# Evening Market Recap - Thursday, 27-Aug

Page: https://stenobird.com/podcast/factset-evening-market-recap-378590/evening-market-recap-thursday-27-aug
Text version: https://stenobird.com/podcast/factset-evening-market-recap-378590/evening-market-recap-thursday-27-aug.md
Podcast: [FactSet Evening Market Recap](https://stenobird.com/podcast/factset-evening-market-recap-378590)
Published: 2026-08-27T20:15:00+00:00
Episode link: https://www.factset.com/podcasts
Audio file: https://episodes.captivate.fm/episode/87ab9177-59fe-4d45-a4b3-3748123a39ee.mp3
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JSON: https://stenobird.com/v1/public/podcasts/factset-evening-market-recap-378590/episodes/evening-market-recap-thursday-27-aug
Duration seconds: 380

## Resource

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.

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## Transcript

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