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US stocks surged as Microsoft’s blockbuster AI-fueled forecast sent chip shares and the broader tech sector sharply higher, with Microsoft posting its biggest one-day gain in 18 years.

Jeffrey Gundlach is adjusting his investments after the Federal Reserve kept rates unchanged.
McDonald’s stock charts are tightening in a pattern that may lead to a buy signal.
More stocks are trading above a major technical threshold, reaching a two-year high in breadth.
Oil majors are expected to post strong profits, but smaller energy stocks may offer better opportunities.
Josh Brown highlights a utility stock that appears poised for a breakout.
Jersey Mike’s is preparing to go public, and at least one analyst already rates the sandwich chain as a buy.
Analysts think Meta’s upside is more limited after its latest earnings report.
Microsoft’s earnings may mark a turning point for the stock, according to analysts.
Strong Microsoft guidance has reignited the AI trade, sending semiconductor stocks sharply higher and boosting optimism around Big Tech.
The Fed held rates steady despite inflation concerns, while market attention also centered on major corporate earnings, AI spending, and shifting investor sentiment.

Hong Kong stocks closed mixed as the Hang Seng Index slipped 28 points while Alibaba surged nearly 6% and Xiaomi plunged over 6%, highlighting a sharp sector rotation in the market.

Citi expects Bilibili’s second-quarter revenue and adjusted profit to roughly meet market expectations.
Nomura says Yum China’s latest quarterly results beat expectations again and keeps a “Buy” rating.
Nomura cut Budweiser APAC’s target price to HK$8.6, saying its second-quarter results were in line with forecasts.
ByteDance launched the new Seedance 2.5 model, which can generate a 30-second high-quality video clip in a single run.
The Hong Kong Observatory issued a Yellow Rainstorm Warning Signal again.
HK Express will raise its fuel surcharge starting tomorrow, with fares on routes outside mainland China increasing by 40%.
Nomura said Xiaomi’s new “Pengcheng” vehicle series marks its first step from battery EVs toward range-extended EVs.
Hang Lung Properties fell more than 3% in afternoon trading after its interim underlying profit dropped by 10%.
Japan’s central bank slightly raised its economic growth forecasts for both this year and next year.
Asian markets surged sharply, led by chips and advanced tech stocks, with South Korea and Taiwan posting major rebounds and Japan also rising strongly.

Tokyo stocks briefly surged more than 3,200 points to reclaim 65,000 on strong AI-related buying, making it the biggest market event in Japan.

English translation: The related videos of Prime Minister Takaichi show a reversal in the balance of “negative” and “positive” reactions on social media.
English translation: Mr. Hideyuki Shiomi has been appointed vice minister at the Ministry of Land, Infrastructure, Transport and Tourism, effective August 7.
English translation: The Bank of Japan has decided not to raise interest rates, keeping the policy rate around 1.0% while assessing the impact of the Kumamoto earthquake.
English translation: More than 2,000 items will go up in price in August, with food and beverages among them, according to Teikoku Databank.
English translation: The Tokyo Stock Exchange briefly rose by more than 3,200 yen and recovered to 65,000 yen, as strong demand tied to AI-related businesses boosted buying.
English translation: The yen surged to the 157-yen range temporarily, falling about 5 yen in 50 minutes, raising suspicions of large-scale currency intervention.
English translation: New York stocks rebounded by 613 points, easing concerns about the burden of AI investment after solid earnings from major IT companies.
English translation: The yen also rose sharply to the 158-yen range temporarily, strengthening speculation that currency intervention had taken place.
English translation: Calls for a consumption tax cut are growing amid persistent fears of worsening public finances, while the lack of concrete measures is fueling Japan-selling pressure.
English translation: The Japan Esports Union opened the training base of its national development center, where a professional elementary-school Puyo Puyo player demonstrated their skills.

Summary: Japanese markets moved sharply on AI optimism, currency intervention speculation, and expectations around BOJ policy.
Summary: The yen strengthened rapidly, leading to market concern that authorities may have intervened.
Summary: Stocks in Tokyo and New York both rose, supported by solid AI-related demand and strong tech earnings.
Summary: The BOJ held rates steady while watching earthquake-related effects and broader economic conditions.
Summary: Inflation pressure remains high, with more than 2,000 products set to rise in price in August.
Summary: Political debate continues over consumption tax cuts, but fiscal concern limits progress.
Summary: Industrial and infrastructure news includes a new vice minister appointment and discussion of extending shinkansen loan fees.
Summary: Earthquake recovery is underway, including Sony restarting operations and Kyushu Shinkansen service resuming on part of the route.
Summary: Japan’s manufacturing and technology sectors are adapting, including Honda’s reforms and TSMC-related supply chain concerns in Kumamoto.
Summary: Consumer and cultural stories include a revived nostalgic snack, a renamed campaign at Matsuya’s “Matsunoya,” and esports promotion.

Bitcoin remained flat near $64,000 even as its wallet flaw and weak U.S. policy outlook rattled broader crypto sentiment.

Bitcoin stayed near $64,000 even as South Korea’s Kospi index jumped a record 17%, showing crypto did not follow the stock rally.
A serious flaw in a major Bitcoin wallet caused 594 BTC to be drained in a 25-minute theft.
Strategy reported an $8.2 billion second-quarter loss because Bitcoin prices fell.
Coinbase shares dropped 5% after the company missed Wall Street’s second-quarter revenue expectations.
Global banks are testing tokenized money for international payments in a $1 million BIS pilot program.
Ondo Finance is considering an acquisition that could be valued at as much as $500 million.
Analysts are questioning whether the Clarity Act is effectively dead, which matters for crypto regulation.
CME’s Duffy warned that an overlooked tax issue could become a major risk for U.S. perpetual futures.
Aave is evaluating a proposal to shut down six chains that generate only small amounts of revenue.
JPMorgan said weakening chances for the Clarity Act are hurting the overall crypto outlook.

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