Ep 315— Is the US Stock Market Setting Up for a Follow‑Through Day? Microsoft & Amazon July 31, 2026 [cbNccvzXpIp]
The stock market delivered another volatile week — but major indexes still managed to finish higher. With AI stocks rebounding sharply and megacap techs like Microsoft and Amazon igniting fresh leadership, investors are asking the big question: Is a follow‑through day finally setting up? This episode breaks down the action across the Nasdaq, S&P 500, Dow Jones, Russell 2000, and key sector ETFs including SMH, IGV, FFTY, plus macro signals from Treasury yields, oil, the dollar, gold, silver, copper, and Bitcoin. Weekly Breakdown Monday–Friday: • Oil plunged early in the week after U.S.–Iran strikes halted, then surged again as hostilities resumed. • Semiconductor stocks continued sliding, pushing SMH deeper into bear territory. • The Fed held rates steady, but bond yields spiked — triggering a sharp midweek sell‑off. • Thursday delivered a powerful AI‑led rebound, driven by Microsoft’s blowout quarter and Amazon’s 15% surge. • Apple lagged despite beating earnings, pressuring consumer and telecom stocks. • Major indexes fought back into weekly gains, though the Nasdaq remains stuck below its 50‑day line. Key Earnings to Watch Next Week AMD, SNDK, WDC, CAT SpaceX (SPCX) DDOG, NET, LLY PLTR, ANET, TGTX, DAVE, SEZL, OSCR, ECO Market Outlook With inflation concerns, rising Treasury yields, and geopolitical tensions still in play, IBD continues to recommend 0%–20% exposure. But Thursday’s surge opens the door for a potential follow‑through day in the week ahead — especially with the U.S. jobs report on deck. This is not investment advice. For informational purposes only. Block format: #StockMarket #Nasdaq #SP500 #DowJones #Russell2000 #Microsoft #Amazon #Apple #Meta #AIStocks #Semiconductors #SMH #IGV #FFTY #TreasuryYields #OilPrices #Investing #MarketUpdate #FollowThroughDay #Earnings #FederalReserve