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US stocks surged on optimism over a historic SpaceX IPO and a breakthrough U.S.-Iran peace deal, with futures and equities rallying as crude oil plunged.

Wall Street analysts remain optimistic about several stocks, with some names seen as having strong growth potential.
JPMorgan believes a Chinese consumer company could double in value if its industrial strategy shift succeeds.
Some stocks have become noticeably overbought or oversold after a volatile week in the market.
Goldman Sachs says companies like Nvidia are performing strongly and benefiting from broad momentum.
Baird thinks one wealth-advice stock may gain from a future SpaceX IPO.
The long-running debate between durable businesses and high-risk moonshot bets continues, with Buffett- and Musk-style investing contrasted.
Investors are rushing into SpaceX-related opportunities, while some traders are looking for quieter “stealth” plays.
CFRA issued a sell rating on SpaceX soon after its IPO, showing skepticism despite the excitement.
SpaceX’s IPO is being framed as a major market and cultural event, drawing comments from figures like Ayesha Tariq, Charles Payne, Elon Musk, and Elizabeth Warren.
Broader markets are being moved by AI trends, geopolitical developments, and major corporate news, including strong interest in SpaceX, China AI, and a U.S.-Iran peace breakthrough.

Hong Kong stocks rose as AI enthusiasm lifted sentiment, with the Hang Seng Index up 111 points at midday and Zhipu jumping more than 47% after launching its latest flagship model GLM-5.2.

AI remains the leading market driver, with model launches, analyst upgrades, chip demand, and pricing power all in focus.
Zhipu’s GLM-5.2 launch drew strong attention and multiple broker upgrades, making it one of the day’s key AI stories.
MiniMax received mixed analyst views, including one upgrade and one downgrade, highlighting competitive pressure in the AI model space.
ByteDance is reportedly seeking a large volume of AI chips, underscoring continued demand for computing power.
Kingsoft Cloud raised prices for AI computing services, signaling improving monetization in the AI infrastructure chain.
Hong Kong stocks rose at midday, with technology shares outperforming and several names hitting new highs.
Luxshare is reported to be planning a Hong Kong listing, reflecting a busy IPO pipeline.
Café de Coral lifted its dividend and announced share buybacks despite weaker annual profit.
Policy and macro themes include Hong Kong’s five-year plan consultation, tighter financial data governance, and infrastructure renewal.
Sector rotation is visible across markets, with investors watching AI, robotics, new energy, and defensive assets more closely.

Tokyo stocks hit a new all-time high above 69,000 yen, surging more than 3,300 yen as markets bought on expectations that a U.S.-Iran ceasefire agreement would ease geopolitical tensions.

Japanese authorities are strictly scrutinizing the Uiri Credit Union over scandals such as embezzlement and concealment, and the Chief Cabinet Secretary said he finds the situation extremely regrettable.
Tokyo stocks surged into the 69,000-yen range for the first time, briefly jumping by more than 3,300 to 3,600 yen, as investors bought on hopes tied to a U.S.-Iran understanding.
The Tokyo foreign exchange market moved to around 160 yen per dollar as expectations grew that fighting between the U.S. and Iran would end, easing “safe-haven dollar buying.”
The Nikkei and U.S. markets also rose, with the NY stock market extending gains on optimism that a U.S.-Iran agreement would be reached.
An interview with an Ishin party tax chief discussed cutting consumption tax by reviewing tax revenue and subsidies, along with broader tax reform in healthcare.
Criticism was raised against the Bank of Japan’s assumed path of interest-rate hikes, arguing that policymakers should not panic over yen weakness and should instead promote domestic investment.
The Uiri Credit Union’s vice chairman admitted there had been a culture of systematic concealment, following a partial business suspension order.
Japan’s Financial Services Agency ordered a partial suspension of operations for the Korean-Japanese Uiri Credit Union and is considering criminal complaints over the concealment of customer deposit embezzlement.
Japanese companies are watching carefully and hoping for an early normalization of shipping through the Strait of Hormuz after the U.S.-Iran ceasefire-related agreement.
Other business and social topics included NEC’s cyber-defense collaboration with a British defense giant, foreign startups promoting business in Osaka, food retail differentiation, chemical recycling of waste plastics, Mizuno’s new running shoe, Nissan’s sports defeat, and rising bankruptcy rates in the Kansai region.

Bitcoin surged above $65,500 to a two-week high after the US-Iran deal eased geopolitical tensions and sent oil prices sliding.

Bitcoin traders are closely watching Tuesday’s Bank of Japan rate decision because yen short positions have reached a nine-year high.
Bitcoin is still considered vulnerable even after recent strength, as Trump’s warnings about possible new Iran strikes keep market risk elevated.
XRP has risen above $1.18, with traders now testing the next major resistance level.
Bitcoin climbed to a two-week high above $65,500 after news of a US-Iran deal helped push oil prices lower.
Bitcoin surged on hopes tied to an Iran peace deal and the expected reopening of the Strait of Hormuz.
Despite the recent rally, some analysts warn Bitcoin could fall as low as $48,000 if a historic pattern repeats.
The crypto industry continues to focus on regulation, with “Summer of crypto” commentary highlighting ongoing policy developments.
Aerodrome has launched a major upgrade that transforms liquidity into a prediction market.
SEC action to support tokenization may help the sector, but it is not expected to provide the full protection of a complete rulebook.
Wall Street and crypto are increasingly converging, as tokenized Treasury markets expand rapidly to $14.6 billion.

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