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U.S. stock futures are slipping as Wall Street shrugs off Nvidia’s strong earnings, with traders instead fretting about higher rates and market volatility.

Nvidia remains a major market driver, with strong earnings, massive data center growth, and unusual options activity drawing intense investor attention.
Stocks may face near-term volatility as futures soften, traders reassess Nvidia’s results, and bond yields continue to pressure equity valuations.
Several analysts and commentators describe the market as being in a “melt-up” or early-stage AI boom, suggesting continued optimism in growth themes.
High-yield bonds and rate-sensitive equities are attracting interest as investors look for opportunities amid shifting yields and market swings.
Chip stocks and semiconductor names are showing mixed signals, with rallies, short-seller interest, and strong demand comments from companies like Micron.
Oil markets are highly reactive to geopolitical developments, with crude prices falling on Iran-deal optimism while energy firms still pursue major deals and auctions.
Consumer and retail companies are updating guidance, with firms like Target and TJX signaling improved outlooks despite uneven macro conditions.
Intuit is cutting jobs while raising guidance, highlighting how companies are balancing profitability, restructuring, and slower growth expectations.
Crypto firms are trying to move beyond hype and toward a more mature, disciplined business phase.
Broader global markets show crosscurrents, including shifting Fed expectations, weak Australian labor data, Japan’s policy pressure, and rising interest in yen bond issuance.

Hong Kong stocks opened higher as Alibaba said its AI business has entered a commercialization return cycle, boosting sentiment toward the AI and tech sector.

Alibaba says its AI business has entered a commercialization return cycle and will increase investment in AI infrastructure and self-developed chips.
SITC Container fell sharply after U.S. antitrust criminal charges were filed against the company and its chairman.
Hong Kong stocks opened higher, with HSBC rebounding strongly and helping market sentiment.
The RMB midpoint was raised, signaling a slightly stronger yuan reference rate.
Jensen Huang said Nvidia has effectively given up China’s AI chip market to Huawei.
SpaceX filed for an IPO despite posting a very large first-quarter loss.
China introduced new policies to promote direct green-power connections for multiple users, especially in emerging and future industries.
Authorities continue to intensify crackdowns on listed-company financial fraud and broader securities violations.
China’s 2026 digital economy work plan lays out eight major tasks, including data infrastructure, AI support, and governance.
Capital expenditure is accelerating across AI, semiconductor, and new-energy sectors, showing a strong investment cycle in high-tech industries.

Tokyo stocks surged more than 2,100 points at one point as hopes for progress in U.S.-Iran talks eased recession fears and lifted Japanese market sentiment.

Japanese stocks surged sharply, at one point rising more than 2,100 yen, as hopes grew that U.S.-Iran talks would progress and recession fears eased.
The yen weakened into the 158-yen range against the dollar, reflecting market moves tied to inflation concerns from higher oil prices.
Minutes from the Federal Reserve’s April meeting showed most participants still expected further U.S. rate hikes, with caution rising over inflation driven by surging energy costs.
New York stocks rebounded strongly, recovering above 50,000, as optimism over U.S.-Iran negotiations lifted sentiment and sent the Dow up 645 points.
SOMPO announced it will rename itself “SOMPO Group” in April 2027, aiming to strengthen internal unity; this will be the company’s third name change since its launch.
Japan’s social security council agreed on the principle of “benefits first,” while also confirming that support amounts may be adjusted according to each person’s income.
Interest rates on long-term Japanese government bonds fell slightly to 2.785%, as expectations of Bank of Japan rate hikes grew stronger.
Mizuho Bank will invest in Rakuten Bank on October 1, raising its stake to 5.81%, while also considering corporate lending and disaster-response cooperation.
Sharp is relocating its headquarters from Sakai to central Osaka after 10 years, presenting the move as a fresh start and a “half-step ahead” survival strategy.
Major business and social developments in Japan and abroad included SpaceX formally declaring plans for a Nasdaq listing, concerns over Osaka-Kansai Expo construction disruptions, and policy and market shifts in areas such as agriculture, tourism, metals, and beer pricing.

Crypto markets were buoyed by major institutional and policy developments, including the Federal Reserve’s proposal for limited master accounts for crypto firms and growing regulatory scrutiny of prediction markets and crypto ETFs.

Polymarket is preparing to add parlay-style bets, while the SEC is inviting public feedback on prediction market ETFs.
Bitcoin miners are benefiting from the AI boom, helped by Nvidia’s strong earnings and upbeat guidance.
The Federal Reserve has put forward a proposal for limited master accounts, a long-sought goal for crypto firms.
SpaceX reportedly held 18,712 bitcoin at a fair value of $1.29 billion at the end of Q1, according to its IPO filing.
Securitize reported record first-quarter revenue as it moves closer to becoming a public company.
Congress is considering crypto tax reform that would require the IRS to study de minimis exemptions.
Senators are increasing scrutiny of prediction markets amid growing concerns raised in a Commerce hearing.
Crypto custody provider Copper is reportedly exploring a sale at a valuation of about $500 million.
Ethereum Foundation departures are fueling renewed debate around the organization’s direction and leadership.
Plans linked to a Trump bitcoin ETF appear to have fallen apart before they could gain momentum.

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