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bitcoin: Archive

Subhasish Mukherjee

Will MSCI Crypto Exclusion Plans Boost Strategy's Near-Term View?

MSTR gets a lift after MSCI pauses plans to exclude digital-asset holders from indexes, easing a key near-term risk for the stock.

MSTRNegative Net Change MARANegative Net Change COINNegative Net Change

Aparajita Dutta

The Hottest Trade of 2026 Isn't Bitcoin - It's XRP ETFs

XRP ETFs steal the spotlight in 2026 as a 25% January surge leaves Bitcoin behind.

XRPTNegative Net Change UXRPNegative Net Change XRPNegative Net Change GXRPNegative Net Change

Subhasish Mukherjee

Hut 8's Power Segment Under Pressure: Can New Contracts Offset Losses?

HUT's Power segment's revenues slide after a loss of the Ionic contract, but longer-term deals like American Bitcoin may restore stability, if monetized.

HIVENegative Net Change HUTPositive Net Change BITFNegative Net Change

Zacks Equity Research

Strategy's Bitcoin Loss Widens in Q4: Is Volatility Risk Rising?

MSTR posts a $17.44B Q4 unrealized bitcoin loss as price swings hit results, pushing shares down 47.5% and prompting liquidity moves to manage volatility.

MSTRNegative Net Change MARANegative Net Change RIOTPositive Net Change

Subhasish Mukherjee

3 Reasons to Hold Circle Stock Despite Its 59% Plunge in 6 Months

CRCL shares are down 59% in six months, but accelerating USDC adoption, revenue diversification and Arc's long-term platform potential support a hold case.

INTUNegative Net Change COINNegative Net Change CIFRPositive Net Change CRCLPositive Net Change

Ritujay Ghosh

3 Crypto-Centric Stocks to Boost Your Portfolio Before Next Bitcoin Rally

As Bitcoin rebounds above $93K, crypto-linked stocks NVDA, HOOD and CME could gain as GPUs, trading platforms and futures markets ride the next rally.

CMENegative Net Change NVDANegative Net Change HOODNegative Net Change

Subhasish Mukherjee

IREN's GPU Expansion Accelerates: Is Revenue Visibility Improving?

IREN's expanding GPU fleet, Microsoft AI Cloud contract and vertically integrated model are boosting revenue visibility as deployments ramp through 2026.

APLDPositive Net Change IRENPositive Net Change CRWVPositive Net Change

Aniruddha Ganguly

4 Stocks to Buy for 2026 That Are Better Bets Than Crypto

Here we pick four stocks, HOOD, MU, CIEN and CRDO, which are better investments than cryptocurrencies in 2026.

CIENPositive Net Change MUPositive Net Change HOODNegative Net Change CRDOPositive Net Change

Zacks Equity Research

CleanSpark's AI Expansion Progresses: Are Revenues Still Far Away?

CLSK's AI push is advancing, but revenues may be years away as Bitcoin mining still dominates and AI data centers won't monetize until 2027.

CLSKNegative Net Change CIFRPositive Net Change IRENPositive Net Change

Aniruddha Ganguly

Crypto Comeback in 2026? 4 Stocks to Ride the Bitcoin Rally

Bitcoin's wild 2025 ride, shifting sentiment and growing ETF inflows may drive HOOD, KLAR, SOFI and CME stocks in 2026.

CMENegative Net Change SOFINegative Net Change HOODNegative Net Change KLARPositive Net Change

Ethan Feller

6 Major Investment Themes Shaping 2026

The market looks set to maintain momentum into the New Year with investment in AI infrastructure continuing. But several other sectors are positioned for growth as well. Ethan Feller can help you build a constructive, forward-looking portfolio for 2026.

CMENegative Net Change SOFINegative Net Change HOODNegative Net Change KLARPositive Net Change

Subhasish Mukherjee

IREN's AI Client Base Expands: Is Growth Becoming More Durable?

IREN's expanding AI client base, new multi-year wins, and record $240M quarterly revenue point to more durable growth beyond a single anchor.

IRENPositive Net Change WULFPositive Net Change CRWVPositive Net Change

Subhasish Mukherjee

CIFR or IREN: Which Bitcoin Miner Leads the AI Infrastructure Now?

CIFR is racing ahead in AI infrastructure, using long-term hyperscaler contracts and massive power capacity to reduce reliance on Bitcoin mining.

CIFRPositive Net Change IRENPositive Net Change

Zacks Equity Research

Strategy's Bitcoin Accretion Continues: Is the Momentum Durable?

MSTR accelerates Bitcoin accumulation in 2025, lifting BTC yield to 26% as regulatory clarity and new credit access support momentum.

MSTRNegative Net Change MARANegative Net Change RIOTPositive Net Change

Zacks Equity Research

TeraWulf's HPC Shift Accelerates: Are Near-Term Revenues at Risk?

WULF's pivot to high-performance computing gains traction, but reduced Bitcoin mining and rising costs are creating near-term revenue pressure.

APLDPositive Net Change IRENPositive Net Change WULFPositive Net Change

Subhasish Mukherjee

Reasons to Hold MSTR Stock Despite a 50% Decline in 3 Months

Shares of Strategy plunge nearly 50% in 3 months, but massive Bitcoin holdings, preferred securities funding and a discounted valuation support a case to hold.

MSTRNegative Net Change MARANegative Net Change RIOTPositive Net Change CLSKNegative Net Change

Aniruddha Ganguly

Crypto & Blockchain Stocks to Gain From Supportive Policy Backdrop

Here, we discuss three stocks, HOOD, FIGR and CRCL, which are well-poised to benefit from the growing proliferation of bitcoin and other cryptocurrencies.

SOFINegative Net Change HOODNegative Net Change CRCLPositive Net Change FIGRNegative Net Change

Subhasish Mukherjee

WULF vs. RIOT: Which Bitcoin Miner Stock Is the Smarter Investment?

Riot Platforms' large-scale mining base, AI data-center buildout and lower valuation give it an edge over TeraWulf's higher-risk expansion.

RIOTPositive Net Change WULFPositive Net Change

Subhasish Mukherjee

Is CleanSpark Stock a Buy, Sell or Hold at a P/E Multiple of 49.26X?

CLSK's premium valuation faces pressure as Bitcoin volatility, falling production and early-stage AI ambitions cloud earnings visibility.

APLDPositive Net Change CLSKNegative Net Change CIFRPositive Net Change IRENPositive Net Change

Subhasish Mukherjee

Cipher Mining Soars 297% in 6 Months: Buy, Sell or Hold the Stock?

CIFR is up 297% in six months as it pivots from bitcoin mining to hyperscaler-backed AI infrastructure with long-term contracts.

MARANegative Net Change RIOTPositive Net Change BITFNegative Net Change CIFRPositive Net Change

Subhasish Mukherjee

Circle vs. Strategy: Which Crypto-Exposed Stock Has an Edge Now?

CRCL's USDC growth, rising transaction volumes, and expanding payments and blockchain products put it ahead of MSTR in terms of diversified crypto exposure.

MSTRNegative Net Change CRCLPositive Net Change

Aparajita Dutta

Market-Beating Crypto ETFs to Watch Before 2025 Ends

Crypto's explosive 2025 rally has pushed ETFs like BKCH and STCE sharply higher, putting them in focus for investors before the year ends.

BLOXNegative Net Change BKCHPositive Net Change STCENegative Net Change DECOPositive Net Change NODEPositive Net Change

Zacks Equity Research

Can Subscription Services Power MSTR's Long-Term Software Growth?

Strategy's surging subscription revenues are emerging as a key stabilizer for its software business despite uneven legacy performance.

MSFTPositive Net Change CRMNegative Net Change MSTRNegative Net Change

Maharathi Basu

SYM vs. BMNR: Which Technology Services Stock Has an Edge Right Now?

BMNR's crypto pivot, massive ETH holdings and 380% stock surge give it a clear edge over SYM in tech services.

SYMPositive Net Change BMNRNegative Net Change

Shaun Pruitt

Is an Extended Rebound Ahead for Coinbase or Strategy Stock?

As two of the most sought-after crypto-related stocks, Coinbase (COIN) and Strategy (MSTR) are trading 38% and 59% from their 52-week highs, respectively.

MSTRNegative Net Change COINNegative Net Change HOODNegative Net Change