OnePage Money - Your news on time is priceless

U.S. stocks were led higher by a renewed AI rally after strong Microsoft guidance sent semiconductor shares soaring, helping offset broader market caution ahead of earnings and labor data.

Top analysts are favoring several dividend stocks as a way to generate passive income.
After a weak month for the Nasdaq-100, some stocks still managed to hold up well.
AMD and Sandisk are drawing attention because both chipmakers have strong earnings momentum this week.
Berkshire Hathaway’s shares reached an eight-month high.
Investors are being advised to buy certain high-upside stocks before earnings reports are released.
Portfolio adjustments are being recommended to capture higher yield amid uncertainty around Federal Reserve policy.
Coinbase’s expected miss is being attributed more to weakness in the crypto market than to company fundamentals.
Some of the cheapest S&P 500 stocks are also seen as having the most upside heading into August.
A new Texas Stock Exchange has launched in Dallas, signaling another development in U.S. markets.
Semiconductor stocks surged after Microsoft’s upbeat outlook renewed enthusiasm for the AI trade.

Hong Kong stocks were boosted as HKEX launched its first five-year China government bond futures, strengthening the city’s role as an offshore RMB hub and improving the appeal of Chinese assets to global investors.

China’s central bank said it will use and adjust monetary policy tools flexibly to keep liquidity ample and support the real economy, while also giving full play to the two policy tools that support the capital market.
The market regulator further improved the merger-control delegated review system, expanding delegated handling to more case types and adding more provincial authorities to speed up and standardize reviews.
The 12th national volume-based drug procurement round opened results, with many listed pharmaceutical companies likely to be selected, which should expand sales and market share for winning products.
Hong Kong Exchanges launched five-year China government bond futures, a move expected to improve risk management for overseas investors, boost the appeal of yuan assets, and strengthen Hong Kong’s role as an offshore RMB hub.
Global capital is rotating toward Chinese and Hong Kong assets as China’s capital market opens further through rule alignment, institutional access, and lower cross-border investment barriers.
Hong Kong stocks have attracted attention because of valuation appeal, with the Hang Seng Index rising sharply in July and related ETFs seeing sustained net inflows amid global portfolio rebalancing.
July saw record inflows of nearly 480 billion yuan into equity ETFs in China, showing that investors used ETFs heavily to enter the market during volatile trading conditions.
Technology stocks’ sharp pullback exposed the risks of overly concentrated fund positions, prompting reflection on “forced trading” and the need for long-term investment discipline.
Hardware prices in Shenzhen’s Huaqiangbei market, especially graphics cards, rose quickly because of higher upstream costs, tighter supply, and cautious inventory behavior by merchants.
China’s long-term strengths in manufacturing, infrastructure, capital-market reform, social security investment, and energy security continue to support growth, innovation, and foreign investment confidence.

Japan’s market was rattled as the Nikkei dropped more than 1,500 points and the yen strengthened sharply after reports of possible Japan-U.S. coordinated currency intervention fueled heavy selling and risk-off sentiment.

English translation: The Liberal Democratic Party approved a policy to lower the consumption tax rate on food and beverages to 1%, and delegated 대응 (response/final handling) to Tax Commission Chairman Itsunori Onodera.
English translation: The Flat 35 mortgage rate for August was set at 3.29%, marking the highest level on record.
English translation: Japan’s Finance Ministry official said coordinated currency intervention can be viewed as the “completion form of a Japan-U.S. currency alliance.”
English translation: The Tokyo Stock Exchange at one point fell by more than 1,500 yen, weighed down by profit-taking and a stronger yen.
English translation: U.S. Treasury Secretary Bessent said he would not hesitate to take further action, signaling caution to markets amid Japan-U.S. coordinated intervention.
English translation: The yen surged to the 155-yen range, with market participants expecting nervy trading for some time after the intervention.
English translation: In Sydney foreign exchange trading, the yen rose to around 157 yen, a two-and-a-half-month high, as buyers moved first on expectations of Japan-U.S. intervention.
English translation: Finance Minister Katayama said the authorities are always ready to act, hinting at the possibility of further intervention after a Japan-U.S. coordinated move not seen in 15 years.
English translation: FamilyMart will raise the volume of 13 items, including lunch boxes and pasta, by 45% starting on the 4th, as part of its 45th anniversary campaign.
English translation: OPEC voluntary members expanded production quotas, moving toward the completion of their self-imposed supply cuts in September.

Japan’s ruling party backed a plan to cut the food and beverage consumption tax rate to 1%.
The August Flat 35 mortgage rate hit a record-high 3.29%.
Japan signaled aggressive readiness for coordinated currency intervention with the U.S.
The yen strengthened sharply, reaching the mid-155 yen range and later near 157 yen.
Markets reacted nervously, with Japanese stocks falling sharply and the yen weighing on sentiment.
U.S. officials reinforced the message that further action remains possible.
Japan’s finance minister indicated intervention can be carried out at any time.
FamilyMart launched a major value campaign with 45% extra portions on 13 products.
OPEC-linked supply expansion could add to global oil output in September.
Several local and social topics were also covered, including regional branding, memorial donations, and support for caregivers.

Bitcoin slipped below $63,000 as Coldcard wallet loss fears rattled the market, driving investors to move BTC back onto exchanges.

Coldcard wallet-related losses may approach $114 million, with a potential fourth sweep adding to market concerns.
Crypto markets are watching a busy week ahead that includes U.S. jobs data, Circle, Galaxy, and American Bitcoin earnings reports.
Bitcoin fell below $63,000 even as hopes for an Iran deal improved, while Coldcard losses continued to pressure sentiment.
Trump Media’s Bitcoin holdings may now be mostly tied up as loan collateral after a $165 million BTC transfer.
Michael Saylor’s Strategy is being compared to Bitcoin’s 200-week moving average as analysts track its position closely.
The crypto industry is entering a key period, with “State of Crypto” countdown coverage highlighting major upcoming developments.
One DeFi platform abandoned its consumer-facing app and repositioned itself as backend infrastructure for major tech companies.
Crypto payments are expected to evolve without traditional on-ramps or bridges, according to Fun CEO.
Wall Street and crypto are increasingly connecting through perpetual futures, described as a kind of “reverse bridge.”
Unlike the FTX collapse, the $89 million Coldcard exploit is prompting investors to move Bitcoin back onto exchanges.

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.