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Alphabet’s Q2 beat, driven by surging cloud revenue, was the most important U.S. market event, even as its huge 2026 capex outlook disappointed investors.

John Paulson says gold may be in the early phase of a long-lasting bull market.
Market watchers are focusing on the next session’s likely catalysts, including major stock stories and earnings.
Investors still see biotech as attractive, even after its strong rebound.
Utilities may gain from AI-related demand, according to Wells Fargo.
Alphabet’s earnings, chart setup, dividend, and heavy 2026 capex plans are major points of attention.
Goldman Sachs believes the M&A surge can continue and has identified more potential takeover targets.
Several companies, including ServiceNow, IBM, Nokia, Texas Instruments, Reddit, and STMicroelectronics, delivered mixed quarterly results and guidance.
Trade and industry updates include Tesla’s memory-chip allocation from Micron, Alphabet’s expanded third-party capacity, and Intel and AMD deals in China.
Macro signals remain mixed, with commentary on AI spending, transportation strength, oil prices, and Jamie Dimon warning valuations look too high.
Broader business headlines range from Elon Musk and SpaceX comments to the Union Pacific-Norfolk Southern deal, antitrust politics, consumer spending stories, and commentary on declining appeal in some consumer and firearms brands.

Hong Kong stocks rose sharply as the Hang Seng Index jumped 334 points at midday, led by HSBC and a 5% rebound in Meituan, reflecting stronger market sentiment.

OpenAI is reportedly raising its forecast for computing investment by 2030 to $750 billion, while also planning to spend over $3 billion on a data center in Georgia.
Hong Kong property headlines show new sales activity, including Kai Tak’s MIAMI QUAY I adding 79 units and Ho Man Tin’s YOO 1 · The Sea preparing to tender four homes next week.
Citi says Horizon Robotics is deepening cooperation with Volkswagen, and it has opened a 30-day positive catalyst watch on the stock.
Citi also reported that Alphabet’s second-quarter revenue beat expectations and kept a “buy” rating on the company.
In Hong Kong real estate, a Mid-Levels four-bedroom unit with a parking space sold for more than HK$140 million, reflecting a unit price of HK$66,600 per square foot.
Reports say China may restrict property developers from using the “1+N” refinancing structure, signaling tighter financing conditions for the sector.
Citi maintained a “buy / high risk” rating on MicroPort Robot after its first-half revenue exceeded expectations.
China’s transport authorities approved autonomous vehicle tests on Airport Island, and Baidu said it aims to begin commercial operations as soon as possible.
Market commentary highlighted mixed regional performance in Asia, with South Korea’s stock market rising strongly while A-shares, Singapore, and Taiwan were softer.
Eastmoney’s front-page coverage focused on China’s policy support and market themes, including fiscal stability, capital market reform, AI-related investment, digital RMB expansion, and foreign institutions remaining optimistic on Chinese assets.

Tokyo stocks rebounded by 307 points as AI and semiconductor shares led gains, buoyed by a strong U.S. market, while yen weakness persisted near the 163-yen level amid renewed verbal warnings of possible intervention.

Japanese stocks rebounded by 307 points as AI and semiconductor shares lifted the market, helped by strong U.S. equities.
Finance Minister Satsuki Katayama said Japan would act decisively if needed, again hinting at currency intervention as the dollar traded above 163 yen.
The government is likely to judge that Japan’s economy has been expanding for the longest period since the war, though rising prices have made the recovery feel less real to the public.
South Korea’s GDP grew 0.6% in the April-June quarter, supported by semiconductor and machinery exports that offset the impact of higher oil prices.
New York stocks fell slightly, with investors staying cautious ahead of earnings and uncertain Middle East conditions leaving the market directionless.
The yen’s decline has raised speculation that the next intervention line could be around 165 yen, even after briefly moving into the 163-yen range.
The U.S. government remains committed to continuing Trump-era tariffs, while concerns persist about how Japan will finance its huge investment commitments to the United States.
The Tokyo market traded in the upper 162-yen range, and market participants said any strengthening effect from currency intervention would likely be temporary.
Tokyo stocks ended slightly lower after an earlier surge, as investors sold high-tech shares to lock in profits.
In domestic news, used condominium prices in Tokyo’s 23 wards fell in June for the first time in 26 months, while gasoline prices rose again to 170 yen, and several business and social developments drew attention, including PayPay and Seven-Eleven’s ID integration plan, Nissan’s new Leaf, and a rare municipal dispute over industrial baseball support.

Bitcoin weakened as rising oil and interest rates weighed on markets while the U.S. crypto Clarity Act lost momentum amid ethics disputes, with odds of passage falling sharply.

South Korea’s oldest cryptocurrency exchange has been absorbed into Mirae Group, a financial conglomerate now worth about $1 trillion.
Multiple attacks within hours caused Bitcoin- and Ethereum-related protocols to lose about $35 million.
AFX Trade, an Arbitrum-based platform, was drained of $24 million after its bridge keys were compromised.
XRP whales are accumulating tokens while smaller investors are selling under pressure.
Bitcoin is weakening as oil prices and interest rates climb, and the odds of the Clarity Act passing have dropped to 38%.
Senator Lummis said ethics-related language and other provisions in the crypto Clarity Act will be discussed further.
Democratic lawmakers argued that the Clarity Act is insufficient on ethics and several other issues.
Tesla kept its Bitcoin treasury unchanged but recorded a $112 million impairment loss.
A new draft of the Clarity Act would place restrictions on Trump’s crypto business interests.
Revolut reached a $115 billion valuation after an employee share sale, according to the Wall Street Journal.

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