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U.S. stocks moved higher and bond yields fell after the Treasury Department announced a surprise expansion of long-end buybacks to help ease rising rates.

Northrop Grumman is standing out from other defense companies, and one trader is positioning around that strength.
Carvana is facing renewed pressure as a probe tied to Mark Walter increases investor concern.
Morgan Stanley is recommending selling a Chinese internet stock.
Honeywell Aerospace is being viewed as undervalued and attractive at current prices.
Income investors are being urged to adapt to a new market environment and seek higher-yield opportunities.
Market commentary suggests the rally is widening beyond mega-cap tech, and Wednesday’s stock stories may influence the next session.
Amazon’s growth is still accelerating, with AWS helping support the company’s outlook.
Harvard has made a very large investment in SpaceX, showing strong institutional confidence in Elon Musk’s company.
Wall Street is trading higher as Treasury buybacks and falling yields improve sentiment, while dividend stocks continue to perform well.
Semiconductor and AI infrastructure names are drawing attention as spending broadens, while several other headlines point to shifting momentum in crypto, bonds, retail, and consumer stocks.

Hong Kong stocks ended largely flat as the HSI edged up 23 points, with Xiaomi surging nearly 5% after earnings while Baidu plunged 11% and bank-backed sector optimism was boosted by HSBC’s positive call on HKEX.

Basic Semiconductor and UBTECH cooperation: Basic Semiconductor will apply silicon carbide power devices in embodied-intelligence humanoid robots through its collaboration with UBTECH.
Hengan International outlook: Hengan expects its full-year tissue business to be flat or slightly down, with third-quarter gross margin likely coming under mild pressure.
China Biologic Products results: China Biologic Products reported first-half net profit of RMB 3.43 billion, up 1.4% year on year, and declared an interim dividend of HKD 0.07 per share.
Kuaishou earnings: Kuaishou’s adjusted profit in the second quarter fell 30.3% year on year, while net profit dropped 36%, a result that was slightly better than expected.
Yuexiu Transport Infrastructure performance: The company’s first-half net profit rose 6.9% to RMB 386 million, and it will pay an interim dividend of HKD 0.12 per share.
Hong Kong market recap: The Hang Seng Index ended up 23 points after fluctuating; Xiaomi rose nearly 5% after earnings, while Baidu fell 11% and Towngas climbed more than 7%.
HSBC and broker views on Northern Metropolis: HSBC Research said the Northern Metropolis will create a decades-long investment cycle, and several sectors and stocks are expected to benefit.
China Resources Beer dividend plan: China Resources Beer expects its dividend payout ratio to rise to above 55% this year, with Citi noting first-half revenue met expectations but baijiu dragged gross margin lower.
Human-robot market growth: TrendForce estimates China’s humanoid robot market will reach RMB 15 billion this year, highlighting strong growth in the sector.
Robotics and mainland market policy themes: The launch of Unitree Technology on the ChiNext board, along with broader policy support for consumption, housing fund usage, and market interconnection, underscores active themes in robotics, housing, and financial liberalization.

Tokyo stocks plunged sharply, with the Nikkei falling 2,134 yen as investors grew worried that the conflict in the Middle East would remain prolonged.

The Tokyo Stock Exchange fell sharply, closing down 2,134 yen at 65,326 amid growing concern that unrest in the Middle East will drag on.
At one point, the market dropped more than 2,100 yen and briefly fell below 66,000 yen as fears over prolonged turmoil intensified.
Japan’s machinery orders rose 9.7% in June, posting a gain for the first time in two months.
The yen traded in the upper 159-yen range in New York, moving little because there were few strong trading catalysts.
U.S. stocks fell for a second straight session, with the Dow down 116 points on concerns that talks between the U.S. and Iran were stalling.
Interest in stablecoins as a next-generation financial infrastructure is raising expectations for major changes in payments and finance.
The Nikkei fell again after six straight trading days, ending down 1,759 yen as worries about the future of the Middle East situation deepened.
Sweden, a highly cashless society, is requiring businesses to accept cash payments as part of preparations against possible Russian attacks.
In the morning session, the Tokyo market ended at 68,098.54 yen, down 1,121.71 yen from the previous close.
Kansai business leaders postponed an October trip to China after the Chinese side requested a schedule change, with plans to send a delegation after the November APEC meeting.

Bitcoin is nearing a key technical breakout that could lift prices toward $76,000, making it the most important near-term development in the crypto market.

Bitcoin is approaching a major technical breakout that could lift prices toward $76,000.
Market optimism around the Clarity Act is boosting Coinbase, Circle, and Bullish shares.
Fidelity says AI may significantly improve crypto, but there are still important limitations.
DeFi yield often comes from specific underlying mechanisms, and some of those broke down this spring.
HSBC and Standard Chartered completed the first live banking transaction using Swift’s 24/7 ledger.
Cantor expanded Kalshi prediction markets access to thousands of institutional customers.
Ethena is broadening USDe support beyond funding rates by adding a $1 billion FalconX facility.
Advocates are pushing to strengthen the Clarity Act for clearer crypto regulation.
VanEck says Bitcoin is showing many capitulation signals, but a true market bottom may not be confirmed yet.
Bybit says AI helped it prevent major losses, saving $700 million after a $1.46 billion hit last year.

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