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US stocks are edging higher ahead of Nvidia’s earnings, with strong AI-driven expectations and upbeat corporate results helping lift market sentiment.

Jefferies says a trucking stock is set for a comeback, suggesting the sector may be turning after a weak stretch.
Raymond James believes SM Energy still has room to rise even after nearly doubling this year.
Trivariate Research highlights dividend growth stocks as a possible defensive choice in down markets.
Charts indicate stocks may be able to withstand the end of the Fed’s easing cycle without major damage.
Several stocks are expected to see outsized moves around Nvidia’s earnings, showing how influential the report is for the market.
Constellation Brands is viewed as a candidate for a rebound, with options seen as a way to trade the move.
Michael Burry is buying beaten-down stocks while warning that current conditions resemble the dot-com bubble.
Market commentators say the AI boom is still in its early stages, and earnings growth remains much stronger than expected.
Nvidia’s earnings are drawing intense attention as futures rise, while its stock has built the largest short position in the S&P 500.
Broader tech and AI trends remain strong, with Samsung supply risks, Google and OpenAI expansion, and multiple chipmakers climbing ahead of Nvidia’s results.

Hong Kong stocks closed lower with the Hang Seng Index down 146 points to 25,651, even as semiconductor names like SMIC jumped more than 9% and turnover stayed active.

HK stocks finished mixed: the Hang Seng Index fell 146 points to 25,651, while the Hang Seng Tech Index rose 16 points to 4,873, with SMIC up over 9% and Bank of China (Hong Kong) hitting a new high on active turnover.
Two new Hong Kong IPOs ended differently: Topview CNC closed at HK$47.5, about 80% above its listing price, while Yushi Technology closed at HK$57.5, 4.6% below its offer price.
China’s major shareholders remained active: Ping An increased its holdings in China Life and ABC, while several other insiders and investors also bought or sold stakes in listed companies.
Ping An and its leadership stayed confident: CFO Fu Xin said the company’s share price will eventually reflect its value, and Chairman Ma Mingzhe reiterated support for life insurance agents.
China-U.S. and China-Russia diplomacy advanced: China’s Foreign Ministry said the U.S. and China will try to lock in trade outcomes quickly, while China and Russia signed multiple cooperation documents across economic and other fields.
Hong Kong’s financial internationalization efforts continued: Secretary for Financial Services and the Treasury Christopher Hui said Hong Kong is pushing RMB internationalization through four key directions.
AI and semiconductor development remained in focus: Singapore signed AI cooperation agreements with Google and OpenAI, while reports said SMIC and Huahong helped establish an international electronic materials supply chain center.
Broker and bank stocks drew attention: HSBC was said to have relatively low reliance on market funding, which could help it seize quality lending opportunities, and several securities ETFs saw fresh fund inflows.
Investor sentiment stayed strong in growth themes: analysts remained positive on areas such as robotics, semiconductors, AI applications, and human-machine interaction, while some companies faced target-price cuts or risk warnings after sharp rallies.
Mainland China’s IPO and tech-cycle stories dominated headlines: storage-chip leaders,创业板 reform, brain-computer interfaces, AI manufacturing, and video-model upgrades all pointed to rapid capital-market and industrial acceleration.

Tokyo stocks fell sharply, with the Nikkei briefly dropping below 60,000 as investors worried that surging oil prices would push up inflation and interest rates.

Tokyo’s foreign exchange market saw the yen trade in the mid-159 range, weakened by inflation fears linked to rising crude oil prices.
Mizuho Bank will invest in Rakuten Bank on October 1, raising its stake to 5.81% and considering business lending and disaster-response cooperation.
Japan’s long-term interest rate fell to 2.785%, down 0.015 points from the previous day, as expectations grew that the Bank of Japan may raise rates.
Mitsui Sumitomo Bank and Toshiba are developing a new stock index using quantum technology to help reduce losses during sharp market declines through diversification.
The Tokyo Stock Exchange closed down 746 yen at 59,804.41 yen, slipping below 60,000 for the first time in three weeks.
Prime Minister Takaichi said she takes seriously the proposal to review gasoline subsidies, which was raised by Constitutional Democratic Party leader Tamaki in party debate.
West Japan City Bank’s BeReal-related data leak became a lesson in why employees should be prohibited from bringing personal smartphones into the workplace.
The Tokyo market briefly dropped more than 1,200 yen and fell below 60,000 again for the first time in about three weeks, with oil-driven inflation and higher rates weighing on sentiment.
The G7 agreed to coordinate on advanced AI countermeasures and diversify supply chains for critical minerals, according to the finance ministers’ joint statement.
Other major topics included oil industry calls against demand suppression, Japan’s trade diplomacy with China at APEC, changes at Mori Building, rising rice production, farmed eel sales, tax-related restaurant strategies, a beer garden opening in Osaka, and a Kyocera executive receiving a top imperial decoration.

Bitcoin rebounded above $77,000 as traders and analysts turned cautious, with derivatives signaling the rally may face headwinds.

Bitcoin’s recent drop to around $60,000 may have marked a market bottom, with several on-chain metrics now pointing to a possible recovery.
Bitcoin has rebounded above $77,000, but analysts remain split on whether the rally has enough strength to continue.
Derivatives data and cautious positioning suggest traders are not fully convinced the current Bitcoin bounce will last.
Bitfinex traders are increasing long Bitcoin positions despite the recent slide, pushing bullish bets to a 2.5-year high.
Crypto market sentiment is being affected by broader political and policy issues, including U.S. tensions over war powers and Trump-related crypto headlines.
Regulatory uncertainty remains a major theme, with reports of internal U.K. infighting slowing the country’s ambition to become a crypto hub.
CBDC development is still progressing quietly in the background, even as public messaging suggests resistance to it.
Stablecoin competition is intensifying in Europe, with new initiatives aimed at reducing reliance on U.S. dollar-denominated digital assets.
Major institutions are expanding into crypto products, including Europe’s largest asset manager launching a Solana-based UCITS fund.
Altcoin and sector-specific narratives remain active, with XRP, Ethereum, Algorand, Ondo, and others drawing attention through price action, adoption, and product launches.

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