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Daily digest · 08-27-2026

Thursday, Aug 27, 2026, then tomorrow

S&P 500 gained 0.68% and Nasdaq (NDAQ) 100 surged 1.39%, but breadth was extremely narrow: Technology was the sole advancing sector at +3.14%, with all ten others declining. Nvidia (NVDA) drove the tape, jumping 9% on fiscal Q2 earnings to a roughly $5.4 trillion market cap, adding approximately $371.7 billion in market value in a single session. Salesforce (CRM) +20%, CrowdStrike (CRWD) +18%, and Okta (OKTA) +27% amplified tech leadership on their own earnings beats, while Consumer Staples (XLP) was the worst sector at -1.38%, signaling clear rotation out of defensives. The NVDA earnings catalyst and broader software beat cycle carry into Friday as the dominant narrative, but macro tone shifts to Fed Chair Kevin Warsh's first Jackson Hole speech.

Market postureConstructiveBroad uptrend. Normal signal cadence to our subscribers.
Breadth
1 of 11 sectors higher
Volatility
VIX 14.51 (-0.70)
20-day range 14.2 to 16.5 · as of 08-27-2026
S&P 500
+0.68%
771.18
Nasdaq 100
+1.39%
721.20
Dow 30
+0.17%
535.18
Russell 2000
+0.29%
299.81
Sector tape

Today's rotation

One-day total return of the 11 SPDR sector ETFs.

 Technology
+3.14%
 Energy
-0.26%
 Financials
-0.63%
 Materials
-0.75%
 Utilities
-0.76%
 Industrials
-0.84%
 Real Estate
-1.00%
 Communication Svcs
-1.03%
 Consumer Discretionary
-1.08%
 Health Care
-1.13%
 Consumer Staples
-1.38%
Catalysts

What drove it (and may carry over)

Curated from the day's market wire.

▲NVDA
Nvidia stock jumped 9% after strong fiscal Q2 earnings and guidance, adding about $371.7 billion in market value and pushing its market cap to roughly $5.4 trillion.
▲CRM
Salesforce shares surged 20% after topping Q2 estimates, raising its outlook, and expanding its AI partnership with Anthropic.
▲CRWD
CrowdStrike shares jumped about 18% after record Q2 results and a raised full-year outlook, with 11 analysts lifting price targets.
▲OKTA
Okta shares surged as much as 27% after a Q2 beat, with analysts raising price targets on growing agentic AI demand.
▲MSFT
Microsoft shares rose after announcing a new AI partnership with Saudi Arabia's HUMAIN, adding to broader software-sector strength.
▲SNDK
Sandisk and Kioxia plan to invest more than $31 billion in Japan through 2032 to expand flash memory production capacity.
▲DG
Dollar General shares rose after Q2 earnings beat estimates, same-store sales improved, and the company raised its full-year outlook.
Tomorrow

Friday, Aug 28, 2026

What is scheduled, with ET times. Not a forecast of how it lands.

The session is structurally front-loaded by Consumer Sentiment at 10:00 AM ET, a medium-impact print that adds a defined volatility node after the open. The dominant event is Fed Chair Warsh's Jackson Hole speech, for which no time is given in the input; markets will be in a wait-and-see posture until that hits, with potential for sharp repricing across rates-sensitive sectors. No earnings are scheduled Friday. Watch whether NVDA consolidates or extends post-earnings, and watch Marvell Technology (MRVL) which reported after the close today with a $0.9428 estimate and no surprise figure yet confirmed.

10:00 AM ET Consumer sentimentWhat to watch ›
By timeframe

Session structure

How the calendar shapes each holding period. Descriptive only: not advice, and not a recommendation to trade anything.

⚡ ScalpFriday has one scheduled economic release, Consumer Sentiment at 10:00 AM ET, which historically concentrates short-term volatility around that time. Fed Chair Warsh's Jackson Hole speech is an additional event with no confirmed time in available data, meaning liquidity and spreads could shift at an unpredictable point in the session.
☀️ Day tradeSeveral large-cap tech and software names are coming off outsized single-session earnings moves of 18% to 27%, making their Friday price action a focal point for the session. The 10:00 AM ET Consumer Sentiment release and the Warsh speech are the two calendar anchors that define where intraday volatility concentrates.
🌊 SwingSector breadth on Thursday was notably narrow, with only Technology advancing while all ten other sectors declined. VIX closed at 14.51, near the lower end of its recent band. Any multi-day position initiated around Friday carries the Warsh Jackson Hole speech as an unresolved policy signal within the hold window.
🌲 Long termThursday's earnings results from Nvidia (NVDA), Salesforce (CRM), CrowdStrike, and Okta (OKTA) collectively represent a significant data point on AI-driven enterprise spending growth. Fed Chair Warsh's Friday remarks at Jackson Hole are the next piece of information relevant to the longer-term rate and valuation backdrop.
← Wednesday, Aug 26, 2026All daily digests

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