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U.S. stocks fell as oil prices topped $100 a barrel and investors reacted to Alphabet’s sharply higher spending forecast, signaling renewed inflation and AI-capex worries.

Josh Brown says he was previously hurt by Twitter, but another Jack Dorsey-related company has now caught his attention.
Jay Woods believes Kimberly-Clark looks attractive to buy because the current risk-reward setup is favorable.
Analysts are lowering Tesla price targets after its earnings miss and are pointing to weaker expectations.
Brent crude has climbed above $100 a barrel, and some see a possible move toward $120 next.
Alphabet is under pressure after raising its spending forecast, prompting renewed analyst commentary.
Rick Rieder says investors seeking income are entering a different market environment and he is adjusting where he invests.
John Paulson argues that gold is in the early phase of a long-term bull market.
Market watchers are highlighting which stock stories are most likely to affect trading in the next session.
Ryan Payne says the AI investing boom still appears to be intact and not near an end.
Several commentators are linking higher oil prices, AI spending, big tech earnings, and broader market sentiment as key forces driving stocks now.

Hong Kong stocks closed higher as the Hang Seng Index rose 318 points, led by Meituan and HSBC hitting fresh highs, while Sands China jumped after earnings and Link REIT drew attention on capital return and buyback plans.

Sinopec’s oil and gas equivalent output in the first half of the year rose 0.3% year on year.
HSBC will hold a board meeting on August 4 to review interim results and whether to declare a second dividend for 2026.
Link REIT is expected to further return capital for share buybacks, which may help support its valuation.
UBS said Link REIT’s sale of its Sydney property is part of a buyback plan and maintained its “Buy” rating.
UBS raised Lenovo’s target price to HK$26, saying strong infrastructure business performance offset slower device growth.
UBS said Cathay Pacific’s first-half guidance was far better than expected and reiterated its “Buy” rating.
Chow Tai Fook’s retail sales value increased 15.1% year on year last quarter.
The Hong Kong Observatory said a tropical cyclone east of the Philippines may enter the city’s 800-kilometer warning range later tomorrow, prompting possible Signal No. 1.
Hong Kong stocks closed higher, with the Hang Seng Index up 318 points; Meituan rose more than 4%, Sands China gained 5% after earnings, and HSBC hit another record high.
Overall market and policy headlines show strong activity in China: fiscal revenue is growing, state-owned enterprise reforms are advancing, foreign institutions remain bullish on Chinese assets, and AI, semiconductor, and market stabilization themes continue to attract attention.

Tokyo stocks rebounded as AI and semiconductor shares led gains, with the weak yen and firm U.S. equities also boosting sentiment.

Iyo Bank HD and Ehime Bank plan to integrate management, aiming to launch a holding company as early as April next year and form a regional banking group with total assets exceeding 12 trillion yen.
The yen briefly weakened to 163.42 per dollar in Tokyo, marking the weakest level in about 39 years and 8 months as investors bought dollars in times of uncertainty.
Tokyo stocks rebounded by 307 points, led by AI and semiconductor shares, with strong U.S. stocks also supporting the market.
Finance Minister Satsuki Katayama said she would act decisively if necessary, again hinting at possible market intervention as the dollar traded in the 163-yen range.
The government is likely to judge the current economic expansion as the longest in the postwar era, though many people do not feel the recovery because of high prices.
South Korea’s GDP grew 0.6% in the April-June quarter, driven by semiconductor and machinery exports, which offset the impact of rising crude oil prices.
New York stocks fell slightly, down 6 dollars, as investors waited to see corporate earnings and remained uncertain amid unclear Middle East conditions.
The yen’s next possible intervention level may be around 165 yen, as the currency continues to weaken despite revised government economic policy language.
The U.S. administration is still determined to keep Trump-era tariffs in place, and Japan’s large investment plans in the U.S. raise concerns about financing burdens.
Japanese companies are responding to major shifts in industry and society, including restarting LNG ship construction, preparing for extreme heat, reconsidering postal operations, strengthening rare-metal recycling, discussing energy security, reorganizing overseas businesses, expanding youth programs, and entering the cosmetics market.

Bitcoin ETFs saw a $981 million inflow streak signal renewed institutional buying, putting $70,000 back in sight for BTC.

Coinbase is expanding into AI-driven payments, allowing its business clients to receive payments from AI agents.
The SEC has resolved its case with Coinbase related to missing text messages from former chair Gary Gensler.
Crypto advisors are being urged to focus on tokenization as a practical next step for the industry.
Uniswap is moving further into tokenized assets by introducing permissioned trading pools.
Goldman Sachs’ CEO supports the Clarity Act, even though banks remain worried about the proposed stablecoin rules.
Critics argue that the KIDS Act is not just digital carding but a broader mass surveillance system.
BlackRock, Coinbase, and Strategy have joined a $15 million effort to prepare Bitcoin for potential quantum computing risks.
Mubadala Capital from Abu Dhabi is entering the tokenization trend while Coinbase is investing in an onchain fund.
Polymarket is challenging France after the country blocked access to its website nationwide.
Bitcoin is facing an unusually important test, with its current market setup seen as unlike anything in its 17-year history.

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