Market Recap — July 30, 2026
Today's running recap of insider activity, SEC filings, and market-moving news. Updates throughout the trading day.
Last updated Jul 30, 2026, 5:31 AM ET · updates through the trading day
Top Importance Today
Filings and news with the highest AI-ranked importance score.
$1.3B Deal Adds $1.7B Revenue, Immediately Accretive to EPS
Microsoft Guides $190B 2026 Capex, Azure Hits Record Revenue; Stock Jumps 9%
Meta Q2 Revenue Hits $60.8B, But Margin Squeeze and Capex Cut Sink Shares 5-10%
Amazon Plans $200B AI Data Center Buildout, Taps Bond Market for $25B
Microsoft Crushes Q4 Estimates: Revenue Hits $90B, Profit Soars 31%
Meta's AI Spending Could Push It to Negative Free Cash Flow for First Time Since IPO
Group 1 Automotive Q2 Revenue Misses by $290M, EPS Falls Short on Affordability Woes
Yum China Q2 Revenue Jumps 13% on Record Store Openings, Delivery Surge
Key Nvidia Supplier ASE Tech Boosts 2026 Capex by $2B on AI Demand Surge
Microsoft Copilot Hits 30M Paid Seats, Unified App Coming as AI Adoption Surges
Tesla Plunges 18% as Q2 Profit Fears Overshadow AI Spending Plans
Unum Q2 GAAP EPS Misses by 17.5%, PFML Claims Surge; Double-Digit Rate Hikes Coming
Largest Open-Market Insider Buys
Form 4 open-market purchases ranked by dollar amount.
No open-market insider buys reported on this date.
Largest Open-Market Insider Sells
Form 4 open-market sales ranked by dollar amount.
No open-market insider sells reported on this date.
Notable 8-Ks and News
Material events and breaking news with importance score 6 or higher.
$1.3B Deal Adds $1.7B Revenue, Immediately Accretive to EPS
Microsoft Guides $190B 2026 Capex, Azure Hits Record Revenue; Stock Jumps 9%
Meta Q2 Revenue Hits $60.8B, But Margin Squeeze and Capex Cut Sink Shares 5-10%
Amazon Plans $200B AI Data Center Buildout, Taps Bond Market for $25B
Microsoft Crushes Q4 Estimates: Revenue Hits $90B, Profit Soars 31%
Meta's AI Spending Could Push It to Negative Free Cash Flow for First Time Since IPO
Group 1 Automotive Q2 Revenue Misses by $290M, EPS Falls Short on Affordability Woes
Yum China Q2 Revenue Jumps 13% on Record Store Openings, Delivery Surge
Key Nvidia Supplier ASE Tech Boosts 2026 Capex by $2B on AI Demand Surge
Microsoft Copilot Hits 30M Paid Seats, Unified App Coming as AI Adoption Surges
Form 144 Notices
Notices that restricted shares may be sold soon — often a precursor to insider selling.
No Form 144 notices filed on this date.
Day boundary: 00:00 ET (America/New_York). Filings accepted late may appear in the next day's recap.