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The most important event affecting the US market is President Trump selling Palantir stock and buying an AI stock that has surged 2,100% since 2023, signaling a major shift in investor focus toward artificial intelligence.

Dividend cuts for several stocks are expected, according to analyst Wolfe, signaling potential shifts in investor returns.
SpaceX's inclusion in the Nasdaq-100 is anticipated to significantly impact options pricing dynamics for the broader market.
Low-volatility stocks are emerging as market leaders, a trend highlighted by analyst Katie Stockton in recent trading sessions.
President Trump's "Trump Accounts" program is expected to inject substantial capital into the stock market, distinct from traditional government handouts.
The EV market is entering a new competitive phase involving Rivian, Tesla, and the "Holly Index," creating a fresh trading narrative for investors.
Three stocks on Josh Brown's "Best Stocks" list are poised to benefit from a current market rotation, offering strategic entry points.
Oil prices are expected to follow a downward trend, with analysts noting the "path of least resistance" is down rather than up.
Walmart and Sam's Club have slashed prices on thousands of products, a move President Trump claims he requested to influence the market.
Fed Chairman Kevin Warsh's recent brief statement reportedly shifted investor expectations dramatically, influencing short-term market sentiment.
Major retailers and a breakfast chain are planning widespread store closures across the US in 2026, reflecting broader economic consolidation.

The most significant event impacting the Hong Kong market is the formal submission of a compliance complaint regarding Xiaohongshu's IPO by a former employee to the Hong Kong Stock Exchange and the Securities and Futures Commission, which threatens the company's listing plans just before its intended IPO.

US Chip & Tech Sector Surge: US chip stocks (including AMD surging >9%) rallied strongly following a high-tech rebound, while global markets face volatility ahead of the Fed meeting, SpaceX index inclusion, and earnings season.
AEO Performance "Pre-Increase" Wave: A sharp majority (90.22%) of 83 disclosed AEO companies reported positive semi-annual 2026 performance; Yihua Group emerged as the "Pre-Increase King" with projected net profit growth of ~710% to ~857%.
Global Memory Key Players' Earnings: Samsung Electronics is set to release Q2 2026 preliminary results (critical for AI chip valuation), while SK Hynix prepares to launch its US ADR on Nasdaq (July 10), raising up to ~$28 billion.
China's New Trading Rules & ST Sector: The new trading rules for Shanghai, Shenzhen, and Beijing exchanges officially took effect, widening the daily price limit for ST/*ST stocks from 5% to 10%, causing the sector to diverge with mixed performance.
Unitree Robotics IPO Success: Unitree Robotics (known for humanoid robots) received final registration approval for its IPO on the STAR Market, becoming a potential candidate for the "No.1 Humanoid Robot Stock" in A-shares.
Xiaohongshu IPO Compliance Complaint: Before its Hong Kong IPO, Xiaohongshu (Little Red Book) faced a formal compliance complaint submitted to the HKEX and SFC by a former employee alleging issues with the listing process.
Glass Substrate Technology Breakthrough: Samsung Electro-Mechanics and Japan's Sumitomo Chemical established a joint venture to produce "Glass Core" materials, marking a critical step in the glass substrate manufacturing for advanced chips.
China's "Two Heavy" Projects Funding: The government has fully allocated 8,000 billion RMB in ultra-long special treasury bonds to support 1,417 major projects in 2026, focusing on tech innovation, environmental protection, and major infrastructure.
Manufacturing PMI Expansion: China's Manufacturing PMI for June rose to 50.3%, remaining in expansion territory for four consecutive months, signaling a strengthening upward trend in the second quarter economy.
Brokerage Margin & Liquidity Adjustments: As new trading rules allow for post-market fixed-price trading (15:05–15:30), major brokerages (CITIC, Galaxy, etc.) are urgently advising investors to disable automatic margin-wealth management to ensure liquidity for trading.

東証はCOBI前、一時的に1000円超の安値で、AI・半導体関連銘柄の一部に売り過熱感からCOBI過熱感からCOBI

U.S. stocks closed at a record high of 53,055.91 dollars due to strong corporate performance expectations, while the Tokyo Stock Exchange showed mixed results with AI and semiconductor shares facing selling pressure.
The Japanese yen stabilized in the early 162-yen range amid eased expectations for an early Fed rate hike, though concerns about Japan's worsening fiscal situation continue to drive dollar buying in New York markets.
Long-term Japanese interest rates rose to 2.830%, marking a 29-year high since 1997, signaling increasing market uncertainty regarding Japan's fiscal stability.
Samsung's operating profit surged 19-fold to 9 trillion yen in the April-June quarter, driven by rapid expansion in its semiconductor business due to booming AI demand.
Toyota announced a $580 billion investment in the U.S. for new vehicle assembly lines, with part of its Mexico production being transferred to a "Tacoma" facility.
Microsoft plans to cut 4,800 employees, primarily affecting its Xbox game console division and corporate departments, as part of a strategic restructuring.
Five Japanese vessels recently passed through the Hormuz Strait, with 26 remaining in the Persian Gulf, highlighting ongoing maritime security concerns in the region.
British energy company BP is considering withdrawing from its offshore wind project in Yamagata Prefecture due to operational challenges, while the Japanese government discusses supporting affected operators.
Japan's Keidanren expressed strong regret over China's additional export ban measures, demanding their withdrawal due to concerns over the economic impact on Japanese industries.
Narita Airport and Tokyo City Center transport capacity is set to increase by 1.8 times by the 2030s, with new direct express train services planned to connect with Haneda Airport.

Michael Saylor's Strategy dramatically ups pace of bitcoin sales, raising $216 million

Michael Saylor's Strategy (MicroStrategy) dramatically increased its pace of bitcoin sales, raising $216 million to acquire more BTC amid recovery efforts.
MicroStrategy faces capital-allocation questions after selling hundreds of millions worth of bitcoin, with analysts noting its recovery hinges on restoring STRC stock to par value.
USDC (by Circle) is overtaking Tether in the stablecoin volume race, with new data from Visa highlighting its growing dominance in the market.
DeFi protocol Summer.fi halted its "Lazy Summer" vaults after a $6 million exploit, signaling ongoing security vulnerabilities in decentralized finance.
Ethereum developers are embracing Vitalik Buterin's long-term vision for a 3-4 year rebuild but are urging quicker execution of the roadmap.
Mike Lee (Bitmine) added another $74 million in ether, betting on a boost from the CLARITY Act, which faces a four-week Senate deadline before the August recess.
Securitize, a crypto asset manager, is eyeing acquisitions with a $400 million war chest after successfully going public, signaling industry consolidation.
Russia's largest bank is planning a crypto wallet launch as Moscow clears the regulatory path for digital assets in the market.
Solana hit an all-time high of $5.77 billion in tokenized asset volume in Q2 2026, marking a significant milestone for its blockchain ecosystem.
MicroStrategy (Bitmine context) and other investors are increasing their holdings in ether, while Dave Portnoy vowed to hold his bitcoin to zero after buying at $100K.

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