Chicago, IL – September 10, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. ETFs recently featured in the blog include: Breakwave Tanker Shipping ETF BWET, Global X Gold Explorers ETF GOEX, iShares MSCI Global Silver and Metals Miners ETF SLVP, Global X Lithium & Battery Tech ETF LIT and Virtus LifeSci Biotech Clinical Trials ETF BBC.
Here are highlights from Tuesday’s Analyst Blog:
Wall Street delivered a subdued performance last week. The S&P 500 advanced about 0.3%, the Dow Jones lost about 0.3% and the Nasdaq 100 gained 1%. The Alphabet-led tech rally and Fed rate cut hopes boosted the growth segment.
Below, we highlight a few key events of last week.
Tech giants just had an epic week, adding $420 billion in market cap to reach a combined $21 trillion valuation (as quoted on CNBC) despite NVIDIA's dip. Alphabet surged about 11.6% last week. Apple gained 3.1% after a U.S. court handed Google a limited antitrust penalty, and allowed it to maintain its search deal with Apple (read: Alphabet's Stock Jumps as Antitrust Fears Ease: ETFs in Focus).
Although Alphabet was slapped with a $3.45 billion EU fine last week, investors paid more attention to the U.S. win. Meanwhile, Broadcom soared on a new $10 billion customer, while Tesla rose on Elon Musk's proposed pay package (per the abovementioned CNBC article). The gains cemented Big Tech's ruling position.
The U.S. economy added 22,000 jobs in August 2025, lower than an upwardly revised 79,000 in July and market forecasts of 75,000, as quoted on tradingeconomics. The data reinforced the softness in the labor market.
Jobs data for June were revised down by 27,000, and the change for July was revised up by 6,000. With these revisions, the previously reported employment data for June and July combined was reduced by 21,000. The unemployment rate at 4.3% changed little in August, per government data.
Job growth was mainly noticed in sectors such as health care (+31,000) and social assistance (+16,000). Job losses were pronounced in wholesale trade (12,000) and manufacturing (12,000).
The Fed will likely cut interest rates in September after Chair Jerome Powell hinted at a reduction in his highly anticipated Jackson Hole speech. There are 89% chances (at the time of writing) of a 25-bp rate cut in September, per the CME FedWatch Tool, while 11% chances shifted to the 50-bp rate cut. A softer labor market has probably led the market to this pricing pattern.
