Shared finance report

How did the US stock market perform today, including the major indices, the biggest movers, and what drove them?

August 10, 2026

Research Report

Question: You are a rigorous financial research analyst. Ground EVERY quantitative claim in data you actually pulled from the finance tools — never invent a price, multiple, or indicator. Answer the REQUEST below by:

  1. Identifying the specific publicly-tradable assets (tickers) it concerns. When the request is open-ended (e.g. "top up-and-coming tech companies"), first find concrete candidates: use finance_data (action=search) to resolve names to tickers, and web search / the browser for qualitative discovery.
  2. For EVERY ticker you discuss, pull real data with the finance tools:
  1. Writing a concise report: a short investment thesis for each asset (why it is interesting, grounded in the pulled price/fundamentals/news/insider data), then a summary table with columns: Ticker | Price | 1d% | 5d% | 20d% | RSI | P/E | Trend. Rank assets by thesis strength, cite notable news/insider signals, and clearly flag any ticker you could not fetch.

REQUEST: How did the US stock market perform today, including the major indices, the biggest movers, and what drove them?

Date: 2026-08-10T04:36:15.874538842+00:00

Rounds: 1

Status: COMPLETE

3 of 6 worker results were withheld as not deliverable and are NOT part of the analysis below. Their absence narrows the evidence base — see “Withheld worker results”. Consider re-running.

Evidence: 130 claims · 26 sourced · 15 partial · 2 unsupported · 85 self-reported (no independent source)

Executive Summary

US stocks rallied on the most recent completed session, Friday, August 7, 2026 (data pulled before Monday's open; no later session data exists). The S&P 500 closed at a record high, +0.6% — its second record close of the week — the Nasdaq Composite rose 1.3% and the Dow added 0.3% (+151 points); all three posted their best week since April (Investopedia, Barron's). The driver was macro: the July jobs report showed a surprise loss of 23,000 payrolls vs. +83,000 expected, cutting September Fed-hike odds from ~55% to ~40–42%, pushing the 10-year yield to 4.659%, and rotating money into long-duration growth (TheStreet, Yahoo Finance). Single-stock earnings made most of the day's alpha: Atlassian +35.3%, Doximity +32.6%, Twilio +24.9%, Airbnb +17.4% led; Sezzle −33.9%, nLIGHT −25.6%, and The Trade Desk −21.9% lagged. Only 2 of 11 S&P sectors fell, and the VIX closed at 14.90 — a broad, risk-on tape.

Analysis

Major indices (ETF proxies, finance_data 1d bars, Aug 7 close)

TickerPrice1d%5d%20d%RSIP/ETrend
SPY (S&P 500)$773.26+0.61%+3.51%+2.43%66.0n/rstrong uptrend
QQQ (Nasdaq-100)$723.03+1.17%+5.09%−0.34%57.1n/rstrong uptrend
DIA (Dow)$539.62+0.27%+2.92%+2.63%63.5n/rstrong uptrend
IWM (Russell 2000)$301.56+1.11%+3.56%+1.88%59.6n/rstrong uptrend

SPY closed at 97.6% of its 52-week range — a record high. News recaps confirm the ETF moves: S&P +0.6% (record), Nasdaq +1.3%, Dow +0.3% (Investopedia, Barron's). P/E was not pulled for any ticker this session (flagged below).

Biggest gainers (ranked by move size, all live-verified)

TickerClose1d%Driver
TEAM (Atlassian)$149.07+35.3%Q4 earnings beat (Aug 6 after close) (TheStreet)
DOCS (Doximity)$27.39+32.6%FQ1 revenue beat, FY outlook raise, "nascent but growing" AI commercial pipeline (Investopedia)
FIGS$14.26+26.9%Q2 growth, buyback, outlook raise (Fool)
TWLO (Twilio)$241.28+24.9%Q2 beat, AI growth narrative (Twilio IR)
BTG (B2Gold)$5.03+23.0%Gold +2% to ~$4,400/oz + Q2 revenues up Y/Y (Zacks)
ABNB (Airbnb)$178.07+17.4%Strong Q2; highest since early 2022 (Investopedia)
SPCX (SpaceX)$133.11+15.8%Argus upgrade to Buy ($160 PT) + post-lockup-expiry rebound (TheStreet)
MCHP (Microchip)$84.69+13.9%Strong FQ1 earnings (Aug 6) (Investopedia)
COHR (Coherent)$379.13+13.4%FCC draft rule to ban Chinese optical transceivers + AAOI read-through (Investopedia)
PLTR (Palantir)$172.01+10.3%Follow-through on Aug 3 Q2 blowout, revenue +93% Y/Y (TheStreet)
AAOI$135.63+9.2%Q2 sales/profit beat
LITE (Lumentum)$890.17+6.2%Photonics complex rally
NET (Cloudflare)$300.27+5.6%Q2 beat (rev $696.1M, +36% Y/Y), record high; JPMorgan PT doubled to $350

Mega-cap tech: TSLA +2.8%, NVDA +2.3%, MRVL +3.9%, AVGO +1.7%, INTC +1.8%; SOX +2.6% (Investopedia).

Biggest losers

TickerClose1d%Driver
SEZL (Sezzle)$118.02−33.9%Q2 EPS beat overshadowed by 2026 growth warning (Cryptonomist)
LASR (nLIGHT)$56.16−25.6%Soft guidance challenges defense/A&D growth story (Sahm Capital)
TTD (Trade Desk)$13.80−21.9%Disappointing Q2 ad-tech report (Aug 6) (TheStreet)
DAVE (Dave)$317.93−13.0%Q2 EPS miss despite 2026 revenue guidance raise (Simply Wall St)
POST (Post Holdings)$78.69−12.8%FQ3 margin squeeze (Sahm Capital)
STX (Seagate)$812.76−4.7%Memory complex sold off on WDC's light guidance
WDC (Western Digital)$434.30−3.8%Q2 beat but guidance light

Sector leadership & laggards (finance_data, all 11 SPDRs)

Sector ETF1d%5d%RSITrend
XLY (Discretionary)+1.49%+3.25%62.2uptrend
XLK (Technology)+1.42%+7.20%59.1strong uptrend
XLB (Materials)+1.32%+4.82%59.8strong uptrend
XLV (Health Care)+0.75%+1.93%61.6strong uptrend
XLU (Utilities)+0.53%−1.67%35.9downtrend
XLF (Financials)−0.36%+1.16%63.7strong uptrend
XLE (Energy)−1.14%−3.44%49.7strong uptrend
Rest (XLRE/XLI/XLC/XLP)+0.01% to +0.38%——mixed

What drove the session

  1. Jobs shock → Fed repricing. Nonfarm payrolls −23,000 vs. +83,000 expected (Bloomberg survey +80,000); unemployment fell to 4.1%; participation dropped to 61.4%, a 5+ year low; June revised to −20K. September hike odds fell from ~55% to ~40–42% (Barron's, Reuters). The 10-year yield fell to 4.659% (intraday low 4.60%); the 2-year had its biggest weekly decline since June; TLT +0.29%, IEF +0.24%. Long-duration growth — the asset most exposed to a hawkish surprise — led, with small caps (+1.11%) confirming the risk-on read.
  2. Defensives flat, financials and energy the only decliners. Staples +0.01% and Communication Services +0.06% sat out — the opposite of a defensive tape. Financials −0.36% on net-interest-margin pressure from lower yields; Energy −1.14% on oil, not rates: WTI faded after Strait-of-Hormuz headlines to ~$77, down 3.4% on the week after ~$94 mid-July war highs.
  3. Earnings idiosyncrasy drove dispersion. Software/Internet beats (TEAM, DOCS, TWLO, ABNB, MCHP, NET) vs. ad-tech/fintech/consumer disappointments (TTD, SEZL, LASR, POST, DAVE) and memory weakness (WDC, STX).
  4. AI-optics policy catalyst. The FCC's draft rule to ban Chinese-made optical transceivers lifted COHR +13.4%, AAOI +9.2%, LITE +6.2% (Investopedia).
  5. Complacent volatility. VIX closed 14.90 (−1.65% on the day, 6.9% of its 52-week range of 13.38–35.30). Gold +2% to ~$4,400/oz on falling real yields powered miners (BTG +23%).

Risks & Open Questions

Claims without independent support

These statements appear in the narrative above but are not backed by text retrieved from a source. SELF-REPORTED means the only thing asserting it is the swarm's own worker output — the narrative was written from that output, so it corroborates nothing. Treat all of these as unverified.

Withheld worker results

These workers did not return usable output, so their text was kept out of the analysis. Shown for diagnosis only — do not read them as findings.

Detailed Findings

Round 0 · Finding 1

US Stock Market Research Brief — Session of Friday, August 7, 2026

(Data as of research time: Mon Aug 10, 2026 ~02:00 UTC, before Monday's open — the most recent completed session is Fri Aug 7.)

1. Executive Summary

US equities rallied Friday, August 7, 2026, with the S&P 500 closing at a record high and posting its best week since April. The catalyst was a surprisingly soft labor-market report (July jobs data) that "eased concerns about possible rate hikes" (Investopedia). Megacap tech led the advance, with the Nasdaq outperforming. The session was dominated by a discrete cohort of single-stock earnings/event movers: Atlassian (TEAM +35%) led after-hours momentum, Doximity (DOCS +33%), FIGS (+26%), Twilio (TWLO +25%), and B2Gold (BTG +23%) were the day's big gainers; Sezzle (SEZL −34%), nLIGHT (LASR −26%), and The Trade Desk (TTD −22%) were the big losers. Volatility remains complacent: V

Round 0 · Finding 2

US Stock Market Session Review — Friday, August 7, 2026

1. Session identification & index performance

Most recent completed US trading session: Friday, August 7, 2026. Confirmed three ways: (a) the last daily bar in every finance_data pull is dated 2026-08-07 13:30 (e.g., SPY, XLK, VIX); (b) Yahoo Finance's live-blog page for Aug 7 was still showing "U.S. markets open in 9h 8m" at fetch time (i.e., the next session had not yet opened); (c) multiple dated recaps of the Aug 7 close exist. This was a risk-on, growth-led session: stocks rallied after the July jobs report showed an unexpected loss of 23,000 payrolls (vs. +83,000 Dow Jones consensus / +80,000 Bloomberg consensus), cutting odds of a Fed rate hike in September from ~55% to ~40–42% and driving yields lower.

Index proxies (live finance_data action=analyze, 1d bars, all as of the Aug 7 close):

Proxy (index)Close1d %5d %20d %RSI-14Trend
SPY (S&P 500)$773.26+0.61%+3.51%+2.43%66.0strong uptrend
QQQ (Nasdaq-100)$723.03+1.17%+5.09%−0.34%57.1strong uptrend
DIA (Dow)$539.62+0.27%+2.92%+2.63%63.5strong uptrend
IWM (Russell 2000)$301.56+1.11%+3.56%+1.88%59.6strong uptrend

Cross-checked against news recaps: "The S&P 500 advanced 0.6% to close at a record high for the second time this week, while the tech-heavy Nasdaq Composite added 1.3% and the Dow Jones Industrial Average tacked on 0.3%" (Investopedia, https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-nasdaq-08072026-12036199); "The Dow Jones Industrial Average rose 151 points, or 0.3%. The S&P 500 was up 0.6%. The Nasdaq was up 1.3%" (Barron's, https://www.barrons.com/livecoverage/stock-market-news-today-080726). Weekly: Nasdaq +5.2%, S&P 500 +3.6%, Dow +3.0% — best week since April for all three (Investopedia). Exact index closes (^GSPC/^DJI/^IXIC/^RUT) were not pulled directly; ETF proxies used per protocol. SPY closed at a record high (52-wk range position 97.6%).

2. Sector leadership & laggards (the analytical core)

Live finance_data action=analyze, all 11 S&P 500 sector SPDRs, 1d bars as of Aug 7 close:

…(truncated — the summary above captures the substance)

Round 0 · Finding 3

SEZL and LASR catalysts confirmed. Now let me get catalysts for FIGS, DAVE, POST, and BTG via Google News RSS.

Investigation Trail

Round 0

Sources

Trace Index

Tool-call traces are persisted under /srv/swarm_web_runs/run-1786335586203-0001/finance_output/traces.

This report was researched and written by a Swarmio run — a swarm of AI agents that searches the web, reads the sources, and shows its working.

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