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U.S. stocks are likely to be driven by a surge in AI-linked names, led by Dell’s 40% jump on blockbuster AI-demand guidance, which reinforces the market’s ongoing AI trade.

AI is helping drive the stock market higher, but it may also create risks for private credit investors.
Drone-related stocks are gaining attention as reports suggest the U.S. may invest in the industry.
Prediction markets are facing legal pressure after the CFTC sued Rhode Island over its actions.
Markets are reacting to reports of a possible U.S.-Iran ceasefire extension, with futures slipping and oil prices moving lower.
Investors are being advised to prepare for post-Iran-war trade opportunities now.
Gold is edging up as traders weigh uncertainty around the ceasefire reports and broader geopolitical risks.
Oil is set for a sharp monthly decline as markets bet that the truce will hold or be renewed.
Dell surged after posting stronger-than-expected guidance, reflecting optimism tied to the AI boom.
Nebius jumped after a mysterious hedge fund manager disclosed a stake, showing how investor interest can quickly lift AI plays.
Broader global signals remain mixed, with inflation, consumer strain, and economic weakness still shaping market sentiment.

Hong Kong stocks rose in early trading as the Hang Seng Index gained 275 points, led by a 24% surge in Lenovo on strong buying in tech and property shares.

Banking and brokerage firms are adjusting earnings views and target prices on listed companies, with mixed upgrades and downgrades across EVs, internet, auto retail, and media names.
Investment banks see Xpeng’s outlook improving, while other coverage changes include lower targets for Zhongsheng, Weibo, and Li Auto, reflecting selective caution on fundamentals.
Macroeconomic and policy headlines are supportive for markets, including expectations of progress in US-Iran talks, which could lift stocks and weaken the dollar.
China’s Ministry of Finance successfully issued RMB-denominated sovereign green bonds in Hong Kong, helping strengthen RMB pricing benchmarks and offshore market development.
Hong Kong equities were broadly stronger, with the Hang Seng Index rising at midday, led by sharp gains in Lenovo and strength in property-related stocks.
Artificial intelligence remains a major market theme, driving demand for optical modules, optical chips, liquid cooling, storage, AI metering, and power infrastructure such as solid-state transformers.
Chinese technology and manufacturing companies are accelerating self-developed AI and hardware capabilities, including Tencent’s Hy-Memory, BYD’s new smart-driving system and chip, and expansion in high-end copper foil.
The IPO market remains active, with new listings and rumors of future offerings, including Zero One Auto, Weinan Xingkong, and the reported Hong Kong IPO plan of “Zhengxin Chicken Cutlet”’s parent company.
Chinese regulators and courts are stepping up capital-market governance, with reforms aimed at investor protection, civil compensation for insider trading and manipulation, and broader market-opening measures.
Longer-term national development plans are advancing in cities, power grids, energy security, marine biotech, and urban renewal, signaling large-scale investment opportunities in infrastructure and new industries.

Tokyo stocks fell as investors sold semiconductor-related shares after the benchmark briefly dropped more than 500 points, reflecting profit-taking amid market volatility.

The Tokyo market showed yen weakness and inflation concerns, with traders alert to possible intervention.
U.S. stocks hit record highs again as investors anticipated a ceasefire extension.
Japanese shares fell as semiconductor stocks saw profit-taking.
The Bank of Korea held rates steady for the eighth straight meeting at 2.5%.
Sony Life disclosed improper financial dealings involving an employee and a customer worth over 150 million yen.
The world’s first fully farmed eel sold out quickly, signaling strong market attention.
Japan’s first fully farmed eel sales are being closely watched for consumer response at 4,500 yen per eel.
Toyota canceled development of a next-generation sedan EV due to slower market growth.
Asahi is revamping its flagship beer and repositioning Clear Asahi toward beer status.
Companies are increasingly warning that “AI did it” is not a valid excuse for unchecked employee behavior.

Crypto markets were broadly mixed as Bitcoin stayed flat, but the biggest story was OKX Ventures’ $53 million stake in Korea’s Coinone exchange, signaling continued exchange investment and industry consolidation.

OKX Ventures invested $53 million in Korea’s Coinone exchange, signaling continued institutional interest in crypto infrastructure and regional exchanges.
XRP bounced back above $1.30 after a volume spike, but the broader trend still appears to favor sellers.
Bitcoin and Ether stayed mostly flat even as stocks hit records, oil dropped, and geopolitical fears eased.
CryptoQuant says Bitcoin’s record holder supply may be masking weak buying demand underneath the surface.
Calamos is betting that protected Bitcoin ETFs can survive and perform through crypto market volatility.
FalconX has confidentially filed for a U.S. IPO and brought in bankers to prepare the offering.
The Ethereum Foundation is once again at the center of debate over crypto culture and governance.
Tether’s U.S.-oriented stablecoin grew more than 500% in a month, though it still trails the biggest competitors.
Bitwise believes Hyperliquid could shape future finance, even as its HYPE-related ETF products gain attention.
Hyperliquid-linked SpaceX contracts suffered a sharp flash crash, wiping out about $1.5 million in liquidations.

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