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U.S. stocks fell sharply after the Federal Reserve held interest rates steady amid stubborn inflation, while oil prices jumped on a surprise Iran attack.

Big Tech earnings are reshaping market expectations, with the “Magnificent Seven” no longer moving in a single direction.
Amazon’s strong AWS performance is boosting confidence in its AI strategy and supporting upside-focused trading ideas.
Apple’s latest results left analysts split because the company is facing multiple business headwinds.
Microsoft’s upbeat outlook helped lift semiconductor stocks and revive enthusiasm for the AI trade.
Google is still being debated by Wall Street, as investors question whether the stock has more room to run.
Some strategists say Big Tech is shifting from a source of efficiency savings to a business that now demands more credit and capital.
The broader market showed strain, with stocks falling even as Amazon rallied after earnings and bond yields climbed.
Technical signals remain constructive in parts of the market, including a rare bullish Nasdaq trigger and a peak in stocks above a key level.
Energy companies are posting strong profits, but some smaller stocks may offer better opportunities than the oil majors.
Investors are also watching major names like Nvidia, Palantir, Tesla, McDonald’s, Rivian, and GM for signals on AI, consumer demand, and automotive trends.

Hong Kong stocks ended little changed as the Hang Seng Index rose 25 points, with HSBC hitting a record high while Xiaomi slumped more than 7%.

High-level policy support: China’s Politburo said it will strengthen counter-cyclical adjustments, use more proactive fiscal policy and moderately loose monetary policy, and prepare timely incremental measures to support growth.
Economic resilience and caution: The meeting noted that China’s economy is showing improving momentum and structure, but also stressed that domestic and external challenges still require careful handling.
Property market and capital market focus: The government emphasized stabilizing the housing market and improving the resilience and confidence of the capital market.
U.S. monetary policy remains a key variable: The Federal Reserve kept rates unchanged, but internal divisions and inflation concerns continue to drive market uncertainty.
ETF and defensive flows gain traction: Money is rotating into traditional assets and stock ETFs, with sectors like liquor and banks outperforming while tech and semiconductors remain weak.
Tech stocks face sharp volatility: A-share technology names, including semiconductors, storage chips, optical communications, and PCB stocks, saw heavy pullbacks after earlier strong rallies.
AI infrastructure and “Token factory” models expand: Rising demand for computing power is pushing price increases and business model changes, with more companies exploring token-based revenue structures.
Robot and advanced manufacturing themes stay active: Unitree Technology’s IPO timetable has been set, highlighting continued market interest in humanoid robots and high-end manufacturing.
Consumer and industrial materials show mixed signals: MLCC-related stocks surged, sulfur prices rose sharply, and AI-related “compute metals” such as copper and aluminum have seen strong demand pressure.
Energy, internet, and digital infrastructure are expanding: Power consumption, charging infrastructure, satellite internet, 6G, and renewable-energy policy implementation all point to continued investment in new infrastructure.

Bank of Japan kept its policy rate at 1.0% while signaling concern over upside inflation risks, leaving markets to watch for a faster pace of future rate hikes.

The Bank of Japan kept rates at 1.0%, while signaling concern about inflation risks and possible future rate hikes.
Officials suggested the BOJ may need to move faster on tightening, reflecting a more hawkish policy stance.
The yen surged sharply during the BOJ meeting in a sudden foreign-exchange intervention, drawing attention to possible coordination with the U.S.
Tokyo stocks rose strongly, with the index hitting record territory on optimism about AI-related demand and semiconductor earnings.
Eight in ten more food and beverage items are set to become more expensive in August, showing continued price pressure.
The BOJ said it must keep watching the impact of the Kumamoto earthquake before making further policy changes.
LINE Yahoo was formally warned after user data was sent outside the company without permission.
Air Water reported a major loss after problems in an accounting investigation delayed disclosure, and management apologized.
Companies and fuel suppliers are boosting aid shipments and gasoline deliveries to disaster-hit areas, but damaged roads are slowing recovery.
Kioxia posted a massive jump in profit thanks to strong memory-chip demand, higher shipments, and firmer prices.

Bitcoin and ether fell as traders braced for an August pullback, even as the broader crypto market stayed on track for its best month in a year.

IBM’s CEO says quantum computing is approaching a commercial breakthrough, suggesting the technology may soon move beyond the research stage.
STS Digital’s CEO argues that crypto still faces three major obstacles before the next major bull run can begin.
Circle has obtained a New York trust charter, marking a significant step forward in the company’s regulatory positioning.
Coinbase reported a weak quarter, and Wall Street remains divided on when the company and the broader market recovery will arrive.
RWA perpetual futures are expected to outperform tokenization, signaling stronger near-term demand for trading products tied to real-world assets.
A Dubai-based crypto exchange has been linked to a $4 billion Iran sanctions-evasion network, raising major compliance and security concerns.
Prediction markets are surging, with World Cup betting helping push total market volume to $20 billion and set new records.
The U.S. sanctioned an Iran-linked bitcoin insurance scheme used to support ships moving through the Strait of Hormuz.
Traders are preparing for an August crypto pullback, and protection against a drop toward $60,000 in bitcoin has become a popular trade.
Bitcoin and ether are declining even as equities rise, though the broader crypto market is still on pace for its strongest month in a year.

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