Episode
Evening Market Recap - Thursday, 27-Aug
- Podcast
- FactSet Evening Market Recap
- Published
- Aug 27, 2026
- Duration seconds
- 380
- Processing state
not_requested- Canonical source
- https://www.factset.com/podcasts
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Summary
US equity indices finished higher in Thursday trading, though breadth was negative, all sectors outside tech were lower, and the equal-weight S&P lagged by more than 100 bp. It was a very quiet session with the tech rally (and AI and software upside specifically) the only real market narrative. The move was driven by Nvidia's well-received report and guidance, while software also rallied following multiple solid earnings reports that also helped push back against the AI disruption narrative.