📊 Daily Market Pulse
Generated July 31, 2026 7:30 AM ET
Market Closed
⚠ Market Alert
The Nasdaq 100's strong 3.4% rally was driven primarily by Apple's 6.8% surge, likely reflecting optimistic investor sentiment around AI capabilities and services revenue, though this gain was partially offset by Amazon's significant 8.7% decline following earnings disappointment or downward guidance on cloud infrastructure margins. The divergence between mega-cap tech stocks suggests selective rotation rather than broad-based euphoria, warranting attention to which narratives—AI momentum versus profitability concerns—will dominate the coming sessions.
AI Morning Briefing
Equities surged today with the Nasdaq 100 leading the charge, up 3.36% as tech stocks rebounded sharply despite the Fear & Greed Index remaining at extreme fear levels. The S&P 500 climbed 1.66% while crude oil jumped nearly 3%, suggesting growing confidence in economic resilience even as inflation remains sticky at 3.73% year-over-year. The disconnect between strong market gains and persistent fear metrics signals investors are selectively rotating into growth assets while remaining cautious about broader macro headwinds.
Watch today: Monitor whether the 10-year Treasury yield (4.66%) holds or breaks higher into tomorrow's trading—a sustained move upward would test whether today's equity rally can persist if rates continue rising and further pressuring valuations. This matters because yields and tech valuations move inversely; a 4.75%+ close would signal bond market concerns overriding equity optimism.
📈 US Market Futures
| Dow Jones (YM=F) |
$52,667.00 (+92.00, +0.17%) |
| S&P 500 (ES=F) |
$7,502.00 (+4.50, +0.06%) |
| Nasdaq 100 (NQ=F) |
$28,560.50 (+98.75, +0.35%) |
| Russell 2000 (RTY=F) |
$2,970.10 (+4.20, +0.14%) |
💎 Magnificent 7
| Apple (AAPL) |
$333.43 (+21.10, +6.76%) |
| Microsoft (MSFT) |
$451.10 (+2.63, +0.59%) |
| Amazon (AMZN) |
$235.50 (-22.45, -8.70%) |
| Alphabet (GOOGL) |
$333.66 (-2.00, -0.60%) |
| Meta (META) |
$539.03 (-3.75, -0.69%) |
| Tesla (TSLA) |
$308.85 (-0.25, -0.08%) |
| Nvidia (NVDA) |
$195.04 (-1.80, -0.91%) |
📊 Sector Performance
| Consumer Staples (XLP) |
$85.47 (+0.04, +0.05%) |
| Utilities (XLU) |
$44.66 (-0.03, -0.07%) |
| Regional Banks (KRE) |
$75.90 (-0.08, -0.11%) |
| Biotech (XBI) |
$151.46 (-0.23, -0.15%) |
| Communication Services (XLC) |
$106.58 (-0.25, -0.23%) |
| Real Estate (XLRE) |
$45.30 (-0.12, -0.26%) |
| Energy (XLE) |
$58.96 (-0.19, -0.31%) |
| Materials (XLB) |
$51.64 (-0.36, -0.69%) |
| Industrials (XLI) |
$178.39 (-1.29, -0.72%) |
| Homebuilders (XHB) |
$104.52 (-0.88, -0.83%) |
| Semiconductors (SMH) |
$538.90 (-11.84, -2.15%) |
🪙 Cryptocurrencies
| Bitcoin (BTC) |
$63,897.00 (-1.00% 24h) |
| Ethereum (ETH) |
$1,884.86 (-1.60% 24h) |
| Solana (SOL) |
$73.59 (-0.70% 24h) |
| Ripple (XRP) |
$1.07 (-0.70% 24h) |
| Cardano (ADA) |
$0.17 (+3.40% 24h) |
| Fear & Greed |
25 – Extreme Fear |
⛽ Energy
| US Avg Gas (regular) |
$4.096/gal EIA week ending 2026-07-27 |
| US Avg Diesel |
$5.313/gal EIA week ending 2026-07-27 |
| Crude Oil (WTI) |
$84.82 (+2.46, +2.99%) |
🥇 Metals
| Gold (GC=F) |
$4,112.30 (-20.80, -0.50%) |
| Silver (SI=F) |
$58.14 (-0.48, -0.81%) |
💱 Currencies
| USD/JPY |
¥160.14 (+0.43, +0.27%) |
| EUR/USD |
1.1496 (-0.00, -0.31%) |
🏦 Bonds & Interest Rates
| US 2-Year Treasury |
3.675% (+0.017, +0.46%) |
| US 10-Year Treasury |
4.663% (+0.041, +0.89%) |
| 30-Year Mortgage Rate |
6.66% (+1.22pp MoM)Freddie Mac weekly average |
🔮 Polymarket — BTC
| What price will Bitcoin hit in 2026 |
$60K @ 79.5% (+1.0pp vs prev)next: $70K @ 72.0% · vol $203K/24h · ends 2027-01-01 |
| What price will Bitcoin hit in July |
$62K @ 9.8% (-61.7pp vs prev)next: $60K @ 0.6% · vol $963K/24h · ends 2026-08-01 |
| When will Bitcoin hit $150k |
$150K @ 3.2% (+0.0pp vs prev)vol $564/24h · ends 2027-01-01 |
🎲 Kalshi — BTC
| How high will Bitcoin get in 2026 |
$100K @ 11.5% (-3.0pp vs prev)next: $110K @ 7.5% · vol $19K/24h · ends 2027-01-31 |
| Bitcoin price at the end of 2026 |
$65K-$70K @ 13.7% (+1.0pp vs prev)next: $70K-$75K @ 12.9% · vol $99K/24h · ends 2027-01-01 |
| When will Bitcoin hit $150k |
Before January 2027 @ 3.5% (+0.0pp vs prev)next: Before September 2026 @ 0.5% · vol $12K/24h · ends 2027-01-31 |
| Will Bitcoin be above $200k by 2027 |
$200K @ 3.5% (+0.0pp vs prev)vol $9K/24h · ends 2027-01-31 |
| How high will BTC get in July |
$68K @ 1.5% (-3.0pp vs prev)next: $82K @ 0.5% · vol $109K/24h · ends 2026-08-08 |
🛒 Consumer Prices
| Eggs, Grade A Large |
$2.14/doz (-2.28% MoM)BLS monthly · latest: 2026-06-01 |
| Milk, whole |
$4.32/gal (+2.37% MoM)BLS monthly · latest: 2026-06-01 |
| CPI – Food at Home |
(+2.92% YoY) Grocery inflation · 2026-06-01 |
| CPI – Shelter |
(+3.05% YoY) Rent & housing costs · 2026-06-01 |
📉 Macro Economy
| Real GDP Growth |
(+1.50% QoQ ann.) BEA quarterly · 2026-04-01 · level: $32.48T |
| CPI – All Items |
(+3.73% YoY) Headline inflation · 2026-06-01 |
| Unemployment Rate |
4.2% (-2.33pp MoM) |
| US National Debt |
$39.80T (+2.5B DoD)US Treasury · as of 2026-07-29 |