Pre-Market Brief | Friday, August 7, 2026
Research Desk · August 7, 2026
The July jobs report comes ot at 8:30 AM. Everything before the open is positioning. Everything after is reaction.
Where Futures Sit
Nasdaq 100 futures up 0.49 percent, lifted by a strong night of software earnings.
S&P 500 futures up 0.13 percent. Dow futures flat, down 0.07 percent.
Thursday broke the Dow's record win streak. The index fell 0.9 percent as oil pushed to $83 and the 10-year yield climbed to 4.67 percent.
While the media is caught up in "SpaceX IPO fever" right now, the under-the-radar event Marc reveals below could give you access to three brand-new AI IPOs in a rare deal known as a "starburst."
You may never get a chance to take part in one of these again in your life...
Macro Pulse
The July jobs report is the whole morning. Consensus looks for about 85,000 new jobs and a 4.2 percent unemployment rate.
The bar is low for a reason. June printed just 57,000 against a 115,000 estimate, and this week's ADP reading showed only 44,000 private hires.
A soft number strengthens the case for a September rate cut. A hot number sends yields higher and stalls it. Wages, expected at 3.5 percent, are the tiebreaker.
If you have retirement savings, a stock portfolio, or a family depending on you financially...
... you need to watch it right now.
Tickers To Watch
(NASDAQ: TEAM) Atlassian: Up about 30 percent. Cloud revenue blew past expectations and reset the mood on software.
(NYSE: NET) Cloudflare: Up roughly 15 percent. Beat the quarter and raised full-year guidance.
(NYSE: DOCS) Doximity: Up more than 70 percent. Sales beat and management lifted the outlook.
(NASDAQ: TTD) The Trade Desk: Down about 27 percent. Soft guidance overshadowed the print. Same sector as the winners, opposite outcome.
(NASDAQ: SEZL) Sezzle: Down about 24 percent after its second-quarter report.
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If you have even a single dollar invested in the U.S. stock market, this is going to directly impact you.
Discover the reason here.
Stock Highlight: (NYSE: DOCS) Doximity
Doximity is the professional network for doctors. Physicians use it free. The money comes from drug makers who pay to reach those doctors and hospitals that pay to recruit them.
Picture a medical conference that every physician in the country attends. Doximity owns the hall and lets the doctors in free, then charges the pharmaceutical booths and the recruiters for floor space. That is the whole model.
Last night's quarter was solid, not spectacular. Revenue rose 7 percent to $156.6 million, a small beat. Management nudged full-year guidance up to a range of $671 to $681 million. Queries on its AI search tool, Doximity Ask, grew more than 25 percent from the prior quarter.
The reaction was anything but small. Shares jumped about 72 percent after hours to near $35.55.
The bull case: a near-monopoly hold on US physicians, margins close to 48 percent, and a credible AI story that could open a new line of revenue.
The bear case: the business grew 7 percent, not 70. A move this size prices in years of AI optimism the income statement has not delivered yet. Adjusted profit actually slipped from a year ago.
For an investor near retirement, a name like this is a lottery ticket, not a foundation. If you already held it, enjoy the gap. Chasing it up 72 percent is a very different decision than owning it before the print.
Bottom Line
Futures are calm now because the market is holding its breath.
The split in software earnings is the reminder of the week. Atlassian and Trade Desk sit in the same corner of the market and delivered opposite results. Sector bets do not protect you from single-stock surprises.
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