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James Raybould
James Raybould
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The S&P is approaching all-time records again.

But under the surface, the composition of who's winning has quietly shifted. The companies driving this rally don't look like the ones that powered the last one — and the labor market under the index is telling a very different story than the ticker.

Worth asking: is the market pricing the economy we have, or the one we had?

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The Mag 7 added 248,777 hires in 12 months. Amazon alone: 129K. Nvidia — smallest at 8.7K — is growing headcount ~3x faster than Microsoft or Apple.
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~4 in 10 new Mag 7 hires are AI, ML, or infra engineers — double the share from five years ago. Retail, hardware, and support roles are flat or shrinking.
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Top 20 S&P names grew headcount ~8% last year. The bottom 400 grew just ~2%. The rally is real — the hiring underneath it isn't broad.
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