---
title: "☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Sets a $450 Billion Record as Memory Chips Roar Back"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000826608.md"
description: "Microsoft (MSFT) just made stock-market history. Shares surged about 15% Thursday, adding roughly $450B in market cap in a single day, the largest one-day dollar gain for any stock ever, beating Nvidi..."
datetime: "2026-07-31T03:00:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000826608.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000826608.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000826608.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# ☕️ [Task Coins Giveaway] Daily Market Talk — Microsoft Sets a $450 Billion Record as Memory Chips Roar Back

$Microsoft(MSFT.US) just made stock-market history. Shares surged about 15% Thursday, adding roughly $450B in market cap in a single day, the largest one-day dollar gain for any stock ever, beating Nvidia's own record from last year. Memory chips staged an even sharper reversal: the broader semiconductor sector jumped about 8-9%, clawing back most of July's worst monthly drop since 2001, as $Micron Tech(MU.US) , $Sandisk(SNDK.US) and $SK Hynix(SKHY.US) all surged double digits. $Amazon(AMZN.US) , $Apple(AAPL.US) and $Meta Platforms(META.US) also reported, with very different results. Let's dig in 👇

**💬 Is Microsoft's record-breaking rally proof the AI trade still works, or just one good quarter?**

## 📊 **Quick Recap — What Moved & Why**

### 🇺🇸 **US — Microsoft's Record, Memory's Comeback**

🔑 **Key Event:** $Microsoft(MSFT.US) closed Thursday up about 15%, adding roughly $450B in market cap, **the largest single-day dollar gain for any US stock ever, as Azure revenue topped $100B for the first time (up 43%)** and FY27 capex guidance came in at $175B, below the roughly $190B the Street feared. **Memory chips staged their own comeback: the broader semiconductor sector jumped about 8-9%**, with $Micron Tech(MU.US), $Sandisk(SNDK.US) and $SK Hynix(SKHY.US) all surging 15-24%, reversing much of a rout that had made July the sector's worst month since 2001.

#### 👀 **Other to Watch**

-   $Amazon(AMZN.US) → AWS revenue grew 37%, its fastest pace in 18 quarters, and shares jumped about 9% after hours; the company raised 2026 capex guidance to **$220B** from $200B on rising memory-chip costs.
-   $Apple(AAPL.US) → revenue beat estimates, but shares fell about 5-6% after hours as next-quarter guidance of 9-11% growth missed the Street's 12%, citing supply constraints in advanced chipmaking capacity.
-   $Meta Platforms(META.US) → shares extended a two-day slide toward 52-week lows after an EPS miss and a reportedly open-ended AI-infrastructure spending commitment, even as its own 2026 capex guidance held at $130-145B.
-   **Tim Cook** → closed out his 90th and final earnings call as Apple CEO with farewell remarks to shareholders, ahead of his previously announced September 1 handover to John Ternus.

### 🇸🇬 **Singapore — STI Gives Back Ground Despite the Global Rally**

🔑 **Key Event:** $FTSE Straits Times Index(STI.SG) eased about **0.9%** to around 5,622 on Friday morning, pulling back from Thursday's close of 5,673.58, as rate-sensitive names lagged even as Wall Street's tech and chip rally roared overnight. T**he big three banks had already dragged the index down 1% at Thursday's open,** with $DBS(D05.SG) sliding to S$74.27, before the market clawed back those losses through the day.

#### 👀 **Other to Watch**

-   $Seatrium(5E2.SG) → reported Friday that H1 net profit more than doubled to S$323.6m, from S$156.8m a year earlier, and proposed a final dividend of 3 cents a share, double last year's payout.
-   $Keppel(BN4.SG) → posted 1H net income of S$154.7m on revenue of S$3.81B, weighed down by impairments, even as its asset-management arm grew fee income 25% to S$530m and pushed funds under management to S$106B, already above its 2026 target.

### 🇭🇰 **HK/China — Tech Diverges, Innolight Erases Its Losses**

🔑 **Key Event:** Hong Kong closed Thursday roughly flat, with $Hang Seng Index(00HSI.HK) up 0.20% to 25,858.88 and $Hang Seng China Enterprises Index(HSCEI.HK) up 0.25%, but $Hang Seng TECH Index(STECH.HK) fell 1.25% to 4,803.77 as an optical-component selloff, sparked by Corning's soft guidance, offset the broader tone. Zhongji Innolight ($Zhongji Innolight(300308.SZ) / $ZJ INNOLIGHT(03308.HK) ) reversed its rough debut, jumping about 11% Friday morning to trade back above its HK$980 IPO price.

#### 👀 **Other to Watch**

-   $NEW ORIENTAL-S(09901.HK) → shares jumped about 19% Thursday on an earnings beat.
-   **China ADRs** → the $NASDAQ Golden Dragon China Index(.HXC.US) closed up 1.05% Thursday, riding the same Microsoft-and-Amazon-driven rally as US markets.
-   **China manufacturing PMI** → reportedly contracted to 49.2 in July, missing the 50.0 consensus and snapping four months of expansion.

### 🌍 **Other**

-   **🇯🇵 Yen** → surged more than 3% against the dollar to around 158, on suspected fresh BOJ/MOF intervention after Japan already spent over $70B defending the currency this year.
-   **🇮🇷 Iran & Middle East** → Iran struck US-linked facilities in Bahrain and Kuwait, while CENTCOM denied Iran's separate claim of destroying three US F-35s at a Jordan base; Saudi Arabia has formed a 13-nation Red Sea maritime coalition.
-   **Fed** → JPMorgan moved its forecast for the next Fed rate hike forward to December, after Wednesday's hold drew three dissents in favor of raising rates.

## 📅 **Key Events This Week**

-   🇺🇸 Core PCE & Q2 GDP advance · released Thursday, still being digested
-   🇯🇵 Bank of Japan policy decision · this week
-   🌍 US-Iran tensions & Red Sea shipping · ongoing, watch for further escalation

👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨  
🚫 No duplicates · ⏰ Deadline: July 31, 2026, 11:59 PM SGT  
Not investment advice, just market talk 🙏

### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

## Comments (31)

- **NewUser_zS0M8w  · 2026-07-31T15:01:12.000Z**: Most of the Mag 7 companies have already reported earnings and they were evenly matched, with half of them impressing while the other half flopping. Microsoft and Amazon are set to set new best records up in a single trading day as the AI reversal demand is very much back underway.
- **NewUser_oPJWOU · 2026-07-31T12:55:14.000Z**: Apple posted results slightly disappointing while Amazon smashed earnings through AWS and capital gain from Anthropic. In the long term, I still believe in Apple's fundamentals, but short term memory hikes will definitely impact its costs and eventually prices of Apple smartphones, tablets & lap
- **NewUser_Unm6i · 2026-07-31T07:31:31.000Z · 👍 1**: Good news for Microsoft shares surge, Amazon’s revenue grows, and Singapore stocks reported increase of income.Even though today focus on Microsoft, the key events is about Core PCE & Q2 GDP, Bank of Japan Policy, and US IRAN tension. Why can’t the tension be resolved?
- **Tiffany lover · 2026-07-31T07:03:23.000Z · 👍 2**: Microsoft (MSFT) closed up about 15% last night, adding approximately $450 billion to its market cap, setting a record for the largest single-day dollar gain in any US stock history. This was driven by Azure revenue breaking through $100 billion for the first time (up 43%), and FY27 capital expendit
- **koolgal · 2026-07-31T06:49:52.000Z · 👍 1**: 🌟🌟🌟What a breathtaking, emotionally exhausting roller coaster of a week on Wall Street.  Investors have been battered by whiplash, torn between the terrifying hawkish threats of new Fed Chair Kevin Warsh and the explosive high stakes drama of Big Tech earnings.Just when we thought we have seen it al
  - **Fattycat** (2026-07-31T08:36:53.000Z): No eyes to see SpaceX 🫣😆😆😆😆😆.
- **dingdongbell · 2026-07-31T06:31:41.000Z · 👍 1**: Congrats to all who saw the great discounts and grabbed the wonderful bargains. These kind of great sales happen once a year and it was about time for it to happen!
- **Heroic Lifesaver · 2026-07-31T06:25:07.000Z · 👍 1**: Well look at that. See what I mean when everyone wants to buy at the same time? Great discounts don’t last forever. The most daring first buyers who recognise value benefits the most. 😊
- **LazyCat · 2026-07-31T06:18:45.000Z · 👍 2**: Many of the recent movements should be treated as noise. For investors, company fundamentals and sector growth and health should be the anchor for proper investment (not trading)
- **Victor y · 2026-07-31T06:08:26.000Z · 👍 2**: Markets are moving beyond AI hype, with greater focus on execution and measurable outcomes from AI investments. Companies that convert AI spending into sustainable revenue, earnings and cash flow are being rewarded, while those with uncertain returns face more demanding standards.Singapore stocks pu
- **Fattycat · 2026-07-31T04:35:30.000Z · 👍 2**: I read this report in The Straits Times today: “Sheng Siong may adjust prices after RTS opens”.Does this count as an early warning to investors that the company faces rising competition and margin pressure in the years ahead? 🤔 Not sure how many people read this news.
  - **LazyCat** (2026-07-31T06:15:58.000Z): better enforce GST at customs strictly a d support local. consumer are short sighted to want cheaper cross bounder consumption but it the local companies are getting squeezed on margin, then it a down
  - **Fattycat** (2026-07-31T08:34:39.000Z): True true. My friends will complain🤭. They are the regular customers there 🫣.
- **Rainwijaya · 2026-07-31T04:15:01.000Z · 👍 2**: Markets still have a lot to digest. Strong GDP and PCE keep the Fed cautious, while BOJ decisions and Middle East tensions could drive volatility. I’ll stay patient and focus on quality names instead of chasing moves.
  - **Fattycat** (2026-07-31T04:25:15.000Z): BOJ tightening will cause back flow of fund all over the world. Will have rippling effect.Currently many financial institutions borrow cheap money from BOJ and invest in high return financial instrume
- **TheRaccoonAnalysis · 2026-07-31T04:05:21.000Z · 👍 2**: Microsoft’s record one-day market value gain highlights renewed investor confidence in AI-driven cloud growth, while the sharp rebound in memory-chip stocks suggests improving expectations for semiconductor demand after a weak July. Earnings from Amazon, Apple, and Meta showed that performance remai
- **hectic · 2026-07-31T04:00:52.000Z · 👍 1**: yesterday’s risk on session where MSFT and memory names surged feels like it can be attributed to both earnings proving that AI capex can translate as well as investors buying the dip from days prior. i am hopeful for continued upward momentum
- **Shyon · 2026-07-31T03:55:47.000Z · 👍 1**: $Microsoft(MSFT.US)Microsoft's rally tells me the AI trade is far from over. The market is no longer rewarding AI spending alone—it wants proof that those investments can translate into stronger revenue, margins and cash flow. Microsoft delivered that, while others are still working to convince inve
- **win win · 2026-07-31T03:31:27.000Z · 👍 2**: please share with me that how to buy  stocks. I saw Microsoft share price went up last night because good financial report, but on the other hand, Apple beat forecast share price dropped
  - **Vt3** (2026-07-31T03:52:22.000Z): They ain’t direct Apple to Apple competitor ya. MSFT vs AMZN while AAPL vs Samsung so to speak ! Good luck bouncing to the right one thou. ⚽️🏀
  - **Fattycat** (2026-07-31T04:21:08.000Z): It really depends on whether the company beats expectations on key metrics and its forward guidance.😁
  - **LazyCat** (2026-07-31T06:09:56.000Z): if you are dependant on news to make your decisions, you will be deeply disappointed. Market is forward looking and trades on future expectations - NOT current facts! Hence you will hear things like &
- **Darkwinter · 2026-07-31T03:30:51.000Z · 👍 1**: Wonder why the bank stocks are up, isn’t this anticipation of rate hike too extreme?
- **Vt3 · 2026-07-31T03:28:32.000Z**: Add
- **Vt3 · 2026-07-31T03:27:05.000Z · 👍 2**: Once a relief for the entire month of dry July, now it seems to work like a roller coaster, Down and then UP for once, I took the chance to grab few stocks including that of AAPL & MSFT. You know, as my list got expanded it is also pretty scary when you see all turned into RED, however I have th
  - **Fattycat** (2026-07-31T05:07:45.000Z): Month‑end closing coming up. Expect bigger price swings. Stay cautious out there🤭
- **Fattycat · 2026-07-31T03:26:33.000Z · 👍 1**: Overall, I am quite disappointed with MPACT earnings yesterday. It’s a surprise results. I never expect its overseas assets performance got worsen.Elsewhere, Keppel Corp was dragged down by impairment charges on older legacy assets while SIA took a hit from high energy costs. It is a very tough oper
- **NewUser_CkrdqW  · 2026-07-31T03:16:19.000Z · 👍 1**: Microsoft created history by surging as high as 17% in a day with excellent earnings while Meta sunk before recovering a little at the close. Amazon then ripped after the bell with great earnings as well despite raising Capex on rising memory-chip costs. This led to the recovery of memory and chip s


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