Jobs, cars, AI, and financial freedom.

You're listening to Motley Full Money.

Welcome to Motley Full Money. I'm Jason Moser. joining me today. It's Motley Full Chief Investment Officer, Andy Cross. Andy, thanks for being here.

Jason, thanks for having me on the holiday week. Yes, holiday week indeed. On today's show, we're going to take a closer look at the state of the EV market. Cloudflare is, I guess, standing up to AI.

We've got some stocks that make us want to celebrate financial freedom. But first, Andy,

let's talk jobs and banks. The jobs report came out this morning, a day early due to the holiday

weekend. It seemed like a pretty good report. Markets receiving it well.

It was good on the state and local government side, whereas the federal side, it seemed like

there's some more headwinds, which I guess shouldn't be surprising given the last few months

with Doge and their efforts to try to sort of trim the

fat, so to speak. But what did you see in this Jobs report that stood out to you? Yeah, Jason, I think

it was a good report. It certainly was ahead of the consensus, but it wasn't like blazingly great

like it was maybe a few, you know, years ago. We saw, interesting, we saw the futures. You mentioned

the stocks rebound nicely, and the expectations for a rate cut had dropped from 25% in July

down to less than 7%. So clearly, as the yields moved higher on the strength of this report

investors betting, that maybe those rate cuts that they were maybe expecting in

the summer are going to get pushed out. But what was really interesting to me is inside,

underneath the hood, Jason, healthcare and service is very strong, accounted for 40% of the 147,000

net gains. As you mentioned, state and government accounted for 32% of those gains as well.

What was also fascinating, Jason, and speaks to a little bit of the news we saw this week.

Construction accounted for about 10% of the overall gains and specialty contracting construction.

Focusing on very specialty, roving, supplying, things like that, they were accounted for

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