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U.S. stocks held near record highs as strong earnings and big AI-related deals—highlighted by Berkshire’s $17 billion Alphabet stake and massive SpaceX and Nvidia investments—kept Wall Street bullish on growth.

Top Wall Street analysts are highlighting three dividend stocks that may offer dependable income.
JPMorgan could eventually grow into a $1 trillion bank, and one analyst thinks $2 trillion may be the next target.
Goldman Sachs sees Chinese stocks that could benefit from rising AI-related exports.
Goldman also identified stocks with strong upside potential following earnings results.
Berkshire Hathaway increased its Alphabet position by $17 billion.
Several major investors were caught up in July’s AI selloff, including top holdings at Situational Awareness.
Tepper’s Appaloosa reduced exposure to AI memory stocks while adding more Magnificent Seven holdings in the second quarter.
A big takeaway from earnings season is becoming clearer as companies report results across sectors.
Harvard made a massive $2.2 billion investment in SpaceX, signaling strong institutional confidence in Elon Musk’s company.
Markets are balancing AI, space, and macro risks, with investors watching tariffs, GDP data, productivity hopes, and rising threats to risk assets.

Hong Kong stocks rose sharply as the Hang Seng Index gained 405 points at midday, led by JD.com rebounding more than 3% and SMIC jumping over 7%.

China’s fixed-asset investment in the first seven months fell 6.7% year on year, missing expectations.
China’s industrial value-added in July rose 4.5% year on year, below the market forecast of 5%.
Goldman Sachs said U.S. inflation is slowing and the chance of a Federal Reserve rate hike in September is extremely low.
Hong Kong’s Hang Seng Index rose 405 points at midday, led by JD.com, SMIC, and WuXi AppTec.
JD Logistics’ second-quarter profit was weaker than expected, and JPMorgan downgraded its rating to “neutral.”
Country Garden-related Hong Kong property headlines showed strong mainland buyer demand, including a Kai Tak luxury flat sold at a profit.
CATL said it had already achieved core operational carbon neutrality by the end of 2025.
Xiaomi’s SU7 electric car deliveries have surpassed 500,000 units in cumulative volume.
Unitree Robotics launched a humanoid robot called “Superman,” while market attention is growing around its IPO and the broader humanoid robot sector.
Chinese technology and hard-tech themes remain in focus, with investors favoring AI, semiconductors, robotics, and other structural growth opportunities.

Tokyo stocks extended their rally for a fifth straight day, with the Nikkei surging 506 yen to return to the 69,000-yen range for the first time since early July, signaling expectations for a continued bullish market.

Japanese stocks rose for the fifth straight session, gaining 506 yen and briefly returning to the 69,000-yen range for the first time since early July, suggesting continued optimism in the market.
A private school’s “investment club” is teaching financial literacy by letting students manage stocks with school-provided capital, emphasizing learning from mistakes.
Long-term Japanese government bond yields briefly reached 2.930%, the highest level in 29 years and 10 months, as expectations grew that the Bank of Japan may raise rates sooner.
Japan’s April–June GDP grew at an annualized 1.1%, marking a third consecutive quarter of expansion, though it came in below market expectations and was supported by measures to offset inflation.
There is concern over criticism of the Takaichi administration’s “responsible active fiscal policy,” with worries that the debate is becoming emotional rather than policy-focused.
Analysts are weighing the idea of a “U.S.-Japan currency alliance” to stop yen weakness, while also noting the inconvenient realities of the FIMA repo framework for Japan.
The yen traded in the 159-yen range in New York, with modest dollar selling and yen buying driven by expectations that the U.S.-Japan interest rate gap may narrow.
U.S. stocks fell in New York, with the Dow down 107 points, as investors became more cautious amid rising concerns about worsening Middle East tensions.
Most of the 73 listed regional banks posted higher profits in the April–June quarter, helped by wider lending margins from Bank of Japan rate hikes, though three banks still reported losses due to exposure to all-Thinshin-related effects.
A puzzle magazine publisher has entered bankruptcy proceedings after business worsened during the pandemic and convenience-store sales channels were withdrawn, while other consumer and tourism stories highlight how heat, disasters, and changing demand are reshaping spending and travel behavior.

Bitcoin briefly topped $64,000 in Asia trading, signaling renewed bullish momentum even as traders warned of crowded futures positioning and whale selling pressure.

Bitcoin futures look crowded, and a limited exit could trigger market stress.
XRP traders are positioning for a rebound even as the token falls to $1 and bearish sentiment rises.
Bitcoin climbed above $64,000 during Asia trading, while HYPE advanced 8% over the week.
SEC action on a crypto-related vote was delayed, keeping regulatory uncertainty in focus.
Crypto investors are shifting attention away from market-cap rankings and back toward project fundamentals.
SafePal disclosed a data breach that exposed order information for nearly 40,000 customers.
MiCA enforcement in Europe is helping clean up the market, but it is also sparking a new wave of scams.
The stablecoin yield dispute continues, with banks and crypto firms still divided over old financial models versus new ones.
The old “long bitcoin, short the bankers” narrative is fading as major TradFi firms increasingly adopt digital assets.
Traders are eyeing strong upside in Hyperliquid tied to Unitree’s IPO plans and broader crypto price speculation.

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