PANDORA’S BOX
EVERYTHING GOT OUT. THE HOPE IS AT THE BOTTOM.
THE ONE-WAY DOOR
The Nasdaq 100 set a record while the Dow fell for the week
Same jobs report, same Friday, two different markets. The split between who owns AI and who works beside it just got a price.
The jobs report hit at 8:30 Friday morning. By the close, the Nasdaq 100 had set a record at 30,807.93. Nvidia touched its first all-time high since May, at $237.88 a share.
For the week, the picture split three ways. The Nasdaq rose 0.6%. The S&P 500 slipped 0.3%, and the Dow fell about 1.3%.
Here is where it lands at your end. Saturday’s edition showed pay growing 3% a year, the slowest pace since 2021. The same week, the companies building AI kept climbing.
THE STAKES
AJAR
$5.7 trillion
NVIDIA’S MARKET VALUE AT FRIDAY’S PEAK
→
A single company that size sits inside almost every index fund. When it moves, your retirement moves with it, whether you chose it or not.
PAID PARTNERSHIP
America is splitting in two.
And every day, the chasm gets wider.
My name is Porter Stansberry and as I warned in this interview, the evidence is simply impossible to ignore.
According to a survey conducted by business consulting firm Oliver Wyman Forum, 64% of CEOs reportedly expect to move away from all junior employees in the next couple of years.
Bill Gates, the man who helped put a computer on every desk in America, says certain jobs may need to be protected from machines inside what he calls “Human Reserved” zones.
The human employee is becoming a protected species. In his exact words, “Many jobs will disappear forever.”
This is an economic rupture. The end of an era that I believe will show little mercy to those who lag behind.
Because, for the first time in history, capital can compound without additional human labor.
Case in point, we’re now seeing the rise of something called the “zero-human company”. These are autonomous businesses set up with a team of AI agents working together. No CEO, CFO, CTO and no interns to make the coffee.
Industry and technological progress is about to accelerate beyond all imagination, without bringing most of us along for the ride.
And that means the extraordinary wealth AI creates won’t flow into wages.
Larry Fink, head of BlackRock, which oversees $14 trillion, has warned that AI will concentrate enormous wealth among the companies and investors positioned to capture it.
On one side: the people who own the chips, energy, data centers, platforms and companies powering this revolution.
On the other: everyone else. Those still dependent on a paycheck, the old economy or the investments the AI economy will leave behind.
So which side will you and your family land on?
That could depend on the action you take after watching my critical broadcast with tech investing expert Luke Lango today.
Because this is not simply about AI taking jobs or solving math equations. I believe it is the most important shift in American life and wealth in 250 years.
In the broadcast, Luke and I reveal why Washington is accelerating this shift… which companies are being protected and which are being left for dead… and the three money moves we believe you should make now.
We reveal the stocks to buy, the stocks to sell, and how to position your family on the winning side of what I call America’s New 1776 Moment.
Good investing,
Porter Stansberry
Rates explain part of it. The odds of an October rate hike fell from about 70% to 20% in a week, Nasdaq’s economists wrote. Lower odds help growth stocks most.
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The bond market did not join the party. The 10-year Treasury yield reached 5.34% during the week, its highest since 2002, before settling near 5.3%.
That is the split worth naming. Owners of the machines are getting paid in share prices. People who work beside the machines are getting paid in wages that trail prices.
You have heard that a rising market lifts everyone. It lifts the people who own the part that is rising. This week, that part was narrow.
A record high and a raise are no longer the same story.
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EVERY LEAD PASSES BEFORE IT RUNS
The One-Way-Door Test
01
Can it be undone?
Yes. Records reverse, and tech has fallen hard after peaks before. The wage gap underneath them moves far more slowly.
AJAR
02
Who is already repositioning?
Nvidia set the pace, the bond market pushed back, and the Fed’s minutes land Wednesday. Schneider Electric just paid $22.6 billion for software maker PTC.
3 NAMED
03
What does being late cost?
Owning the winners after a record costs more than owning them before one. Knowing which side your money sits on costs nothing.
RISING
THE MOVE · WHILE THERE IS STILL TIME
Write down two numbers this week: your raise this year and your portfolio’s gain. Then decide, on purpose, which side of the split gets your next dollar.
Buying the winners at a record carries its own risk, and tech has dropped sharply after peaks before. The point is knowing where your money sits, not chasing it.
ALSO GOT LOOSE TODAY
 
Schneider Electric agreed to buy software maker PTC for $22.6 billion.
MONEY
 
Every American bomber left Britain’s RAF Fairford on Sunday after warnings of an Iran-backed plot against the base.
WORLD
 
The Fed releases the minutes of its last meeting on Wednesday.
MONEY
WHAT’S LEFT AT THE BOTTOM
You can see the split while it is still a headline, not yet a statement balance. That is a head start on choosing your side.
WE WATCH THE BOX.
 
 

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