Yesterday’s short squeeze removed much of the fear priced into the market, while Amazon’s earnings supported the broader AI trade. Here is what volatility forecasts and options positioning suggest for SPY, QQQ and SOXX.
Top Stocks Today: Semiconductor Hedging, Space and Quantum Stocks Lead | July 31, 2026
Semiconductor, memory and optical hardware attracted profit-taking and hedging after yesterday’s short squeeze, while space and quantum stocks showed the cleanest bullish options flow. INTC remained the strongest repeated bullish chip name.
Top Stocks Today: NBIS, MU and GEV Lead Options Flow – July 30, 2026
AI infrastructure, data centres and power led today’s institutional options flow, with NBIS, MU, GEV and USO among the strongest bullish signals while SOXX and WDC remained bearish.
Fed Decision and Big Tech Earnings – SPY, QQQ and SOXX Levels for July 29
Markets face a volatile session as investors prepare for the Fed interest-rate decision and earnings from Microsoft, Meta, ARM and Qualcomm. Here are the key levels for SPY, QQQ and semiconductors, alongside the options positioning that could drive the next move.
Top Stocks Today, July 29 – AI, Semiconductor and Software Options Flow
Today’s options flow shows selective bullish positioning across AI, semiconductor, software and space stocks. NVDA, TSM, MSFT and NOW lead the bullish watchlist, while MCHP, FTNT, EWY and SNPS show bearish or protective activity.
Fed Meeting Preview: Rate Hike Risk, Semiconductor Sell-Off and Key Market Levels
The Fed is expected to hold rates, but a hawkish vote split could pressure equities, strengthen the dollar and increase volatility. We examine the semiconductor sell-off and the key SPY, QQQ and SOXX levels traders should watch.