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US stocks were lifted by a strong Microsoft outlook that reignited the AI trade, sending semiconductor shares sharply higher.

Analysts are issuing mixed calls on major names, with some stocks upgraded as buys while others are rated for sale or caution.
Dividend-paying stocks remain attractive to analysts for investors looking for passive income.
Even after a weak month for the Nasdaq-100, certain stocks managed to hold up better than the broader tech market.
Chip-related companies continue to draw attention, especially as earnings momentum builds around AMD and Sandisk.
Berkshire Hathaway shares have climbed to an eight-month high, signaling renewed investor confidence.
New opportunities are appearing ahead of earnings reports, with several stocks seen as offering meaningful upside.
Portfolio managers are looking for extra yield as interest-rate uncertainty from the Fed continues.
A new Texas stock exchange has launched in Dallas, adding a fresh development to U.S. market infrastructure.
Semiconductor stocks surged after Microsoft’s strong outlook revived enthusiasm for the AI trade.
Broader market moves include a weaker yen, rising gold, falling oil, and shifting investor positioning toward equities and tech.

Hong Kong stocks rose, with the Hang Seng Index closing up 124 points to reclaim 26,000, led by a 7% jump in Alibaba and strong post-earnings gains in solar stock Xinyi Solar.

The People’s Bank of China said it will continue using moderately loose monetary policy tools and keep liquidity ample to support the real economy and capital markets.
China’s market regulator further improved the delegated review system for merger-control cases to make antitrust reviews more efficient and standardized.
The 12th round of China’s national drug procurement produced proposed winners, with 65 commonly used medicines successfully purchased and many listed drugmakers benefiting.
Hong Kong stocks rose, with the Hang Seng Index adding 124 points to reclaim the 26,000 level, led by Alibaba’s sharp rebound and strong performance in several other stocks.
UBS raised its full-year Hong Kong GDP growth forecast to 4.5%, reflecting improved economic expectations.
Major brokerages broadly turned more positive on Amazon after strong AWS growth, raising target prices and lifting earnings estimates.
Several firms cut their target prices for Apple and Meta, citing weaker guidance, higher execution risk, and supply-chain or growth concerns.
Alibaba was reported to have reorganized key internal teams into a new “Qianwen” business unit, while Tencent showcased AI-integrated games at ChinaJoy.
Hong Kong’s new five-year sovereign bond futures began trading, strengthening RMB risk-management tools and supporting Hong Kong’s role as an offshore RMB hub.
Chinese markets remained active with strong ETF inflows, rising AI-related and hardware prices, and multiple reports highlighting investment, technology, and regional economic developments.

Japan intervened jointly with the U.S. in the currency market for the first time in 15 years, sending the yen sharply higher to around 155 and putting Tokyo stocks under heavy pressure.

Japan and the U.S. conducted coordinated currency intervention for the first time in 15 years, and officials signaled they may intervene again.
Japan alone may have spent 5 to 6 trillion yen in the intervention, with the two-day total possibly reaching 11 to 12 trillion yen.
The yen surged into the 155-yen range, and markets expect volatile trading for the near term.
The Tokyo stock market fell sharply at one point as profit-taking and a stronger yen weighed on sentiment.
U.S. Treasury Secretary Bessent warned that further action would not be ruled out, helping deter speculation.
The Japanese finance ministry described the joint intervention as the “completed form” of U.S.-Japan currency cooperation.
The ruling Liberal Democratic Party approved a plan to lower the consumption tax on food and beverages to 1%.
Flat 35 mortgage rates rose to 3.29% for August, marking a record high.
Authorities launched a full investigation into the cause of the explosion at Aeon Mall Kumamoto.
Other notable developments include FamilyMart’s larger-portion campaign, Sharp’s donation-based policy, and the creation of a new high-efficiency edamame sorting machine.

Bitcoin and ether fell as a Coldcard hardware wallet exploit deepened, with potential losses nearing $114 million and shaking crypto market sentiment.

Bitcoin prices weakened below key levels as investors reacted to Coldcard-related losses and ongoing market pressure.
Reports suggest a solo Bitcoin miner earned about $200,000, showing that rare mining wins still happen despite market volatility.
Coldcard hardware wallet exploit losses may be much larger than first estimated, with one report putting potential losses near $114 million.
Traders said the Bitcoin drop from around $65,000 looked more like thin trading volume than widespread panic selling.
Bitcoin futures yield has collapsed sharply, falling from above 20% to below Treasury note levels, signaling weaker market demand.
Robinhood secured crypto registration in the UK ahead of a new regulatory framework, positioning itself for future expansion.
Bithumb is now aiming for a 2028 IPO after carrying out major internal restructuring.
The crypto calendar is packed with major upcoming events, including U.S. jobs data and earnings from Circle, Galaxy, and American Bitcoin.
Ethereum earned $1.79 billion in app fees, but it captured less than 5% of the total, highlighting a gap between activity and network value capture.
Security remains a major issue across crypto, with hackers reportedly draining nearly $940 million in six months and multiple protocols being breached.

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