Articles by Sarah Chen
MSTR's Bitcoin Sale Plan Gains Flexibility Amid Buyback Slowdown
Strategy's board approved up to $1.25B in bitcoin sales and $1B in buybacks, but last week's $1.152B stock sale raises dilution concerns as buybacks lag.
Amazon's Market Cap Surges $80 Billion as AWS GPU Prices Set to Rise 20%
Amazon's stock surged $80 billion in value on Monday as AWS announced 20% GPU price increases, overshadowing Prime Day's $26.4 billion in sales.
Applied Materials Market Cap Surges $54 Billion in Single-Day Rally
Applied Materials shares jumped 10.82% to a record $694.64, adding $53.8 billion to market cap. The rally reduces the buyback's per-share impact as the stock gains 170% year-to-date.
Bitmine Trades Below Asset Value Despite Russell 1000 Inclusion
Bitmine (BMNR) trades at a 36% discount to its $9.8 billion asset base after Russell 1000 inclusion. Market cap is $6.27 billion.
Palantir Stock Gains on Nvidia AI Deal; Valuation Remains Elevated
Palantir shares rose 2.4% on an AI collaboration with Nvidia for government clients, but the stock still trades at 39x 2026 revenue, with a 26% monthly drop.
Taiwan Raid on Super Micro Office Erases $1.4 Billion in Market Value
Taiwan prosecutors expanded their investigation into suspected Nvidia-chip server diversion, searching Super Micro's Taiwan office and seizing $22 million in hardware, wiping out $1.4 billion in market value.
