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

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 -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts