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US stock futures slipped as Wall Street shrugged off Nvidia’s earnings beat, signaling the AI leader’s results were not enough to lift the broader market.

Wall Street is watching several headline catalysts that could drive the next trading session, including Nvidia, crypto, rates, and geopolitics.
Nvidia beat earnings expectations, but analysts are now more interested in how much of the AI inference market the company can capture.
Investors are looking for opportunities in high-yield bonds as markets keep swinging and uncertainty stays elevated.
Short sellers think chip stocks may be vulnerable even after the sector’s recent rally.
Crypto firms are trying to move beyond hype and enter a more disciplined, sustainable business phase.
Technical charts suggest one real estate stock may be preparing for a move higher.
Unusual activity in Nvidia options is drawing attention from traders and market watchers.
Rising yields are pressuring equities, but some stocks tend to benefit when interest rates climb.
Market commentators describe the current environment as a “melt-up,” while others frame AI as still being in early growth innings.
Big-picture optimism remains strong, with comments about the U.S. building the next century and earnings growth beating expectations for a sixth straight quarter.

Hong Kong stocks were broadly flat as the Hang Seng edged down 2 points, with market focus shifting to sector moves where Sunny Optical surged and BOC Hong Kong hit a record high.

Bank of China International: BOSS Zhipin’s first-quarter results were broadly in line with expectations, but the target price was cut to US$16.4.
JPMorgan / Citi / BofA / Goldman themes: Several brokers turned more positive on AI-related opportunities, especially Alibaba Cloud and AI agents, while some kept a cautious short-term view on gold because inflation may keep rate-hike expectations elevated.
Hesai and Xpeng: Hesai’s quarterly performance and lidar shipments beat expectations, and analysts raised or reiterated bullish ratings; Citi also said Xpeng GX should improve the product mix and support margins.
Market moves in Asia: South Korea’s KOSPI rebounded sharply, Japan and Taiwan also rose strongly, semiconductor stocks in the region were heavily traded, while Singapore hit a record high and Indonesia continued to fall.
Hong Kong equity market: The Hang Seng Index was broadly flat at midday, with weakness in Baidu and Bilibili offset by strength in Sunny Optical and Bank of China (Hong Kong).
Chow Tai Fook / Hutchison / ParknShop: Hutchison said it currently has no plan to sell ParknShop, and Li Ka-shing’s group stressed caution and “cash is king” amid a complex and changing environment.
Meituan drones: Meituan said its drone delivery business will likely take 2–3 years to achieve meaningful front-end profitability, even as it officially launched its low-altitude network operations and expanded partner recruitment.
AI and Alibaba: Alibaba said its AI business has moved beyond the “burning cash” stage and entered a commercialization return cycle, with the chairman’s letter and cloud summit seen as positive signals.
China policy and regulation: Mainland authorities announced stronger support for green electricity direct connection, promoted private-sector participation in major national projects, and intensified enforcement against listed-company financial fraud.
Broader economic/industrial trends: China saw strong growth in securities transaction stamp duty, ongoing LPR stability, faster progress in semiconductor and AI supply chains, and more large-scale expansion plans across AI, new energy, and advanced manufacturing.

Tokyo stocks rebounded sharply, with the Nikkei surging as hopes for progress in U.S.-Iran talks eased recession fears and boosted Japanese market sentiment.

SoftBank Group surged sharply as Tokyo stocks rebounded strongly, driven by hopes that US-Iran talks will make progress.
The Tokyo market briefly rose more than 2,100 points, with fears of a recession easing on optimism over the Middle East situation.
The yen weakened to the upper 158-yen range and later the low 159-yen range, as higher crude oil prices fueled inflation concerns.
Minutes from the April FOMC meeting showed most participants still expected rate hikes, while remaining cautious about inflation from surging energy prices.
New York stocks rebounded sharply, with the Dow recovering above 50,000 points, also helped by expectations of progress in US-Iran negotiations.
SOMPO plans to rename itself “SOMPO Group” in April 2027, aiming to strengthen unity within the organization.
Japan’s social security council agreed on a “cash benefit first” approach, while also confirming that support amounts may be adjusted based on individual income.
Mizuho Bank will invest in Rakuten Bank on October 1, raising its stake to 5.81% and considering cooperation in corporate lending and disaster response.
Morinaga has suspended shipments of Hi-SOFT candy because tensions in the Middle East have made raw material procurement difficult, and the restart date is undecided.
Several business and social topics highlight changing conditions in Japan, including Chinese automakers’ challenge to Japanese companies, AI use in elder care, university job-hunting evaluation, and corporate responses to geopolitical risk.

Binance’s launch of SpaceX pre-IPO perpetuals stood out as the biggest crypto-market move, signaling growing appetite for speculative trading around high-profile private assets amid lofty valuation bets.

Binance is launching SpaceX pre-IPO perpetuals as traders speculate on a possible $2 trillion valuation.
AI Financial says it should not be labeled only as a WLFI treasury company, highlighting a broader business identity.
Bitcoin fell after failing to hold above the 200-day moving average, signaling short-term technical weakness.
Polymarket is planning parlay-style listings while the SEC gathers public comments on prediction market ETFs.
Bitcoin miners increasingly linked to AI are rallying as Nvidia reports a major earnings beat and a strong outlook.
The Federal Reserve has proposed limited master accounts, a long-standing goal for crypto firms seeking easier banking access.
SpaceX held 18,712 bitcoin worth $1.29 billion at fair value at the end of Q1, according to its IPO filing.
Securitize reported record first-quarter revenue as it prepares for a potential public listing.
Congress is weighing crypto tax reform that would require the IRS to review de minimis exemptions.
Senators are scrutinizing the rapid growth of prediction markets in a Commerce Committee hearing.

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