Market Recap — July 31, 2026
Today's running recap of insider activity, SEC filings, and market-moving news. Updates throughout the trading day.
Last updated Jul 31, 2026, 5:40 AM ET · updates through the trading day
Top Importance Today
Filings and news with the highest AI-ranked importance score.
New York Sues Kalshi for $36 Billion Over Illegal Gambling Claims
NVIDIA CEO Warns of Years-Long AI Memory Shortages; $250B OpenAI Guarantee Weighed
Amazon Posts $7.6B Negative FCF, Guides Q3 Below Estimates; AWS Hits $42B
Apple Guides Q4 Revenue Below Estimates, Cook Blames Demand Forecast Miss for Supply Crunch
Apple Beats Q3 Estimates with 16% Sales Jump in Cook's Final Report
Apple Warns Memory Costs to Keep Rising, Cook Says 'Reluctantly Raised Prices'
VEON Raises 2026 Outlook as Digital Revenue Surges 53.6% in Q2
Linde Lands $1B Semiconductor Gas Supply Deal, Expanding Phoenix Complex
PayPay Joins $620M Strategic Investment in 7-Eleven Owner Seven & i
Tesla Weighs China Unit Sale as Margins Slide 60% and Cash Flow Turns Negative
Microsoft Slashes Capex by $15B, Embraces Multimodel AI After Blowout Q4
Rocket Lab Q2 Revenue Hits ~$230M, Wins $981M Space Force IDIQ
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.
New York Sues Kalshi for $36 Billion Over Illegal Gambling Claims
NVIDIA CEO Warns of Years-Long AI Memory Shortages; $250B OpenAI Guarantee Weighed
Amazon Posts $7.6B Negative FCF, Guides Q3 Below Estimates; AWS Hits $42B
Apple Guides Q4 Revenue Below Estimates, Cook Blames Demand Forecast Miss for Supply Crunch
Apple Beats Q3 Estimates with 16% Sales Jump in Cook's Final Report
Apple Warns Memory Costs to Keep Rising, Cook Says 'Reluctantly Raised Prices'
VEON Raises 2026 Outlook as Digital Revenue Surges 53.6% in Q2
Linde Lands $1B Semiconductor Gas Supply Deal, Expanding Phoenix Complex
PayPay Joins $620M Strategic Investment in 7-Eleven Owner Seven & i
Tesla Weighs China Unit Sale as Margins Slide 60% and Cash Flow Turns Negative
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.