover the implications and why experts are saying the company’s recent announcement may have just saved the company’s stock.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

• ONE FOR THE ROAD

Unemployment Claims Rise — And That's A Problem For The Fed

After weeks of steady declines, weekly unemployment claims have started ticking higher again, reigniting concerns about the strength of the labor market following last week’s brutal jobs report.

While the increase may seem modest, it raises important questions about whether the economy’s recent momentum can hold. The data poses a big challenge for the Federal Reserve’s balancing act of supporting growth (maximum employment) while taming inflation (price stability).

Is the Fed heading toward a policy trap with no easy exit? Or will the data force a surprising pivot in strategy? Read on for more details and analysis to see what could be next for the Fed and your investments.

Next Week’s Inflation Reports Could Trigger Major Market Moves — Here’s How To Trade It

Next week’s inflation data could flip momentum in seconds. Chris Capre is sharing the exact option spreads and short-term trades he’s targeting before the headlines hit. He’s used this same system to identify fast-moving setups in volatile markets—and now you can follow along in real time. Join Chris live on Sunday at 1:00 p.m. ET and get his August game plan.

Yesterday: U.S indexes ended at the lows on Thursday, after a turbulent session which saw the Dow swing more than 600 points to close down more than 200 points on the day. The S&P 500 ended nearly flat, while the Nasdaq finished in positive territory. Markets were rattled by the formal rollout of sweeping U.S. tariffs, including a 100% rate on semiconductor imports. However, major firms like Apple, Samsung and TSMC received exemptions after pledging U.S. manufacturing investments. Treasury yields were steady, with the 10-year yield at 4.24%, and oil edged lower, paring early gains after reports that Vladimir Putin and President Trump will meet in the coming days. Earnings season remained strong, with 82% of S&P 500 companies topping estimates and delivering an average surprise of 8.1%.

On Our Radar: Analysts will be watching the Baker Hughes U.S. Rig Count report, as well as a speech from St. Louis Fed president Alberto Musalem. On the earnings front, all eyes will be on Oklo (OKLO), Archer (ACHR) and Plug Power (PLUG) as they are set to report after the bell on Monday.

Shares of Eli Lilly, the largest pharmaceutical company in the world, saw their worst single-day loss in 25 years. But that wasn’t the only big mover of the day. Read on to see what else was moving markets.

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in detail.

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On This Day In 2017…

Disney announced it was launching its own streaming service, signaling a major shake-up in the entertainment world. The company said it would end its distribution deal with Netflix, removing its movies from the platform starting in 2019. This move signaled a major shift in Disney’s digital strategy and included a new ESPN sports streaming service. The move marked the beginning of Disney’s big push into streaming, and set the stage for what would eventually become Disney+.

QUOTE OF THE DAY

“What seems too high and risky to the majority generally goes higher, and what seems low and cheap generally goes lower.“

— William O'Neil

Apple's Smart Move May Save iPhone Sales–And The Stock Could Soar

Apple just executed one of its best moves in company history. 

The company just announced a $100 billion boost in U.S. manufacturing, expanding its U.S. investment to $600 billion. But the timing is no coincidence.

The real story? Perfectly timed to dodge President Trump’s 100% tariffs. This move will help protect Apple’s margins, disrupt its rivals and could set the stage for a major stock rebound. Wall Street is already reacting, but most investors haven’t grasped what’s really unfolding.

Analysts are raising targets, calling it a potential market share land grab, and hinting that this could be Apple’s most strategic pivot in years. But what exactly is Apple building behind the scenes? And why are insiders calling this a “masterclass move?”

Read on for all the details.

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