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Nvidia’s blockbuster earnings and guidance, driving a 9% stock surge and fueling a broader AI-led rally in names like Salesforce and CrowdStrike, are the key event likely to move the US market next session.

Nvidia posted blockbuster quarterly earnings and a strong guidance boost, lifting AI-related stocks and impressing Wall Street analysts, though some red flags in the results were noted.
Salesforce delivered an earnings beat, sparked a technical breakout, and surged more than 20%, helped by an AI partnership and contributing to a broader enterprise software rally.
Several cybersecurity and software names, including CrowdStrike and ServiceNow, jumped sharply after strong Q2 results, while SentinelOne outlined ambitious revenue and profit targets for 2027.
Marvell Technology issued a robust long‑term revenue forecast driven by data center growth, but its shares fell despite solid Q2 results and guidance.
Investor activity highlighted mixed views on AI and tech: Michael Burry bought Nvidia call options as a hedge while increasing short positions in Oracle and Palantir, and at least one market expert is avoiding Meta.
Dividend investing remains in focus as Bank of America identified attractive dividend stocks and Altria raised its quarterly dividend, signaling continued income opportunities for investors.
Macro and policy developments could sway markets, including a possible new round of U.S. tariffs on semiconductor chips and Canada’s announced retaliatory tariffs on about $20 billion of U.S. goods.
Energy markets are in flux as the U.S. nears a major deal for Venezuelan oil fields and crude oil prices rebound on reports that the Trump administration rejected a return to prior Iran ceasefire terms.
Bitcoin’s investment case is seen as strengthening, with BlackRock’s digital asset head arguing that reduced regulatory focus is supportive, while employers are meanwhile cutting back coverage of weight‑loss drugs.
Household finances face pressure as Social Security beneficiaries received discouraging news about the projected 2027 cost‑of‑living adjustment, and the housing market is shifting as cash offers lose their dominance in home sales.

Hang Seng opened 155 points lower, led by a 2% drop in Alibaba and a sharp sell-off in Shimao Group after a winding-up petition, setting a weak tone for the HK market.

Profits of large-scale industrial enterprises nationwide rose 17.6% year-on-year in the first seven months, with electronics and AI-related sectors contributing strongly.
AI and semiconductor chains saw explosive profit growth: electronics industry profits doubled, while integrated circuits led by computing and storage chips jumped 18.5 times.
Nvidia’s much-better-than-expected results confirmed strong AI computing demand but also exposed uncertainty over how markets will price AI-related stocks in the “second half” of the AI investment cycle.
AI application tracks such as humanoid robots, AI agents, and AI office tools have entered a revaluation phase, as investors shift focus from pure concepts to real orders and long-term value.
Expansion of AI computing infrastructure is reshaping demand for “computing metals” such as copper, tungsten, molybdenum, tin and germanium, driving booming profits for upstream mining and midstream materials like copper foil.
High-speed optical interconnect needs from AI data centers are pushing the optical communications sector into a “volume and price rising together” boom, with segments like optical fiber and CPO seeing sharp stock gains.
New energy vehicle competition is intensifying, prompting four ministries to launch a one‑year special campaign to tighten oversight of vehicle product consistency, reliability, durability and new technology testing.
China’s capital markets are being reshaped: stricter, slower IPO reviews especially affect consumer sectors like catering, while hard‑tech firms and AI chains attract differentiated brokerage investment and more foreign institution research.
Global gold prices have surged nearly 15% in August to record highs, driving strong earnings for gold miners and fueling capital market interest in the gold sector as investors seek safe-haven assets.
Biopharmaceutical and innovative drug companies are entering a “value realization” phase, with sector-wide revenue and profit growth, emerging profitability, and a shift toward more precise, efficiency-focused R&D and business development.

The JP market is driven higher as the Nikkei rises over 400 points on strong U.S. gains and continued BOJ rate-hike signaling, while semiconductor-related optimism is reinforced by Kioxia’s ¥5 trillion investment plan to expand memory production.

Tokyo Stock Exchange rose over 400 yen on strong buying driven by the previous day’s U.S. stock rally.
The yen hovered in the low 159-per-dollar range as markets waited for a key speech by the U.S. Fed chair.
Nvidia’s sharp gains helped New York stocks rebound by 105 points, supporting the overall U.S. market.
BOJ Deputy Governor Himino signaled continued interest rate hikes and adjustment of monetary easing amid inflation concerns.
Prudential Life’s new contracts plunged about 90% in April–June due to a scandal-related suspension of sales.
China and others are preparing an SCO Development Bank that could challenge U.S. dollar hegemony, with plans to discuss it at a summit.
New York stocks later fell 113 points as fears of further U.S. rate hikes triggered selling and cautious sentiment.
Kumamoto earthquake experience led non-life insurers to speed up claims payments using back-office support and digital technology.
Kioxia announced 5 trillion yen of investment over six years, including a new Iwate plant, to strengthen its semiconductor memory business.
“Shukan Diamond” will end its print edition in March 2027 to transform into a media outlet positioned to survive in the AI era.

StarkWare’s successful quantum-resistant Bitcoin transaction hitting mainnet marks a major milestone for securing BTC against future quantum threats and stands out as the most significant event in the current crypto market news.

Connecticut has filed a new lawsuit against prediction market platform Kalshi, intensifying ongoing U.S. legal battles over regulated prediction markets.
Ethena’s token outlook has improved sharply following a successful buyback vote and changes to venture capital token unlock schedules.
The creator of a GTA 6-themed memecoin sold his holdings just hours before Rockstar’s gameplay reveal, raising concerns about insider timing and market manipulation.
Poland’s Olympic chief has been arrested amid an investigation into an alleged bribe involving cryptocurrency, highlighting growing scrutiny of crypto in sports governance.
MoonPay has launched a new integration on Solana that allows AI agents to manage crypto lending operations autonomously.
In the UK’s 2025 fiscal year, 240 taxpayers each earned over $1.3 million from crypto holdings, underscoring significant wealth concentration among top crypto investors.
Ethereum staking is evolving in 2026, with new mechanisms and regulations reshaping how advisors and clients participate and earn yields.
Clearing firm RQD* has raised $74 million as traditional Wall Street players gear up for the growth of tokenized markets and digital securities.
Crypto traders are closely watching upcoming remarks from Federal Reserve Chair Kevin Warsh at Jackson Hole for signals that could move digital asset markets.
The proposed Clarity Act faces Senate obstacles and is criticized for potentially disadvantaging Main Street banks relative to larger financial institutions in the crypto and debt-hedge space.

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