The Great Tech Split: Amazon Soars and Value Rotates

The SPY Trader · Jul 31, 2026 · 4m · transcript

Fresh news and strategies for traders. SPY Trader episode #1677. In this July 2026 market wrapup, Barnaby Bullseye discusses the divergence in big tech, highlighting Amazon's AWSdriven surge versus Apple's struggles. The episode covers the market's rotation into value sectors, the impact of high energy prices, and the Federal Reserve's hawkish stance on interest rates. Recommendations include investing in AI infrastructure via Vertiv and Micron, and maintaining core positions in diversified funds like VTI.