Bernstein said the current memory upcycle is expected to continue through 2027, though the phase of rapid price increases has passed. According to Odaily, the Wall Street investment bank’s monthly storage industry report showed average DRAM prices rose 74% quarter over quarter in the second quarter. Bernstein said demand from servers and mobile devices provided strong support, with Server DRAM rising more than 60% and Mobile DRAM nearly 80%. It also noted tight supply and demand for server DDR5 in the spot market. The firm forecast DRAM price increases in the third quarter will slow to 13% to 18%, adding that weak end-demand for consumer electronics may gradually weigh on the market. Bernstein said the NAND market showed mixed trends, with wafer spot prices weakening, while higher prices for smartphone and SSD storage helped lift overall contract prices by 60%. It added that AI cloud providers locking in long-term contracts are a key variable in the cycle. Bernstein maintained positive ratings on Samsung, SK Hynix, Micron, and SanDisk, while taking a cautious view on Kioxia. It said memory prices are expected to gradually return to normal from the second half of 2027 to 2028 as capacity is released and long-term contracts are implemented.

The Egyptian Football Association said it has asked FIFA to exclude the officials from the World Cup after Egypt’s 3-2 last-16 defeat by Argentina in Atlanta, according to Yahoo Sports. The EFA said it filed a complaint seeking an investigation into French referee Francois Letexier and alleged “double standards,” citing a VAR decision that ruled out a Mostafa Zico goal for a foul by Marwan Attia on Lisandro Martinez and a penalty appeal involving Mohamed Salah shortly before Argentina’s stoppage-time winner. Argentina captain Lionel Messi set up their first goal in the 79th minute and scored an 83rd-minute equaliser; Argentina play Switzerland in Kansas City on Saturday (02:00 BST, Sunday).

According to CNBC, former St. Louis Fed President Jim Bullard said the Federal Open Market Committee typically moves in rate cycles and is unlikely to deliver just one interest rate increase, as markets await minutes Wednesday from the Fed’s June 16-17 meeting, the first under Chairman Kevin Warsh. CNBC reported the Fed’s June “dot plot” leaned toward a hike before the end of 2026 and then one cut in each of the next two years, while traders are pricing in a hike as early as September, according to CME Group’s FedWatch. Standard Chartered strategist Steve Englander said he expects Warsh to make FOMC minutes less informative, and Bank of America raised its forecast to three quarter-percentage-point hikes before the end of this year. CNBC also cited the New York Fed’s June consumer survey showing one-year inflation expectations at 3.7% and three-year expectations at 3.3%.

Paypal,SpaceX,从PayPal黑帮到SpaceX黑帮：下一个造富机器已在酝酿 金色财经,有过极强创业背景的人有可能在未来再创辉煌。

2026 年 7 月 1 日，欧盟 MiCA 法规 CASP 过渡期正式结束。随即支付基础设施公司 Decta 发布了一份盘点报告，用一组数字宣告了一个看似振奋人心的事实。

Nigel Farage officially announced that he would be stepping down from his position as a member of Parliament, triggered by the mounting scrutiny over the millions of dollars in crypto he had received from crypto billionaires Christopher Harborne and Geroge Cottrell, a convicted fraudster linked to a crypto casino.

Vitalik Buterin,ETH,以太坊要变成什么样？Vitalik 这轮「极简改造」到底想解决什么 金色财经,状态层级化全面提速。

在"北美豆包"热梗出圈的背后，是人们对谷歌的期待发生了变化。

Kraken is seeking a full European banking licence in Lithuania, which would make it the first crypto exchange to hold one if approved. The move would allow the company to expand beyond crypto trading into banking services across Europe.

Anthropic,人工智能,SemiAnalysis：Anthropic三季度利润将突破10亿美元 金色财经,Anthropic正悄然颠覆AI商业版图。

DeepSeek,芯片,人工智能,自研芯片 DeepSeek 和智谱的算术题 金色财经,房租交得越久，越想有一套自己的房子。

Australian crypto exchange Swyftx has secured an Australian Financial Services Licence, allowing it to offer crypto derivatives and payment services under financial regulations.

RWA,TradFi,CoinGecko 2026研报：RWA现货飙涨、TradFi永续破万亿 金色财经,加密交易所的「新标配」仍是小配角。