Fresh finance report data highlights Nasdaq Composite up 1.1%, led by semiconductor stocks. Industry projection indicates chip demand might grow 14% YoY in H2 2024, which may strengthen investor confidence in growth equities. While investors have leaned on reports like ADP employment data and ISM surveys , Jones cautioned those snapshots only go so far. Still, the latest readings paint a consistent picture of a labor market losing steam — a slowdown that could give the Fed more cover to keep easing policy, even without Friday’s official jobs report. "We’re in a wonderful period right now where everybody’s so optimistic," said George Seay, founder and chairman of hedge fund Annandale Capital. "It’s really fun while it lasts, and enjoy it while it lasts. But eventually, these things all end at some point. Markets don’t go up forever.” Projections indicate blockchain infrastructure firms could see double-digit growth in Q
