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U.S. stocks hit record highs as Wall Street sees a productivity boom and strong earnings momentum driving the market higher.

Top Wall Street strategists favor several dividend-paying stocks as reliable choices for steady income.
JPMorgan may be on track to become a $1 trillion bank, with analysts suggesting even greater growth potential ahead.
Goldman Sachs is highlighting Chinese stocks that could gain from a surge in AI-related exports.
Goldman also sees meaningful upside in certain stocks after earnings results.
Berkshire Hathaway increased its Alphabet stake by $17 billion, signaling continued confidence in the company.
Major AI-related holdings at Situational Awareness were hit hard during July’s market selloff.
David Tepper’s Appaloosa reduced exposure to AI memory stocks while increasing positions in the Magnificent Seven during the second quarter.
SpaceX attracted a huge $2.2 billion investment from Harvard, underscoring strong institutional interest in the company.
Analysts and investors are debating whether markets face growing risk even as major indexes hit record highs.
AI, space, energy costs, and earnings are emerging as major themes shaping market opportunities and volatility.

Hong Kong stocks opened higher as the Hang Seng Index rose 186 points, led by a rebound in JD.com and a 7% jump in SenseTime after it forecast first-half profit and its first-ever consolidated profitability since listing.

Duan Yongping increased his stake in Pinduoduo in the second quarter, bought Alibaba again, and reduced his Nvidia holdings.
CLSA raised its target price for SMIC to HK$97.5, citing second-quarter guidance that beat market expectations.
OpenAI’s CFO said the company’s enterprise revenue has now exceeded its consumer revenue.
Nvidia disclosed that it held a US$21 billion stake in SpaceX at the end of the second quarter.
Anthropic’s second-quarter revenue reportedly surged more than 13 times year over year, and it posted operating profit on an adjusted basis.
Shang Tang expects to return to profit in the first half, with net profit after tax potentially reaching up to RMB 500 million to 700 million, marking its first consolidated profit since listing.
According to Eastmoney, China’s economic activity remains generally stable, with high-frequency data showing positive signals in consumption, infrastructure, and advanced manufacturing, though policy support is still needed.
AI-related investment themes remain strong, while the market may shift from broad rallies to more selective opportunities across sectors such as robotics, CPO, and brain-computer interfaces.
China’s carbon market reforms are accelerating, with broader coverage and stronger pricing mechanisms expected to reshape high-emission industries and boost carbon asset management importance.
In Hong Kong listing news, more A-share companies are filing for overseas listings, while Transsion and others advance Hong Kong IPO plans amid a very active refinancing market.

Japan’s Q2 GDP grew an annualized 1.1% for a third straight quarter, but the pace fell short of market expectations, underscoring a still-fragile recovery supported by inflation-relief measures.

Japan’s April-to-June GDP grew at an annualized 1.1%, marking the third straight quarter of expansion, though the result fell short of market expectations and was supported by measures to offset high prices.
There is concern that criticism of the Takaichi administration’s “responsible proactive fiscal policy” is becoming overly emotional rather than constructive.
Some observers are speculating about a possible “U.S.-Japan currency alliance” to stop yen weakness, while noting that the FIMA Repo framework contains inconvenient realities for Japan.
The yen in New York traded in the lower 159-yen range as selling the dollar and buying the yen gained some support on expectations that the U.S.-Japan interest rate gap may narrow.
U.S. stocks fell, with the Dow down 107 points, as worries intensified over worsening tensions in the Middle East and sell orders dominated.
About 80% of the 73 listed regional banks reported higher profits for April-to-June, helped by wider lending margins from the Bank of Japan’s rate hikes, though three banks posted losses due to fallout from Toho Shinkin.
The Japan Bank for International Cooperation approved a second U.S.-related loan package worth 700 billion yen for gas-fired power generation projects in coordination with a major American company.
The Tokyo Stock Exchange extended its gains, with the Nikkei closing up 405 points at 68,713, as stronger U.S. markets encouraged buying in technology shares.
Resona is providing same-day funding to small and medium-sized businesses by using AI to speed up low-cost screening and purchasing accounts receivable.
Extreme heat is disrupting assumptions in inbound tourism and domestic travel, pushing companies toward strategies that shift timing and locations to avoid the hottest periods.

The SEC delayed its vote on crypto fundraising exemptions, underscoring continued regulatory uncertainty in the crypto market.

Crypto investors are shifting their attention from market-cap rankings to the underlying strength and fundamentals of projects.
SafePal disclosed a data breach that exposed order information belonging to nearly 40,000 customers.
The European Union’s MiCA cleanup efforts appear to be triggering a new wave of scams.
Disputes over stablecoin yields continue, with banks and crypto firms clashing over traditional finance models.
Traditional finance giants are increasingly adopting digital assets, marking the end of the “long bitcoin, short the bankers” mindset.
Unitree’s planned IPO is attracting speculative interest, with some traders expecting substantial upside.
UBS has significantly increased its Bitcoin exposure through a sharp rise in ETF call option activity.
Bitcoin mining operations in the world’s second-largest mining power are being shut down in the capital city.
Paul Tudor Jones’ firm has added to its BlackRock Bitcoin ETF position after previously reducing it for a year.
Across the market, traders are watching Bitcoin price levels, SEC delays, prediction markets, and institutional sentiment for clues about the next crypto move.

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