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Wall Street edged lower after fresh inflation data as investors positioned cautiously ahead of Nvidia’s earnings, making the chipmaker’s report the focal market event driving U.S. stock sentiment.

Morgan Stanley highlights SpaceX as attractively valued following its ambitious $100 billion Louisiana spaceport plan, suggesting investor opportunity.
Analysts flag a potential technical breakout in a bitcoin-linked stock and outline trading strategies around that setup.
Citi identifies an underperforming cloud company whose shares it believes could potentially double, citing relative lag versus peers.
Wednesday’s key analyst calls focus on major names including Nvidia, SpaceX, Broadcom, SolarEdge, and Nike, shaping near-term market sentiment.
Morgan Stanley recommends buying a specific stock leveraged to the AI infrastructure buildout, viewing it as a beneficiary of ongoing AI investment.
Truist Securities advises investors to avoid certain footwear-related stocks due to sector-specific headwinds and weak fundamentals.
UBS expects a particular solar stock to benefit from a change in U.S. policy, indicating a potential catalyst for upside performance.
Analysts note that Nvidia’s share price is pressured by an “expectations premium” after earnings, and they are closely watching how future results align with lofty forecasts.
Macro and market commentary points to tech and “Magnificent 7” leadership, with Nvidia earnings, inflation data, and AI developments (including OpenAI and Nvidia networking) as central investor focus.
Broader market and corporate news includes bitcoin consolidating above $75K, Amazon acquiring DuckLabs, Meta’s restructuring and legal settlements, and Canada imposing retaliatory tariffs on U.S. goods, all contributing to a complex investment backdrop.

Alibaba completed a major new share placement raising net proceeds of HK$79.7 billion, with founder Jack Ma and top management simultaneously boosting market confidence through substantial share purchases, making this the key driver for the Hong Kong market.

Alibaba completed a new share placement, raising net proceeds of HK$79.7 billion, while founder Jack Ma and senior management collectively bought more than HK$800 million of Alibaba Hong Kong shares, signaling strong confidence in the company’s AI-driven growth.
Multiple major Chinese companies reported robust interim results: Huahong’s net profit jumped 409% to US$59.57 million; Sanjiang Chemical’s profit surged 117.9% to RMB 656 million and declared a HK$0.10 dividend; BeiGene’s net profit rose 385.8% to US$464 million; New China Life’s first-half net profit climbed 54% to RMB 22.79 billion with a mid-term dividend; and Hansoh Pharma’s half-year profit grew 35.8% to RMB 4.258 billion with a 23% dividend increase.
Several blue-chip and growth names showed mixed profitability: Mengniu’s interim net profit rose 15.9% to RMB 2.371 billion and Sunny Optical’s increased 9.9% to RMB 1.808 billion, yet both chose not to pay interim dividends; Li Auto swung from profit to a RMB 3.99 billion loss, and Zhihu also turned from profit to a RMB 37.42 million loss.
Capital markets activity in Hong Kong and A-share markets is intense: Kuaishou repurchased 441,000 shares for HK$14.97 million; Tencent bought back 672,000 shares for about HK$300 million; Hong Kong Exchanges and Clearing posted record interim revenue and profit, with IPO fundraising ranking second globally, and many new Hong Kong IPOs are heavily weighted toward technology.
China’s A-share earnings season highlights sector divergences: PCB leaders such as Shudian (Hudian) reported surging revenue and profit (revenue up 61.17%, net profit up 73.72%), while some former high-flying “concept” stocks like Aili Home turned from profit to loss due to weak overseas demand for PVC flooring.
The investment and restructuring environment is cooling and shifting: A-share merger and acquisition deals are frequently being terminated due to changing fundamentals, negotiations breaking down, or procedural obstacles, while 35 brokerages’ second-quarter portfolio moves reveal selective new positions in 46 stocks and increased holdings in 26, emphasizing more disciplined capital allocation.
Hard-tech and frontier sectors are attracting heavy institutional and policy support: insurance funds are actively pre-IPO investing in AI, high-end chips, and other “new productive forces”; brain–computer interface development is being boosted by a national standards roadmap aiming for more than 40 domestic standards and 10 international standards by 2028, with over 30 listed companies already positioning in the field.
The cobalt industry is undergoing an upgrade as supply–demand dynamics change: major cobalt producers such as Huayou Cobalt, Senton Mining, Tengyuan Cobalt, and Hanrui Cobalt reported strong revenue and profit growth (with the exception of Hanrui’s headline net profit), suggesting a timely phase for industrial chain optimization despite margin pressures.
China’s property and household finance policies are being fine-tuned to stabilize housing and support people: over 20 cities have launched mortgage interest subsidy programs; cities like Chengdu and Shanghai are cutting down-payment ratios and offering interest subsidies or “trade-in” housing loan support, while new housing provident fund rules extend voluntary coverage to flexible workers to enhance their security and well-being.
Global financial and tech landscapes are evolving: Nasdaq will introduce a five-day, 23-hour trading session from December 2026, signaling an intense global race for liquidity; Apple, just before Tim Cook hands over the CEO role, has refreshed Mac mini and Mac Studio with a 2-nanometer chip and higher pricing; and international gold prices have rebounded strongly—up about 19% from the June low—lifting the net asset value of gold wealth-management products and prompting institutions to watch for buying opportunities.

Tokyo stocks extended gains with the Nikkei rising about 405 points on strong U.S. equities, lower long-term interest rates, and falling oil prices, making broad-based buying the key driver in the JP market.

The handling of insurance claims after the Kumamoto earthquake has significantly advanced over the past decade, with back-office support and digital tools making payouts faster.
Mitsubishi UFJ is targeting wealthy customers by using deposit-linked credit cards and is enhancing point reward functions to strengthen client retention.
The yen is trading near 159 per dollar, with progress in U.S.-Iran talks shifting markets from “buying dollars in emergencies” toward renewed yen buying.
The Tokyo Stock Exchange extended its gains, closing 405 yen higher than the previous day, supported by rising U.S. stocks, falling long-term interest rates, and cheaper crude oil.
Bank of Japan Governor Kazuo Ueda will not attend a U.S. economic conference, and Policy Board member Naoki Tamura will participate in his place.
The Tokyo Stock Exchange switched to gains, at one point rising more than 300 yen and recovering the 66,000-yen level as investors bought back undervalued stocks.
At another point, the Tokyo Stock Exchange fell more than 400 yen, with selling focused on semiconductor shares, bringing the index to 65,495 yen around 10 a.m.
The Tokyo foreign exchange market opened with the yen in the low 159-per-dollar range, where declining U.S. long-term yields favored yen buying and dollar selling.
Canada will impose retaliatory tariffs of up to 50% on U.S. goods, including steel and aluminum, starting September 8.
Japan’s government is promoting a “post-Hormuz” crude oil procurement strategy under its comprehensive energy policy “Power GX,” covering higher transport costs to reduce dependence on the Hormuz Strait.
A private consortium has unveiled a research hub for “physical AI,” where humanoid robots learn human movements.
Toyota is publicizing ways to use cars to supply power to home appliances and has applied this technology to support disaster-hit areas in Kumamoto.
The Fair Trade Commission issued a recommendation to Edion subsidiary J-Top for violating the Freelance Law.
The Ministry of Internal Affairs and Communications held its first meeting to discuss reducing the number of postal mailboxes, with some participants calling for structural reforms.
FamilyMart will switch its staff uniforms to T-shirts and will formally state in its rules that Muslim women are free to wear the hijab.
BMW is recalling 24,000 vehicles in Japan due to starter defects that could cause fires when starting or driving; a similar issue occurred in February.
Umeda Arts Theater is opening a facility and reviving a book center in a new high-rise building in Tokyo’s Yaesu area, which will be named “Yaesu Core.”
Regarding reports that South Korea’s SK may build a semiconductor plant in Miyagi Prefecture, Governor Murai says the prefecture has no special information and is unaware of concrete details.

South Korea’s top financial conglomerate partnering with Visa to test stablecoin issuance and B2B settlements marks a major step toward mainstream institutional adoption of crypto-based payment infrastructure.

South Korea’s largest financial group is partnering with Visa to experiment with issuing stablecoins and using them for business-to-business payments and settlements.
Tokenized equities are emerging as a new trading model, where traditional stocks are represented as blockchain-based tokens to enable faster, potentially more efficient market infrastructure.
Ethereum developers have proposed an initial upgrade to make ETH staking more resistant to potential future quantum-computing attacks that could threaten current cryptographic security.
Available data challenges banks’ arguments against paying rewards on stablecoin holdings, suggesting fears about systemic risk or unfair competition may be overstated.
The Dallas Federal Reserve warns that widespread use of tokenized deposits could reduce U.S. banks’ lending capacity by around $700 billion, potentially impacting credit availability.
The European Central Bank claims the proposed digital euro will be designed to provide a very high degree of user privacy, seeking to address public concerns over financial surveillance.
Analysts highlight three main catalysts that are likely to drive bitcoin’s next major price move, including ETF flows, macroeconomic conditions, and regulatory developments.
Bitcoin has paused after a 23% weekly rally, with demand from exchange-traded funds remaining strong and helping to support current price levels despite the pullback.
Euro-denominated stablecoins are moving toward mainstream adoption as fintech firm Revolut begins rolling out its EURR token for users across Europe.
XRP has surged on momentum from Korean trading activity and Binance listings, prompting debate over whether the token can sustain its rally or potentially move toward much higher price targets.

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