Bitget: NFP Scenarios Steer AI Stocks vs Financials

Bitget TradFi stresses scenario planning over forecasts ahead of the NFP release, noting weak payrolls could lift rate-cut odds and push $NVDA, $SMCI, $AMD and $META higher while strong prints keep rates elevated and trigger capital rotation into $JPM, $BAC, $XOM, $CVX and $GS as historical sector rotation after NFP surprises and the impact of Non-Farm Payrolls on AI stocks vs financials and energy both point to sharp volatility and sector shifts.