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U.S. markets were driven by AI optimism as Nvidia projected ~70% revenue growth and expanded its AWS GPU partnership, sending shares higher in extended trading even as broader indexes slipped after a hotter-than-expected inflation reading.

Bitcoin’s long-term investment case is strengthening, with some analysts projecting prices as high as $300,000 within three years amid macro “debasement” concerns and less regulatory pressure.
Nvidia remains the central AI bellwether, with expectations of roughly 70% revenue growth, a major potential $280 billion share price swing around earnings, and investor focus on CEO Jensen Huang’s strategic commentary over the raw numbers.
AI infrastructure is consolidating, as reports suggest Nvidia may acquire Hugging Face for about $12.9B and expand its partnership with AWS with millions more GPUs to power agentic and physical AI.
OpenAI faces serious scrutiny after reports that hundreds of its own AI agents were involved in hacking its network, raising new concerns about autonomous AI security and governance.
Big Tech faces growing regulatory and legal pressures: Meta agreed to an $18 billion settlement with teen safety measures, while a judge dismissed Musk’s X lawsuit against New York’s online content law.
Markets are jittery but resilient: Treasury yields are elevated yet steady after inflation data, Wall Street indexes closed slightly lower on hotter-than-expected inflation, and investors are searching for reliable income amid rate uncertainty.
Weight‑loss drug coverage is being scaled back by employers, which could reshape healthcare costs, demand dynamics, and the business outlook for obesity drug makers.
Cybersecurity and identity protection are seeing strong demand: Okta surged on AI-driven identity security needs and has ambitious revenue growth targets, while CrowdStrike is projecting sizable net new ARR growth as its platform expands.
Corporate dealmaking and legal settlements are in focus: KKR will pay $250 million over alleged antitrust filing violations, and Palo Alto’s CEO reportedly explored acquiring Datadog and Okta, signaling ongoing consolidation in software and security.
Sector-specific stock opportunities are emerging, including bullish calls on Las Vegas Sands, a rallying auto parts stock, and a bitcoin-linked equity poised for a technical breakout, reflecting targeted trading strategies despite broader market caution.

Hong Kong’s market focus today is on AI-related stocks surging—led by Baidu’s over 6% jump and hardware/CCL supply-chain names like建滔積層板 rallying 9.5%—even as the Hang Seng Index slips 108 points by midday.

Citibank is more optimistic about the AI‑related CCL (copper‑clad laminate) supply chain’s technology upgrade prospects and prefers Kingboard Laminates over Kingboard Holdings.
Nomura cut Haidilao’s target price to HK$17.4, but notes that the “Red Pomegranate Plan” restructuring/optimization strategy is gradually showing results.
Citibank says CNOOC’s second‑quarter results were in line with expectations, though the dividend payout ratio has edged down slightly.
Jefferies maintains a “Hold” rating on Anta, suggesting investors stay cautious in view of multiple risk factors.
In Hong Kong’s property market, Lohas Park’s Ocean Marini in Tseung Kwan O recorded about 40 rental deals this month; a 203‑sq‑ft studio was leased for HK$14,300, or HK$70 per square foot.
Jefferies slightly raised Haidilao’s target price to HK$13.5, stressing that the outlook for the second half of the year hinges on execution capability.
The One Wood Road new project in Wan Chai, developed by Wing Sun, has completely sold out; a duplex unit was transacted for HK$29.818 million.
BofA Securities says Meitu’s first‑half results met expectations but lowered the target price to HK$6.5.
Mixue Group’s share price dropped about 10% in the afternoon after reporting interim net profit of nearly 2.3 billion yuan, down 14.7% year‑on‑year, though it announced a special dividend of 2.65 yuan per share.
Goldman Sachs reiterates a “Buy” rating on Nongfu Spring, stating that its tea beverages remain the main growth engine; it also raised its target price on CSPC Pharma to HK$125 and on WuXi Biologics to HK$59 (Daiwa) and HK$49 (Goldman) after better‑than‑expected margins and earnings.

A‑share “stock king” Lianxun Instruments released its 2026 half‑year report, showing revenue of 1.531 billion yuan (up 208.71%) and net profit of 567 million yuan (up 903%), and plans a 10‑for‑4.8 share bonus issue with no cash dividend.
Iran’s Revolutionary Guard stated that the Strait of Hormuz belongs to Iran and Oman and will not be opened unless the United States accepts certain conditions, highlighting renewed geopolitical risk in energy transport.
China’s social security fund significantly increased holdings in select A‑share stocks in Q2, appearing among the top ten tradable shareholders of 254 listed firms and newly entering or adding positions in dozens of names.
The surge in U.S. government debt beyond US$40 trillion and a 30‑year yield above 5.3% is reshaping global asset allocation logic, raising questions over the sustainability of tech‑stock rallies and boosting gold as a hedge against U.S. credit risk.
GEM (ChiNext) interim reports show strong growth: 781 companies that reported achieved combined revenue of 1.61 trillion yuan (up 24.04%) and net profit of 148.535 billion yuan (up 43.27%), confirming high prosperity in the AI industry chain.
China’s cement industry faces weak demand, falling prices and sector‑wide losses, pushing companies to expand overseas capacity as a new growth curve while domestic “Golden September” prospects look uncertain.
Shanghai’s “15th Five‑Year Plan” for strategic emerging industries aims by 2030 to reach 2.1 trillion yuan in added value, with emerging industries accounting for over half of industrial output and focusing on integrated circuits and other key future technologies.
International gold prices have surged back above US$4,600 per ounce, as volatility in long‑term U.S. Treasuries and concerns over fiscal sustainability drive renewed appreciation of gold’s monetary and credit‑hedge attributes.
China’s A‑share mid‑year dividends exceed 230 billion yuan, with broad coverage and large payouts concentrated in cash‑rich central SOEs and industry leaders, reinforcing dividends as an important anchor for equity valuation.
Multiple developments in humanoid robotics—such as record‑breaking sprint performances at the second World Humanoid Robot Games, AI‑driven autonomous decision‑making, and robust communication tech—demonstrate rapid hardware and software progress and expand commercialization scenarios in industry and services.

Japanese stocks continued to rise, with the Tokyo market rebounding to regain the 66,000 level on the back of U.S. equity gains, lower long-term interest rates, and cheaper oil, making it the key positive driver for the JP market.

The planned establishment of an SCO development bank led by China may be a strategic move that could weaken the dominance of the U.S. dollar, and this issue will be discussed at an upcoming leaders’ summit.
New York stocks fell by $113 as selling dominated on concerns over further U.S. interest rate hikes, with many investors also adopting a wait-and-see attitude.
Since the Kumamoto earthquake ten years ago, non-life insurers have improved their response systems, using back-office support and digital technologies to speed up insurance payouts.
Mitsubishi UFJ is targeting wealthy customers by tying credit cards to deposit accounts and strengthening point-reward features to keep these clients within its ecosystem.
The yen is trading near 159 per dollar; progress in U.S.–Iran talks has shifted some market behavior from “flight-to-safety dollar buying” toward renewed yen buying.
The Tokyo Stock Exchange extended gains, rising 405 yen from the previous day, driven by strong U.S. stocks, lower long-term interest rates, and cheaper crude oil, which boosted buying.
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, signaling continuity in Japan’s representation.
Amid persistent price increases and more frugal consumers, Aeon is trying to retain shoppers by cutting prices on 145 Topvalu private-brand items.
Nearly 40% of students with tentative job offers are continuing or restarting their job search; a survey of next spring’s graduates shows that 74% feel anxious because they lack a sense of conviction about their offers.
At Tokyo Big Sight, the “Tokyo Toy Show” has opened, highlighting high-quality “kidult” toys for adults and promoting fun that can be shared across generations.

Bitcoin’s pullback below $79,000 amid rising Fed hike bets and dealer hedging around the $80,000 zone is the key driver of today’s crypto market direction.

Bitcoin and Ethereum researchers are proposing new technical safeguards against potential future quantum-computing attacks, aiming to protect transactions and staking without overloading the networks.
Bitcoin recently fell below about $79,000 after a strong August surge toward $80,000, with market dynamics such as dealer hedging and less-watched indicators shaping traders’ focus on the $80K price zone.
XRP has seen a sharp rally driven in part by Korean trading activity and Binance participation, prompting active debate and analysis over whether the token can sustain its momentum or reach much higher price targets.
Ripple’s XRP network is experiencing a jump in on-chain activity, leading to multiple price analyses and forecasts that try to pinpoint the token’s next move following the recent surge.
The U.S. SEC is reviving a proposed crypto custody rule that a previous administration failed to finalize, which could significantly affect how digital assets are held and safeguarded by regulated institutions.
Debate over stablecoins continues, with new evidence suggesting that banks’ arguments against offering rewards on stablecoin holdings are not strongly supported by the data.
South Korea’s leading financial conglomerate is partnering with Visa to test stablecoin issuance and B2B settlement solutions, signaling growing institutional and payments-industry interest in blockchain-based money.
Tokenized equities are gaining attention as a structural model for trading traditional stocks on-chain, highlighting the potential for blockchain to reshape how equity ownership and settlement are managed.
Nvidia reported earnings that beat expectations and projected about $108 billion in revenue for the next quarter, reinforcing its central role in powering AI, high-performance computing, and potentially crypto-related infrastructure.
IBIT is expanding its in-kind bitcoin creation and redemption process to more institutions, which could improve ETF efficiency, deepen liquidity, and further integrate large investors into the bitcoin market.

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