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US markets are likely to be driven by a sharp selloff in chip stocks, with the Nasdaq hit hard after weak tech sentiment and major moves in names like Nvidia, AMD, and the broader semiconductor group.

Markets may be driven by a mix of big stock news, earnings updates, and macro headlines heading into the next trading session.
Energy traders are watching Washington and the Middle East closely as talk of a possible Iran deal could influence oil prices.
SpaceX is trimming its retail IPO allocation to the low 20% range, which may reduce access for individual investors.
At least one SpaceX-focused voice argues the IPO is not overpriced, while Elizabeth Warren is pushing back politically.
Pimco is warning that defaults could rise, suggesting investors may need to become more defensive in portfolio positioning.
Insurance stocks, and one standout name in particular, are showing chart patterns that suggest a possible breakout.
Avalanche Treasury Co is set to begin trading on Nasdaq as the crypto-proxy theme continues to evolve.
Josh Brown says a new AI trade is emerging, with one “best stock” benefiting from the trend.
Nvidia is reportedly pitching new Vera CPUs to Chinese clients, while Adobe is shifting more aggressively toward freemium customer acquisition.
Recent market action highlights heavy volatility across tech, crypto, and industrials, with moves tied to chip weakness, index rebalances, inflation, and policy uncertainty.

Hong Kong stocks rebounded sharply as the Hang Seng Index jumped 491 points, led by Chow Tai Fook’s post-earnings surge of over 17%.

Chow Tai Fook’s brand transformation is showing continued results, with its new fiscal year starting stronger than expected.
Hong Kong and mainland stocks rebounded sharply, with the Hang Seng Index and related sectors led higher by Chow Tai Fook, metals, and banks.
Brokerages remained active on key names, including upgraded or reiterated views on Innoscience, Pacific Basin, China Southern Airlines, and Air China.
SpaceX’s U.S. listing is being watched closely because it may reshape valuation standards for commercial space companies.
J&T Express said the postal authority investigation should not materially affect its operations or financial condition.
AI remains a dominant theme, with officials and executives saying it is reshaping the economy, finance, and scientific research, but will not replace people.
China’s technology sector is seeing rapid activity in robotics, embodied intelligence chips, AI servers, optical interconnects, and chip manufacturing expansion.
Policy priorities are centered on entrepreneurship, data assetization, public service equalization, tax enforcement, and major infrastructure projects.
Energy transition themes are gaining pace, including power grid upgrades, storage growth, copper demand, and new energy business restructuring.
Chinese companies are expanding their global presence through World Cup sponsorships, overseas manufacturing bases, and new international business models.

Japanese stocks extended their sharp rally, led by AI-related shares, as easing Middle East tensions boosted risk appetite and helped Kioxia briefly become Japan’s most valuable company.

Japanese stocks rose sharply, driven by AI expectations and easing Middle East tensions.
Kioxia became the top company in market capitalization, highlighting the strength of certain AI-related stocks.
The yen weakened into the 160 range, while talk of renewed currency intervention increased.
In New York, the yen strengthened after the U.S. said it would stop attacks on Iran, and the dollar was sold as a safe haven.
U.S. stocks rebounded strongly, with the Dow jumping 929 points on relief over reduced Iran conflict risk.
Tokyo stocks also recovered modestly after early selling tied to Middle East concerns.
Market expectations suggest Europe may raise interest rates in response to inflation risks from the Middle East crisis.
AI-related stocks showed diverging fortunes, with Kioxia surging and Fujikura falling sharply.
Rising geopolitical risk is weighing on business sentiment and pushing airline fuel surcharges to record levels.
Domestic business and consumer topics include higher summer bonuses at large firms, new commercial openings, and digital strategies improving service efficiency.

Bitcoin’s rebound above $63,000 as geopolitical easing and macro shifts support a broader crypto recovery stands out as the most important market event.

XRP rose about 3% above $1.14 as institutional buying pushed the price toward an important resistance level.
Bitcoin stayed above $63,000 even as markets watched Japan’s expected rate hike to a 31-year high.
Former SEC and CFTC Chair Gary Gensler said prediction markets do not override state-level regulations.
SpaceX’s crypto-linked IPO sentiment improved sharply, with valuations now pointing toward a $2.4 trillion level.
The TV manufacturer is moving into onchain advertising, with Arbitrum helping support the effort.
Bitcoin recovered into positive territory after Trump suggested the Iran war could be coming to an end.
SpaceX priced its shares at $135 and raised $75 billion in the largest IPO ever.
Coinbase introduced AI agent accounts that can trade and spend money on a user’s behalf.
Sygnum said banking infrastructure is moving beyond the idea that stablecoins have a single clear winner.
Several crypto and AI-related predictions, including XRP, Ethereum, and World Cup outcomes, reflect growing speculation around markets and automation.

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