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US stock futures are slipping ahead of Nvidia’s earnings report, putting the chipmaker’s results and their ripple effect on the broader market at the center of Wednesday’s trading outlook.

Market attention is centered on Nvidia’s earnings, which could drive the next big move in stocks, especially in semiconductors and software.
Several analysts say the AI boom is still in its early phase, suggesting more upside may remain for companies tied to artificial intelligence.
Stocks may be able to withstand the end of the easing cycle, with charts and strategists pointing to continued resilience in some sectors.
Dividend growth stocks are being highlighted as a defensive option for weaker markets, especially if volatility increases.
Some traders expect software stocks to keep rallying after a strong “mini bull market,” though caution remains about valuation risk.
Beaten-down names are attracting attention from investors like Michael Burry, even as warnings about dot-com-style excesses persist.
Options activity and earnings expectations suggest Nvidia could deliver a strong report, with HSBC saying the bar is high but beatable.
Corporate headlines show mixed signals, including strong guidance from companies like CAVA, Keysight, and GE Vernova, alongside risks at Samsung and Tesla.
Macro concerns are still pressuring markets, including rising Treasury yields, bond-market stress, and uncertainty around U.S.-China trade policy.
AI’s influence is expanding beyond chips into jobs, finance, and global operations, as companies and countries deepen their investment and adoption plans.

Hong Kong stocks closed lower as the Hang Seng Index fell 142 points, while AI-related chip shares like SMIC and Hua Hong Semiconductor surged more than 8% on strong sector momentum.

South Korea’s presidential office expressed regret over the breakdown of labor-management talks at Samsung, and there are reports it may consider restricting union strikes.
Derivative Group’s stock surge narrowed after jumping 37%, while Vice Chairman and Co-CEO Ma Junwei took office on his first day.
CASBO has risen 3%, and CLSA said it can use Xiaomi’s brand recognition to win more orders.
Morgan Stanley added SK Hynix and Weiwang Technology to its Asia-Pacific and global emerging markets focus lists.
FWD’s survey found that more than 60% of Hong Kong and Macau residents feel pressure over their personal finances.
JPMorgan raised Baidu’s target price to HK$225, saying AI business growth is driving a valuation re-rating.
In Hong Kong property news, a two-bedroom unit at SIERRA SEA sold for HK$6.868 million, marking a record 43.7% gain in one year.
Another Hong Kong property report said adjacent units at Parkside on the Peak in Tin Hau were bought together for HK$53 million, with value up 1.5 times over 20 years.
Fidelity said Hong Kong investors expect an 8.8% annual return but still hold too much cash.
Rumors say BYD is planning to acquire the Alpine racing team and may also take over Renault’s engine factory in France.

The Tokyo Stock Exchange fell 746 points to 59,804.41, dropping below the 60,000 level for the first time in about three weeks as higher crude oil prices and rising interest rates weighed on Japanese shares.

The Tokyo stock market closed sharply lower, falling 746 yen to 59,804.41 yen, dropping back below the 60,000 mark for the first time in about three weeks.
Concerns about higher oil prices and rising interest rates weighed on markets, pushing both Japanese and U.S. stocks down.
In New York currency trading, the yen weakened to the lower 159-yen range against the dollar as U.S. long-term rates climbed.
G7 finance ministers agreed to cooperate on measures against the misuse of advanced AI and to diversify supply chains for critical minerals.
The G7 also said it would expand investment in critical minerals and issued a joint statement at the close of the finance ministers’ meeting.
Three regional banks in Chiba reported higher consolidated net profits, helped by higher interest rates and strong loan demand.
A lesson from the information leak involving Nishinippon City Bank’s use of “BeReal” was the need to ban personal smartphones from the workplace.
Osaka’s popular early-summer beer garden, Umeda Hankyu Beer Garden, opened with this year’s theme of “traveling rooftop.”
ZIPAIR introduced Starlink on all of its aircraft, becoming the only airline in Japan to offer the service and intensifying in-flight connectivity competition.
Other business and lifestyle news included new product launches, efforts to optimize Asian supply chains, the revival story of Hozenji Yokocho, and expectations that air conditioners may become more expensive due to the “2027 problem.”

Bitcoin, ether, and XRP rebounded after the Senate moved to curb Trump’s Iran war powers, easing geopolitical risk and lifting crypto markets.

Bitcoin, ether, and XRP rebounded after the Senate moved to limit Trump’s war powers in Iran.
Non-dollar stablecoins are still finding it hard to capture even 0.5% of the market.
Bitcoin is dropping while bond yields rise, but its implied volatility remains unusually low.
Trump directed the government and the Federal Reserve to examine crypto firms’ access to payment rails.
Experts warn that even large holdings of T-bills may not protect Tether and Circle from a sudden liquidity shock.
K33 says this Bitcoin bear market is unusual because traders are extremely pessimistic, which may be limiting further downside.
Zerohash is seeking new funding at a valuation above $1.5 billion after Mastercard backed away from investing.
Bitwise says Hyperliquid’s HYPE is one of the most undervalued assets in crypto.
The SEC wants to allow newly public companies to raise capital immediately, marking a major rule shift.
Analysts argue the U.S. cannot afford to lose the Bitcoin race to China.

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