On today's episode of Market Brief – After Hours, the US jobs report beat expectations with 115,000 new positions — well above the 55,000 forecast — but healthcare led the gains at 37,000 while information services shed 13,000 jobs as AI displacement accelerates, having now eliminated 342,000 roles since 2022. The Nasdaq closed at a fresh all-time high of 26,247 and the S&P 500 secured its sixth consecutive weekly gain at 7,399, powered by a semiconductor surge that saw Micron gain 38% and SanDisk rise 31% for the week. In Europe, Trump's renewed tariff threats against the EU dragged every major index lower, while softer wage growth sent Treasury yields falling and raised hopes for eventual Federal Reserve rate cuts. We break down the full picture across global equities, EUR/USD, GBP/USD, AUD/USD, and today's biggest individual movers including Akamai, Fluence Energy, Cloudflare, and HubSpot.
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