Weekend Update 2/8/2026
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets tumble as #LaborMarkets fears return, but Friday saves the day…
🐥 ADP canary? Private payrolls whiffed adding just 22K jobs in January less than half of expectations. Stabilizing #LaborMarkets no longer appears so stable. Thanks to another short government shutdown, the jobs report got delayed until next week.
💰 Hyperscaling spending. The #AI trade was a bit angsty throughout earnings. While monetization remains uncertain, the #AI buildout continues to ramp. Large hyperscalers like Google and Amazon announced big CapEx increases to build more data centers in 2026.
🫨 Risk off. High risk assets led markets lower with Growth names caught up in the bearish sentiment down -5% while Value rose +1% through Thursday. However, thanks to a Friday rally, the S&P 500 only ends down -0.1% for the week…
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As of the publish date, Ursa portfolios may own GOOG & AMZN. These securities may cease to be portfolio holdings at some point in the future. Any mention of these securities is for purely informational purposes only and NOT investment advice.
The statements, opinions and analyses presented here are provided as general information. This article is the opinion of the author. Anything within this article should NOT be considered an investment recommendation or advice. See Ursa’s full disclosures here.