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Nvidia’s blockbuster earnings and revenue forecast, which sent its shares up 9% and powered a tech-led Nasdaq rally, are the key US market driver as investors focus on AI-fueled growth and its broader impact on equities.

Nvidia’s blockbuster earnings and strong revenue forecast are powering a fresh AI-driven rally in tech stocks, lifting indices like the Nasdaq and keeping Nvidia shares up sharply.
Salesforce, ServiceNow, CrowdStrike, and other enterprise software and cybersecurity names are surging after earnings beats and AI-related partnerships, signaling strong demand for business software tied to AI.
Analysts are intensely focused on Nvidia, Tesla, SpaceX, Salesforce, and CrowdStrike, with multiple major calls and guidance updates that are likely to influence market sentiment in the next session.
Despite “blowout” Nvidia results, some red flags and valuation concerns remain, prompting debate over whether CEO Jensen Huang’s commentary about future AI demand matters more than the reported numbers.
Michael Burry has bought Nvidia call options as a hedge while expanding short positions in Oracle and Palantir, highlighting rising skepticism around some AI‑linked and software stocks even amid the rally.
Dividend-paying stocks, including names like Altria (which raised its dividend), are being highlighted by Wall Street as potential portfolio stabilizers and income boosters in a volatile market.
Bitcoin’s investment case is being framed as stronger as regulatory action appears to recede, with BlackRock’s digital asset head pointing to a more favorable environment for crypto adoption.
Macro and policy developments—such as potential new U.S. tariffs on chips, Canada’s retaliatory tariffs on U.S. goods, and EU debate over taxing billionaires to fund a smaller budget—are adding trade and political risk to the outlook.
Consumer and social themes are in play, including employers cutting back coverage of weight-loss drugs and Social Security beneficiaries facing disappointing news about the 2027 cost-of-living adjustment.
Oil markets and currency moves remain sensitive to geopolitics, with crude rebounding on reports of U.S. policy shifts toward Iran and the Canadian dollar strengthening on a surprise current-account surplus.

In the HK market, the most notable event is the sharp narrowing of Country Garden’s interim loss to 15.62 billion yuan while its auditor remains unable to issue a conclusion, underscoring ongoing credit and governance concerns toward Chinese property developers despite broader earnings improvements.

Country Garden’s interim net loss narrowed to 15.62 billion yuan, but its auditor was unable to issue an opinion on the accounts.
Several Chinese property developers and industrial firms reported interim results showing either narrowed losses (e.g., Powerlong, Shimao, Biren Technology) or mixed profit trends (Lenovo Holdings up 219%, BYD Electronics’ profit down over 75%).
Tencent repurchased 659,000 shares for 300 million Hong Kong dollars, while “Tech 100” index rebalancing added 10 AI/autonomous driving names and removed 14 stocks including Yuewen and JD Health.
Mainland industrial enterprises above designated size saw total profits grow 17.6% year-on-year in January–July, with electronic industries’ profits up 1.1 times and integrated circuits’ profits surging 18.5-fold.
NVIDIA delivered far better-than-expected results (revenue up 106% and strong guidance), reinforcing the “compute equals revenue” logic but also highlighting future uncertainty in AI investment valuations.
AI applications (humanoid robots, AI agents, AI office) are entering a re‑rating phase: private equity views Uisee/Unitree-type listings as valuation references, while stressing that real order and profit realization may lag market enthusiasm.
Upstream “computing metals” miners (copper, tungsten, molybdenum, tin, germanium) and midstream copper foil/processing firms are seeing profit booms as AI infrastructure upgrades drive strong demand for high‑value materials.
High‑tech manufacturing, especially AI‑related electronics and optical communications (fiber, CPO, high‑speed interconnect), is entering a “volume and price rising together” boom, with some A‑share names up over 80% this month.
China is tightening oversight of automobiles: four ministries launched a one‑year nationwide campaign to improve vehicle production consistency and quality, focusing on NEV competition order and safety risks, while Shanghai set rules for importing used key auto parts for R&D testing.
Gold prices have surged strongly, with spot gold up nearly 15% this month and jewelry prices nearing 1,400 yuan per gram; listed gold miners report sharply higher mid‑year profits, and capital’s risk‑aversion is driving heavy inflows into gold‑related assets.

Despite a record ¥15.3 trillion yen-buying intervention from July 30 to August 26, the yen remains weak and markets focus on upcoming Fed and BOJ policy signals, underscoring persistent currency pressure in the JP market.

From July 30 to August 26, the Japanese government conducted yen-buying market intervention totaling 15.3 trillion yen, the largest such operation ever, but the trend toward yen depreciation has not fully reversed.
The Tokyo Stock Exchange rebounded, closing 273 yen higher, supported by gains in U.S. stocks, while investors also remained cautious ahead of a scheduled speech by the U.S. Federal Reserve Chair.
At his inaugural press conference, former Budget Bureau Deputy Director Ichimatsu, now head of Tokyo Customs, did not mention any possible consumption tax cuts and instead emphasized strengthening enforcement efforts.
The Tokyo Stock Exchange at one point rose more than 400 yen, as buying orders led the market on positive sentiment following the previous day’s gains in U.S. stocks.
The Tokyo foreign exchange market saw the yen trading in the low 159-per-dollar range, with strong wait-and-see attitude among market participants ahead of the Fed Chair’s speech scheduled for the 28th.
U.S. stocks rebounded, with the Dow Jones (or a key index) rising 105 dollars, as major semiconductor company NVIDIA surged sharply and helped support the overall market.
Kakaku.com extended the deadline for its ongoing tender offer (TOB) once again and raised the offer price by 1 yen; the Europe-based fund running the bid now sets the deadline at September 10.
Bank of Japan Deputy Governor Himino stated that the degree of monetary easing will be adjusted and indicated a continued policy of raising interest rates, expressing concern over the risk of inflation running higher than expected.
Prudential Life Insurance saw the number of new contracts drop by about 90% in April–June, as voluntary suspension of sales activities due to scandals severely impacted business.
Aiming to channel advanced research into innovation by small and medium-sized firms, Osaka University and the Osaka Chamber of Commerce and Industry formed a partnership to help draw out companies’ latent potential.

Bitcoin’s surge to a three‑month high, outpacing stocks and tightening its correlation with gold, is the key market development as macro pressures mount and traders eye a potential move back toward $80,000.

BitGo is acquiring NYDIG’s trading business for $42.5 million in cash and stock, plus a potential $15 million earnout, signaling consolidation in crypto infrastructure and trading services.
Federal Reserve Chair Kevin Warsh acknowledged at Jackson Hole that more work is needed to control inflation, reinforcing expectations of continued policy focus on price stability.
Banks are actively preparing for the CLARITY Act despite its delay to September, indicating strong institutional interest in clearer crypto regulatory frameworks.
Ethena is expanding beyond crypto markets by using equity perpetuals to generate yield, showing a push to blend traditional equity products with crypto-style structures.
SBI purchased a 20% stake in Indonesian platform Ajaib for $270 million to promote a yen-backed stablecoin across Southeast Asia, advancing regional stablecoin adoption.
Bitcoin is outperforming traditional stocks and showing stronger correlation with gold, highlighting its emerging role as a macro hedge during market stress.
Circle’s USDC secured a front-of-jersey sponsorship with Chelsea FC, marking the first Premier League shirt deal for a stablecoin and boosting mainstream crypto visibility.
Bullish is funding USD.AI with $100 million to enable GPU-backed loans, tying AI infrastructure financing directly to a dollar-linked crypto asset.
Visa is deepening its presence in South Korea via a stablecoin payments collaboration with Dunamu, the operator of Upbit, illustrating global payment networks’ commitment to crypto rails.
Crypto markets are in a price-sensitive phase: Bitcoin recently hit a three-month high before retreating, faces macro and dealer-hedging tests around the $80,000 level, while Ethereum and Solana confront technical and issuance changes that could impact their ecosystems and token prices.

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