OnePage Money - Your news on time is priceless

U.S. stocks rallied on a revived AI trade as Microsoft’s strong outlook sent semiconductor shares soaring and lifted the broader market.

Jeffrey Gundlach is shifting his investments after the Federal Reserve kept rates unchanged.
McDonald’s stock is showing chart patterns that may be building toward a buy signal.
More stocks are trading above a key technical level, reaching a two-year high.
Smaller oil-related stocks may offer better opportunities than the major oil companies ahead of earnings.
A utility stock on Josh Brown’s watchlist appears ready to break out.
Jersey Mike’s upcoming public offering is already getting a bullish call from one analyst.
Analysts think Meta’s post-earnings upside may be more limited than before.
Microsoft’s earnings could mark an important turning point for the stock.
Strong Microsoft guidance has lifted semiconductor stocks and revived enthusiasm for AI trades.
Markets are reacting to mixed signals across Big Tech, including strong results from some companies and weak points in others.

Hong Kong stocks opened lower as Xiaomi fell over 5% while chip shares such as SMIC jumped on a mixed market reaction to China’s weak July manufacturing PMI and supportive policy signals.

Federal Reserve: The Fed kept interest rates unchanged as expected, but inflation remains a volatile and important variable.
China PMI: China’s manufacturing PMI fell to 49.2 in July, missing market expectations and signaling weaker factory activity.
Japan inflation and retail sales: Japan’s Tokyo core inflation rose 1.9% year on year, while June retail sales grew only 0.5%, below forecasts.
Apple outlook: Apple’s fourth-quarter revenue guidance came in below expectations, sending its stock lower after market close.
A-share market weakness: Chinese stocks opened higher but later weakened sharply, with major indices falling and technology shares under pressure.
Policy support: China’s Politburo called for stronger counter-cyclical policy, more proactive fiscal and moderately loose monetary measures, and new supportive policies if needed.
Sector rotation: Funds are shifting toward defensive and traditional assets such as liquor, banks, and dividend stocks, while tech and semiconductors remain volatile.
Corporate results: Several listed companies reported weaker profits or losses, including Prada, China Everbright Holdings, and Xiaomi-related suppliers, while others posted strong earnings growth.
Share buybacks and incentives: Some companies announced large share repurchase plans, employee incentive programs, and management share purchases to support confidence and retention.
New industry themes: AI compute, “Token factory” business models, MLCC demand, 6G, satellite internet, and renewable-energy policy compliance are emerging as major market themes.

Japan stocks surged sharply, with the Nikkei briefly jumping over 3,200 points to reclaim the 65,000 level as strong AI-related demand fueled buying.

More than 2,000 items will see price increases in August, especially food and beverages.
The Tokyo stock market rose sharply, supported by strong AI-related demand.
The yen surged rapidly, fueling speculation about large-scale currency intervention.
U.S. stocks rebounded as strong earnings from major tech companies eased AI-investment concerns.
Japan’s yen reached a two-month high, strengthening market expectations of intervention.
Calls for consumption tax cuts are facing resistance because of fears over worsening public finances.
The government is considering support measures if tax cuts hurt restaurants and small farmers.
Business leaders support tax-cut discussions but want clear funding sources and an exit plan.
Panasonic expects record-high operating profit in fiscal 2027, driven by AI-related businesses.
Several local and corporate news items highlight disaster relief, service resumption, and consumer-price pressures across Japan.

Strategy books a $8.2 billion Q2 loss on bitcoin’s price decline, highlighting how sharply the crypto market’s volatility is still hitting major players.

Strategy recorded an $8.2 billion second-quarter loss because of the decline in Bitcoin’s price.
Coinbase fell 5% after it failed to meet Wall Street’s second-quarter revenue expectations.
Global banks are testing tokenized money for cross-border payments in a $1 million BIS pilot program.
Ondo Finance is considering an acquisition that could be valued at up to $500 million.
Questions are growing about whether the Clarity Act is effectively dead for crypto advisors.
CME’s Duffy warned that an overlooked tax issue could create risks for U.S. perpetual futures.
Aave is evaluating a proposal to drop six chains that generate only minimal revenue.
JPMorgan said weakening odds for the Clarity Act are hurting the outlook for crypto.
Institutional crypto trading reached a record 72%, showing that Wall Street is helping reduce crypto’s volatility.
Ethereum has entered its second decade after a year of major changes and turbulence at its foundation.

Disclaimer:
The information provided on this website is for informational and educational purposes only and should not be construed as financial, investment, trading, or other professional advice. All opinions, analyses, and commentary reflect the personal views of the respective authors and do not constitute recommendations to buy, sell, or hold any assets, securities, or cryptocurrencies. While every effort is made to ensure the accuracy and timeliness of the information presented, no warranty, express or implied, is given regarding its completeness, reliability, or suitability. Financial markets, particularly cryptocurrencies and digital assets, involve significant risk and volatility. You should conduct your own research, seek independent advice from licensed financial advisors, and assess your risk tolerance before making any investment decisions. The website, its contributors, and affiliates assume no liability for losses or damages arising from the use of or reliance on any information contained herein. External links are provided for convenience and informational purposes only; the site has no control over and assumes no responsibility for their content or policies. By using this website, you acknowledge and agree to these terms.