Amazon Lifts Tech Rebound, Border Crisis as Migrants Cross Into Spain | The Opening Trade 7/31/2026

0 July 31, 2026 07:56

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 Aschenbrenner Fund
00:47:20 – Stocks to Watch: Banks, Tech, Leonardo
01:05:57 – Bank Stocks
01:07:02 – IAG Stock
01:15:24 – MPC Not Edging Toward Hike: BOE’s Andrew Bailey
01:24:42 – Trump Says Hamas Will Disarm
01:29:49 – Spain Migrant Surge
01:32:57 – More Wildfires Hit Europe
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