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The Morning Bull - US Market Morning Update Friday, Jul, 31 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.5%. The focus is on the June US PCE price index, which is expected to dip 0.1% month on month, while the core reading is seen up 0.2%. That combination suggests the cost of living may be easing slowly but still sits above the Federal Reserve's 2% goal. At the same time, second quarter US GDP is...

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

Meta Platforms sits at the center of an AI trade reset as leverage fueled a sharp rally, then a steep unwind driven by margin washouts and forced selling.

Keel is pivoting from crypto mining to AI infrastructure, and it's still early for investors who want to accumulate shares.

“We will still not have enough capacity to meet all the demand we have in 2026,” Amazon CFO Kaven Parekh said.

IREN Ltd. (NASDAQ:IREN) soared by 30.54 percent on Thursday to close at $38.26 apiece, as investors resorted to bargain-hunting following six consecutive days of losses, supported by Citadel’s backing that helped avert a potential fire sale on its stock, alongside a technology giant’s major announcement. This followed the disposition of Situational Awareness’ huge chunk of […]

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

Nebius Group N.V. previously secured its first senior secured debt facility of approximately US$775 million, maturing October 31, 2030 at SOFR + 2.50%, backed by deployed GPU infrastructure and contracted cash flows to fund further global build-out of its full-stack AI cloud platform. The oversubscribed facility, effectively covering more than 100% of associated GPU capital expenditure and framed for repeat asset-level financings, highlights how Nebius is turning long-term AI infrastructure...

Nebius Group stock has surged over the past year, yet the company still screens as undervalued on market multiples while scoring poorly on broader valuation checks. After such a strong run, investors are weighing how much of the AI infrastructure story is already reflected in the price. Over the last 12 months, Nebius Group has returned 172.3%, which puts extra focus on whether recent gains leave enough room for further upside relative to fundamentals. The Nvidia stake and long term cloud...

Big tech's massive AI infrastructure bets are lifting the entire sector -- and Nebius is riding the wave.

With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks.

AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.

Several AI-related stocks recovered on Thursday morning, including Bloom Energy, which is on track to post its largest single-day gain since April 2026.

Meta Platforms Inc (NASDAQ:META) may spend more than $62 billion with CoreWeave Inc. (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS), then offer customers a version of the same service. Its CoreWeave agreements include an initial commitment of up to $14.2 billion and a further $21 billion deal announced on April 9. Nebius has a $12 billion capacity […]

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Nebius was just upgraded to a "Buy" rating by analysts at Freedom Capital

According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor

Astera Labs boasts 25% net margins and zero debt, while Nebius scales at triple-digit growth despite heavy infrastructure spending.

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Bloom Energy stock has delivered very large gains over the past three years, yet the latest pullback and a mixed valuation score suggest the current price may now be closer to fair than clearly cheap or clearly expensive. Bloom Energy has returned about 8.4x over the past 3 years, which puts recent share price weakness in the context of a very strong longer term run. The recent US$1.7b funding commitment for Bloom Energy fuel cells in Nebius AI data centers can support expectations for long...

CoreWeave lands Anam as a cloud customer, powering photorealistic AI avatars with low-latency GPU infrastructure across the US and Europe.

Nebius may be on the cusp of much more growth if demand for AI chips and infrastructure remains strong, but that's by no means a sure thing.

CoreWeave built the fastest path to $5 billion in cloud revenue history, then watched its stock collapse 40% as its biggest customer announced a move that sent Wall Street scrambling to pick sides.

Neocloud infrastructure provider Nebius has solid backing from Nvidia, and it is on track to multiply its revenue substantially over the next three years.

Shares of CoreWeave (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) moved higher on Monday after a report suggested Nvidia (NASDAQ:NVDA) is considering a substantial financing package to support OpenAI’s next-generation data center expansion. CoreWeave shares advanced 4%, while Nebius climbed 6% following a Wall Street Journal report that Nvidia is in discussions to provide approximately $250 billion in financing guarantees for a large-scale OpenAI infrastructure project.

The reported financing relates to a planned 10-gigawatt AI campus in Ohio, a project expected to exceed $500 billion once computing hardware is included.

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

Nebius' new business model is an attempt to overcome a huge hurdle.