MicroStrategy (MSTR) shares have declined 59.7% over the past year, significantly underperforming the finance sector. Despite weak technical indicators and concerns about its leveraged model and equity dilution, the article argues the stock presents a buying opportunity given its massive Bitcoin treasury of 717,131 BTC (3.4% of all BTC), conservative leverage, and demonstrated ability to grow Bitcoin per share. The company raised $25.3 billion in 2025 and maintains strong balance sheet durability with 67 years of dividend coverage.

U.S. Global Investors reported Q2 FY2026 results with AUM of $1.5 billion (up 12% QoQ), operating revenue increased 11.5% QoQ, and income before taxes improved to $535K from a loss of $116K year-ago. The company benefited from resilient air travel demand and record gold demand in 2025, though results were impacted by a $1.3M tax expense related to HIVE convertible securities with an expected offsetting benefit in Q3.

U.S. stock futures showed mixed performance on Friday ahead of January CPI data. Tri Pointe Homes surged 25.79% following a strategic combination announcement with Sumitomo Forestry. Roku jumped 13.70% after beating earnings expectations, while Expedia dropped 4.97% despite beating estimates due to muted 2026 margin guidance. Markets are pricing a 92.1% probability of unchanged Fed rates in March.

Bitcoin mining companies are emerging as unexpected infrastructure providers for AI data centers, with HIVE Digital Technologies positioned to leverage renewable power and grid access to support AI computing needs.

Cryptocurrency markets experienced a significant downturn, with Bitcoin, Ethereum, and XRP dropping sharply, causing crypto-linked stocks to tumble amid rising U.S. Treasury yields and risk-off market sentiment.

HIVE Digital Technologies has completed Phase 1 of its infrastructure development at its Yguazù facility in Paraguay, enabling support for up to 5 exahashes per second of mining capacity. The company plans to expand its global hashrate capacity to 15 EH/s by the end of 2025.

The article discusses the impact of the tariff war on cryptocurrencies, with Bitcoin being more resilient than other cryptos due to its perceived role as an inflation hedge. It also highlights the potential opportunities in 'made-in-America' cryptocurrencies and the importance of understanding the location of Bitcoin mining operations.

Rithm Capital Corp. (RITM) has gained 15% in the past year, outperforming the industry. Its asset management business expansion, acquisition of customer loans, and focus on growing profitability of its Newrez business are aiding the company. However, the company's high debt levels and negative free cash flow are risks to consider.

HIVE Digital (HIVE), CME Group (CME) and BlackRock (BLK) are three Ethereum-exposed stocks that should be tracked as the Bitcoin rival wins a compliance battle with the SEC.

VersaBank (VBNK) delivered earnings and revenue surprises of 0% and 2.46%, respectively, for the quarter ended April 2024. Do the numbers hold clues to what lies ahead for the stock?

As a result of the halving, smaller Bitcoin miners might move into AI computing. Will this strategy pay off?

Bitcoin (CRYPTO: BTC), although recovering from Saturday’s lows, settled in the red on Monday, as it pulled back below the $63,500 mark. Amid the volatility, economist and crypto skeptic Peter Schiff expressed skepticism regarding the apex crypto blasting off in line with predictions by some bulls. What Happened: “If #BitcoinETFs are really going to send #Bitcoin to $100K or higher, why are all the Bitcoin-related equities in bear markets?” he said in a post on X, formerly Twitter. A financial asset is said to be in a bear market if it falls more than 20% from a recent high. Schiff highlighted the down move in the following crypto-linked stocks. Cryptocurrency exchange Coinbase Global, Inc. (NASDAQ:COIN): down 21% [from March 27] Crypto-specific venture capital investment firm Galaxy Digital Holdings Ltd. (OTC:BRPHF): down 26% [from March 26] MicroStrategy, Inc. (NASDAQ:MSTR), which has substantial holdings of Bitcoin: down 33% [from March 27] Valkyrie Bitcoin Miners ...Full story available on Benzinga.com