It's 9 a. m. in Shanghai, Shenzhen, and here in Hong Kong, you're watching the China show.I'm David Inglis with Rebecca Chan Wilkins in Singapore. Good morning. We are counting down to the open of markets in Greater China.Our top stories today chipmakers leading Asian stocks higher after reports TSMC is planning price hikes. Brent price is back at early June highs as President Trump downplays talks with Iran. I saw the components maker Zhong Ji, in a light preparing to raise $7 billion in what set to be the ...

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Market Trends & Industry Dynamics - The Dow Jones Industrial Average gained 385 points, increasing by 0.89%, while the Nasdaq jumped 1.29% [3] - Sandisk shares surged 570% year to date, Micron increased between 220% and 240%, Dell rose 2,221%, and Western Digital gained 218% [4] - Micron shares dropped from a high of 1,200 to 970, and Western Digital declined from 799 to 548 [19] - The charitable trust distributed nearly 5 million dollars in gains over two decades through portfolio diversification [12] Investment Opportunities & Potential Risks - Investors face severe concentration risk when heavily exposed to semiconductor and memory stock plays such as Micron and SK Hynix [3][9] - Historical market crashes, including the dot-com bubble wiping out 330 internet companies in 2000 and the Great Recession, emphasize the necessity of avoiding excessive margin trading [6][20][21] - Technology sector volatility is heightened by individual stock corrections and regulatory or security challenges regarding overseas markets such as China [4][14][16] - Portfolio diversification across stable dividend-paying sectors—including healthcare with Johnson & Johnson and CVS, industrials with 3M, and financial technology—serves as an essential hedge against technology downturns [9][10][11][27]

Geopolitics and Military Spending - The Pentagon requested an additional funding of 37.5 billion dollars for the ongoing conflict with Iran, with total supplemental budget requests reaching approximately 60 billion dollars and a base budget of 1.5 trillion dollars [1][3][5][6] - The United States carried out 10 consecutive nights of strikes against Tehran, resulting in rising American casualties and a total of 16 military personnel killed over more than 140 days of conflict [3][52] - The administration directed U.S. airline carriers to fly directly into Lebanon after decades of suspension, signaling a potential easing of travel restrictions and economic support [45] Economic and Market Impact - The S&P 500 rose by less than 1%, the Nasdaq 100 increased by 1.9%, and the Dow Jones gained 0.7%, driven by chipmakers and energy sectors amidst Middle East geopolitics [34] - Super Micro Computer reported a record backlog exceeding 60 billion dollars, leading to double-digit gains in after-hours trading [35] - Cumulative inflation reached 25% over the past five years, resulting in a corresponding loss of purchasing power for American households [11][12] Fiscal Policy and National Debt - The national deficit is projected at 2 trillion dollars annually, with national debt cited as a primary threat to economic and national security [7][8][58] - A proposed sanctions bill on Russia includes 100% tariffs on the top five recipients of Russian oil, which could amount to a 500 billion dollar tax increase on trade with China and India [24][25] - Foreign trade accounts involving approximately 250 billion dollars of Russian assets have been confiscated by the U.S. government [26]

Market Trends - Semiconductor, memory, and artificial intelligence themed exchange-traded fund launches are expected to drive the total count of technology-related exchange-traded funds beyond 500 [1] Investment Opportunities - Technology sector exchange-traded funds surpass 100 billion dollars in year-to-date capital inflows [1]

Semiconductor and Technology Sector - Semiconductor stocks led market gains, with the Nasdaq 100 eyeing a 2% increase and the Philadelphia Semiconductor Index rising about 5% [2][7][128] - Taiwan Semiconductor (TSMC) discussed strategic price increases of as much as 10% for next year to cover rising manufacturing costs [5] - Semiconductor companies are projected to grow earnings per share (EPS) by 133%, while the software and services sector anticipates 16% growth [12] Macroeconomic and Bond Market Trends - The 10-year Treasury yield increased by 4 basis points to about 4.60%, marking the worst one-week loss in over a year [3] - Vanguard forecasts 3% U.S. GDP growth in 2027, driven by the transformative economic impact of artificial intelligence [22][23] - Oil prices rose above $91 a barrel due to Middle East tensions, increasing over 20% since the start of the month and pressuring bond yields [2][5] Automotive and Corporate Earnings - General Motors (GM) raised its full-year profit forecast by $500 million after beating second-quarter earnings estimates, supported by strong truck pricing and lower tariff costs [114] - Amazon Business reached $60 billion in annualized gross sales, marking a 71% increase since 2023 [54][55] - Novartis reported strong second-quarter sales and earnings growth, maintaining its full-year guidance of 5% to 6% growth through the end of the decade despite patent cliffs [32][33][37]

Market Trends & Technology Sector - US stocks rebounded sharply, with semiconductor shares leading the rally as the Dow Jones Industrial Average climbed nearly 400 points and the S&P 500 snapped a 3-day losing streak [1] - Advanced Micro Devices and Nebus drove session gains, offsetting recent market weakness and renewing investor optimism in the technology sector [2] - Advanced Micro Devices launched its first rackscale AI system named Helios, featuring Microsoft as a key customer and intensifying competition with Nvidia [4][5] - Nebia's stock surged as much as 19% after Nvidia disclosed a 9.3% stake in the AI cloud company, sparking increased hedge fund interest [5] - Google expanded its Gemini AI lineup by introducing new Gemini 3.6% flash and cybersecurity-focused models, alongside plans for Gemini 3.5% Pro and Gemini 4 [7] - Anthropic agreed to pay 1.5 billion US dollars to authors and publishers in a copyright settlement regarding the training of its Claude chatbot [8] Industry Developments & Corporate Performance - Novo Nordisk filed a lawsuit against Eli Lily alleging false and misleading advertising related to GLP1 weight loss drugs, intensifying competition in the obesity treatment market [3] - General Motors reported strong second quarter earnings of 3.9 billion US dollars, raised its full-year outlook, announced increased shareholder payouts, and brought back gas-powered Cadillac models while slowing electric vehicle rollouts [3][4] - Goldman Sachs launched a new private markets platform to help wealthy investors access pre-IPO opportunities in high-profile private companies including SpaceX and Stripe [8] Macroeconomic & Regulatory Risks - Energy, defense, and transportation sectors experienced heightened volatility due to the ongoing US-Iran conflict, while global oil demand remained subdued with China reducing imports [6] - The US government considered sanctions against Chinese AI firms accused of building open-source models using stolen intellectual property [9] - JP Morgan Chase CEO Jamie Dimon warned that risks of a shock to both stock and bond markets are rising, stating he would not personally buy long-term bonds at current levels [9][10]

And right now we are two minutes away from the end of the trading day. Romaine Bostick alongside Katie Greipel taking a due to that closing bell. It's a global simulcast.Carol Massar Tim Sandvik they join us now. Welcome to our audiences across all of our Bloomberg platforms, television and radio. Our partnership with YouTube, with all of the major U.S. indices solidly in the green, the S&P upper percent, the Nasdaq indices Carol Massar up about two.Yeah. Thank you. Semiconductors.They go up, they go down, ...

>> LIVE FROM WASHINGTON, D. C. , THIS IS "BALANCE OF POWER" WITH JOE MATHIEU AND KAILEY LEINZ.JOE: I RAN STRIKES REGION TO A 10TH STREET NIGHT, BUT WHAT IS THE IMPACT ON ENERGY MARKETS AND DEMOCRATS ON CAPITOL HILL. WELCOME TO THE TUESDAY EDITION OF "BALANCE OF POWER." AS OIL PRICES RISE ON HEADLINES FROM IRAN, DEMOCRATS ARE QUESTIONING THE COST AND STRATEGY AS THEY PREPARE TO VOTE ON GOVERNMENT FUNDING. I'M JOE MATHIEU ALEXEI KAILEY LEINZ IN WASHINGTON.WE ARE ABOUT TO FIND OUT HOW DEMOCRATS PLAN TO WEIGH I ...