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Wall Street’s main indexes closed higher as tech stocks, led by anticipation around Nvidia’s earnings, rebounded alongside easing oil prices and bond yields, making the upcoming Nvidia report the key event for the US market.

Nvidia remains the central market focus, with a large “expectations premium” pressuring the stock, options implying a massive potential price swing, and analysts warning the broader chip sector could still fall about 10% despite strong AI demand.
Several tech and AI-linked firms (Dynatrace, Semtech, Zoom, Intuit, Qfin) reported or were cited with better-than-expected earnings or favorable analyst calls, reinforcing the theme that software, data, and AI infrastructure are key growth areas.
Analysts highlight both upside and risk in Nvidia: its $20 billion Groq-related AI infrastructure bet due by 2026 is seen as strategically important, while recent stock declines show investors are sensitive to any sign that AI growth or margins may slow.
Specific stock recommendations include buying Dynatrace to play a niche area of AI, buying a particular semiconductor stock that could overtake Intel, and viewing Netflix as poised to move higher as viewer engagement improves.
Macro sentiment is cautious: Wall Street indexes have recovered some ground ahead of Nvidia results and key inflation data, but commentators warn that today’s calm could give way to volatility in the coming weeks.
Crypto and gold are rallying again as a “debasement trade” narrative returns, with Bitcoin briefly topping $81,000, suggesting renewed concern about currency value and inflation among investors.
Policy and geopolitical risks are in focus, including Trump’s threat of 50% tariffs on Canadian imports (with Canada pledging to match), and expectations of an ECB rate hike in September with little appetite to signal further moves.
Central bank communication is key for markets: Federal Reserve Chair Kevin Warsh’s upcoming Jackson Hole keynote is being closely watched for signals on economic risks and future interest-rate paths.
Corporate and regulatory developments include Deloitte paying $21.5 million to settle a US DOJ probe over diversity, equity, and inclusion practices, and BNP Paribas securing a Saudi regional headquarters license.
Other notable company stories include Moderna’s stock jump on progress in its melanoma vaccine, Boeing breaking a six-session losing streak, SpaceX planning a $100 billion Starship complex in Louisiana, and growing concern about “agentic AI” as an emerging cybersecurity threat.

Hong Kong stocks rose with the Hang Seng Index up 141 points to 25,652, led by strong post-earnings gains in healthcare and consumer names such as Innovent Biologics and Anta, while sentiment was supported by Alibaba’s AI-focused share placement plan and upcoming policy signals from Chief Executive John Lee’s September policy address and first five-year plan.

Blue-chip EV maker Li Auto swung from profit to an adjusted net loss of nearly 1.5 billion yuan in Q2, and its ADR fell 1.3% in pre-market trading.
CATL will cooperate with government departments on approval procedures for its planned spodumene lithium mining project.
Li Xiang announced that Li Auto will release the new-generation Li MEGA on September 2.
Reportedly, more than 100 mainland-listed companies have been asked to pay additional taxes totaling 7.7 billion yuan, with some firms’ back taxes exceeding six times their profit for the first half of the year.
Spurrier Investment Management expects the US Federal Reserve to further clarify its division of responsibilities with the US Treasury Department.
S&P said Alibaba’s share placement is intended to support its AI growth plans.
Hong Kong Chief Executive John Lee Ka-chiu will deliver the Policy Address and Hong Kong’s first Five-Year Plan on September 16.
JD Logistics has launched its “Super Brain” large AI model 3.0, while CATL and the Kunming SASAC will jointly build 100 “chocolate” battery swap stations.
The Hang Seng Index closed up 141 points at 25,652, and the Hang Seng Tech Index rose 37 points to 4,626; biotech firm Innovent, H&H International, and Genscript Biotech hit new highs on strong turnover.
Citigroup initiated coverage on Sige New Energy with a “Buy” rating and a target price of 500 yuan, and Deepseek reportedly generated 475 million yuan in revenue in the first seven months, about ten times its full-year revenue last year.

Japan stocks extended gains with the Nikkei rising about 405 points as U.S. equity strength, falling long-term yields, and lower oil prices boosted buying, helping the market recover toward the 66,000 level despite earlier semiconductor-led weakness.

Tokyo stocks extended gains, closing 405 yen higher on strong U.S. equities, lower long-term interest rates, and cheaper crude oil, which encouraged more buying.
Bank of Japan Governor Kazuo Ueda will not attend the U.S. economic conference, and Policy Board member Naoki Tamura will participate as his proxy.
The Tokyo market, after earlier declines, turned higher, at one point rising more than 300 yen and recovering the 66,000-yen level as investors bought back undervalued shares.
The Tokyo market at one stage fell more than 400 yen, dragged down by selling orders in semiconductor-related stocks, standing at 65,495 yen as of 10 a.m.
In Tokyo, the yen began trading in the lower 159-per-dollar range, with yen-buying and dollar-selling dominant due to the decline in U.S. long-term interest rates.
Canada will impose retaliatory tariffs of up to 50% on U.S. products from September 8, targeting steel, aluminum, and other items.
In New York, the yen traded in the lower 159-per-dollar range, with many market participants staying on the sidelines ahead of the Federal Reserve Chair’s speech.
U.S. stocks continued to rise in New York, with the Dow gaining 160 dollars to 53,577 dollars as easing inflation concerns spurred buying.
The Japanese government and ruling parties have begun detailed design work for a consumption tax cut, considering payments to farmers facing reduced income and support measures such as labor‑saving assistance for the restaurant industry.
Japan’s Internal Affairs Ministry held its first meeting to discuss reducing the number of mailboxes, with some participants arguing that structural reforms are needed.

A massive $6.4 billion bitcoin options expiry on Friday is poised to significantly heighten market volatility, making it the most crucial event for the crypto market right now.

Japan is aiming to launch a blockchain-based system for settling stocks and bonds in the early 2030s, signaling long-term adoption of distributed ledger technology in traditional finance.
U.S. state banking associations plan to roll out a nationwide blockchain network, showing that regulated banking institutions are moving toward on-chain infrastructure.
South Korean trading giant POSCO is tokenizing trade receivables on Avalanche, highlighting growing real-world asset tokenization on public blockchains.
A huge $6.4 billion batch of bitcoin options is set to expire on Friday, which could significantly increase price volatility in the BTC market.
BlackRock has reportedly cut the minimum size for bitcoin ETF swaps to $1 million, likely improving flexibility and access for institutional participants.
Bitcoin is holding around $79,000 while ether and solana are slipping, indicating profit-taking after a strong week and a possible rotation within major crypto assets.
XRP has surged about 44%, bringing back high leverage in the market and increasing the risk of a sharper correction if sentiment reverses.
The crypto “greed” indicator has reached its highest level since just before October’s $19 billion market wipeout, suggesting frothy conditions and elevated downside risk.
Zerohash is making a second attempt to obtain an OCC trust bank charter, underscoring ongoing efforts by crypto service firms to secure U.S. federal regulatory approval.
Zcash has dropped 8% after its Grayscale ETF went live, capping a prior 60% rally and illustrating the “sell-the-news” pattern around new crypto investment products.

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