☕Welcome to our follow-up article, which will accompany your last sip of coffee and explain the big game unfolding behind the scenes on Wall Street and the financial map from last week. In our first article, we covered the general anatomy of stocks and indices; now we look at the 5 most important macro/micro developments that drove those price moves, determined market direction, and will leave a legacy for the weeks ahead.

Here are the hot notes on the trading desk and the stock market headlines from last week:
🏛️ 1. Employment Report Earthquake: Is The Fed Postponing Rate Cuts?
Undoubtedly, the biggest macro bomb last week was the US Non-Farm Payrolls (NFP) data released on Friday. While market expectations were for a small slowdown in hiring, the data showed that the economy is still “very hot.”
Development: Strong employment and wage growth that was better than expected indicate that inflationary pressure has not fully eased.
Market Impact: After this data, expectations that The Fed could cut rates in the fall were suddenly scrapped. Bond yields surged quickly, and fears of a prolonged high interest-rate environment deepened the sell-off in tech stocks.
🤖 2. Blackwell Chip Nvidia and Supply Chain Whispers
On Nvidia’s side, the locomotive of the AI rally—news about the production process and server integration of next-generation Blackwell architecture chips, along with supply chain issues—became the market focus.
Development: While news about increased capacity from the company’s manufacturing partners in Taiwan was positive, analyst reports on power consumption and cooling costs in data centers were used as grounds for short-term profit-taking.
Market Impact: The semiconductor sector, led by Nvidia (SOX index), closed the week with sharp losses, reminding investors of the rule “buy the hope, sell the reality.”
🔌 3. Big Tech’s Energy Hunt
Last week, secret and open deals between Microsoft, Amazon, and Google, as well as traditional and nuclear energy producers, to supply their AI data centers became the most discussed topic among finance circles.
Development: The fact that AI not only needs chips but also large-scale electrical infrastructure is now being fully recognized by the market.
Market Impact: While tech stocks lost momentum, utility and energy stocks (especially nuclear energy providers) ended the week with returns above the index, once again proving the importance of portfolio diversification.
🇪🇺 4. The Gap Between the European Central Bank (ECB) and The Fed Widens
The global market is not only focused on Washington but also on Frankfurt. The monetary policy moves taken by the European Central Bank, in line with declining inflation, shook the balance of global liquidity.
Development: The ECB’s more dovish stance than The Fed strengthened the US Dollar Index (DXY).
Market Impact: A strong dollar pressured the foreign earnings projections of US multinational companies traded globally (Apple, McDonald’s, etc.), triggering profit-taking on stock prices.
🔐 5. Gate & Alpaca Integration Breaks Down Barriers for Traditional Investors
The most significant institutional development in the crypto and trade-finance “marriage” last week was Gate’s launch of real US stock trading using its Alpaca infrastructure.
Development: This integration, which allows crypto liquidity to flow directly into Wall Street stocks, paves the way for investors to build USDT-based portfolio strategies—even when markets are closed at the end of the weekend.
Market Impact: While the costs of individual access to the market (commissions and settlement frictions) were minimized, a global upward trend in fractional stock trading volume was observed.
🔮 Next Week’s Agenda: Where Will the Eyes Be Looking?
As you finish your coffee this week, let’s note two key developments you should watch as the bell rings tomorrow morning:
US Consumer Inflation (CPI): After last week’s employment surprise, this week’s inflation data will determine the market’s direction (yes or no).
Apple WWDC (Worldwide Developers Conference): Apple’s announcement on AI on devices could spark a new speculative rally in the technology sector.
If you want to clarify your strategy for the new week in a calm market, we can work through these details together:
Let’s monitor how next week’s inflation data (CPI) could influence the technical support levels of the S&P 500 index.
Before Apple’s WWDC AI announcement, don’t forget to compare the fundamental analysis ratios against its competitors Google and Microsoft.
What risk-hedging strategies can you apply to protect your USDT assets on the Gate platform against the strengthening of the US Dollar Index (DXY)?
⚠️ Not financial advice.
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