This week's focus: US jobs report, SpaceX earnings and AI sector struggles

Investors are bracing for a busy week: the July US jobs report could shift Federal Reserve rate expectations, while SpaceX's earnings will draw attention to the private space sector. A separate theme is growing market skepticism about the payback on tech giants' massive AI infrastructure spending. Analysts note that despite strong demand for AI products, questions about the timeline for returns are becoming more pressing. This could add volatility to tech-sector stocks. Investors should watch closely for management commentary and macroeconomic data throughout the week.