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

Scott Melker discusses the rising trend of digital asset treasury companies coming off of Strategy's (MSTR) successful track record. "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.
Strategy just reported a staggering quarterly loss that would sink most companies, yet analysts remain almost unanimously bullish on the stock. Understanding why requires looking past the income statement and into what the balance sheet actually holds.
Saylor stated Bitcoin miners expanding into AI data centers have also contributed to the industry’s growing demand for capital.
Scott Melker discusses why companies that traded to copy Michael Saylor's bitcoin (BTC-USD) buying strategy are failing and being forced to sell their holdings, but corporate bitcoin adoption is just getting started. "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.
Strategy (NASDAQ:MSTR) shares fell 7% in pre-market trading after the company reported a wider-than-expected second quarter loss, largely driven by unrealized losses on its Bitcoin holdings. The company reported a net loss of $8.22 billion, or $24.45 per diluted share, for the three months...
Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”. A copy of the letter can be downloaded here. Spyglass Growth Strategy appreciated 24.63% in the second quarter, significantly outperforming the Bloomberg Midcap Growth Index’s 14.05% increase, the Bloomberg 2500 Growth Index’s 19.01% gain, and the Bloomberg 500 […]
A brutal Q2 report from Coinbase sent shockwaves through crypto-linked equities Friday morning, dragging down everything from Strategy to spot Bitcoin ETFs as Bitcoin threatens levels that could reshape how investors think about the entire sector.
The bitcoin treasury company reported an $8.32 billion unrealized markdown on its holdings as bitcoin traded well below its average purchase price
In the lastest Bitcoin news today, Strategy, the company formerly known as MicroStrategy and traded as MSTR on Nasdaq – reported a GAAP net loss of $8.6 billion for Q2 2026, with an operating loss of $8.3 billion, after an $8.32 billion non-cash unrealized loss on its Bitcoin holdings under ...
Plus, BTC is red this morning despite $233M in ETF inflows yesterday; and NY State is trying to shut down Kalshi and seeking $36B in damages
Strategy stock is back in focus after a steep share price pullback over the past year but a very strong 3 year return, and the latest valuation checks send a mixed message as the shares screen undervalued on market multiples while the broader score still looks weak. Strategy has delivered a 150.7% return over 3 years, which means long term holders have still come out ahead despite the recent slide. Fresh attention on Bitcoin security initiatives and changing views on corporate Bitcoin...
In crypto news today (July 30), Bitcoin climbed -0.5% overnight, dropping below $64,000 following yesterday’s FOMC meeting, in which a rate hike wasn’t announced but SEC Chair Paul Atkins hinted at hikes to come, causing a slight sell-off across crypto. However, crypto held up well in comparison to the US ...