Updated
Updated · Yahoo Finance · Jul 30
Nasdaq Jumps 2.4% as Microsoft Surges 16% on $100 Billion Azure Milestone
Updated
Updated · Yahoo Finance · Jul 30

Nasdaq Jumps 2.4% as Microsoft Surges 16% on $100 Billion Azure Milestone

3 articles · Updated · Yahoo Finance · Jul 30

Summary

  • Microsoft’s 16% surge powered a broad Thursday rebound, lifting the Nasdaq 2.4%, the S&P 500 1.2%, and the Dow 0.8% after the prior Fed-driven sell-off.
  • Azure topping $100 billion in revenue for the first time fueled the tech rally, while Meta fell about 9% after an earnings miss deepened doubts about AI spending payoffs.
  • Bond markets still flashed stress: the 30-year Treasury yield climbed near 5.24%, a multidecade high, even as June PCE inflation slowed and second-quarter GDP growth came in weaker than expected.
  • Fresh US strikes on a dozen Iranian targets added another risk layer, threatening renewed inflation pressure, while Amazon and Apple earnings were set to test whether Big Tech can sustain the rebound.

Insights

Can the tech sector's explosive AI rally truly survive the crushing weight of 30-year Treasury yields hitting 2007 highs?
As inflation stays sticky and GDP slows, will the divided Fed be forced to shock markets with a September hike?
With Meta bleeding cash and Microsoft soaring, who will survive the trillion-dollar AI infrastructure arms race?