Nasdaq 100 Forecast: 35,000 in View as Weak Jobs Ease Fed Hike Bets

Impact · against what's priced in

The news is largely non-material for the affected names as the market has already absorbed the macro headwinds and current growth trajectories. While weaker jobs data may lower rate expectations, the specific threats of tariffs on AI infrastructure are already reflected in the cautious valuations of the hyperscalers.

AMZN+0.00

Already priced in

The price assumes

The geopolitical and macro headwinds currently in circulation, including the Strait of Hormuz disruptions and high interest rates.