# Daily Market Wrap — Matterfact Podcast Newsletter

> Every trading day, what actually moved and why: the closing levels across the major indexes, the two or three stories that drove the session, and the earnings, data, and deals behind the biggest single-stock moves.

**3 issues**.

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- [Oil Roars and the AI Optics Trade Cracks in a Flat Tape - Daily Market Wrap - Monday, August 10, 2026](https://www.matterfact.com/newsletter/2026-08-10-oil-roars-ai-optics-trade-cracks.md) — 2026-08-10: The session of Monday, August 10, 2026: the headline indexes barely moved, but underneath, energy stocks ripped on renewed Strait of Hormuz fears while the year's hottest trade, AI optics, cracked hard ahead of earnings. Datadog led a software bounce.
- [A Jobs Shock Flips the Fed and Stocks Party Anyway - Daily Market Wrap - Friday, August 7, 2026](https://www.matterfact.com/newsletter/2026-08-07-jobs-shock-flips-the-fed-stocks-rally.md) — 2026-08-07: The session of Friday, August 7, 2026: the July jobs report didn't just miss, it went negative. Rate-hike fears evaporated, gold ripped, and blowout quarters from Atlassian, Twilio and Airbnb reminded everyone which software names are AI winners.
- [Software's Ugly Earnings Day Punished Even the Beat and Raise Names - Daily Market Wrap - Thursday, August 6, 2026](https://www.matterfact.com/newsletter/2026-08-06-software-earnings-day-beat-and-raise-punished.md) — 2026-08-06: The session of Thursday, August 6, 2026: Datadog, AppLovin, HubSpot and Figma all cratered on earnings even as the S&P 500 printed a fresh 52-week high intraday, while the Dow shed 464 points on Honeywell Aerospace's brutal standalone debut and a Fed that has quietly stopped cutting.

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