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Japanese and South Korean stock markets plunged at the open, with the KOSPI Index falling below the 8,000-point mark and the Nikkei 225 dropping below 70,000 points. Samsung Electronics, Kioxia, and SK Hynix fell sharply across the board, while SoftBank bucked the trend to post gains.

• Robinhood launched a Layer 2 blockchain network to integrate decentralized finance products. • The firm is deploying artificial intelligence to automate retail trading workflows and systems. • Robinhood joined the Trump Accounts program to acquire new retail brokerage customers.

• Vertiv opened a 236,000-square-foot manufacturing facility in Malaysia to support AI infrastructure demand. • Analysts project a 20% to 22% organic revenue CAGR over the next four years. • Institutional support and a $15 billion order backlog drive the company’s recent stock rally.

• Fortinet stock rose due to strong demand for AI-driven security and SASE platforms. • The company appointed a new senior vice president to expand its Asia-Pacific operations. • Investors disregarded recent security headlines, focusing on positive earnings forecast revisions and fundamentals.

• Anticipation of Bank of Japan interest rate hikes bolsters Mizuho Financial Group's profitability. • Strategic share repurchases and digital acquisitions support investor confidence and capital allocation. • Technical indicators remain neutral while strong institutional accumulation supports recent share price gains.

• AppLovin shares rose following bullish analyst coverage from Raymond James and Citi. • The company is expanding its AI-driven advertising platform into the global e-commerce sector. • Intraday volatility persists due to high valuation multiples and recent executive insider selling.

TradingKey - Market expectations that Samsung Electronics will soon announce a positive profit alert in its preliminary Q2 earnings, coupled with SK Hynix officially launching its roadshow for a US listing, fueled strong market sentiment. The three major US stock indexes rose across the board, with the Dow Jones Industrial Average continuing to hit record highs and the Nasdaq Composite Index strengthening, led by gains in chip and memory stocks. At the close, the Dow Jones Industrial Average rose 0.29% to 53,055.91 points; the Nasdaq Composite Index rose 1.12% to 26,121.16 points; and the S&P 500 Index rose 0.72% to 7,537.43 points.

• Meta plans to launch an internal AI cloud infrastructure business to generate revenue. • Developing proprietary silicon chips aims to lower costs and reduce external supply dependencies. • Global regulatory scrutiny and market volatility offset optimism regarding Meta’s new AI initiatives.

• SMFG stock rose following proactive capital management and aggressive shareholder return strategies. • Investors anticipate a two-for-one stock split to improve liquidity and retail participation. • Bank of Japan interest rate normalization supports expectations for net interest margin growth.

• HDFC Bank reported 15.4 percent year-on-year growth in gross advances. • Total deposits increased by 14.7 percent, surpassing broader market expectations. • The bank appointed new leadership to strengthen governance and strategic direction.

• Boeing launched a fourth 737 MAX assembly line to increase monthly production capacity. • Second-quarter deliveries reached 167 aircraft, exceeding Wall Street consensus estimates of 160. • Fitch Ratings upgraded Boeing’s credit outlook from stable to positive due to operational recovery.

• Eaton Corporation joined several FTSE Russell growth indices, triggering significant institutional inflows. • The company is spinning off its Mobility Group to focus on high-margin electrical segments. • Strategic investments in digital electricity solutions support expansion into data center power infrastructure.

TradingKey - Meta (META) recently proposed launching a cloud infrastructure service named "Meta Compute," planning to sell its excess AI computing power to external customers and considering allowing developers to access AI models hosted on Meta's infrastructure. Influenced by this, Meta closed up 8.81% on the day at $612.91. Meanwhile, major cloud providers such as Amazon (AMZN), Alphabet (GOOGL), and Microsoft (MSFT) all posted weekly gains of over 4%. Just two months prior, market concerns over high valuations had dragged down the share prices of these tech giants. Morgan Stanley stated that as investors take profits on tech stocks that led the gains earlier this year, it will be difficult for the US stock market to reach new highs.

• ADI transitioned into Russell growth indices, driving passive institutional inflows. • Record quarterly revenue and high margins stem from industrial recovery and AI demand. • Management issued optimistic fiscal third-quarter guidance and announced a new share buyback program.

• Schwab reported a 26.3% Common Equity Tier 1 capital ratio exceeding regulatory requirements. • Client assets surpassed $13 trillion alongside growth in new brokerage account openings. • Analysts revised earnings forecasts upward citing expected margin expansion and fee growth.

• Western Digital shares rose following positive sentiment and an artificial intelligence hardware sector recovery. • Wall Street firms increased price targets citing strong enterprise storage demand and tight supply. • Western Digital's enterprise storage capacity is fully booked through the current calendar year.

• Toyota shares rose following strong U.S. sales data and growth in hybrid vehicle volume. • Robust hybrid margins and share buybacks support the company's valuation and defensive stock status. • Potential trade policy headwinds and executive leadership changes contribute to ongoing market price volatility.

• BlackRock named Arista Networks a top thirty artificial intelligence stock. • Arista launched 1.6-terabit networking platforms for rack-scale AI infrastructure. • The company faces operational challenges including supply chain bottlenecks and high valuation.

• President Trump’s public endorsement and federal contract awards have boosted investor confidence. • Dell reported $16.1 billion in AI-optimized server revenue, a 757 percent annual increase. • Rising demand for AI infrastructure offsets concerns regarding supply chain costs and margins.

• Marvell shares rose following reported production delays for Nvidia's AI chip architecture. • Investors expect Marvell to capture increased demand for custom silicon and optical interconnects. • Analysts maintain a Buy rating with an average price target of $243.18.