Goldman Sachs raised its HBM price forecast, lifting Samsung and SK Hynix stocks which surged 3% within an hour, while a major crypto whale opened a $3.9 million long position in a short period.

Independent semiconductor and AI research firm SemiAnalysis has released a report projecting significant growth for Nvidia in the second half of this year. According to its SemiAnalysis Accelerator Model, Nvidia’s data center compute (DC Compute) revenue in the second half of fiscal 2027 (2H FY2027) will exceed the market consensus forecast by 20%. The Rubin platform, which was previously delayed due to issues related to HBM4, is now expected to see large-scale volume launches in the second half of this year as those problems are resolved and front-end wafer supply capacity improves. Unlike some sell-side analysts who tend to set conservative earnings forecasts to make it easier for companies to "beat expectations", SemiAnalysis’ projections are based on in-depth research covering the entire supply chain, including materials, wafer manufacturing, components, server OEMs, as well as the latest developments from hyperscalers and leading AI labs. Insights related to Nvidia, as well as AI chip firms including Broadcom, AMD, MediaTek, and Marvell, are integrated into its Accelerator Model and HBM Model.

Meet a smart trader (0x1342) on @Aster_DEX. 6 days ago, trader 0x1342 fearlessly went 4x long on 1.8M $SYN($951K) at $0.28. The position is now up $447K(+188%) in unrealized profit.

According to data from Alternative, today's cryptocurrency Fear & Greed Index stands at 15, up from 12 yesterday, with the market's "extreme fear" sentiment easing slightly. Note: The index ranges from 0 to 100, and its weighted components are as follows: volatility (25%), market trading volume (25%), social media buzz (15%), market surveys (15%), Bitcoin's dominance in the overall crypto market (10%), and Google Trends analysis (10%).

Deutsche Bank interest rate strategists have revised their year-end forecasts for 2-year and 10-year U.S. Treasury yields. Their latest projections show the 2-year U.S. Treasury yield will hit 4.30% by year-end, 35 basis points higher than the previous forecast. They also raised their 10-year U.S. Treasury yield forecast to 4.80%, an upward adjustment of 10 basis points from the prior estimate. The revision reflects Deutsche Bank economists’ latest outlook that the Federal Reserve will raise interest rates twice this year, each by 25 basis points.

According to official announcements, to assist users affected by the recent earthquake in Venezuela, Binance Charity has announced it will donate a total of $3 million worth of 20 USDT vouchers to eligible Binance users, and implement a 7-day fee waiver for C2C transactions and Binance Pay merchant transactions to help users in disaster-hit regions cope with current difficulties. Users eligible for the vouchers will be identified based on their completed Proof of Address (POA) and eKYC identity verification by June 26, 2026. Applicable regions include the hardest-hit areas: La Guaira, Distrito Capital, Miranda, Aragua, Carabobo, Falcón, and Yaracuy. Qualified users will receive the corresponding funds within 30 days of completing POA verification. Additionally, Binance will roll out fee relief measures for services commonly used by Venezuelan users. All VES-denominated C2C transaction fees will be waived for 7 days starting immediately; meanwhile, all Binance Pay merchants in Venezuela will also have their Binance Pay merchant transaction fees waived effective immediately. All measures will run until July 2, 2026, local time.

Standard Chartered has released its H2 2026 Global Market Outlook. For China, given the overall market’s potential for valuation re-rating, the bank has shifted to a more risk-on stance. In allocation recommendations: the technology and communication services sectors remain overweight, primarily driven by rising domestic chip self-sufficiency rates and the continued advancement of AI commercialization; the healthcare sector has been downgraded to neutral due to limited earnings visibility; the consumer staples sector has also been cut to underweight for similar reasons; the utilities sector, meanwhile, has been upgraded to neutral, benefiting from improved power demand and policy support. Globally, in H2 2026, investors will need to navigate volatile dynamics including energy prices, stock supply, investor positioning and central bank policies. Standard Chartered projects that in an environment of a macroeconomic soft landing, risk assets will continue to receive support.