Zacks9d agoneutral
IREN vs. MSTR: Which Bitcoin Stock Is the Better Choice for Investors?IREN's contracted AI cloud growth and financing edge make it a stronger choice than Strategy's leveraged Bitcoin model and dilution risks.
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Insider Monkey9d agoneutral
MKS (MKSI) Gains from Surging Demand for High Band Memory (HBM)WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]
Insider Monkey9d agoneutral
Allegro Microsystems (ALGM) Advanced from Sharp Demand GrowthWS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]
Insider Monkey9d agoneutral
PTC (PTC): A Mispriced Opportunity?WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]
Insider Monkey9d agoneutral
Inflated AI Risk Hurt Autodesk (ADSK)WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]
Insider Monkey9d agoneutral
Excessive Extrapolation Pressured Globant S.A. (GLOB)WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]
Insider Monkey9d agoneutral
Compelling Reasons to Add ATS Corporation (ATS)WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]
Insider Monkey9d agoneutral
Data Centre Cooling Demand Boosted AAON (AAON)Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]
Insider Monkey9d agoneutral
Everus Construction Group (ECG) Strengthens from Long-Term Infrastructure DemandWasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]
Insider Monkey9d agoneutral
Procore Technologies (PCOR) Slid Amid AI Disruption ConcernsWasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]
Insider Monkey9d agoneutral
JFrog Ltd. (FROG) Overcomes AI Challenges and Gains MomentumWasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]
Insider Monkey9d agoneutral
Here’s Why Ollie’s Bargain Outlet Holdings (OLLI) Traded Lower in Q2Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]
Insider Monkey9d agobearish
Short-Seller Concerns Hurt Ensign Group (ENSG) in Q2Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]
24/7 Wall St.9d agobullish
Strategy Climbs 3%, BitMine Surges 7%, SharpLink Rises 5% as Crypto Stocks Bounce Back Toward $65K BitcoinBitcoin is clawing back toward $65,000 and dragging crypto treasury stocks with it, but the rally lands inside brutal year-long drawdowns and a fifth straight week of zero Bitcoin buying from Strategy raises questions about what the bounce actually signals.
CryptoProwl9d agoneutral
Strategy Again Boosts Cash Reserves And Leaves Bitcoin UnchangedCryptocurrency treasury firm Strategy (NASDAQ: $MSTR) has again chosen to raise its cash reserves and leave its Bit...
decrypt9d agobullish
Strategy Adds $525M to Cash Reserve, Skips Bitcoin Buy for Fifth WeekThe Bitcoin treasury firm also tapped its $1 billion preferred buyback for the first time, spending $25 million on STRC.
Stocktwits9d agobullish
MSTR Stock Climbs After Michael Saylor’s Strategy Skips Bitcoin Buys Again, Raises $545M Through Share SaleStrategy disclosed that it did not purchase any Bitcoin during the past week, extending its buying pause to five consecutive weeks.
Bloomberg9d agoneutral
Crypto Treasury Firms Pivot to AI in Bid to Win Back Investors(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall
99bitcoins9d agobullish
We’re Going to Need Another Color Says Saylor: Will Microstrategy Buy Bitcoin Dip Today?Microstrategy has gone four consecutive weeks without buying a single satoshi of Bitcoin, its longest buying freeze in two years, while Michael Saylor keeps posting accumulation charts to X with the caption “We’re gonna need another color.” The company sits on $3.225 billion in cash, MSTR is down roughly 33% ...
Benzinga9d agoneutral
Michael Saylor's Strategy Gears Up to Report Q2 Earnings—Will Bitcoin's Persistent Declines Weigh on Results?Strategy Inc. (NASDAQ:MSTR) will report its second-quarter earnings after the market close on Thursday. Here’s a quick overview of what’s going on with the company and its stock. Strategy To Report Loss Again? Analysts estimate the Bitcoin (CRYPTO: BTC) holding giant to report a loss of $2.19 per share, according to data from TradingView and FactSet. The company is expected to announce quarterly revenue of $121.88 million, reflecting an increase of 6.40% from the same quarter last year. The MSTR
The Wall Street Journal9d agoneutral
Stocks to Watch: CXMT, LVMH, Nvidia, Chevron↗️ Nvidia (NVDA): The AI chip company is in talks to provide a $250 billion backstop to OpenAI to fund a massive data-center project, WSJ reported. Shares ticked up in premarket trading along with other chip stocks.
BeInCrypto9d agobullish
Strategy Earnings Loom as Bitcoin Buying Freeze Hits a MonthStrategy has not bought Bitcoin in four weekly filings. Q2 earnings on July 30 will test whether the pause continues.
Motley Fool10d agoneutral
Nebius vs. Strategy: Comparing Revenue Trends Between an Artificial Intelligence Company and a Bitcoin GiantNebius has grown revenue nearly 33-fold in eight quarters, while Strategy's top line has barely budged — a divergence that raises questions about sustainability.
Benzinga11d agobullish
Investors Are Debating Which Stocks They'd Never Buy, No Matter How Bullish Everyone Else Is. 'Money Is Money, But…'Every investor has a stock they simply refuse to own, despite the excitement surrounding it. One Reddit user wanted to know exactly that and asked fellow investors recently which company they’d never buy and why, “no matter how much others...
Stocktwits11d agoneutral
Peter Schiff Says Strategy's Common Stock Will Eventually Be Worthless As Michael Saylor Says STRC Is The Biggest Position In Three Major ETFsSchiff also reiterated his bearish Bitcoin outlook, warning a break below $50,000 could trigger a deeper decline toward the $20,000-$30,000 range.
Investing.com11d agoneutral
Bitcoin price hovers at $64,000 as stablecoin inflows weakenInvesting.com -- Bitcoin hovered around the $64,000 level Saturday evening, paring declines following weakening stablecoin inflows that pointed to subdued demand for cryptocurrency assets.
Simply Wall St.11d agoneutral
Strategy (MSTR) Joins BlackRock And Coinbase In Bitcoin Security ConsortiumStrategy (NasdaqGS:MSTR) has joined BlackRock, Coinbase, and other industry players to form the Bitcoin Security Consortium. The consortium is focused on strengthening Bitcoin against potential quantum computing threats. Members have committed a combined US$15 million to support research and development of quantum resistant security measures. For investors following Strategy, the move into the Bitcoin Security Consortium highlights how closely the company is tying its profile to Bitcoin and...
Motley Fool11d agoneutral
Michael Saylor's Strategy Just Unveiled a New Bitcoin Banking Index. Here's What That Signals for MSTR Stock.The largest Bitcoin holder is establishing a new standard in the industry.
