Amazon Lifts Tech Rebound, Border Crisis as Migrants Cross Into Spain | The Opening Trade 7/31/2026
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Technology stocks rallied as a rebound in chipmakers carried into Friday, ending a month marked by a steep derating in this year’s most popular trade on an upbeat note. Amazon.com jumped 13%. The Spanish government has ordered an emergency military deployment to one of the country’s two North African enclaves after thousands of illegal immigrants entered in recent days. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Guy Johnson. Chapters: 00:00:00 - The Opening Trade 00:00:56 - Market Check 00:02:02 - Tech Stock Rebound 00:04:57 - Aschenbrenner's Situational Awareness 00:07:56 - BOJ Hold Rates 00:12:59 - NatWest Stock 00:15:15 - NatWest Group CEO Paul Thwaite 00:24:55 - BOJ Governor Ueda 00:29:07 - Credit Agricole CFO Clotilde L'Angevin 00:36:19 - AI Selloff Hits Leopold
Tags: AI, Andrew Bailey, Anthropic PBC, BOE, BOJ, Bitcoin, Bonds, Brent Crude, CEO, Chevron Corp., Clotilde L'Angevin, Credit Agricole SA, Cueta, Euro, Euro Stoxx, European stocks, FTSE 100, Fed, Gas Prices, Gold
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