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U.S. markets were mixed as investors weighed Nvidia’s $500B AI financing deal and fresh concerns over circular financing, keeping AI stocks volatile.

Nvidia is facing criticism over “circular financing” concerns, but Wall Street remains unconvinced by its defense.
SpaceX could more than double in value if its AI strategy gains traction, according to Morgan Stanley.
Some investors are looking beyond AI and favoring non-tech compounders for steadier long-term returns.
Berkshire appears to be breaking out, and Stockton views the move as a potential buying opportunity.
Goldman’s co-head of global banking and markets says investors should stay invested despite market uncertainty.
Market forecasts suggest the upcoming CPI report will likely show inflation staying relatively tame.
Gold posted its strongest weekly performance in seven months, prompting Mike Khouw to add more exposure.
One of the two leading stock breakouts is now weakening, while the other continues to perform strongly.
Trivector Research argues that stronger productivity could support a broader economic boom beyond artificial intelligence.
Across markets, traders are watching AI stocks, earnings, inflation data, and geopolitical tensions as key drivers.

Hong Kong stocks fell 284 points to a near-close low as technology, gold-related and auto shares came under heavy selling pressure, while oil stocks outperformed.

Hong Kong’s small and medium-sized business sentiment in July remained cautious, with both current and expected business revenue indicators edging down slightly month on month.
Hong Kong stocks fell sharply, with the Hang Seng Index down 284 points near the close, while new economy, gold-related, and auto shares came under heavy selling pressure and oil stocks performed well.
Master Kong reported first-half net profit of RMB 2.43 billion, up 7.1% year on year.
Yuewen Group’s first-half net profit dropped more than 84% to RMB 135 million, and the company did not declare a dividend.
HK Electric’s first-half net profit rose 0.2% to HK$1.003 billion, with the dividend maintained at 15.94 HK cents, though fuel adjustment charges are expected to rise significantly in the second half.
China’s passenger car retail sales in July fell 20.9% year on year, while new-energy passenger car retail sales declined 3.9%.
GDS reportedly invested in data center operator DayOne, which is said to be preparing a confidential U.S. listing application.
China’s mainland market also weakened, with the Shanghai Composite down 32 points as banks held steady and commercial space stocks sold off.
Shein may launch its IPO as early as next week, with a target valuation of US$35 billion.
Multiple mainland policy and industry themes dominated the headlines, including coal industry planning, green finance, AI applications, gold inflows, and the broader shift toward more balanced market and sector rotation.

Tokyo stocks briefly rebounded to 66,000 as stronger U.S. equities drove buying in the JP market.

NY yen weakens to the low 159-yen range as uncertainty over the Middle East intensifies, reducing the impact of Japan-U.S. government intervention.
NY stocks fall by 60 dollars to a closing level of 53,975 dollars, as uncertainty grows over U.S.-Iran talks.
The Tokyo market briefly recovers to 66,000 yen, helped by gains in U.S. stocks and strong buy orders at the opening.
Japan’s current account surplus in the first half of 2026 rises 22% to 17.4 trillion yen, while June’s current account balance turns into a deficit.
A BOJ policy board member calls for a faster pace of interest-rate hikes at the July meeting, citing concern about rising prices.
Tokyo yen strengthens to the upper 157-yen range as a slowdown in U.S. employment weakens expectations for early rate hikes and pushes the dollar lower.
Political commentary urges figures such as Ishiba and Kono to leave the party if they oppose a consumption tax cut, while disaster-related death response remains an urgent issue in Kumamoto.
An income-linked cash benefit plan remains unclear, and concern grows that people who miss the eligibility criteria will feel unfairly excluded.
European stocks rise as expectations for an early Fed rate hike fade, leading to stronger buying interest.
Other major domestic business and social topics include Aeon’s Kumamoto mall explosion response, Suntory’s investment in gin production, theft problems at self-checkouts, Boeing’s business sale, JDI’s debt cleanup, Rakuten-KDDI roaming plans, and disaster-related factory recoveries.

Bitcoin remained under pressure below $65,000 as crypto markets awaited key U.S. CPI data and fresh regulatory developments, keeping traders cautious.

Crypto could return to Congress for another round of debate, with three prominent Democratic women likely to play major roles.
Crypto-friendly lender Erebor is reportedly seeking to raise $1.5 billion at a $9.5 billion valuation.
Pokémon cards are turning into a multibillion-dollar market, and crypto is trying to modernize how they are traded.
MoneyGram is expanding its Solana-based global crypto-to-cash service.
Australian regulators suspended Cryptolink, which forced 96 crypto ATMs to go offline.
Ravencoin, a blockchain derived from Bitcoin’s code, may need to roll back four days of transactions.
Coinbase selected Abu Dhabi as a base for its global push into tokenized assets.
Historical market lessons from the 1960s through the 1990s may help explain how bitcoin and stocks behave as safe and risky assets compete.
Bitcoin-backed lending is moving into a more institutional stage, according to Two Prime.
Bitcoin remains below $65,000 amid fading geopolitical hopes, while XRP is nearing the $1 level.

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