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Strategy faces three near-term negative catalysts, all tied to more share issuance that's likely to act as a headwind for MSTR stock. Meanwhile, the bitcoin price staged a modest recovery after sinking to a nearly 19-month low around $60,000 in early June. First, Strategy has interest and dividend payments due at the end of June that should total around $230 million.
Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Materials sectors outperformed, Financials and Consumer Discretionary lagged. Large-cap stocks underperformed smaller-cap stocks, and Value outperformed Growth. […]
Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Materials sectors outperformed, Financials and Consumer Discretionary lagged. Large-cap stocks underperformed smaller-cap stocks, and Value outperformed Growth. […]
The Saylor-led Strategy perpetual preferred stock STRC dropped 3.58% to $91.79 on Tuesday, hitting near-record lows and sitting 8.2% below its $100 par value, and the reason matters beyond one bad session. The decline signals a direct collision between Michael Saylor’s relentless Bitcoin treasury accumulation playbook and the cash obligations ...
Strategy's (NASDAQ: $MSTR) dividend-paying preferred stock (NASDAQ: $STRC) is crashing as investors worry about...
If you are wondering whether Strategy stock is starting to look mispriced, the recent share performance gives plenty to think about. At a last close of US$122.81, Strategy has risen 6.5% over the past week. However, it remains down 26.3% over the past month, down 21.9% year to date and down 66.7% over the last year, following a very large 270.7% return over three years and 122.1% over five years. These swings have kept Strategy in the headlines. Recent news coverage has focused on how its...
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives […]
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives […]
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives […]
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives […]
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives […]
Both COIN and MSTR’s positioning points to the same bet; that deeper crypto is wired into mainstream finance, the harder it is to legislate away.
Bitcoin has been one of the most-watched assets in 2026, alongside oil, gold, and stocks. Governments now hold 518,526 BTC, or 2.47% of the total supply, with the U.S. accounting for nearly 0.94%. As Bitcoin trades between $60,000 and $65,000, investors are keeping a close eye on ...
Leading cryptocurrencies retreated alongside stocks on Tuesday as investors cashed in on recent gains. Cryptocurrency24-Hour Gains +/-Price (Recorded at 9:25 p.m. EDT)Bitcoin (CRYPTO: BTC)-1.18%$65,513.55Ethereum (CRYPTO: ETH) -0.45%$1,784.83XRP (CRYPTO: XRP) -1.77%$1.20Solana (CRYPTO: SOL) -1.16%$73.30Dogecoin (CRYPTO: DOGE) -0.97%$0.08708 Crypto Market Takes A Breather Bitcoin gave back some of its recent gains, falling back into the $65,000 zone after coming close to breaking $67,000. Ethereu
A number of stocks fell in the afternoon session as investors rotated from the high-multiple growth names that led the recent rally.
Strategy (MSTR) concluded the recent trading session at $122.81, signifying a -6.35% move from its prior day's close.
Scott Melker discusses BlackRock's BLK (BLK) new bitcoin (BTC-USD) ETF, which offers yields of up to 15% per year. Melker breaks down how the fund works, the risks investors should understand, and the trade-offs behind the potential returns. "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.
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption narratives […]
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here. The SGA Global Growth Portfolio returned -13.6% (Gross) and -13.8% (Net) compared to the MSCI ACWI return of -3.2% and the MSCI ACWI Growth return of -7.7%. AI disruption […]
Saylor called 2026 "the most exciting year in Bitcoin's history," citing the rise of Bitcoin-backed credit and yield products.
Scott Melker discusses Bitmine's (BMNR) current ethereum (ETH-USD) strategy, Strategy's (MSTR) bitcoin (BTC-USD) play, and more. "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.
In the MSTR vs BMNR split, options traders favor BitMine over discounted MicroStrategy. Its balance sheet and staking yield show why.
Peter Schiff says Bitcoin's bubble has burst. Anthony Pompliano defends Bitcoin's long-term track record. Schiff renewed attacks on Strategy and Saylor. Famed Bitcoin critic Peter ...
Schiff and Pompliano clashed on Fox Business over government support for crypto, debating whether Bitcoin can outperform gold over the next decade.
Strategy (MSTR) has drawn fresh attention after acquiring 1,587 Bitcoin for about US$100 million, funded through US$209 million of at the market stock sales. This lifted total holdings to 846,842 BTC and expanded cash reserves. See our latest analysis for Strategy. Despite the latest Bitcoin purchase, Strategy’s share price has been weak over a longer window, with a 30 day share price return down 26.09% and a year to date share price return down 16.56%, even though the 3 year total...
Bitcoin was pulling back following a tepid recovery Monday after the U.S. and Iran agreed an interim peace deal and bitcoin-hoarding firm Strategy said it bought 1,587 bitcoin for $100 million. "Investors still need evidence that tanker traffic normalizes, the agreement holds, and the energy-risk premium continues to unwind," Zaye Capital Markets analyst Naeem Aslam said in a note.
Leading cryptocurrencies rose alongside stocks on Monday as investors embraced a risk-on mood following the declaration of a peace deal with Iran. Cryptocurrency24-Hour Gains +/-Price (Recorded at 9:15 p.m. EDT)Bitcoin (CRYPTO: BTC)+1.22%$66,245.35Ethereum (CRYPTO: ETH) +4.37%$1,791.24XRP (CRYPTO: XRP) +4.46%$1.23Solana (CRYPTO: SOL) +4.59%$74.12Dogecoin (CRYPTO: DOGE) -0.83%$0.08790 Crypto Market Gains Momentum Bitcoin extended gains, rising to an intraday high of $67,248 as trading volume jump
History suggests that the coin could go even lower then $50,000 from here.
Scott Melker breaks down how institutional players and corporate giants are aggressively shifting their financial playbooks toward tokenized assets and multi-billion-dollar crypto reserves despite a slump in retail trading volume. "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.
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