The Morning Dose

Morning Dose #310: Split Tape: Amazon Soars, Apple Sinks, Semis Confirm the AI Trade – Friday 7/31/2026

Episode 310Fri, Jul 31, 20266:15

Seek

0:006:15

Episode summary

Nasdaq futures rip while the S&P sits flat as Amazon’s blowout AWS numbers collide with a soft Apple guide. The team breaks down a cautious-but-improving breadth picture, a defused yen crisis, and a semiconductor equipment surge that confirms the AI capex story is real — then lays out a volume-driven playbook for the session.

Morning Dose #310: Split Tape: Amazon Soars, Apple Sinks, Semis Confirm the AI Trade – Friday 7/31/2026

Episode summary

More from The Morning Dose

Morning Dose #367: AI Trade Re-Pricing: Rotation, Not Ruin – Friday 10/23/2026

Morning Dose #366: Earnings Beats Get Sold, Iran Headlines Spike Oil: A Credibility Test for the Tape – Thursday 10/22/2026

Morning Dose #365: Breadth Heals, But Meta and Tesla Hold the Verdict – Wednesday 10/21/2026

Morning Dose #363: Thin Breadth, Thick Risk: Oil Spikes While the Market Hides Its Cracks – Tuesday 10/20/2026

Morning Dose #362: 404 Bears vs. the Bounce: Trading a Suspect AI Rally – Monday 10/19/2026