THE FED'S JOBS SHOCK: Why Palantir Surged 29% as The Trade Desk Collapsed! episode artwork

EPISODE · Aug 11, 2026 · 13 MIN

THE FED'S JOBS SHOCK: Why Palantir Surged 29% as The Trade Desk Collapsed!

from Wall Street Truthbombs Podcast · host Wall Street Truthbombs

The Dow crossed 54,000 for the first time ever before a shocking jobs report flipped the Federal Reserve rate narrative in a single morning. In this week's comprehensive market recap, Chief Investment Officer Mark Malek breaks down how the economy lost 23,000 jobs in July alongside 103,000 in downward revisions, forcing traders to reprice September Fed expectations.Mark analyzes the three stocks that defined the AI earnings divergence: Palantir's monster 29% surge on 149% US commercial growth, AMD's 9% selloff despite beating earnings estimates, and The Trade Desk's historic 27% collapse on its first revenue decline since IPO. Plus, a deep dive into 4-year high ISM manufacturing data and a full preview of next week's crucial CPI inflation release.CHAPTERS & OUTLINE:Weekly Macro Overview: Dow 54,000, Oil Volatility & The Fed WhipsawStock #3: AMD — Why a Clean Earnings Beat Got SoldStock #2: The Trade Desk — The 27% Crash Threatening Digital Ad ModelsStock #1: Palantir — The 29% AI Surge Proving Real DemandEconomic Data Review: 4-Year ISM Manufacturing High vs. -23K July Jobs ShockThe Week Ahead: August 12 CPI Inflation, PPI, and Retail Sales PreviewToday's Wall Street Truthbomb: When Jobs Move Faster Than Fed Talking PointsSubscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack: https://substack.com/@wstruthbombsX: https://x.com/WSTruthBombsPatreon: https://www.patreon.com/wstruthbombsBlueSky: https://bsky.app/profile/wstruthbombs.bsky.socialTikTok: https://www.tiktok.com/@wstruthbombsTruthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.#StockMarket #Palantir #FederalReserve #JobsReport #TheTradeDesk #AMD #Inflation #MarkMalek #WallStreetTruthbombs #SiebertFinancial #CPISupport the show

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The Dow crossed 54,000 for the first time ever before a shocking jobs report flipped the Federal Reserve rate narrative in a single morning. In this week's comprehensive market recap, Chief Investment Officer Mark Malek breaks down how the economy lost 23,000 jobs in July alongside 103,000 in downward revisions, forcing traders to reprice September Fed expectations. Mark analyzes the three stocks that defined the AI earnings divergence: Palantir's monster 29% surge on 149% US commercial grow...

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THE FED'S JOBS SHOCK: Why Palantir Surged 29% as The Trade Desk Collapsed!

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