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US stocks are set for a risk-on rebound as Iran-related tensions ease and oil prices plunge, with futures jumping ahead of a busy week of Fed, earnings, and major tech events.

Several analysts and investors are issuing fresh calls on major stocks, including Nvidia, Tesla, Apple, Ford, Rivian, and SpaceX, reflecting a busy market week.
Some strategists remain bullish on AI and auto names, while others are becoming more cautious about overextended tech and chip exposure.
Market participants are closely watching geopolitical risk, especially U.S.-Iran tensions, which are influencing oil prices and broader risk appetite.
Oil prices have fallen sharply as hopes rise for calmer Hormuz shipping conditions and a pause in regional attacks.
The market is expected to be driven by a heavy earnings calendar, with Microsoft and other major companies set to report soon.
Wall Street sentiment is mixed, with some experts warning that the market may be too short-sighted about current risks and opportunities.
AI-related spending remains a major debate, as one camp sees continued growth while others warn that reduced hyperscaler capex could hurt the market.
Chip stocks are under pressure, with Nvidia and other semiconductor names weakening as some investors rotate toward higher-quality sectors.
Energy policy and oil supply themes are back in focus, including low U.S. reserves and renewed debate over strategic petroleum decisions.
Corporate and executive changes are also making headlines, including leadership shifts at Cracker Barrel and other companies.

Hong Kong stocks closed higher, with the Hang Seng Index rising 243 points to 25,207 as Xiaomi jumped over 7% and HSBC and Bank of China Hong Kong hit record highs on active turnover.

Macquarie slightly cut CNOOC’s target price to HK$17.5 and kept an “underperform the market” rating.
China Construction Bank completed the issuance of RMB 60 billion in Tier-2 capital bonds.
Alibaba’s AI agent product “Qianwen Office” reportedly has entered small-scale internal testing.
China Glass expects to turn around in the first half of the year, with profit potentially reaching up to RMB 65 million.
Hong Kong’s overall exports in June rose 53.4% year on year, beating market expectations.
The ECB Governing Council said the European Central Bank must raise rates at least once more to curb inflation.
PricewaterhouseCoopers made proposals for Hong Kong’s first five-year plan and the 2026 policy address, including more competitive tax and regulatory measures.
Lao Pu Gold expects its first-half adjusted non-IFRS net profit to increase by as much as 85% year on year.
Hong Kong stocks closed higher, with the Hang Seng Index up 243 points; Xiaomi surged more than 7%, while HSBC and Bank of China (Hong Kong) both hit new highs.
Market-wide coverage also highlighted strong flows into AI, chip, robotics, IPO, buyback, dividend, and liquidity-related themes in both Hong Kong and mainland markets.

Japanese markets were lifted as expectations grew for a government plan to cut or effectively zero out food consumption tax, while Japan also remained under U.S. currency monitoring without being labeled a manipulator.

The government is discussing reducing the food consumption tax to effectively zero, but funding and policy coordination remain major obstacles.
A 1% food tax is seen by many centrist and Democratic Party for the People supporters as an acceptable compromise.
The LDP is trying to unify its position on a possible consumption tax cut, with the prime minister likely to push for an internal decision soon.
Rice policy budgets are not being fully used, and prioritizing table rice may push supermarket prices lower.
Yu Tamaki says the tax-cut debate has failed to produce a real consensus.
The New York market rose as lower oil prices eased worries about inflation.
The U.S. continues to monitor Japan’s currency practices, but Japan was not labeled a manipulator.
The Onagawa nuclear plant’s dry storage facility project has been delayed again, though the overall operation schedule is unchanged.
Authorities are asking social media firms to act before harmful content spreads, amid criticism of false ads and online slander.
Summer heat is driving demand for practical cooling ideas, from no-fire cooking products to “pre-cooling” snacks before going out.

Crypto markets were lifted by a strong Ethereum rally, with the ETH/BTC ratio flashing a major alt-season signal as ETH approached $2,000.

Perps, or perpetual futures, are a key crypto trading tool that lets traders speculate on price moves without owning the underlying asset.
Fanatics is expanding into prediction markets by acquiring a regulated exchange, showing growing interest in event-based trading products.
Cantor is helping crypto bank AMINA explore a public listing, highlighting continued institutional interest in crypto-finance firms.
Lido is reducing its validator set by moving $16.5 billion in staked ether, a move aimed at improving efficiency and cutting operating complexity.
Thailand’s SEC says Bitkub hid details of a cyberattack linked to a $50 million hack, underscoring ongoing exchange security concerns.
Nvidia has launched a 37-member AI security alliance, but major AI players like OpenAI, Anthropic, and Google are not part of it.
Securitize is strengthening its Wall Street presence by obtaining an SEC adviser license as tokenization continues to grow.
Crypto markets are increasingly shaping Wall Street trading habits, even influencing how traders spend their weekends.
Bitmine is buying more ether, while Tom Lee argues that a rising ETH/BTC ratio could signal stronger crypto prices ahead.
Ripple, Pump.fun, Dogecoin, Bitcoin, Ethereum, and XRP are all in focus as traders watch ETF flows, supply unlocks, and breakout signals for the next major move.

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