Amazon AWS +37%. Apple Guide Miss. Nasdaq Snaps the Skid.

AMZN cloud boom. AAPL sold the guide. Nasdaq +2.8%. Core PCE 3.3%. Korea chips ripped overnight. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  

July 31, 2026 1 YOUR TECHNOLOGY AMZN · AWS +37% Amazon AWS Just Grew 37%. Fastest Cloud Print in 18 Quarters. Sales hit $200.6 billion. Operating income jumped 43% to $27.5 billion. AWS printed $42.2 billion at a $169 billion run rate, and the stock ripped as AI and chips each cleared $25 billion run rates. Here's What We Uncovered › 2 YOUR TECHNOLOGY AAPL · guide 9–11% Apple Beat the Quarter. Guidance Still Sold the Stock. Revenue cleared about $109.4 billion with $2.02 EPS, but fiscal Q4 growth guided at 9% to 11% versus roughly 12% expected as FX and iPhone supply constraints hit the forward tape. See Why the Beat Got Sold › 3 YOUR MARKET Paradigm · Sun 7PM ET Did you see Altucher’s “emergency alert?” Sponsored James Altucher is holding a Live Emergency Briefing this Sunday at 7PM (ET) regarding “Elon’s Big Buy.” In short, Elon Musk is scheduled to make a massive announcement early next week… And James believes what he says could unlock a 700%-plus profit opportunity by the end of this month. He’s explaining the details during the Emergency Briefing on Sunday night… Reserve your spot right here. › 4 YOUR MARKET Nasdaq +2.8% Nasdaq Snapped a 6-Day Losing Streak. Microsoft Did the Heavy Lift. The Nasdaq jumped about 2.8%. The S&P 500 rose 1.7%. The Dow added more than 600 points after Microsoft's mega session and a broader tech reclaim following the Fed hold. See What Flipped the Tape › 5 YOUR ECONOMY Core PCE 3.3% Core PCE Stuck at 3.3%. The Fed Still Has No Easy Exit. June core PCE held at 3.3% year over year, a tick under May's 3.4% and still far from the 2% target. The hold on July 29 did not get a clean disinflation hall pass. See What 3.3% Really Means › 6 YOUR TECHNOLOGY Hynix / Samsung spike SK Hynix and Samsung Exploded Higher. Korea Traded the U.S. AI Bounce. Seoul ripped as memory names tracked Wall Street's megacap cloud rebound, with SK Hynix and Samsung jumping on the order of 20%+ and the Kospi marking a historic risk-on session. See the Memory Hand-Off › 7 YOUR PORTFOLIO BTM · Skyforge The $40B stock the government won't let NVIDIA own Sponsored Apple, NVIDIA, Google, Amazon, SpaceX, Samsung, Meta - they all pay one company billions in royalties every year. Its tech sits in nearly every smartphone and AI chip on Earth. Yet most investors can’t name it. This is his #1 pick right now. › OFF THE BRIEF Amazon AWS hit a $169B annualized run rate after 37% growth, with AI and chips businesses each above a $25B run rate. Apple guided current-quarter growth to 9–11% after a revenue beat near $109.4B, citing FX and iPhone supply constraints. June core PCE held at 3.3% year over year, still well above the Fed’s 2% target after the July 29 hold. The FOMC left rates unchanged July 29, then megacap earnings forced a risk-on reclaim into the Thursday close. FREE REPORT Report of the Week: Available NOW New to Stocks? Try This First A straight-talk primer for investors who want a cleaner starting point before the next tape shock. Claim the free report while this week's link is live. Claim This Week's Free Report › This email is for education purposes only and should not be considered personalized financial advice. All investments contain risk and nothing written here should make you believe otherwise. You can contact us at First Light Financial, 1001 Cathedral St Baltimore, MD 21201, by calling 866-616-2166 or visit us online. You are receiving this e-mail at fromworksmart.jewelry@blogger.com, as part of your subscription to Money Morning. No longer interested? Unsubscribe. © 2026 Money Morning.  A First Light Financial, LLC publication. Protected by copyright laws of the United States and international treaties. All Rights Reserved.