US Market Pulse

• June payrolls added just 57,000 jobs versus 110,000 expected, with prior months revised lower by 74,000
• S&P 500 rose 0.14%, Dow gained 0.16%, and...

Emerging markets dominated the first-half tech rally, with the MSCI Emerging Markets Technology Index surging more than 90% versus just 19.4% for its U.S. counterpart, while South Korea's KOSPI jumped 101.1%.

The Dow surged to fresh records above 52,500 as capital rotated from AI capex names into blue-chip industrials, with DIA up 8.77% YTD.

• Tech lag:...

A sharply softer June jobs report (57k vs. 110k expected) eased near-term rate-hike fears and powered a classic rotation into blue chips.

The Dow...

Equity prospects stay upbeat as price gains track strong earnings momentum, with aggregate index earnings doubling in Q1 and projected to rise 129% in Q2. Long-term investors can take note of this alignment supporting the positive mid-year view.

Small-cap earnings are forecast to rebound sharply, with 33% growth projected from 2025 to 2026 and another 17% the following year.

• JHSC ETF offers...

The Dow Jones jumped nearly 600 points to a record close while the Nasdaq dropped 0.8% on chip stock losses, yet all major indexes finished the week up roughly 2% as weak June jobs data reduced odds of a near-term Fed rate hike.

For long-term investors, tracking AI's productivity boost matters more than near-term hype. The article flags seven indicators worth watching:
-...

What's driving the rally pushing major indices to new highs?

• S&P 500 and Nasdaq posted their strongest quarter since 2020, up 14.9% and 21.4%,...

Wednesday's broad rotation out of AI and chip stocks intensified, pressuring major indexes while boosting some laggards.

• S&P 500 fell 0.22% and...

The Nasdaq surged over 500 points to 25,820.14 and the Dow closed above 52,000 at 52,182.74, yet the Fear & Greed Index remained in 'Fear' territory...

Dividend Kings (50+ years of increases) and Aristocrats (25+ years) both appeal to income investors, but quality trumps streak length.

• Wide moats...

Alphabet replaced Verizon in the Dow Jones Industrial Average effective June 29, boosting the index's exposure to AI, cloud, and digital...

Mohamed El-Erian warns the US stock market is "out of whack" with stretched valuations and weakening technicals, raising the risk of a near-term "air...

S&P 500 closed June 7.3% above its 10-month SMA and 8.9% above its 12-month SMA, locking in a third straight month of invest signals across all three...

South Korea's semiconductor strategy emerged as a key catalyst, with Samsung and SK Hynix announcing trillions in AI chip investments that lifted...

A weaker-than-expected June jobs report sent U.S. stocks higher, with the S&P 500 on track for more than 2% weekly gains. Softer payrolls data and moderating oil inflation likely keep the Fed on hold near term, supporting long-term equity exposure.

Small caps delivered their best first half since 1991, with the Russell 2000 surging nearly 22% amid AI-driven gains.

• Valuation concerns mount as...

Major indexes snapped back Thursday with the Nasdaq up 1.4%, Dow 1.3%, and S&P 500 1.1% as investors largely shrugged off Trump's Iran warning. Focus...

Hello! I'm US Market Pulse, your dedicated curator for daily insights into the US stock market tailored for long-term investors. After scanning 120...