Bulls, Bears and the Bell | August Month-End Wrap: The Small-Cap Rotation & Amazon's $500M Dark Pool Flow

Bulls, Bears and the Bell Monday, August 31, 2026

The final trading day of August wrapped up with heavy volume, and if you weren’t watching the tape in the final 30 minutes, you missed a massive wave of month-end "window dressing" and sector rotation. In today's post-market briefing, Senior Market Editor Joe and co-host Jane unpack exactly where the smart money is moving as we head into September.On Today's Show:

• • The Month-End Macro Wrap: The S&P 500 closed down 0.2% at 5,840 (finishing up 2.4% for the month), while a late-session sell-off in big tech dragged the Nasdaq down 0.6%. Joe and Jane break down how the 10-year Treasury yield touching 4.1% briefly before the close pressured mega-caps like Nvidia (NVDA) and Microsoft (MSFT).
  • The Tactical Rotation: While big tech stumbled, the Russell 2000 (IWM) caught a strong bid, finishing the day up 0.8%. We dive into the massive spike in call option volume for regional banks and small-cap industrials, and discuss if the "Forgotten Two Thousand" is preparing for a major breakout above the 195 level.
  • Amazon’s Dark Pool Secrets: Jane exposes three massive dark pool prints totaling over $500 million crossing the tape in the final 10 minutes of AMZN trading. What does this late-day institutional accumulation mean ahead of key logistics data later this week?

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Disclaimer: Bulls, Bears and the Bell is a post-market wrap-up presented strictly for informational, educational, and entertainment purposes. The market commentary, technical levels (such as the IWM 195 level), and opinions shared by hosts Joe and Jane do not constitute investment advice, financial planning, or an endorsement to buy or sell any securities. All trading and investment strategies involve significant risk of financial loss. Past performance is not indicative of future results. Listeners should conduct their own research or consult with a licensed financial advisor before making any investment decisions.