---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000824851.md"
description: "U.S. stocks rebounded (SPX +0.4%, NDX +0.8%) on strong $Microsoft(MSFT.US) cloud growth, reassuring investors that AI investments are paying off and no further escalation in hyper scaler Capex, outweighing inflation worries and a jump in 30-year treasury yields after the Fed held rates steady. $Meta Platforms(META.US) fell pre-market on lighter 3Q rev guidance. Investor focus remains on potential overspend on AI Capex and likely returns;  S&P 500 FY’2026 EPS estimates +25% YoY to $346, equating to a 21.1x forward P/E (4.7% earnings yield) in line with 10-year treasury yields.  Escalation in U.S.-Iran conflict continues. Caution advised on $Tesla(TSLA.US) due to declining long-term earnings estimates, likely commoditization of autonomous ride-hailing, and a stretched valuation."
datetime: "2026-07-30T09:34:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000824851.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000824851.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000824851.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# U.S. stocks rebounded (SPX +0.4%, NDX +0.8%) on st…


### Related Stocks

- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [SPXC.US](https://longbridge.com/en/quote/SPXC.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [.NDX.US](https://longbridge.com/en/quote/.NDX.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**