AlphaAI classified 13,895 ticker-level sentiment reads across 10,931 news articles the week of July 27, 2026. News tone held at net 29% bullish, within a point of last week’s series high, but the AI trade split in two: Microsoft’s record single-day gain and Amazon’s blowout quarter on one side, Meta’s cash burn, Apple’s chip-squeeze forecast and a trillion-dollar chip drawdown on the other.