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US stocks were led higher by strong earnings and AI infrastructure optimism, with financials, cybersecurity, and defense names benefiting from upbeat results, new contracts, and continued investor demand for AI-linked growth.

The financial sector is performing strongly, and several market drivers appear to be supporting that momentum.
CDs offering yields above 4% are being highlighted as attractive options for cash investors.
Investors are increasingly scrutinizing data center loan valuations after Nvidia’s latest financing move.
Wall Street is debating whether Nvidia’s financing structure amounts to “circular financing,” and the company is trying to calm those concerns.
Some analysts see further upside for Unusual Machines after its strong 2026 rally, with Piper Sandler remaining optimistic.
Riskier areas of the bond market attracted $2.3 billion in July, showing renewed investor appetite for higher-yield credit.
There is optimism about a possible productivity boom, according to Laffer Tengler Investments’ CEO.
Defense and drone-related companies such as AeroVironment and Ondas are gaining attention due to new contracts and rising military demand.
Major AI and networking companies, including Cisco, Cerebras, Coherent, and Apple, are being watched for growth, revenue targets, and product developments.
Broader market and policy news, including Asian stock moves, cyber operations, energy infrastructure, and aviation or pipeline projects, continues to shape investor sentiment.

Hong Kong stocks were led higher by Lenovo Group, which surged nearly 17% to a record high after reporting far-better-than-expected quarterly results that validated its AI growth story.

Hong Kong authorities have invited industry participants to submit expressions of interest for the development of the Hung Shui Kiu logistics cluster.
China’s central bank said it will conduct overnight reverse repo operations for the first time in the middle of the month to better meet short-term liquidity demand.
Tencent released its second-quarter results, with revenue and profit both rising year on year, while its gaming business returned to double-digit growth.
Lenovo’s first-quarter performance beat expectations by a wide margin, and the market viewed its AI growth story as confirmed.
China’s foreign exchange market saw the yuan overtake the Hong Kong dollar as the most-traded currency pair in Hong Kong.
Counterpoint reported that Yangtze Memory Technologies’ NAND flash shipments ranked third globally in the second quarter for the first time.
MiniMax’s H3 model has already spawned nearly 300 derivative models, showing rapid ecosystem expansion.
Mainland visitors’ offshore insurance policy returns will be taxed, which S&P expects to affect sales at Hong Kong banks and insurers.
Hong Kong stocks were broadly steady in morning trade, with Tencent falling after earnings while several AI-related names such as Zhipu and MiniMax rose.
Multiple mainland sectors showed strong momentum, including communication equipment, AI, auto exports, and intelligent driving, reflecting continued technology and new-energy growth.

Tokyo stocks rose 784 yen to reclaim the 68,000 level for the first time in a month, led by buying in AI and semiconductor shares.

Tokyo stocks kept rising, closing up 784 yen and reclaiming the 68,000-yen range for the first time in about a month, led by buying in AI and semiconductor shares.
Japan’s corporate goods price index for July rose 7.2%, showing a smaller increase rate but still remaining at a high level.
The Nikkei briefly moved back above 68,000 as higher U.S. semiconductor stocks encouraged buying in names such as Advantest.
The yen traded in the 159-yen range against the dollar in Tokyo and New York, with dollar selling and yen buying supported by fading expectations of further Fed rate hikes.
Household interest and dividend income is increasing, and the focus is shifting toward “well-paced spending,” with firms such as stocks and H2O seen as promising and familiar investment targets.
New York stocks fell for a third straight day, slipping 21 points, as uncertainty over Middle East tensions weighed on shares such as Nike.
The government is considering filling the revenue gap for local governments caused by tax cuts, to reduce concerns that public services could be affected.
In Hokkaido, the future of the “onion train” on the JR Sekihoku Line is uncertain because the line remains unprofitable even though it is cheaper than trucking.
University students are being reminded that starting job hunting early is not always best, and that college life is a valuable time for personal growth before entering society.
Other notable business and regional news includes the opening of Japan’s first Google Store in Omotesando, the bankruptcy proceedings of Sato Kikaku, and continued gains in New York crude oil prices amid difficult U.S.-Iran talks.

Bitcoin slipped near $63,500 as traders looked past the latest CPI data and focused instead on the Fed’s next moves, underscoring that macro policy remains the main driver of crypto prices.

Metaplanet said it did not sell $320 million worth of bitcoin, pushing back on the rumor.
Crypto firms are asking AI labs for the same defensive tools that hackers already use.
Dogecoin speculation has returned to October 2025-style levels, even though the token is still down about 70%.
Bitcoin is drifting near $63,500 as traders shift attention from CPI data to the Fed’s next policy tests.
The CFTC suggested prediction markets should reduce incentives tied to faulty filings in order to encourage more trading.
Securitize shares dropped 20% after an earnings miss, with tokenization revenue coming in below expectations.
Morgan Stanley’s infrastructure partner Zerohash was reportedly turned away in its effort to become a U.S. trust bank.
Goldman Sachs expanded into bitcoin income ETFs through a $2.25 billion NEOS buyout.
Wintermute is planning a $1 billion AI expansion that goes beyond its core crypto business.
Kalshi is working with DoubleZero to build a Wall Street-style high-speed data feed.

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