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Rule Breakers recommendation Datadog (NASDAQ:DDOG) jumped almost 11% following the closing bell after getting confirmation of inclusion to the S&P 500, with it set to replace Juniper Networks (NYSE:JNPR) next Wednesday.

• “We expect DDOG's stable usage trends…and conservative guidance approach to position it for continued outperformance”: Macquarie analyst Steve Koenig noted several reasons why the stock could do well, with the company raising full-year revenue guidance from the latest results in May.
• Vietnam trade deal helps support fresh record highs: Both the S&P 500 and Nasdaq pushed to new closing highs, in part thanks to the agreement between the U.S. and Vietnam for a 20% export tariff, reduced from the 46% initial levy from April.

The Wall Street Journal reports Netflix (NASDAQ:NFLX) is in talks with Spotify (NYSE:SPOT) to partner on a live TV push, in a sign the business is looking to provide ‘something for everyone’ to enable customer retention.

• “We don’t want to do live for live’s sake”: Jeff Gaspin, the executive spearheading the project, stressed the importance of selecting the right kind of live content. This could include music award shows, talent contests, and even celebrity interviews.
• Family-friendly programming key to supporting advertising revenue: Netflix is aware the subscription tier is supported by advertising income and so needs to appeal to global audiences, with a focus on families, in order to maximize profit potential.

Cadence (NASDAQ:CDNS) and Synopsys (NASDAQ:SNPS) both rose over 6% after the closing bell after export restrictions on chip-design software sales to China were lifted by the U.S. government.

• Dominance in market bodes well for sector stocks: Data shows Cadence, Synopsys, and Siemens hold a combined 82% share of China’s electronic design automation market.
• Scaling back chip ambitions: Microsoft (NASDAQ:MSFT) is revising its roadmap through to 2028 for internally developed AI server chips, aiming to simplify the development process after recent delays for the latest chip release.

Pharmaceutical stocks including Moderna (NASDAQ:MRNA) and Pfizer (NYSE:PFE) rose on news Health Secretary Robert Kennedy has approved an expansion for recommendations on who should receive a respiratory vaccine.

• New guidance tweaks age range: Under the new suggestion, the vaccine is now recommended for people aged 50-59 who are at a high risk of severe respiratory syncytial virus.
• Pfizer sold $755 million worth of related vaccines in 2024: Moderna and Pfizer both sell the vaccine to older adults, meaning an enlarged target market could enhance revenue potential going forward.

The June jobs report takes center stage, with non-farm payrolls expected to slow to 110,000 and the unemployment rate predicted to rise from 4.2% to 4.3%, as signs of a slowing jobs market start to show.

• Services sector looking to bounce back: Average hourly earnings are expected to hold steady at 3.9%. Elsewhere, the ISM Services PMI for June is slated to move from contractionary territory in May to expansionary territory with a reading above 50.
• DOGE layoffs likely to start filtering through: Hundreds of thousands of federal workers are entering the jobs market, with Indeed saying it has seen applications from workers at federal agencies soar by 150%.

Reports suggest there are four names in the running to buy U.S. media rights to TKO’s (NYSE:TKO) UFC: Netflix, Amazon (NASDAQ:AMZN), Warner Bros. Discovery (NASDAQ:WBD), and current partner ESPN, owned by Disney (NYSE:DIS).

Netflix had been widely considered as the frontrunner, but UFC CEO and President Dana White recently alluded to the likelihood of multiple rights partners. Would this be a significant blow to Netflix stock?Debate with friends and family, or become a member to hear what your fellow Fools are saying.