Zacks Investment Ideas highlighted Palantir, SpaceX, Cerebras and NVIDIA on August 10, 2026, after the Bureau of Labor Statistics released the July 2026 Employment Situation Report showing nonfarm payrolls plunged 23,000 versus Wall Street estimates of +80,000. The miss was described as a 5-sigma miss, equivalent to 1 in 3.5 million, with losses mostly due to local government education (-50,000), retail trade (-19,000), and leisure and hospitality (-26,000 to 40,000). Non-farm payrolls have trended downward for four consecutive months. Despite prolonged jobs losses being bearish for stocks, the unemployment rate at 4.1% makes the miss bullish for equities, as central-bank-driven liquidity is the main market driver. Before the jobs data, Fed Chair Kevin Warsh appeared likely to hike interest rates, and three FOMC members voted to raise rates at the latest meeting. However, Polymarket betting market data showed September rate-hike odds plunged from nearly 60% in early August to ~35% today. AI investment accounted for 50% of Q1 GDP growth. Palantir jumped 30% after smashing expectations, SpaceX and Cerebras are trying to round out IPO base structures, and NVIDIA jumped more than 10% this week.