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US markets were lifted by renewed AI and mega-cap optimism, highlighted by Berkshire’s $17 billion addition to Alphabet and Harvard’s massive $2.2 billion SpaceX bet, signaling continued confidence in big-tech and growth assets.

SoFi’s recovery still has room to run, according to Piper Sandler.
Rothschild believes a foldable iPhone could give Apple a major lift.
Several top Wall Street analysts continue to favor dividend stocks for reliable income.
JPMorgan may be on track to become a $1 trillion bank, with a $2 trillion target seen as possible next.
Goldman Sachs is identifying China stocks that could benefit from rising AI-related exports.
Goldman also highlights stocks with strong upside potential after earnings reports.
Berkshire Hathaway increased its Alphabet stake by $17 billion.
Several high-profile AI holdings were hit hard during July’s market selloff.
Harvard made a large $2.2 billion investment in SpaceX, signaling strong confidence in Elon Musk’s company.
Reuters and market commentary point to growing risks for assets, mixed U.S. futures, AI capex pressure, and shifting global economic conditions.

Hong Kong stocks closed higher, with the Hang Seng Index up 336 points as SMIC jumped 6% after strong second-quarter results and upbeat guidance lifted semiconductor shares.

The Dow futures edged down 0.1%, while European stocks traded mixed and narrowly in early trading; Maersk rose more than 4% to a four-year high.
Shenzhen Holdings expects its interim loss to narrow to between RMB 1.9 billion and RMB 2.1 billion.
Geely raised its full-year vehicle export target to 920,000 units and is accelerating expansion in luxury auto products.
Citi lifted target prices and earnings forecasts for SMIC and Hua Hong Semiconductor, saying both beat second-quarter expectations and gave a positive outlook for the current quarter.
DWS said the recent pullback in semiconductor stocks was an overreaction, while it remains optimistic on healthcare and emerging markets.
Ant Group’s Han Xinyi said the commercial “agent” AI market could break out in the next 6 to 12 months.
Harbin Electric Energy’s first-half net profit fell 9% to RMB 690 million, and it declared an interim dividend of HK$0.05 per share.
Geely also made major management changes, with An Conghui replacing Li Shufu as chairman, Gui Shengyue becoming vice chairman, and Gan Jiayue being promoted to CEO.
Brokerage calls were mixed on consumer and logistics names: Nomura cut target prices for JD Logistics, JD Health, and MINISO, while also noting margin improvement potential for JD Logistics and weaker near-term profitability for MINISO.
Mainland China’s industrial robot output rose 28.5% year on year in the first seven months, while the Hang Seng Index gained 336 points on the day, led by gains in SMIC, Build King, and JD.com.

Japan’s market focused on a 29-year 10-month high in long-term yields at 2.930% amid growing expectations that the Bank of Japan may raise interest rates sooner than expected.

The bond market is closely watching the pace of interest-rate hikes, and selling pressure has increased enough that a 3% benchmark yield is now seen as realistic.
Even though GDP grew at an annualized 1.1%, worries remain that personal consumption is weakening, and rising prices could affect the Bank of Japan’s policy decisions.
Finance Minister Katayama commented on bureaucrats with the phrase “smart people evolve,” while also hinting at personnel issues involving Mr. Ichimatsu.
The Tokyo Stock Exchange rose for a fifth straight day, gaining 506 yen, with the Nikkei returning to the 69,000-yen range for the first time since early July.
An N High School club is teaching financial literacy through stock investing, with the school providing funds so students can learn from mistakes.
Japan’s 10-year government bond yield briefly reached 2.930%, the highest level in 29 years and 10 months, amid expectations of an early Bank of Japan rate hike.
GDP for April to June rose 1.1% on an annualized basis for the third consecutive quarter, supported by measures to offset high prices, but still below market expectations.
The Takai administration’s policy of “responsible proactive fiscal spending” is drawing concern over emotionally driven criticism and debate.
There is speculation about a “Japan-U.S. currency alliance” to stop yen depreciation, but questions remain about the unintended consequences of the FIMA repo system for Japan.
Other major developments include corporate news, transport demand during Obon, aviation coordination, defense-related drone partnerships, a publishing bankruptcy, and unusual product launches such as a one-off Range Rover model and a robot using almost no Chinese parts.

Bitcoin struggled to extend its rally as a $390 million weekly ETF outflow kept bulls under pressure despite a broader market bounce.

Bits of Gold, Israel’s biggest crypto broker, suffered a data breach that exposed information on about 200,000 customers.
Bitcoin options remain pricey even in a quiet summer market, showing traders are still paying up for protection or upside.
Large Bitcoin holders like Strategy and Metaplanet are backing a rules-based accumulation strategy instead of short-term price guesses.
Bitpanda was fined 70,000 euros in Austria’s first publicly disclosed enforcement action under MiCA.
Bitcoin followed the broader equity rebound, but $390 million in ETF outflows kept bullish sentiment weak.
Binance reportedly shared user data with Russia, which then contributed to the arrest of a Ukrainian donor.
Upcoming crypto market catalysts include Coinbase-Circle USDC developments, Federal Reserve minutes, and oil-price movements.
Bitcoin stayed near $63,500 as renewed US-Iran ceasefire tensions revived concerns about oil-market volatility.
Goldman Sachs said a September Fed interest-rate hike is highly unlikely, easing pressure on risk assets.
The Bitcoin futures market looks overcrowded with limited exit capacity, raising the risk of sharp losses if traders rush for the door.

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