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<p>Taiwan Semiconductor's better-than-expected earnings report drove ADRs up 3.38%. U.S. Treasury yields rose, and the dollar gained 0.33%. Gold and oil prices fluctuated. The U.S. Congress passed a stablecoin bill, pushing cryptocurrencies higher in the short term. A-shares and Hong Kong stocks showed a divergence in performance, with pharmaceutical stocks surging. The Trump administration plans to visit the Federal Reserve to discuss renovation issues. Federal Reserve Chair candidates Waller and Kashkari expressed their views on interest rate cuts</p>

- The article discusses recent strong U.S. retail sales and a decline in unemployment claims, leading to gains in the dollar and U.S. stock markets, with the S&P 500 and Nasdaq reaching record highs.  
- TSMC reported a 61% increase in Q2 net profit, driven by strong AI chip demand, while Netflix's Q2 profits rose over 40%, prompting an upward revision of its annual guidance.  
- The article also highlights geopolitical tensions, including potential nuclear responses from Russia and ongoing trade negotiations between the U.S. and India, alongside significant developments in the cryptocurrency regulatory landscape.

Breakfast | Strong U.S. retail sales, S&P and Nasdaq hit record highs