Articles by Sarah Chen
Meta Stock Slips as Muse Hype Meets $145B Spending Reality
Meta shares faded after the Muse Glimmer launch, with investors questioning whether AI offerings justify the company's massive $145B capital spending plan.
Strategy Boosts Cash Reserves to $4.65B via $653M Stock Sale, Trims Bitcoin
Strategy raised $653M via stock sales, boosting cash reserves to $4.65B, while selling 1,690 BTC to fund preferred share buybacks. MSTR fell 3%.
Strategy Stock Rises Despite Bitcoin Per Share Decline
Strategy shares climbed 1.6% premarket despite a 4.3% drop in Bitcoin per share, as the company prioritizes liquidity over Bitcoin accumulation.
MARA Holdings Slips as AI Ambitions Expand via Bitcoin-Backed Debt
MARA Holdings (NASDAQ:MARA) dropped 10.9% last week even as bitcoin rose 3.1%, as the company expanded its AI exposure through a $750M bitcoin-backed loan facility.
Premium Smartphone Sales Hit Record as Apple and Samsung Dominate
Premium phones priced above $600 reached a record 29% of global unit sales in H1 2026, with Apple and Samsung controlling 84% of the segment, according to Counterpoint.
Fidelity Bitcoin Fund Inflows Hit $116.5M, But BlackRock Dominates
Fidelity's FBTC attracted $116.5M in weekly inflows, yet BlackRock's IBIT dominated with 80% of category flows. Unverified ether transfers cloud demand signals.
Nvidia's Market Value Soars $562B on SpaceX AI Deal
Nvidia's market cap jumped $562 billion after SpaceX picked it as its sole AI provider. Shares rose 11.6% to $223.96, with Q2 earnings due Aug 26.
Strategy Stock Rebounds to $100, Yet Bitcoin Per Share Gains Nearly Wiped Out
Strategy (MSTR) shares climbed back above $100 on Friday, but the Bitcoin-per-share metric barely moved, signaling dilution and capital actions are eroding gains.
BitMine Stock Climbs 9% Despite Ether Dominance in Asset Mix
BitMine (NYSE:BMNR) shares rose 9% this week, but its $4B buyback program is overshadowed by massive Ethereum holdings. Ether price swings dwarf repurchase impact.
MARA's Bitcoin-Backed AI Loans Raise Collateral Risk as Q2 Revenue Drops
MARA shares fell 4.6% as Q2 revenue dropped 27% and new bitcoin-backed loans for AI raise collateral risk. Analysts split on outlook.
