The Nikkei 225 index rose 3.57% intraday, while SoftBank gained 14%.

Blue Owl Capital raised roughly $7.6 billion in total fundraising for Q2 2026, a sharp decline from the $12.1 billion it secured in the year-ago period. Its flagship private credit business only pulled in around $1.8 billion—about half of the prior quarter’s haul and the lowest single-quarter level since 2023. The drop was driven primarily by turmoil in the private credit market and redemption waves from high-net-worth individual investors, particularly for its non-traded BDC products. By contrast, real estate and real asset strategies (including those tied to AI data centers) performed strongly, accounting for the bulk of new fundraising. The firm’s assets under management (AUM) still expanded to approximately $319 billion, with profit metrics meeting or slightly outperforming expectations. Blue Owl Capital Inc. is a leading New York-headquartered alternative asset management firm focused on private market capital solutions. As of the end of June 2026, its AUM stood at roughly $319 billion.

According to Bitget's market data, Hong Kong stocks opened, with MiniMax and Zhipu each rising over 14%, while SMIC gained more than 8%.

Analysts at Fubon Research project that Google’s TPU production will hit 12–15 million units in 2028, a figure that could exceed or approach Nvidia’s data center AI GPU shipments for the same year. As such, Google will need to rely on Intel Foundry—particularly its advanced packaging capacity—to make up for the shortfall in TSMC’s supply.

Dan Bin, Chairman of Oriental Harbour, commented on the liquidation of AI-driven stock guru Leopold Aschenbrenner’s fund: “The so-called ‘stock god’ of his generation has fallen, and the fund was just two years old. When it comes to investing, never using leverage is always the right call… Risk control is always the top priority, and staying in the game is the most important thing. He most likely collapsed right before dawn.”

Changxin Technology’s intraday market cap surpassed 4 trillion yuan, with its stock rising 14.3% to 60.49 yuan, hitting a new record high, and trading volume reaching 8.8 billion yuan.

According to The Wall Street Journal, Tesla’s advisors are discussing a spin-off plan to divest its Chinese business. The arrangement is reportedly aimed at paving the way for a potential merger with SpaceX.