Group 1 - The US stock market experienced a mixed session with large tech stocks like Nvidia softening while small-cap stocks rallied, leading to slight new highs for the S&P and Nasdaq indices [1][3] - The S&P 500 index rose by 0.32% to 6466.58 points, and the Nasdaq composite increased by 0.14% to 21713.14 points, while the Dow Jones Industrial Average climbed 1.04% to 44922.27 points, nearing its historical high [1] - The Russell 2000 index surged by 1.98%, benefiting from lower interest rates which reduce funding costs and potentially boost consumer spending [3] Group 2 - Market expectations are fully pricing in a 25 basis point rate cut by the Federal Reserve in September, with discussions of a possible 50 basis point cut [3][4] - UBS's Chief Investment Officer anticipates a total of 100 basis points in rate cuts from September to January, with each meeting likely to see a 25 basis point reduction [4] - BlackRock's Chief Investment Officer also supports the notion of aggressive easing by the Fed, suggesting a 50 basis point cut in September [4] Group 3 - Major tech stocks had mixed performances, with Apple rising by 1.6% and Nvidia falling by 0.86%, while AMD's impact on Nvidia's next-generation chip design was noted [5] - CoreWeave, a data center stock closely related to Nvidia, saw a significant drop of 20.83% after reporting worse-than-expected losses [5] Group 4 - Chinese stocks listed in the US saw a strong rally, with the Nasdaq Golden Dragon China Index rising by 2.08%, and notable gains in Tencent (7.4%), Alibaba (3.63%), and other major Chinese companies [6]