U.S. stocks finished modestly lower on Sep. 4 after a much stronger-than-expected jobs report pushed Treasury yields and rate expectations higher.
Under the surface, the market was sharply divided: semiconductors, memory and AI hardware rallied while software and consumer names came under pressure.
In this recap:
• Why the jobs report mattered for stocks and rates
• Why SanDisk (SNDK) surged
• Why Guidewire (GWRE) fell despite beating earnings
• What pressured lululemon (LULU) and UiPath (PATH)
• Why Tesla (TSLA) lagged
• Why chips rallied while software weakened
We don’t predict the market — we explain what already happened.
For educational and informational purposes only. Not financial advice.
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