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bitcoin: Archive

Subhasish Mukherjee

Strategy Relies More on Bitcoin: Are Core Revenues Losing Momentum?

MSTR's Bitcoin holdings near $64B dwarf its software revenue base as capital raises and treasury growth take center stage.

MSTRPositive Net Change MARAPositive Net Change RIOTPositive Net Change

David Bartosiak

Bear of the Day: BitFuFu (FUFU)

Bitcoin miners are victims of circumstance when it comes to cycles.

ALRSPositive Net Change SNEXPositive Net Change FUFUNo Net Change

Om Jaiswal

IREN vs. CIFR: Which AI Data Center Stock Has an Edge Right Now?

Cipher Digital's long-term hyperscale leases and $11.4B in contracted revenues give it an edge over IREN Limited as AI infrastructure demand accelerates.

CIFRPositive Net Change IRENPositive Net Change

Subhasish Mukherjee

Strategy Faces Fair-Value Pressure: Will it Hurt Stability Ahead?

MSTR faces rising earnings pressure as fair-value accounting and Bitcoin volatility drive massive unrealized losses and balance-sheet risks.

MSTRPositive Net Change MARAPositive Net Change RIOTPositive Net Change

Zacks Equity Research

MARA Barely Moves Since Missing Q1 Earnings & Revenue Estimates

Marathon Digital misses Q1 estimates as lower bitcoin prices, rising costs and digital asset losses weigh on results, widening quarterly losses.

ACNNegative Net Change ADPNegative Net Change MARAPositive Net Change

Subhasish Mukherjee

Should You Buy, Sell or Hold MSTR Stock After Mixed Q1 Earnings?

Strategy's huge bitcoin treasury and strong capital raises support growth, but accounting losses and rich valuation cloud the near-term outlook.

TSLAPositive Net Change MSTRPositive Net Change HIVEPositive Net Change COINNegative Net Change

Aparajita Dutta

ETFs in Spotlight as Coinbase Shares Slip Post Q1 Earnings Miss

Coinbase shares fall after a first-quarter earnings miss, but ETFs with major COIN exposure may offer diversified access to the crypto market.

BKCHPositive Net Change COINNegative Net Change CRPTPositive Net Change FDIGPositive Net Change IBLCPositive Net Change

Bryan Hayes

Is Circle Internet Group (CRCL) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Circle shares have surged nearly 50% this year and are outperforming the broader market.

CRCLNegative Net Change

Zacks Equity Research

Strategy Q1 Loss Wider Than Expected, Revenues Rise Y/Y

MSTR posts a wider Q1 loss on a $14.46 billion unrealized bitcoin loss, even as revenues climb 11.9% year over year.

BGCNegative Net Change MSTRPositive Net Change HASIPositive Net Change LANDNegative Net Change

Zacks Equity Research

TeraWulf Gears Up to Report Q1 Earnings: What's in Store?

WULF gears up for Q1 results as HPC capacity ramps and $12.8B contracts boost visibility, but rising costs and margin pressure may temper performance.

LIFEPositive Net Change HASIPositive Net Change WULFPositive Net Change CRCLNegative Net Change