OnePage Money - Your news on time is priceless

Nvidia-led AI optimism pushed the S&P 500 to weekly gains even as Kevin Warsh’s hawkish inflation stance and rising Fed rate hike odds turned the September policy decision into a coin flip for markets.

Dividend-paying “cash cow” stocks are being highlighted as attractive portfolio additions ahead of the U.S. midterm elections.
A U.S. appeals court ruled against prediction markets, likely setting up a major legal battle at the Supreme Court.
Investor Kevin Simpson is buying stocks tied to America’s manufacturing revival and broader reindustrialization trend.
Amazon is seeing higher sales driven in part by AI, and Evercore ISI expects the company’s shares to rise.
Goldman Sachs reports Gulf oil exports have recovered to over 60% of their pre–Iran war levels, signaling energy market stabilization.
Jefferies warns stocks are entering a tough seasonal period but recommends select small- and mid-cap names as buying opportunities.
Elon Musk projects SpaceX revenue could reach about $3.5 trillion by 2033, underscoring extremely bullish long-term growth expectations.
Nvidia’s strength is fueling a renewed AI-driven rally, helping push the S&P 500 to weekly gains and lifting broader tech sentiment.
September’s Federal Reserve decision is seen as a “coin flip,” with odds of a rate hike rising following Kevin Warsh’s comments and Fed minutes.
The U.S. is weighing new semiconductor tariffs, signaling escalating trade and industrial policy tensions that could impact global chip markets.

HK market focus: Tencent continued capital management with a HK$300m share buyback of 659,000 shares, highlighting ongoing support for its stock amid mixed interim results across major Chinese corporates.

China’s industrial profits for large-scale enterprises rose 17.6% year-on-year in the first seven months, driven strongly by electronic and high-tech manufacturing sectors.
AI-related hardware and “computing power metals” (such as copper, tungsten, molybdenum, tin, germanium) saw profit surges as AI infrastructure expansion boosted demand and prices, benefiting both upstream miners and midstream processors.
Nvidia’s much-better-than-expected earnings reinforced the “computing power equals revenue” thesis, lifting AI and chip-related stocks, but investors still face uncertainty on how to sustainably price AI growth.
Multiple AI application tracks—humanoid robots, AI agents, AI office tools—are entering a revaluation phase: private funds see long-term potential but note that real order and profit realization may lag behind market enthusiasm.
China’s auto sector is under stricter regulatory scrutiny: four ministries launched a one-year nationwide campaign to improve vehicle product consistency and quality, particularly targeting irrational competition and safety risks, with a focus on new energy vehicles.
Gold prices have surged to multi-decade monthly highs, driving strong earnings growth for gold miners and keeping capital interest in the gold sector elevated as global risk-aversion and monetary policy shifts push funds into safe-haven assets.
Biopharmaceutical companies are entering a “value realization” stage: innovation-drug firms are moving from long-term losses and reliance on financing to improved profitability, refined R&D, and more global expansion.
AI-related listed companies show polarized mid-year results: hardware, chips, and infrastructure enjoy volume-and-price gains, while software and application-side businesses remain in a heavy investment phase, with profitability improving but still under cost pressure.
China’s capital markets are restructuring: China International Capital Corporation (CICC) received approval for a “three-in-one” merger with Dongxing Securities and Cinda Securities, while IPO rules for unprofitable firms are being more strictly implemented, emphasizing higher application quality rather than formal policy tightening.
Hong Kong and A-share markets reflect these structural shifts: technology and AI-related sectors, computing power chains, and high-tech manufacturing outperform; some property and consumer firms narrow losses or modestly grow profits, while indices and portfolio adjustments (e.g., Tech 100 inclusion/exclusion) track the move toward AI, robotics, and advanced chips.

Japan’s key market event is the record ¥15.3 trillion yen-buying intervention from July 30 to August 26, which despite its unprecedented scale has failed so far to reverse the yen’s depreciation trend.

From July 30 to August 26, Japan conducted record‑large yen-buying currency intervention totaling 15.3 trillion yen, but this massive effort has not succeeded in reversing the overall trend of yen depreciation.
The Tokyo Stock Exchange rebounded, with the Nikkei closing 273 yen higher, supported by gains in U.S. stocks, though many investors stayed 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 cut and instead emphasized strengthening enforcement and crackdowns.
The Tokyo Stock Exchange at one point rose more than 400 yen as buy orders dominated, driven by positive sentiment following the previous day’s strong performance in U.S. equities.
The yen traded in the low 159 range against the dollar in Tokyo, with market participants largely in wait‑and‑see mode ahead of the Fed Chair’s speech scheduled for the 28th.
New York stocks rebounded, with the Dow up 105 dollars; major semiconductor company Nvidia surged sharply, providing broad support to the overall market.
Price comparison site operator Kakaku.com further extended the deadline for the ongoing tender offer and raised the offer price by 1 yen, as a European fund pushed the TOB deadline out to September 10.
Bank of Japan Deputy Governor Himino stated that the degree of monetary easing will be adjusted and signaled a continued policy of gradual interest rate hikes, citing heightened vigilance over upside risks to inflation.
Prudential Life Insurance saw new policy contracts plunge by 90% in April–June, as a self‑imposed suspension of sales activities following a scandal severely depressed new business.
Osaka University and the Osaka Chamber of Commerce and Industry will collaborate to channel advanced research into innovation at small and mid‑sized firms, aiming to draw out companies’ latent capabilities.

Solana's narrowly approved proposal to double disinflation, potentially cutting $1.5 billion in SOL issuance, is the most significant crypto market event, signaling a major shift in its long-term tokenomics and investor outlook.

About $40 million in long-dormant Bitcoin (untouched for around a decade) has recently moved, with most of it not flowing into exchanges.
Ripple is upgrading the XRP Ledger to be resilient against future quantum computing threats in anticipation of a potential “Q‑Day.”
Prediction market platform Kalshi lost a key court case that reaffirmed U.S. state authority to regulate and restrict prediction markets.
Solana governance narrowly approved a proposal to double the network’s disinflation rate, passing by a very small margin.
Crypto custodian BitGo will acquire NYDIG’s trading business for $42.5 million in cash and stock, plus up to $15 million in performance-based earnouts.
Federal Reserve Chair Kevin Warsh signaled at Jackson Hole that significant work remains to bring inflation under control.
The CLARITY Act’s timeline has slipped to September, yet major banks are continuing to build crypto-related infrastructure in anticipation of the rules.
Ethena is expanding beyond crypto assets to capture yield from the rapidly growing market in equity perpetual contracts.
Japan’s SBI is buying a 20% stake in Indonesian platform Ajaib for $270 million as part of a push to grow a yen‑denominated stablecoin across Southeast Asia.
Bitcoin is currently outperforming equities and showing a stronger correlation with gold, aligning more with a “macro hedge” profile at a crucial market moment.

Disclaimer:
The information provided on this website is for informational and educational purposes only and should not be construed as financial, investment, trading, or other professional advice. All opinions, analyses, and commentary reflect the personal views of the respective authors and do not constitute recommendations to buy, sell, or hold any assets, securities, or cryptocurrencies. While every effort is made to ensure the accuracy and timeliness of the information presented, no warranty, express or implied, is given regarding its completeness, reliability, or suitability. Financial markets, particularly cryptocurrencies and digital assets, involve significant risk and volatility. You should conduct your own research, seek independent advice from licensed financial advisors, and assess your risk tolerance before making any investment decisions. The website, its contributors, and affiliates assume no liability for losses or damages arising from the use of or reliance on any information contained herein. External links are provided for convenience and informational purposes only; the site has no control over and assumes no responsibility for their content or policies. By using this website, you acknowledge and agree to these terms.