1. Samsung’s earnings will be a key test for the AI chip market; Q2 operating profit is expected to surge 18-fold;
2. “Smart money” collectively bought into Mexico’s matches—which ended without a win in regulation time—with TOP’s holdings yielding a combined profit of $20.3 million;
3. Donald Trump will meet with Zelenskyy and the Syrian president during the NATO summit;
4. SemiAnalysis: NVIDIA’s Kyber NVL144 has been delayed by over 12 months, with the release date pushed back to 2028;
5. The Clarity Act was not signed into law on July 4; August 7 is now a key milestone;
6. Spot gold hits a two-week high, breaking above $4,200 per ounce;
7. Trading volume on Polymarket’s World Cup winner prediction market has surpassed $3.9 billion, with France’s probability of winning rising to 35.1%;
8. Garrett Jin has increased his ZEC short positions, with a portfolio value of $15.08 million and an unrealized loss of $530,000.