The Morning Dose
Morning Dose #310: Split Tape: Amazon Soars, Apple Sinks, Semis Confirm the AI Trade – Friday 7/31/2026
0:006:15
Audio could not be loaded. Open the file directly.
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.