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World Cup Quarterfinal Preview: Norway vs England — Can a Dark Horse Match the “Three Lions” Power?
July 12, 05:00 at Hard Rock Stadium in Miami: the final ticket to the 2026 USA-Canada-Mexico World Cup quarterfinals will be decided between Norway and England. Norway has just won back-to-back against Côte d’Ivoire and a five-star Brazil. Haaland has scored 7 goals in this tournament so far. Solbakken’s 5-4-1 deep defensive counterattack setup—combined with Odegaard’s long balls to find space behind the line—makes the game plan quite clear. England, meanwhile, overturned Mexico 3-2 to advance.

Bernstein’s July 8 global storage monthly report has continued the script for this bull run: DRAM’s average price in Q2 surged 74% quarter-over-quarter. Server DRAM rose 60-67%, and Mobile DRAM nearly 80%. AI cloud providers locked in long-term orders that drained Server DDR5, and the bull market could potentially last until 2027—but the “steepest” part is already behind us. DRAM’s expected Q3 increase is forecast to cool back to 13-18%.
The real big meat is in HBM. Bernstein expects HBM’s average price to rise another 2-2.5 times year-over-year in 2027. HBM3E/4 will cover all generations, boo

Recently, in the secondary market, rumors spread that the implied valuation behind Anthropic’s stake trades has surged to $1.2 trillion, nearly six times higher than the early-year primary market pricing of $180 billion. As the parent company of the Claude series and OpenAI’s strongest rival, this jump by Anthropic does carry a hint of “AI bubble 2.0.”
The hitchhiker targets are clearly visible: GOOGL, as a shareholder and a major cloud compute backer, is set to benefit first; NVDA’s H100/B200 remains a training essential for Claude; and on the crypto side, decentralized compute projects like

USD1 is a fiat-collateralized stablecoin issued by World Liberty Financial and custodied by BitGo Trust. Its reserves consist of short-term U.S. Treasuries + cash + government money market funds. As of July 2026, its circulating supply has exceeded $4.5 billion, deployed across more than 10 chains. Recently, its on-chain staking APR was raised from 8.26% to 8.88%. It accrues interest the next day, pays out daily, and can be redeemed at any time. Its yield sources mainly include the short-term Treasury spread, institutional lending (borrowers pledge blue-chip collateral such as BTC and ETH, wit

SK hynix really went big on this US trip—its ADR guidance price was set at $149, with 177.9 million shares issued, raising about $26.5 billion, directly stamping on the US IPO record for foreign companies set by Alibaba in 2014. On its first day, it began trading on Nasdaq under the ticker SKHY, closing at $169.36, up 13% from the pricing. Even with 7x oversubscription, it also had support from old-money firms like Baillie Gifford and Coatue.
The confidence comes from HBM. In the first quarter, its operating profit margin was 72%, even stronger than NVDA and TSM. On its balance sheet it has 3.

GUSD annualized yield hits 3.8%: stablecoins are also getting in on the “on-demand U.S. Treasury bills” craze
Gemini Dollar (GUSD) annualized yield has recently jumped to 3.8%, up 35bp from 3.45% in Q2, setting a 14-month high. The logic behind it is straightforward: more than 84% of the reserves are short U.S. Treasuries maturing within 90 days; with the 3-month U.S. Treasury yield still at 4.5%+ , Gemini shares part of the spread with holders. It also stacks institutional lending against BTC and ETH collateral (LTV 50-60%) plus overnight repo. The money comes in cleanly—it’s not an algorithm

Clouds of escalation in the U.S.-Iran war are gathering again; this time, the asset logic is a bit unusual.
Starting July 7, the U.S. military launched multiple rounds of strikes against more than 170 targets in Iran. On July 10, Trump declared that “the ceasefire is over,” but agreed to continue negotiations. Shipping volume through the Strait of Hormuz has fallen day after day, and “alternating strikes and talks” has become the new normal.
Part of the usual pattern of “when the cannons fire, gold comes in” has failed. Instead of rallying, Bitcoin (BTC) dipped below 62,000. Lockheed Martin (L

The recent US stock AI rally has been even more aggressive than expected. OpenAI and Google have rolled out new products one after another, and the compute-power supply chain is also surging—NVDA rose nearly 3% overnight, and its gains for the year are already heading toward 180%; MSFT, driven by Azure AI growth, is firmly in the $3 trillion club, and “shovel-seller” like SMCI (Super Micro Computer) also keeps setting new highs. In the crypto space too, RNDR (render token), riding the “decentralized AI compute” narrative, jumped 20%+ over the past week.
On the surface, it looks like fundamenta