Microsoft just posted its best single day in nearly eighteen years, South Korea delivered the largest one-day gain in its history, and Apple and Amazon walked out of the same earnings night in opposite directions. Here's what moved — and what could reverse it.

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Friday, July 31, 2026 — Full Morning Recap:

S&P 500 +1.7% to 7,437. Nasdaq +2.8%. Dow +1.2%. Microsoft did the heavy lifting at +15.5% on Azure strength, which lit a fire under chips — Lam Research +18%, Micron +18%, SanDisk +26% after Samsung warned the memory shortage deepens next year.

Overnight that spilled into Seoul. Kospi closed up about 18% — the biggest one-day gain on record — with SK Hynix and Samsung each up near 30%. But that index still finished July down over 20%. Violent snapback, not a confirmed trend. Chasing it carries real risk.

After the bell: Apple beat on revenue at $109.4B with iPhone sales +22%, but guided lower on supply constraints while China and services came up short — down ~7% premarket. Amazon rose ~10% premarket as AWS grew 37%, its fastest in 18 quarters. Meta lost 9% Thursday on soft guidance. Investors are picking AI winners individually now, not the group.

The bond market stayed skeptical. Q2 GDP slowed to 1.5%. June core PCE held at 3.3%. The 30-year yield ticked up to 5.22%, near its highest since 2007. The Fed held rates with three officials dissenting for a hike.

Gold pushed back above $4,100/oz. WTI settled just under $84, near $82 this morning as Hormuz traffic picks up. Bitcoin near $65,000, Ether near $1,925 — but spot Bitcoin ETFs are tracking their smallest monthly inflow on record near $205M. Coinbase slid more than 5% after hours on a third straight quarterly loss.

Watch today: Exxon and Chevron earnings, consumer sentiment at 10 a.m. Eastern, and whether long yields keep climbing.

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DISCLAIMER: I'm not a licensed financial advisor. This is for educational purposes only and not financial or investment advice. Markets and crypto are volatile, never invest more than you can afford to lose, do your own research!

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