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Hong Kong and U.S. Stocks
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Federal Reserve Musallam: The job market is vulnerable to an increase in layoffs; this is not my baseline scenario, but it is not impossible.
Federal Reserve Musallam: The job market is vulnerable to an increase in layoffs; this is not my base-case scenario, but it is not impossible.
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Fitch Ratings: Following the replacement of tariffs imposed under the International Emergency Economic Powers Act with a blanket 10% tariff, the effective U.S. tax rate has fallen to 9.4%.
Fitch Ratings: Following the replacement of tariffs imposed under the International Emergency Economic Powers Act with a 10% across-the-board tariff, the effective U.S. tax rate has fallen to 9.4%.
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Federal Reserve Musallam: Inflation is running nearly 1 percentage point above target, and the labor market is cooling in an orderly manner.
Federal Reserve Musallam: Inflation is running nearly 1 percentage point above target, and the labor market is cooling in an orderly manner.
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Federal Reserve Musallam: My baseline forecast is that economic growth will reach or exceed 2%.
Federal Reserve Musallam: My baseline forecast is that economic growth will reach or exceed 2%.
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Dmitry Peskov, Press Secretary to the President of Russia: There are currently no plans for a conversation between Putin and Donald Trump.
Dmitry Peskov, Press Secretary to the President of Russia: There are currently no plans for a conversation between Putin and Donald Trump.
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Colombia's Ministry of Defense says it has foiled a terrorist plot targeting the capital
On the 25th local time, the Colombian Ministry of Defense announced that it had successfully foiled a planned terrorist attack targeting the capital, Bogotá. The Colombian Defense Minister stated that
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White House official: Donald Trump. spoke with Zelenskyy by phone.
White House official: Donald Trump. spoke with Zelenskyy by phone.
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According to CGTN: Iran's foreign minister has arrived in Geneva.
According to CGTN: Iran's foreign minister has arrived in Geneva.
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CME Group (CME): Due to technical issues, trading has been suspended on the CME Globex metals and natural gas futures and options markets.
CME Group (CME): Due to technical issues, trading has been suspended on the CME Globex metals and natural gas futures and options markets.
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Federal Reserve In the fixed-rate reverse repo operations, a total of $1.159 billion was accepted from seven counterparties.
Federal Reserve In the fixed-rate reverse repo operations, a total of $1.159 billion was accepted from seven counterparties.
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CME Group (CME): The Global Command Center (GCC) has identified a technical issue affecting trading in metals and natural gas futures and options.
CME Group (CME): The Global Command Center (GCC) has identified a technical issue affecting trading in metals and natural gas futures and options.
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U.S. Envoy Calls for Permanent Iran Nuclear Deal
According to a U.S. official and two other sources, U.S. Special Envoy Witkov said at a private gathering on Tuesday that the Donald Trump administration has demanded that Iran agree that any future n
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Google: The company will expand its call fraud detection capabilities on Samsung Electronics devices.
Google: The company will expand its call fraud detection capabilities on Samsung Electronics devices.
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The yield on the 5-year U.S. Treasury note continued to rise following the Treasury auction, latest at 3.617%, up 2.1 basis points on the day.
The yield on the 5-year U.S. Treasury note continued to rise following the Treasury auction, latest at 3.617%, up 2.1 basis points on the day.
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Google: Google The phone scam detection feature on Pixel devices is now available in the United States, Australia, Canada, India, Ireland, and the United Kingdom.
Google: Google The phone scam detection feature on Pixel devices is now available in the United States, Australia, Canada, India, Ireland, and the United Kingdom.
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Samsung Executive: Samsung's new Galaxy S26 smartphone combines cloud-based and on-device AI, powered by the company's proprietary Gauss engine.
Samsung Executive: Samsung's new Galaxy S26 smartphone combines cloud-based and on-device AI, powered by the company's proprietary Gauss engine.
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U.S. 5-Year Treasury Auction as of February 25 – Allotment Percentage: 67.45%, compared to the previous value of 27.68%.
U.S. 5-Year Treasury Auction as of February 25 – Allotment percentage: 67.45%, compared to the previous value of 27.68%.
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Samsung executive: Smartphones are expected to become the primary gateway for consumers to access artificial intelligence.
Samsung executive: Smartphones are expected to become the primary gateway for consumers to access artificial intelligence.
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According to the Axios website, U.S. Special Envoy Witkov stated that any Iran nuclear deal should remain in effect indefinitely.
According to the Axios website, U.S. Special Envoy Witkov stated that any Iran nuclear deal should remain in effect indefinitely.
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According to Fox News: Amazon (AMZN.O), Google (GOOG.O), Meta Platforms (META.O), Microsoft (MSFT.O), xAI, Oracle (ORCL.N), and OpenAI are set to sign an agreement to build their own power supply for artificial intelligence data centers.
According to Fox News: Amazon (AMZN.O), Google (GOOG.O), Meta Platforms (META.O), Microsoft (MSFT.O), xAI, Oracle (ORCL.N), and OpenAI are set to sign an agreement to build their own power supply for
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Amazon, Google, and Oracle are set to sign a data center agreement. (Fox News)
Amazon, Google, and Oracle are set to sign a data center agreement. (Fox News)
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According to Fox News: Amazon (AMZN.O), Google (GOOG.O), and Oracle (ORCL.N) are set to sign a data center agreement.
According to Fox News: Amazon (AMZN.O), Google (GOOG.O), and Oracle (ORCL.N) are set to sign a data center agreement.
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Larry Summers, former U.S. Treasury Secretary and former president of Harvard University, is set to resign from his professorship at Harvard
Lawrence Summers, the controversial former U.S. Treasury Secretary and former Harvard University president, will step down from his faculty position at Harvard at the end of this academic year, as the
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Lawrence Summers: I have made the difficult decision to retire from my professorship at Harvard University at the end of this academic year.
Lawrence Summers: I have made the difficult decision to retire from my professorship at Harvard University at the end of this academic year.
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The day after Alibaba announced an HKD 80 billion placement fully dedicated to AI, Joe Tsai and Eddie Wu collectively increased their stock holdings by HKD 120 million.
Alibaba Group Chairman Joe Tsai and CEO Eddie Wu, on the day after the company announced a new share placement plan of HKD 80 billion, collectively increased their personal holdings of Alibaba shares
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The Hang Seng Index fell 1.51% during the day, now at 25,616.88.
The Hang Seng Index fell 1.51% during the day, now at 25,616.88.
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Alibaba fell 4.72% today, now trading at $122.820
Alibaba fell 4.72% today, now trading at $122.820
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POET Technologies (POET) receives an initial $50M Lumilens purchase order with $500M+ framework potential, leading 24/7 Wall St. to set a $21.14 BUY target, implying 124.89% upside.
The AI optical computing stock's Q2 FY26 revenue was $569,925, up 112.29% year-over-year but missing expectations by 17.58%. The company closed the quarter with approximately $796 million in cash and
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WuXi AppTec's stock price surged 100% to an all-time high, as investors bet on its continued core position in the global drug supply chain.
WuXi AppTec's stock price hit a record high last week, doubling its January level, despite the U.S. Pentagon listing it as a Chinese military company, which could lead some American clients to withdra
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Lenovo Group Ltd. shares surged 19% after its quarterly revenue jumped 43%, widely beating analyst estimates and renewing optimism around AI-driven demand.
Lenovo Group Ltd. shares surged 19% after its quarterly revenue jumped 43%, widely beating analyst estimates and renewing optimism around AI-driven demand.
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HSBC shares surge to record high, with investors keenly awaiting earnings report for clues on capital returns and buybacks
The Asia-focused lender's stock rally to a record has set a high bar for its upcoming earnings. Investors are particularly focused on the results to see if they can sustain the rally, looking for deta
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SkyWest (SKYW) Executives Sold Stock for Three Consecutive Days, with Operations VP Greg Wooley Selling 17,726 Shares at $108.55 Each
SkyWest, Inc. (NASDAQ:SKYW) executives have sold company stock for three consecutive days, with Executive VP of Operations Greg Wooley selling 17,726 shares of common stock on July 30 at a weighted av
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Southern Fund's Double-Leveraged Hynix ETF rose more than 14%, and its Double-Leveraged Samsung Electronics ETF rose more than 11%
Svmuu News: According to data from MSX.COM, the Southern Double Long Hynix (07709.HK) rose more than 14%, and the Southern Double Long Samsung Electronics (07747.HK) rose more than 11%.
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Data: Foreign capital outflows from the South Korean stock market have exceeded $100 billion since 2026
Svmuu News: Since early 2026, foreign investors have withdrawn a cumulative total of more than $100 billion from the South Korean stock market. (Coin Bureau)
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The lock-up period for Zhipu’s cornerstone shares is nearing its end, and nearly 70% of the cornerstone shares set to be released have received commitments from institutional investors to continue holding them.
Svmuu News, July 7: As the lock-up period for cornerstone investors in Hong Kong-listed Zhipu nears its end, several institutional investors have explicitly stated that they remain optimistic about th
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Foreign investors sold off approximately $1.493 billion worth of stocks on the South Korean market again today, with retail investors stepping in to buy.
Svmuu News: Although South Korean stock indices fell sharply again today, retail investor funds in South Korea continued to show a net inflow, with net purchases totaling 2.3179 trillion won (approxim
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Stock markets in Japan and South Korea opened higher but closed lower
Svmuu News: The Nikkei 225 closed down 6.38 points, or 0.01%, at 69,737.69 on Monday, July 6; South Korea’s KOSPI index closed down 37.01 points, or 0.46%, at 8,051.33 on Monday, July 6, after gaining
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JPMorgan Chase We maintain our “Overweight” rating on Tencent; WeChat AI Agent reduces the risk premium
Svmuu News: JPMorgan Chase released a report stating that the uncertainties surrounding Tencent’s (00700.HK) WeChat AI Agent lie in whether it can truly integrate into the WeChat platform, the extent
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Barclays Raises Micron's Tech Price Target to $2,000
Svmuu News: Barclays raised its price target for Micron Technology (MU.O) from $1,175 to $2,000.
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Hitting a record low, STRC’s pre-market price touched $73
Svmuu News: STRC hit $73 in pre-market trading, setting a new all-time low; SATA traded at $83.5, its lowest level since February. Strive continues to pay daily dividends amid this bear market.
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Micron Tech CEO: Capital expenditures are expected to be approximately $10 billion in the fourth fiscal quarter and approximately $27 billion for the full year 2026
Svmuu News Micron: Tech (MU.O) CEO: Capital expenditures for the fourth fiscal quarter are expected to be approximately $10 billion, and full-year capital expenditures for fiscal year 2026 are expecte
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VistaShares: Micron Gross margin guidance nears 81%, a significant increase from 37% a year ago
Svmuu News: VistaShares posted on X that Micron, which is set to report its earnings on June 24, has achieved triple-digit revenue growth for several consecutive quarters.VistaShares noted that the ke
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Wedbush raises its price target for Micron to $1,300
Svmuu News: Wedbush has raised its price target for Micron Technology (MU.O) from $550 to $1,300. (Jin Shi)
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Gate has expanded its Hong Kong stock offerings to more than 1,500 securities and continues to enhance its global equity asset coverage system
Svmuu News: Gate has further expanded its Hong Kong stock trading offerings to over 1,500 securities, continuing to broaden its coverage of assets listed on the Hong Kong Stock Exchange beyond the ori
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Deutsche Bank raised its price target for Micron to $1,500
Svmuu News: According to market reports, Deutsche Bank has raised its target price for Micron from $1,000 to $1,500. (Jin Shi)
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The U.S. space sector is gaining momentum, with KULR Technology up 11%
Svmuu News: According to data from MSX.COM, the U.S. space sector is gaining momentum, with KULR Technology up 11%, Rocket Lab up 6.88%, and Boeing (BA.N) up 4%. SpaceX rose more than 6%, following a
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U.S. stocks in the memory chip and optical communications sectors rose across the board, with Micron. surging more than 7%
Svmuu News: According to data from MSX.COM, U.S. stocks in the memory chip and optical communications sectors rose across the board, with Seagate Technology and Western Digital up more than 9%, Micron
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Morgan Stanley: Capital May Shift Away from Tech Stocks, Suggesting a Shift in the Structure of the U.S. Stock Market Rally
Svmuu News: Morgan Stanley stated that the decline in oil prices will ease inflationary pressures and drive capital from highly valued tech stocks toward undervalued cyclical sectors, with U.S. stocks
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Hong Kong and U.S. Stocks
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