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The biggest U.S. market event is the new Fed chair Kevin Warsh breaking 14 years of precedent with a controversial rate-statement change, signaling a potential major shift in monetary policy and rattling market expectations.

Several chart-driven stocks are being highlighted as attractive after months of range-bound trading.
Josh Brown points to a tech stock that sits at the center of the expanding data center buildout theme.
SpaceX is seen by Oppenheimer as having additional upside after securing an AI coding-related deal.
KBW recommends buying CME Group on weakness, arguing fears around perpetual futures are overstated.
Analysts suggest oil could begin flowing through the Strait more quickly than many market participants expect.
A fast-rising AI infrastructure stock, already up nearly 500%, is viewed by Jefferies as still having more upside.
A chipmaker that has gained more than 200% this year is said by KeyBanc to have further room to climb.
CME’s Terrence Duffy says the company plans to sue the CFTC over issues tied to perpetual futures.
Commentators warn against letting fear of missing out dominate the debate around SpaceX investing and speculation.
Fed leadership changes, oil forecasts, Bitcoin price calls, and retail promotions are also drawing major attention in the broader market news flow.

HK market was weighed down as the Hang Seng Index fell 387 points to 23,924 amid sharp losses in property and insurance stocks, despite Tencent’s HK$500 million share buyback.

Global markets were mixed: European stocks diverged early, UK shares fell, and U.S. futures rose as investors awaited the Bank of England decision.
Hong Kong stocks closed lower, with the Hang Seng Index down 387 points, while the AI stock Zhipu surged to a new high above HK$2,000.
Several major companies announced share buybacks or insider/institutional share changes, including Tencent’s roughly HK$500 million repurchase and Lei Jun’s increased stake in Kingsoft.
China’s and Hong Kong’s financial regulators unveiled major reform steps at the 2026 Lujiazui Forum, including support for more flexible capital markets and new financial tools.
The China Securities Regulatory Commission said it would expand the STAR Market’s fifth listing standard to AI and support more hard-tech firms, including quantum tech, biotech, and embodied intelligence.
The People’s Bank of China outlined six policy measures, focusing on improving short-end interest-rate control, supporting cross-border and offshore RMB activities, and exploring liquidity tools for non-bank institutions.
Hong Kong Exchanges and Clearing, together with the HKMA and other institutions, launched pilot projects and cooperation measures, including a digital payment solution for derivatives after-hours trading and plans for five-year government bond futures.
Several companies issued profit warnings or operational updates, including Bauhaus, China Tobacco Hong Kong, and Guofeng Quantum, while Hong Kong & China Gas announced a 4.4% tariff increase from August 1.
Mainland policy news highlighted stronger support for AI, consumption, robotics, and employment, including new measures to boost “AI + consumption” and a “15th Five-Year Plan” employment roadmap.
Market and industry themes remained centered on AI, valuation shifts, and compliance risks, as AI stocks saw both rallies and large-scale selling, while a broker research report error exposed governance concerns around AI-assisted research.

Tokyo stocks surged to a record high above 70,000 for the first time, driven by gains in high-tech shares after the U.S. declared the Iran conflict over, while the yen weakened into the 160-yen range.

Japanese banks are aggressively raising deposit interest rates, intensifying competition to attract deposits as a key funding source, though regional banks may face growing strain.
The Tokyo Stock Exchange closed above 70,000 for the first time, extending its winning streak for a sixth day with a sharp gain, helped by the U.S. declaration that fighting with Iran has ended.
MUFG Bank is supporting small and medium-sized businesses by buying invoices so they can turn receivables into cash without waiting for payment.
The Tokyo market’s morning close showed a gain of 1,150.05 yen from the previous day, reaching 71,052.30 yen.
By 11:00 a.m., the Tokyo market had risen to 71,060.27 yen, and the TOPIX also hit a record high.
The yen was trading in the upper 160-yen range per dollar, returning to levels seen before intervention, which is raising market caution.
The Tokyo market continued to surge, moving above 71,000 yen for the first time, with technology stocks pushing the rally and the TOPIX again setting a record.
Currency trading began with the yen still in the upper 160-yen range, as expectations of further U.S. Fed rate hikes encouraged yen selling and dollar buying.
In New York, the yen weakened against the dollar and briefly touched 160.79, its weakest level in about one year and eleven months.
Other notable developments include Nidec’s shareholder meeting approving a board restructuring, Lotte halting an ice cream price revision, stronger heatstroke countermeasures at construction sites, AOKI promoting a lighter summer “pajama suit,” and AI tools being used to quickly assess tree-fall risks from smartphone photos.

Crypto markets turned defensive as Bitcoin slipped and analysts warned that positioning remains thin after the Fed, while Ethereum also lost a key co-executive director, adding to broader uncertainty.

Ethereum Foundation co-executive director Hsiao-Wei Wang has resigned, adding to leadership turnover at the organization.
Advisors are being urged to study bitcoin’s market cycle as part of a broader trading strategy.
Algorand has announced a plan to become quantum-resistant by 2028.
Stellar outperformed in the CoinDesk 20 index, rising about 10% even as the overall benchmark fell.
Alchemy’s AI-based identity and payments product now has access to the Visa network.
Hive stock surged after securing a $220 million sovereign AI infrastructure deal in Canada.
Investors are reportedly shifting away from the Magnificent 7 and toward crypto themes tied to AI infrastructure bottlenecks.
The U.S. Dollar Index is nearing a breakout, which could pressure bitcoin and other risk assets.
Aster jumped after a buyback-and-burn upgrade, but the price gains did not hold.
Market participants remain cautious, with crypto positioning described as defensive and thin after the Fed’s latest move.

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