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US markets were driven by a cautious tone as major tech earnings, rising oil prices after US-Iran strikes, and Jamie Dimon’s warning that he wouldn’t buy stocks or Treasurys at current prices pressured sentiment.

Rick Rieder says income investors are entering a new investing environment, and he is adjusting his portfolio accordingly.
John Paulson believes gold is still in the early phase of a long-term bull market.
Market coverage this week centers on earnings, stock reactions, and what may drive the next trading session.
Biotech remains attractive to some investors even after its strong rebound.
Wells Fargo sees utilities as possible beneficiaries of the AI boom.
Alphabet’s earnings and chart patterns are drawing attention as investors look for clues about the company’s outlook.
Goldman Sachs says the merger-and-acquisition wave still has room to grow and is pointing to fresh takeover targets.
Investors are watching an options trade in Toyota that aims to reduce risk while keeping upside potential.
Several corporate updates are moving markets, including Tesla, Google, AT&T, Blackstone, ServiceNow, Albertsons, IBM, Intel, AMD, Union Pacific, and T-Mobile.
Broader themes include caution on high valuations, AI spending concerns, gold strength, oil price jumps, and growing attention on SpaceX stock and Treasury market signals.

Hong Kong stocks rose sharply, with the Hang Seng Index closing up 318 points as HSBC hit a new high, while Macau gaming shares also rallied after earnings results.

Sinopec’s oil and gas equivalent output rose 0.3% year on year in the first half.
HSBC is set to hold a board meeting on August 4 to review interim results and whether to pay a second 2026 dividend.
Link REIT is expected by several brokerages to return more capital for buybacks, which may help support its valuation.
UBS said Link REIT’s Sydney property sale is likely aimed at funding repurchases and kept a “buy” rating.
UBS raised Lenovo’s target price to HK$26, saying strong infrastructure business offset weakness in device sales.
UBS said Cathay Pacific’s first-half guidance was far better than expected and reaffirmed a “buy” rating.
Chow Tai Fook’s same-store retail value grew 15.1% year on year last quarter.
The Hong Kong Observatory said a tropical cyclone east of the Philippines may enter Hong Kong’s 800-km alert zone tomorrow, prompting consideration of Signal No. 1.
The Hang Seng Index closed up 318 points, led by gains in Meituan, Sands China, and HSBC hitting another record high.
Market reports also highlighted major analyst updates, including bullish calls on CATL, InSilico Medicine, and GCL Technology, while cuts were made to some consumer and gaming names.

Tokyo stocks rebounded by 307 points, led by AI and semiconductor shares, as strong U.S. equities supported investor sentiment.

Iyo Bank HD and Ehime Bank plan to merge management, likely by April next year, creating a regional banking group with total assets exceeding 12 trillion yen.
The yen briefly weakened to 163.42 per dollar, marking the lowest level in about 39 years and 8 months as investors bought dollars in times of risk.
The Tokyo stock market rebounded by 307 points, supported by gains in AI and semiconductor stocks and helped by the strong performance of U.S. equities.
Finance Minister Katsuki Katayama reiterated that the government will act decisively if necessary, signaling possible market intervention at the 163-yen level.
The government is likely to judge that Japan’s economy has been expanding for a record-long period, though high prices are making the recovery feel less tangible to households.
South Korea’s GDP grew 0.6% in the April–June quarter, led by semiconductor and machinery exports that offset the impact of rising oil prices.
U.S. stocks fell slightly, with investors staying cautious ahead of earnings reports and amid continued uncertainty over Middle East tensions.
Market watchers say the next intervention line for the yen may be around 165 yen, as the weaker currency continues despite revisions to fiscal policy.
The U.S. administration is expected to keep tariffs in place, while concerns remain about how Japan’s large investment commitments to the U.S. will be financed.
Major Japanese companies are responding to changing economic and social conditions, including LNG ship construction discussions, heatstroke alerts, postal service changes, recycling efforts, and new business expansion plans.

Coinbase settled with the SEC over missing Gary Gensler texts, marking the latest major regulatory development in crypto.

The SEC settled its case with Coinbase over missing Gary Gensler text messages, highlighting regulatory scrutiny of crypto exchanges.
Advisors are being urged to focus on tokenization, which is increasingly seen as a practical next step for financial markets.
Uniswap is expanding into tokenized assets by launching permissioned trading pools.
Goldman Sachs’ CEO supports the Clarity Act even though parts of the banking industry remain worried about stablecoin regulations.
Critics argue the KIDS Act goes far beyond online age checks and could become a broad surveillance mechanism.
BlackRock, Coinbase, and Strategy joined a $15 million initiative aimed at preparing Bitcoin for potential quantum computing threats.
Abu Dhabi’s Mubadala Capital is entering the tokenization space while Coinbase is taking a stake in an onchain fund.
Polymarket is preparing to contest France’s nationwide block on its website.
Bitcoin is facing a major test, while the market is pausing after July’s rally and settling into a holding pattern.
Political and legislative battles around crypto are intensifying, with UK crypto donations, stalled U.S. crypto bills, and ethics disputes surrounding the CLARITY Act.

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