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Amazon Surges 15% While Apple Loses $475 Billion — Treasury Yields Hit 2007 Highs

Friday's session split Big Tech wide open: Amazon gained roughly 15% on its fastest AWS growth in 18 quarters, while Apple erased about $475 billion in market value on soft September guidance. Behind it all, the 30-year Treasury yield climbed to 5.25% — the highest since 2007 — as futures began pricing a possible September rate hike. Here's the full breakdown of the rotation, from record Kospi gains to record-low Bitcoin fund inflows.

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Microsoft's Best Day in 18 Years Sparks a Global Chip Melt-Up — But Apple and Amazon Just Split the Market

Microsoft posted its best day in nearly 18 years, igniting a global chip rally that drove South Korea's Kospi to a record 18% single-day gain. But Apple and Amazon split sharply after earnings, and the bond market isn't buying the rebound — with the 30-year yield near its highest since 2007. Here's what moved and what could reverse it.

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Bitcoin Stumbles, the SEC Drops a New Rulebook, and a Meme Coin Explodes 476% Overnight

Geopolitical tension in the Strait of Hormuz rattled global markets overnight, pulling Bitcoin back from key resistance. Meanwhile, the SEC's new 2026 agenda signals a shift toward regulatory clarity, Coinbase expands into UK equities, and meme coin CASHCAT explodes 476% on a Robinhood-themed narrative. Here's everything moving the market today.

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Bitcoin Holds $73,500 as ETF Outflows Hit Records, U.S. Seizes $1B in Iranian Crypto

Bitcoin punched through $74,000 before settling near $73,500 as spot ETF outflows hit record territory. Ethereum bounces off lows with derivatives open interest expanding at its fastest pace in years. Meanwhile, the U.S. government seized $1 billion in Iranian crypto assets and the SEC filed suit over a $12.3 million fake AI trading bot fraud. Here's what today's volatile market action means for your strategy.

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