Stock Market & Crypto Meta AI Brief – July 31, 2025

TL;DR

Wall Street opened strong as tech earnings fueled optimism. Bitcoin steadied near $118K after the Fed held rates, while U.S.–India trade headlines added currency volatility. Here’s your quick snapshot.

🏦 U.S. Stock Market Highlights

• Stock futures climbed: S&P 500 futures rose +0.9%, Nasdaq +1.34%, Dow +0.3% after Meta and Microsoft beat earnings and AI gains fueled investor appetite YouTube+15AInvest+15Bloomberg.com+15Wall Street Journal+5Reuters+5AP News+5.

• Meta jumped 11.6%, Microsoft up ~8.8%, Nvidia and Amazon gained as well—fueling a tech renaissance Wall Street JournalReuters.

• Volatility index (VIX) dropped around 2.5%, signaling calmer risk sentiment ahead of PCE inflation and jobs data (NASDAQ’s range near yearly lows) Reuters.

🪙 Crypto Market & Macro Watch

• Bitcoin holds ~$118,435, bouncing back after Fed rate hold sentiment and tariff concerns. ETH trades above $3.8K bravenewcoin.com+12AInvest+12Barron’s+12.

• Crypto prices slowly recover: BTC and Ethereum regained some momentum; market cap above $4T; BNB hit new ATH at $852 Cryptonews.

• Crypto Open Interest hits record $44.5B, showing elevated institutional positioning CryptoRank+1Mitrade+1.

• Fed rate pause and tariffs pressure could keep crypto trading range-bound between $112K and $123K — breakout possible if macro shocks ease Investing.comAInvest+1Investing.com+1.

🔍 Other Key Stories & Market Movers

• Trump announced 25% tariffs on Indian exports, rattling global trade sentiment and U.S.–India market ties timesofindia.indiatimes.com+1economictimes.indiatimes.com+1.

• Regulatory spotlight on crypto: The Trump administration plans to release a key working group report outlining a potential U.S. Bitcoin reserve and regulatory frameworks AInvest+1AInvest+1.

• Stablecoin regulation (GENIUS Act) gains traction in Congress, adding near-term uncertainty but long-term clarity for crypto policy alston.com+2euronews.com+2arnoldporter.com+2.

💡 Quick Snippets for Threads or Social

• “Tech stocks ignite pre‑market gains as Meta & Microsoft crush earnings on AI momentum.”

• “Bitcoin stays firm near $118K as Fed holds rates steady and macro caveats ease.”

• “Pressure from new U.S.–India tariffs rattles markets—watch currency and exports.”

• “Crypto policy rising: White House to detail working‑group report on Bitcoin reserve & stablecoin law.”