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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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Dow Falls 1,100 Points as 3 Fed Dissenters Push the 30-Year Yield to 2007 Highs

Three Fed dissenters, a 30-year Treasury yield at its highest since 2007, and a 19% monthly drawdown in semiconductors dragged the Dow down 2.19% — its worst day since April 2025. Microsoft surged, Meta sank, oil jumped 7.9% on Iran escalation, and crypto punished leverage on a flat tape. Here's the full decode, plus what today's PCE and GDP prints could trigger.

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Kospi Crashes 10.8% as China's Chip Breakthrough Rattles Semiconductors — Oil Suffers Biggest Drop Since April

South Korea's Kospi crashed 10.8% overnight, halting trading, as a report on China building deep ultraviolet lithography machines sent Samsung and SK Hynix into freefall. Oil posted its biggest one-day drop since April, Bitcoin slipped under $64,000, and the Federal Reserve decides tomorrow. Here's what's driving the global risk-off move.

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Oil Gaps Down 7%, Ether Outperforms Bitcoin, and the Fed Takes Center Stage: Monday Market Recap

A second day of US-Iran ceasefire sent crude down as much as 7%, reshuffling every sector on the board. Airlines and cruise lines rallied, producers fell, and Ether outperformed Bitcoin into a week featuring a Federal Reserve decision and four megacap earnings reports. Here's the full breakdown of what moved and what to watch.

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