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Strategy Inc. (NASDAQ: $MSTR) sold 1,638 Bitcoin and more than 3 million common shares last week, extending a capit...

Cantor Fitzgerald was favorable on all three names and stated the reduced targets were attributable to modified valuation assumptions, not a longer-term outlook.

Michael Saylor built his reputation as Bitcoin's most devoted corporate accumulator, but his latest SEC filing tells a very different story about where Strategy's priorities actually lie.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]

A Coldcard wallet breach exposing flaws in the very technology designed to protect Bitcoin is weighing on sentiment.

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]

Strategy Inc.’s latest SEC filing from August 3, 2026, shows the company aggressively executing a major strategic pivot that officially began in late June. Moving away from its long-standing "Bitcoin only" accumulation playbook, the company is actively utilizing its new capital management strategy to defend its balance sheet, manage high-yielding preferred stock obligations, and stockpile cash. To understand this week’s filing, we have to look back to June 29, 2026. On that date, Strategy Inc. i

The company sold the Bitcoin at an average price of $63,957, below its average acquisition cost of approximately $75,419 per coin.

Half the proceeds funded preferred dividends and half went into an $81 million STRC buyback, its second in as many weeks.

Strategy added just 37 bitcoin in two months, then sold 1,638 in one week. Its stack is now smaller than in May.

(Bloomberg) -- Michael Saylor’s Strategy Inc. is plowing ahead with its pivot from relentlessly buying Bitcoin to focusing on shoring up its capital structure by raising its reserve via sales of the token and its own shares. Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosAlibaba Adds to China AI Breakthroughs With New Qwen Model Trump Says Iran Talks to Begin Monday After Scrapping AttackSingapore's Gated Isl

Strategy, the bitcoin-hoarding firm founded by Michael Saylor, said it sold 1,638 bitcoin last week to fund preferred stock dividends and repurchases. The sale, which raised about $105 million, comes after the company unveiled a turnaround plan last month aimed at shoring up investor confidence. After the recent sale, Strategy still holds 842,138 bitcoin, worth about $53 billion at current prices.

Scott Melker discusses the ins and outs of Strategy's (MSTR) bitcoin-buying strategy (BTC-USD). "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Wall Street analysts are reshuffling their bets heading into August, and some of the calls on Monday target names that range from a crypto giant to a coffee behemoth to a semiconductor darling. Find out which stocks just got slapped with new downgrades and which ones earned fresh upgrades.

Despite pausing Bitcoin purchases for three consecutive weeks, Strategy remains the world's largest corporate Bitcoin holder with 843,775 BTC.

Find insight on TSMC, UMC , Vitrox and more in the latest Market Talks covering technology, media and telecom.

Morgan Stanley downgraded CRCL stock to ‘Underweight’ from ‘Equal Weight’ and slashed its price target by 60%.

The artificial intelligence boom has powered some of Wall Street’s biggest winners this year. But Strategy Inc Executive Chairman Michael Saylor believes it is also creating an overlooked challenge for Bitcoin. Speaking on Strategy’s second-quarter earnings call, Saylor argued that...

Strategy, listed as NasdaqGS:MSTR, reported a quarterly loss of $8.6b driven largely by an unrealized loss on its Bitcoin holdings. The company publicly endorsed the CLARITY Act, a proposed framework that could reshape US regulation of digital assets. These developments highlight Strategy's deep connection to Bitcoin price movements and its active role in digital asset policy discussions. For investors tracking Strategy, the latest update puts the scale of its Bitcoin exposure firmly in...

Strategy Inc. CEO Phong Le said on Thursday that the firm realized in 2026 the importance of holding cash reserves over liquid Bitcoin for balance-sheet strength The Lessons from the 2026 Bear Market During the company’s second-quarter earnings call, Le...

Strategy Inc Executive Chairman Michael Saylor has spent years convincing investors that Bitcoin is the company’s biggest asset. Now, he says the next trillion-dollar opportunity isn’t owning more Bitcoin—it’s building a business on top of it. Speaking during Strategy’s second-quarter...

Investing.com -- Bitcoin traded above $63,000 on Sunday, rising slightly over the previous 24 hours as the market absorbed expanding Coldcard wallet losses and further Bitcoin sales by Trump Media & Technology Group.

Michael Saylor says the viral $5 billion Bitcoin sale claim is old news pulled from Strategy's June 29 plan.

Strategy is a leveraged bet on Bitcoin that is deep in debt.

In a significant pivot, Strategy has gone from Bitcoin accumulation to capital management.

Strategy backed the CLARITY Act a day after Q2 results, giving MSTR stock a regulatory catalyst beyond earnings.

On July 30, 2026, Strategy reported an $8.22 billion net loss for Q2. The diluted loss per share came in at $24.45, against analyst estimates of $2.19 per share. That is not a miss. That is a miss by a factor of more than ten. And yet Strategy shares closed at $97.74 on the day, up 4.41 percent. ...

Shares of bitcoin development company Strategy (NASDAQ:MSTR) fell 4.5% in the afternoon session after the company reported a massive second-quarter 2026 earnings miss driven almost entirely by the volatility of its cryptocurrency holdings.

Strategy (NASDAQ:MSTR) reported a second-quarter operating loss of $8.3 billion and net loss of $8.6 billion, driven primarily by a non-cash fair-value markdown on its Bitcoin holdings as the cryptocurrency’s price declined at quarter-end. Chief Financial Officer Andrew Kang said the company held 8

Schiff says Strategy's latest share sale diluted Bitcoin exposure, with BTC yield per share falling to 4.5%. Supporters argue MSTR still beats Bitcoin over the ...