AI Stocks Close
🔔 AI Stocks Close — Friday, July 31, 2026 at 2:15 PM
Closes: SPX 7,505.66 (+0.91%) · NDX 28,364.75 (+0.92%) · DJI 52,608.09 (+0.77%)
Day narrative: Amazon's fifteen-percent AWS-fueled leap and AMD's thirteen-percent AI chip surge outweighed Apple's eight-percent guidance-miss skid, letting all three indices close green and cap a volatile July on a decidedly constructive note.
Sectors: Best Consumer Discretionary (+2.1%) · Worst Real Estate (-0.9%)
Movers:
• AMZN +15.2% — Q2 AWS +37% to $42.2B; total revenue crossed $200B for first time; operating income +43%
• AAPL -8.2% — Sep-quarter revenue guidance missed consensus by 1–2 pts; Services light; supply constraints worsening into fall
• AMD +13.0% — Blowout AI data-center chip results read as direct confirmation of sustained capex buildout
• MSFT +2.6% — Post-Azure $100B annual milestone momentum continues; Q4 EPS of $4.81 crushed $4.24 estimate
• TSM +5.3% — Mag-7 AI capex surge cements sustained foundry demand; market repriced the read-through
• TSLA -3.0% — No fresh catalyst; Apple's supply-chain commentary cast a shadow on consumer hardware broadly
After-hours / Earnings:
• AAPL attempting to hold $300 support in thin AH after today's 8% regular-session collapse
• AMZN consolidating modest post-close selling following the 15% surge; no fundamental change
• No major watchlist earnings tonight; next significant catalyst is IONQ Q2 on August 5
Watchlist:
• MU $1,145.28 (+1.1%)
• NVDA $198.93 (est. flat to +1%)
• MSFT $462.75 (+2.6%)
• GOOGL (est. ~flat, -0.2%; close n/a)
• META $551.93 (+2.4%)
• AMZN $271.32 (+15.2%)
• AAPL $306.03 (-8.2%)
• AMD (+13.0%; close n/a)
• TSLA $298.32 (-3.0%)
• PLTR (-2.8%; close n/a)
• ARM (no close data)
• SMCI (no close data)
• ORCL (no close data)
• SOUN ~$6–7 (est.)
• IONQ ~$36 (est.)
• BBAI ~$5 (est.)
• AVGO $389.20
• CRM $202.07 (+0.3%)
• ADBE $283.62 (+0.7%)
• IBM (no close data)
• SNOW $180.42 (+1.7%)
• MDB (no close data)
• NET (no close data)
• CRWD (no close data)
• TSM $455.10 (+5.3%)
• ASML $1,883.11 (+4.9%)
Macro:
• June PCE eased to 3.7% (from 4.1% in May) — released this morning; disinflation trend intact but gradual
• 10-year Treasury yield surged to 4.737% intraday, highest since January 2025; 30-year near 5.22% — bond market pricing higher-for-longer despite PCE cool
• 🔍 Anthropic IPO Watch: investor roadshow meetings underway, potential October listing at $965B valuation; Goldman Sachs, Morgan Stanley, and JPMorgan leading the syndicate
• 🔍 OpenAI: CFO Sarah Friar cautioned the company "isn't ready to be public" — late 2026/2027 timeline murky
Tomorrow: No trading (Saturday). Looking ahead — ISM Manufacturing PMI Monday Aug 3; IONQ Q2 earnings Aug 5; CPI Wednesday Aug 12. July earnings season winding down; next week's calendar comparatively light before macro data picks back up.