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Nvidia’s blockbuster earnings and bumper revenue forecast, which sparked a 9% stock surge and fueled a broader AI-led rally with the Nasdaq outperforming on tech gains, are the key driver likely to move the U.S. market next session.

Nvidia’s blockbuster earnings and strong revenue forecast are driving a broad AI-led rally in tech stocks, pushing major indices like the Nasdaq near session highs.
Salesforce, ServiceNow, CrowdStrike, SentinelOne and other software names are surging on earnings beats and AI-related partnerships, signaling renewed strength in enterprise and cybersecurity software.
Dividend-focused investors are eyeing opportunities as firms like Altria raise payouts, and Bank of America highlights dividend stocks that could bolster portfolio income.
Analysts and market commentators are intensely focused on Nvidia, with multiple major calls and debates over whether CEO Jensen Huang’s guidance and commentary matter more than headline numbers.
High-profile investors such as Michael Burry are using Nvidia options as a hedge while increasing short positions in other tech names like Oracle and Palantir, underscoring mixed sentiment beneath the AI euphoria.
Chip and data-center exposed names like Marvell and IREN are projecting massive future capex and revenue growth tied to AI and infrastructure demand, even as some stocks slip despite strong guidance.
Macro and policy risks are building, with reports of potential new U.S. tariffs on chips, shifting positions on Iran-related oil deals, and Canada unveiling retaliatory tariffs on U.S. goods.
Household-level pressure is rising as Social Security beneficiaries face disappointing news on the 2027 cost-of-living adjustment and employers scale back coverage of weight-loss drugs.
Structural shifts in housing and finance are evident, with “cash is no longer king” in home sales and a strengthening Canadian dollar on the back of a surprise current account surplus.
Debates over fiscal policy and inequality intensify in Europe, where fiscally hawkish countries push for a smaller long-term budget and consider sharply higher taxes on billionaires to close funding gaps.

Hong Kong market focus: Meituan’s strong Q2 results, with adjusted profit surging 69% to RMB 2.52bn and revenue rising 14.4% to RMB 104.64bn beating expectations, stood out amid broadly solid blue-chip bank earnings and a flat Hang Seng Index close (+19 pts at 25,584).

Meituan’s second-quarter adjusted profit jumped 69% year-on-year to 2.52 billion yuan, with revenue rising 14.4% to 104.64 billion yuan, beating forecasts.
Several major Chinese banks (CCB, BOC, ICBC, ABC, BoCom, and BOCHK) reported mid‑year profit growth of about 3–7% and raised interim dividends, signaling stable earnings and stronger shareholder returns.
A number of non‑bank blue chips and Hong Kong‑listed firms (China COSCO Shipping Ports, NewOcean Energy, WH Group, SF Same-city, etc.) posted solid profit growth and mostly maintained or increased interim dividends, while Yuexiu Property’s profit plunged over 90% and its dividend was cut.
The Hang Seng Index closed up 19 points at 25,584, while the Hang Seng Tech Index slipped; BYD Electronics rose sharply ahead of results, Orient Overseas dropped over 8% after earnings, and several mid‑cap names hit new highs on active turnover.
From January to July, large-scale industrial enterprises’ total profits in China grew 17.6% year-on-year, with electronic industry profits up 1.1 times and integrated circuits’ profits surging 18.5-fold, driven by demand for computing and AI chips.
AI-linked sectors in A-share markets are booming: Nvidia’s much‑better‑than‑expected results triggered rallies in “Nvidia concept” stocks, while Chinese AI hardware (chips, servers, optical communications, PCB materials) and “computing metals” (copper, gold, etc.) firms reported explosive profit growth.
Multiple Chinese regulators launched a one‑year nationwide campaign to improve consistency and quality of road motor vehicle products, particularly targeting problematic and irrationally competitive players in the NEV and auto supply chain.
AI applications and robotics are entering a “revaluation” stage: the listing of UTree Technology provides a valuation benchmark for humanoid robots and AI agents, but private equity investors note that order realization may lag market enthusiasm and still carefully assess long‑term value.
The domestic auto market is undergoing intense competition and rapid product turnover, with more than 100 brand‑new platform models launched in the first half—and pure fuel vehicles accounting for less than 20% of new original models—highlighting the rapid shift toward NEVs.
Gold prices and gold-related companies are in a strong upcycle: spot gold has soared close to record levels with jewelry prices approaching 1,400 yuan per gram, and listed gold miners’ interim profits have more than doubled or risen over 60%, reflecting heightened global risk aversion and capital inflows into the gold sector.

Japan’s stock market rebounded strongly as the Tokyo Stock Exchange rallied on the back of gains in U.S. equities, while investors remained cautious ahead of the FRB chair’s upcoming speech.

The Tokyo Stock Exchange rebounded, closing 273 yen higher, supported by gains in U.S. stocks, though investors also waited cautiously for the upcoming speech by the Federal Reserve Chair.
Kazunari Ichimatsu, the new head of Tokyo Customs and former Deputy Director-General of the Budget Bureau, did not mention any consumption tax cuts at his inaugural press conference, instead stressing efforts to crack down on violations.
The Tokyo Stock Exchange at one point rose more than 400 yen, as investors welcomed the previous day’s rally in U.S. stocks and placed buy orders ahead of sellers.
The Tokyo foreign exchange market saw the yen trading in the low 159-yen range to the dollar, with market participants largely on hold ahead of the Federal Reserve Chair’s speech scheduled for the 28th.
New York stocks rebounded, with the Dow (or main index) up 105 dollars, as major semiconductor company NVIDIA surged sharply and helped support the broader market.
Kakaku.com further extended the deadline for its takeover bid (TOB) and raised the offer price by 1 yen; the Europe-based fund running the bid set the new deadline for September 10.
Bank of Japan Deputy Governor Himino stated that the degree of monetary easing will be adjusted and confirmed a continued policy of rate hikes, expressing concern over potential upside risks to inflation.
Prudential Life Insurance saw new contract numbers drop by about 90% in April–June, as voluntary suspension of sales activities following a scandal significantly affected new business.
A development bank being prepared by China and other countries under the Shanghai Cooperation Organization (SCO) framework is being discussed at a leaders’ summit as a possible move to challenge the dominance of the U.S. dollar.
Panasonic revised down its CO₂ reduction targets, citing increased air-conditioner sales and a waning societal push for decarbonization as reasons for lowering its environmental ambitions.

Bitcoin options worth $6.4 billion have just expired around the $80,000 level, a key event that could drive major short-term volatility and repricing across the crypto market.

Kraken temporarily locked users out after a surge of sanctioned crypto-related transactions triggered platform controls.
Bitcoin options worth about $6.4 billion recently expired while BTC’s price hovered around the $80,000 level.
Bitcoin is trading at a premium on Coinbase again, signaling renewed spot demand or localized buying pressure on that exchange.
Bitcoin is currently under $80,000, while Solana is leading major coins higher ahead of Warsh’s closely watched Jackson Hole speech.
Warsh’s upcoming Jackson Hole remarks are being treated as a major macro event for both bitcoin and gold, potentially affecting their narratives as monetary assets.
Solana governance is weighing faster disinflation of SOL supply, with a leading proposal and a separate $800,000 burn measure trailing in the vote.
Broader Solana proposals could significantly reduce future SOL issuance, with estimates of up to $1.5 billion in long‑term supply impact.
An XRP-focused treasury firm backed by Ripple is one shareholder vote away from a Nasdaq listing, which would enhance traditional-market exposure to XRP-linked products.
XRP’s price action is volatile as large whale selling of about $231 million in XRP clashes with positive flows into the new XRP ETF.
Regulatory and legislative moves around the CLARITY Act—including bank plans and Senate hurdles—are weighing on Circle and Coinbase shares and shaping the case for bitcoin as a debt hedge.

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