SemiAnalysis bullish on Nvidia's H2 performance, Rubin's volume expansion to drive data center business growth.
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.
6 minutes ago
Crypto Fear & Greed Index rises to 15, market 'extreme fear' sentiment eases slightly.
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%).
6 minutes ago
Deutsche Bank raises its forecast for US Treasury yields
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.
6 minutes ago
Binance Charity will donate $3 million to support users in the earthquake-stricken areas of Venezuela.
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.
6 minutes ago
Standard Chartered recommends overweighing technology and communication services and underweighting consumer staples in the second half of the year.
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.
6 minutes ago
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