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US stocks are poised to be driven by Nvidia’s latest earnings and outlook, which beat expectations but still left the stock volatile as investors weigh its massive AI growth prospects against broader market pressure from rising oil and rates.

Private credit defaults have reached record highs as rising interest rates continue to strain borrowers.
Several analysts remain very bullish on Nvidia, citing its large new AI-related market opportunity and strong earnings outlook.
Investors are watching Nvidia’s inference business closely because it may be the next major driver of revenue growth.
Market commentators describe the current environment as a strong melt-up and an early-stage AI investment story.
Stocks and bonds are reacting to higher oil prices, renewed Middle East tensions, and inflation worries.
Walmart is warning that US consumers are feeling pressure from higher costs and fuel expenses.
Mortgage rates have moved above 6.5%, reflecting growing concern about inflation and tighter financial conditions.
Quantum computing stocks are drawing attention after proposed US government funding and investment support.
Industrial and construction-related stocks may benefit from a second-half recovery in demand, according to UBS.
Several companies tied to AI infrastructure, including cloud and chip suppliers, are seeing gains as demand for computing capacity rises.

Hong Kong stocks fell sharply as the Hang Seng Index dropped 264 points, dragged by heavy selling in Baidu, Alibaba and Tencent despite strength in individual names like Bank of China (Hong Kong).

Alibaba Cloud launched a financial-grade intelligent agent platform called Jingdian, aiming to strengthen AI-powered services for financial use cases.
Mainland China raised retail prices for gasoline and diesel, with increases of 75 RMB and 70 RMB per tonne respectively.
Goldman Sachs raised Nvidia’s target price to $285 and kept its “buy” rating after the company’s stronger-than-expected quarterly results.
Hong Kong International Airport reported year-on-year growth in April, with passenger traffic up 9.4% and cargo volume up 4.9%.
Trip.com Group said first-quarter net profit rose 16.5% year on year to 779 million RMB.
Macquarie cut its target price for Sun Art Retail to HK$1.3 and sharply lowered earnings forecasts, while maintaining a “neutral” rating.
Hong Kong’s overall consumer price index rose 1.7% in April, slightly below the market expectation of 1.9%.
Citigroup said Nvidia’s results and revenue guidance beat expectations, reaffirming a “buy” rating; other brokers also turned positive on the stock.
Tencent Meeting launched AI real-time interpretation that can mimic a user’s voice and translate nearly simultaneously with speech.
Hong Kong stocks weakened overall, with the Hang Seng Index falling 264 points, while some individual names such as Baidu and Sunny Optical saw notable moves.

Japanese stocks surged sharply, with the Nikkei rebounding 1,879 points to reclaim the 61,000-yen level as hopes for progress in U.S.-Iran talks eased recession fears.

The government and ruling coalition are coordinating a supplementary budget on a scale of about 3 trillion yen, including 500 billion yen from reserve funds to subsidize electricity and gas bills.
The yen strengthened to the low 159-yen range against the dollar as expectations grew that the U.S.-Iran conflict would ease, reducing “safe-haven dollar buying.”
Bank of Japan board member Junko Koeda said further interest-rate hikes may still be necessary, signaling openness to additional tightening.
OpenAI is providing Japan with its latest model specialized in cyber defense, targeting 15 critical infrastructure sectors.
The Tokyo stock market rebounded sharply, with the Nikkei ending up 1,879 yen and recovering to the 61,000-yen level on hopes for U.S.-Iran negotiations.
SoftBank Group also rose sharply, supported by the broad market rally and expectations of progress in U.S.-Iran talks.
Tokyo stocks briefly surged more than 2,100 yen at one point as recession fears eased on hopes for diplomatic progress between the U.S. and Iran.
Daiwa Securities is expected to gain an additional 43.5 billion yen in profit effects by fiscal 2030, helped by lending and fund-management contributions from the Ori Bank acquisition.
Ferry services between Matsuyama and Hiroshima will be reduced from 10 round trips a day to 8 because rising fuel costs linked to worsening Middle East conditions.
Across industry and society, companies and regions are responding to supply and cost pressures: Toyota is importing Noah and another minivan model from Taiwan to shorten delivery times, Kansai condominium prices rose 6.2%, packaging simplification is spreading due to shortages of naphtha-derived ink, and Mazda has fully redesigned the CX-5 with Google voice-recognition features to boost domestic sales.

Bitcoin is showing unusual resilience as long-term holder supply nears a record high, signaling strong conviction even amid broader crypto market uncertainty.

Ethereum is facing a worsening identity problem as prominent talent departures unsettle the community.
Crypto prediction markets are drawing national security concerns, prompting lawmakers to consider a ban.
The U.S. CFTC has reached an agreement with the NHL to improve safeguards around prediction markets.
MoonPay is broadening its platform to help banks access tokenized assets and DeFi services.
Variational raised $50 million to build real-world perpetual trading products, with Dragonfly leading the round.
Bitcoin remains sluggish in the market while attention shifts to potential SpaceX IPO news and Nvidia earnings.
Blockchain.com has filed with the SEC as it moves toward a U.S. public listing.
Long-term Bitcoin holders are now controlling near-record supply, reversing a multi-year decline trend.
Ethereum’s price is consolidating while Vitalik Buterin pushes privacy and metadata improvements.
Crypto markets are active across major narratives, including Ethereum restructuring, XRP sideways bets, and bullish or bearish technical setups in Bitcoin, Hyperliquid, and other assets.

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