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MIB Daily: Wall Street Sold the Fear, Not the Risk — Chips Reload on AI Capex as Defensives Fund the Trade and GDP’s 6.3% Price Index Keeps the Question Open

By RecessionALERT on July 30, 2026 in Reflections

Wall Street erased Wednesday’s Fed-day rout: Nasdaq 100 +3.36%, S&P 500 +1.67%, VIX -17.33%. Microsoft surged 15.5% on 43% Azure growth; Meta sank 7.95%. Semis went vertical — Micron +18%, Lam +18%, AMAT +15%, AMD +13%. But Q2 GDP undershot at 1.5% with the price index spiking to 6.3%, and Dow Transports fell 1.74%. June core PCE cooled to 3.3%; jobless claims held at 197K. US strikes hit Iran overnight, yet crude closed lower and the dollar broke below 100.

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