---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000977151.md"
description: "I think the stronger-than-expected jobs report is the bigger concern for the overall market this week. A resilient labour market could give the Fed less reason to cut rates, while persistent inflation may keep Treasury yields elevated and put pressure on growth and AI stocks. I will be watching Tuesday's CPI closely because I believe inflation and interest rate expectations will have a greater impact on market direction than a single economic report. Even though semiconductor stocks have rebounded, I am not rushing to chase the rally.Regarding Nvidia, the board investigation and Jensen Huang headlines may create some short-term uncertainty, but I would not change my long-term AI investment thesis based on headlines alone. Nvidia remains a key player in the AI ecosystem, although leadership and governance risks should not be ignored. I am more focused on whether AI investments can translate into sustainable revenue and earnings growth. For now, I prefer to stay disciplined, keep some cash reserves and accumulate quality companies gradually during meaningful pullbacks rather than react emotionally to market volatility."
datetime: "2026-11-09T06:03:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000977151.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000977151.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000977151.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# I think the stronger-than-expected jobs report is …


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## Comments (1)

- **Kellyk310 · 2026-11-09T09:37:18.000Z**: The pricing has gone past that. Futures put a December hike at 77 percent, so it is not fewer cuts but an actual increase.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**