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Tech stocks struggled in July. Will the volatility around the AI trade continue in August?
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Wall Street just limped through its roughest stretch in months, and every investor is asking the same nervous question: Is the worst over in the stock market, or is the selloff just getting started?
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The fertilizer trade as it relates to the Iran war and the Strait of Hormuz is really three trades pointed in different directions.
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Stock Market News, July 31, 2026: Apple Stock Falls, but Nasdaq Marches Higher WSJS&P 500 closes higher Friday as Amazon surges; Dow posts fourth straight winning month: Live updates CNBCStock market today: Dow, S&P 500, Nasdaq rise to cap volatile July as Big Tech AI spending ramps up Yahoo FinanceStock Market News July 31: Dow, S&P 500 and Nasdaq finish higher, capping off volatile month in the green; Nasdaq sees biggest monthly drop since March MarketWatch
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Leopold Aschenbrenner's fund was forced to sell most of its $16 billion stock portfolio to Citadel.
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Investors are seeing more signs that the bottom is near, if not already in.
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Leopold Aschenbrenner's $45 billion hedge fund was forced to slash public stock positions after a historic momentum reversal triggered margin calls.
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Apple and Amazon are both being hurt by higher memory prices.
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Wall Street ends higher as Amazon soothes AI jitters ReutersStock market today: Dow, S&P 500, Nasdaq rise to cap volatile July as Big Tech AI spending ramps up Yahoo FinanceUS stocks rise to finish a wild July as Amazon soars, Apple sinks and inflation worries worsen Dallas NewsAmazon and Apple Deliver the Drama to Close a Turbulent Month WSJ
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Microsoft earnings provided optimism for the AI trade, as did the trading activity surrounding a hedge fund's fire sale.
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