1 in 5 Americans who sought financial advice last year asked a chatbot, per a new Gallup survey. But just 3% trust AI “a great deal” with their money.

In other words, the country’s new favorite financial advisor has no fiduciary duty, no track record, and no shame.

— Brooks & The Street Sheet Team

July payrolls fell by 23K. The Street expected a gain of 83K. The Employment Situation’s headline 12-month average has now been dragged down to 34K. Rough.

Now traders are handicapping next month’s number. The market currently sits at a coin flip on whether payrolls clear 50K. That would be the fiscal equivalent of a B-minus, but hey. At least it’s above average?

📈 | Atlassian (TEAM) soared after beating on Q4 revenue and earnings.

📉 | Akamai Technologies (AKAM) fell on light Q3 revenue guidance.

📈 | Coherent (COHR) popped again, bringing its weekly gains to nearly 50%, following a report of a coming US ban on Chinese data center components.

📉 | Under Armour (UA) slid after cutting full-year revenue guidance on softer demand.

📈 | Twilio (TWLO) surged on raised full-year revenue growth guidance.

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JPMorgan analyst Bryan Smilek upgraded Etsy to Overweight, citing three straight quarters of year-over-year growth in marketplace gross merchandise sales for the DIY e-commerce platform.

Etsy cleared forecasts in Q2, while management raised its full-year GMS forecast to mid-single-digit growth.

Smilek credits Etsy’s push through search, its app, and loyalty programs for pulling in new buyers and keeping them around. That, he says, is strengthening the seller side too.

GMS growth has climbed from 0.1% in Q4 2025 to 7.5% in Q2, per JPMorgan. Smilek expects social commerce to keep it going through the back half of the year and all of next.

Wall Street isn’t all-in. Of the 31 analysts covering Etsy, just 11 rate it a Buy or Strong Buy, while 19 sit at Hold.

However, shares are firmly in the green year to date. And JPMorgan thinks the marketplace has another custom order coming.

🏛️ President Trump is considering trying to fire Fed Governor Lisa Cook again, citing the same mortgage fraud allegations the Supreme Court blocked him from acting on in June.

⚖️ A New Mexico court ordered Meta (META) to pay $567M to address harms to young people on its platforms, bringing its total tab to $942M.

🍔 Burger King parent Restaurant Brands International (QSR) overtook Wendy’s (WEN) as the second-largest US burger chain by systemwide sales.

⚡ Rockstar Energy founder Russ Savage disclosed a 4.7% stake in Celsius Holdings (CELH) and volunteered to replace its CEO.

Do you own any shares of e.l.f. Beauty (ELF)?

▇▇▇▇▇▇ 🐂 Yup, I’m holding

▇▇▇▇▇▇ 🐻 Nope, not interested

▇▇▇▇▇▇ 👀 No, but I’m interested

And, in response, you said: