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U.S. stocks are mixed after weaker-than-expected payrolls, lowering odds of a rate hike.

Market Outlook: Brian Belski and JPMorgan reaffirm a bullish stance despite recent payrolls data missing expectations, though the lower odds of a rate hike suggest a cautious phase ahead.
Tech Sector Volatility: AI memory and chip stocks are falling amid a global sell-off, while specific upgrades from DA Davidson are driving Palantir shares higher.
Corporate Performance: Tesla beat Q2 delivery estimates, and CoreWeave/Nebius are in the spotlight as BNP discusses the capacity versus sustainability debate in data centers.
Equity Movers: Major stock movements included significant gains for ADBE and AAPL, alongside Two Harbors shareholders voting to approve a sale to CrossCountry.
Healthcare & Pharma: Big Pharma shares gained as the U.S. considers cutting $340B in drug discounts, impacting the broader healthcare sector.
Crypto & Digital Assets: The $TRUMP coin is experiencing massive volatility following a $1 billion windfall, with mixed commentary from Peter Schiff and Trump himself.
Space Market: SpaceX stock has retreated to around its $150 opening price, prompting analysis on what to expect next in the sector.
Investment Strategy: Quant-rated momentum stocks are facing a challenging month as July is historically negative for the momentum factor, influencing trader positioning.
Corporate Governance: Blue Owl maintains its withdrawal cap due to elevated redemption requests, while Kroger's new CEO conducted internal audits after visiting 100 locations.
Market Psychology: Analysts warn that the market may be entering a "Trumpflation" phase, while JPMorgan flags a quiet warning signal in stocks that preceded the dot-com crash.

Hong Kong stocks rose 174 points to 23,055 as BYD surged 8% and Xiaomi and Meitu gained on upbeat retail data, while semiconductor and related leveraged ETFs fell sharply.

A Stock Market Extreme Divergence & AI Dominance: The first half of 2026 saw a "K-shaped" market split where AI-driven hard tech (Electronic/Communication sectors) surged over 60% (e.g., SCO 50), while traditional sectors and large-cap blue chips (e.g., CSI 300) underperformed or fell, with the gap between top and bottom sectors exceeding 115 percentage points.
Semiconductor Price Hike Impacting Global Tech Giants: Due to explosive AI compute demand driving up storage chip costs, major companies like Apple announced significant price hikes (15–25%) for Macs and iPads, causing Apple's stock to drop >6% and influential suppliers like Samsung and SK Hynix to plunge ~9%.
Global Autonomous Driving Regulation Approved: The world's first global technical regulation for Autonomous Driving Systems (ADS GTR) was officially approved by the UN, with China playing a pivotal leading role. This framework sets core technical indicators for the full lifecycle of autonomous products.
Mandatory Renewable Energy Consumption Targets: China issued a new policy imposing "hard constraints" requiring major power users (steel, cement, data centers) to use a minimum percentage of renewable energy, marking a shift from just "producing capacity" to requiring "consumption and absorption."
Surge in A-Share IPOs and Financing: The first half of 2026 saw 71 companies list on A-shares (up 39% from last year), with total net fundraising rising 91% to nearly 64 billion yuan, led by major brokerages like CICC and CITIC, while smaller firms pivoted to the BSE (Beijing Stock Exchange).
"Vanguard" Brokerage Sector Explosions: The brokerage sector led the market rebound on July 1, with the Wind Brokerage Index rising 4.73% and net inflows exceeding 8 billion yuan, signaling strong institutional confidence in the "bull market" narrative.
Venture Capital (VC) Price Rally & Company Growth: The electrolyte additive VC (Vinylene Carbonate) market saw tight supply and high prices, driving FYRI Group's (Furiri Shares) H1 net profit to pre-estimate a 50–70% increase, potentially setting a new historical record.
Investment Focus Shift to "True Growth" & REITs: Institutions recommend pivoting from speculation to "performance-supported true growth," while the launch of the first batch of CSRC REITs total return index funds marks a milestone in the tool-based construction of public REITs.
China's Massive Power Supply System Achievement: China has built the world's largest power supply system with nearly 800 million power users (end of 2025), breaking the 10 trillion kWh electricity consumption threshold and establishing 99,000 service outlets nationwide.
Policy Support for Private Investment & Digital Industry: The National Development and Reform Commission (NDRC) outlined a "10 trillion yuan" opportunity for private investment in the 15th Five-Year Plan, while new policies aim to push the industrial internet sector to exceed 2.5 trillion yuan over the next five years.

The Bank of Japan's August interest rate hike decision

English translation: The headlines cover sharp yen movements, rising Japanese government bond investment, possible privatization of Dentsu Soken, strong real estate prices in Kyoto, rate hikes affecting loans and deposits, record-high individual shareholders, a major drop in Tokyo stocks, and huge investment gains rumors involving Nippon Life and SpaceX.
English translation: Other topics include umbrella lending at train stations to prevent heatstroke, a Gamba Osaka executive promoting J.League as a global content brand, EU fines upheld against Google, possible early opening of sections of the Linear Chuo Shinkansen, and PlayStation ending disc-based production.
Summary: The yen briefly surged to around 160 per dollar, increasing fears of currency intervention.
Summary: Meiji Yasuda doubled domestic bond investment to 2 trillion yen in response to rising interest rates.
Summary: Dentsu Soken is considering going private, with several firms including Fujitsu reportedly exploring a tender offer.
Summary: Kyoto land prices continued rising for the fifth straight year, supported by strong tourism and a healthy property market.
Summary: Bank rate hikes are making loans less favorable, while the benefit for depositors remains limited.
Summary: Individual shareholders in Japan exceeded 90 million for the first time, helped by stock splits and NISA participation.
Summary: Tokyo stocks fell sharply, led by selling in AI and semiconductor shares amid caution about high valuations.
Summary: Nippon Life faced questions over its SpaceX investment profits and its active approach to unlisted stocks.
Summary: Heatstroke countermeasures, including umbrella lending at stations, are being expanded through cooperation with Kansai railway companies.
Summary: Google’s massive EU penalty was upheld, while the Linear Shinkansen and PlayStation news signal major shifts in transportation and entertainment industries.

The U.S. Treasury’s sanctioning of over 100 ISIS-K-linked crypto addresses that moved more than $1.4 million underscores growing government action against illicit crypto use, shaping regulatory pressure across the market even as major assets like Bitcoin and Ethereum show signs of recovery.

EToro has invested in Extended, an onchain derivatives platform, as brokers increasingly integrate DeFi services.
Bitwise forecasts that the STRC selloff signals a nearing bottom in the crypto cycle, rather than a failure of Strategy's policies.
The U.S. Treasury sanctioned over 100 ISIS-K-linked crypto addresses that moved more than $1.4 million.
SBI Crypto plans to shut down a mining pool representing roughly 2% of the global Bitcoin hashrate.
Ondo Finance launched an SEC-aligned tokenized stock model featuring shares of BlackRock ETFs and Micron.
JPMorgan argues that Strategy's new bitcoin sales policy introduces "two-way risk" to crypto markets.
U.S. payroll growth slowed significantly in June, with only 57,000 new jobs added.
A struggling Nasdaq-listed company, after attempting to emulate Michael Saylor's Bitcoin strategy, is now abandoning crypto for AI investments.
Three years after MiCA became law, Europe is reevaluating its crypto regulatory framework.
Warsh's remarks suggest upcoming U.S. jobs data could spark a rally in Bitcoin and gold prices.

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