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Market update for Friday July 31, 2026
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In today’s episode, Zaid covers:
- The Situational Awareness AI hedge fund blowup that may have marked the bottom for the AI trade
- Why Apple's record quarter wasn't enough to keep the stock from sliding
- Amazon’s booming cloud business and its massive $220 billion AI spending plan
- Peacock joining YouTube Premium as streaming slowly rebuilds the cable bundle
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