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Nvidia’s blockbuster earnings and bumper revenue forecast reignited the AI boom, driving tech stocks higher and helping the Nasdaq outperform other major U.S. indices.

Nvidia’s blockbuster earnings and strong revenue forecast are reigniting the AI boom, driving tech stocks and the Nasdaq sharply higher, though some analysts see warning signs in the details.
Major analyst activity centers on leading tech names such as Nvidia, Tesla, SpaceX, Salesforce, CrowdStrike, and Marvell, shaping expectations for the next trading session.
Salesforce shares are surging after an earnings beat and a high‑profile AI partnership, with charts suggesting a technical breakout and strong momentum in enterprise software.
Other software and cybersecurity names, including ServiceNow, CrowdStrike, and SentinelOne, are posting big gains and ambitious multi‑year revenue and profit targets, reinforcing investor interest in cloud and security growth.
Marvell Technology and IREN are issuing long‑term forecasts tied to data center and AI‑related infrastructure spending, even as short‑term results and hardware decommissioning create volatility.
Dividend stocks remain in focus, with Bank of America highlighting names that could boost income portfolios and Altria raising its quarterly dividend, underscoring the appeal of yield in a volatile market.
Macro and policy headlines—such as potential new U.S. tariffs on chips, Canada’s retaliatory tariffs on U.S. goods, and a “massive” Venezuelan oil deal—are adding uncertainty to trade, energy, and chip sectors.
Social Security beneficiaries face disappointing news about the 2027 cost‑of‑living adjustment, while housing markets shift away from all‑cash deals, signaling changing consumer and financial conditions.
Weight‑loss drug coverage is being pulled back by employers, which could affect healthcare spending patterns and the outlook for companies tied to these medications.
Investor sentiment is mixed: some market experts are avoiding Meta, Michael Burry is using Nvidia calls as a hedge while expanding shorts on Oracle and Palantir, and Bitcoin’s case is seen as strengthening as regulation recedes from the spotlight.

HK market focus today is on mixed corporate earnings and sector reshuffles, highlighted by Tencent’s HK$300m share buyback and the Tech 100 Index’s inclusion of new AI/autonomous driving names while cutting JD Health and others, alongside narrowed but still hefty losses at property developers like Country Garden and Shimao and sharply divergent financial results across major banks and brokers.

China’s industrial companies above designated size saw profits grow 17.6% year‑on‑year in the first seven months, driven largely by strong performance in electronics and high‑tech manufacturing.
AI and computing power are reshaping industrial and materials demand: integrated circuits, optical fiber/cables, and “computing metals” (copper, tungsten, molybdenum, tin, germanium) delivered explosive profit growth across upstream mining and midstream processing firms.
Major Chinese banks and brokers reported generally solid interim results (e.g., China Merchants Bank, China Galaxy, Orient Securities), while some institutions like Everbright Bank faced profit declines, showing divergence within the financial sector.
Real estate and property‑related companies remain under stress but are stabilizing somewhat, with large developers (e.g., Country Garden, Shimao) and various property/industrial firms reporting narrowed losses rather than full recovery.
AI hardware and infrastructure companies are in a boom phase: Nvidia’s far‑above‑expectations earnings, strong A‑share AI hardware/optics rallies, and Chinese firms like Xiangnong Xinchuang posting multi‑fold profit jumps, while many AI software/application players are still in heavy investment and profitability‑testing stages.
Regulators are tightening oversight: China launched a one‑year nationwide campaign to improve consistency and quality of road motor vehicle products, especially new energy vehicles, while listing and IPO scrutiny (especially for unprofitable firms) is more focused on project quality.
Gold prices have surged to record levels, with jewelry prices near 1,400 yuan per gram and spot gold up about 15% in August, significantly boosting profits and investor interest in gold producers and the broader gold sector.
Biopharmaceutical and innovative drug companies are entering a “value realization” phase: sector revenues and profits are growing, more firms are reaching profitability, and business development plus R&D are shifting toward precision and global expansion.
China’s NEV (new energy vehicle) market and auto industry are undergoing rapid structural change, with a record pace of new model launches, a shrinking share of traditional fuel cars, and supportive policies such as Shanghai’s pilot scheme for importing used key parts for R&D testing.
Capital markets remain active and differentiated: tech and AI sectors dominate HK and A‑share interest, private equity/VC and securities firms are intensifying “hard tech” investments, foreign institutions are concentrating research on pharma, power equipment, and computing, while Hong Kong restaurant/consumer IPOs face delays and re‑filings.

Japanese stocks rebounded sharply, with the Tokyo market rising over 400 yen at one point and closing up 273 yen, driven by gains in U.S. equities ahead of the FRB chair’s speech, while the Bank of Japan signaled continued rate hikes to adjust the degree of monetary easing.

The Tokyo Stock Exchange rebounded, closing 273 yen higher, supported by gains in U.S. stocks, though investors remained cautious ahead of a speech by the Federal Reserve Chair.
Former Budget Bureau Deputy Director Kazuhito Ichimatsu, now head of Tokyo Customs, did not mention any consumption tax cuts at his inaugural press conference, instead stressing his commitment to strict enforcement.
The Tokyo Stock Exchange at one point rose by more than 400 yen, as buying orders led the market in response to the previous day’s strong performance of U.S. equities.
The Tokyo foreign exchange market saw the yen trading in the low 159-yen range to the dollar, with market participants largely staying on the sidelines before the upcoming speech by the Federal Reserve Chair on the 28th.
New York stocks rebounded, with the Dow Jones Industrial Average rising by 105 dollars, as a sharp increase in semiconductor giant Nvidia’s share price helped lift the overall market.
Kakaku.com further extended the deadline for its tender offer and raised the offer price by 1 yen, with a European fund now accepting tenders until September 10.
Bank of Japan Deputy Governor Himino stated that the degree of monetary easing will be adjusted and indicated a continued stance of raising interest rates, expressing concern over upside risks to inflation.
Prudential Life Insurance saw a roughly 90% drop in the number of new contracts in April–June, as voluntary suspension of sales activities following a scandal severely impacted its business.
The planned SCO Development Bank, which China and other countries are preparing to establish, may become a step toward shaking the dominance of the U.S. dollar, and its role is set to be discussed at a summit meeting.
JAPIO has developed a “Trademark Scanner” that can detect other companies’ registered trademarks in bulk, with the service scheduled to launch in September.

Bitcoin’s price strength and growing correlation with gold ahead of Warsh’s closely watched Jackson Hole speech, combined with market caution and altcoin consolidation, is the dominant driver of today’s crypto market narrative.

Bitcoin is currently outperforming traditional stocks and showing a growing price correlation with gold, especially around key macroeconomic events.
Circle’s USDC has secured a high-profile Premier League sponsorship by appearing on Chelsea FC’s jerseys, marking a major mainstream milestone for a stablecoin brand.
Bullish is supporting USD.AI with $100 million in financing to enable GPU-backed loans, highlighting the convergence of AI infrastructure and crypto-based financial products.
Bitcoin recently reached its highest level in three months before retracing, while altcoins remain largely in a consolidation phase.
Visa is expanding its presence in South Korea via a partnership with Dunamu (Upbit’s operator) to advance stablecoin-based payment solutions.
Kraken users were briefly unable to access the exchange after a surge in transactions linked to sanctioned crypto activity triggered protective measures.
Market sentiment has turned cautious ahead of Warsh’s Jackson Hole speech, with bitcoin giving back overnight gains amid broader risk-off behavior.
IREN’s share price has dropped about 8% as the high costs and challenges of transitioning toward AI-focused operations weigh on its earnings outlook.
Solana governance proposals aim to accelerate the network’s disinflation schedule, while a separate $800,000 token burn idea lags behind in community support.
Analysts are focused on whether bitcoin can reclaim or move back above the $80,000 level, as it faces simultaneous pressures from dealer hedging dynamics and Federal Reserve policy signals.

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