Michael Saylor signals Strategy’s 100th Bitcoin buy is near. The firm holds 717,131 BTC at $76,027 average cost while Bitcoin trades around $64,700.
Author: Trader Edge
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Lucid Group reports Q4 earnings Tuesday with options pricing 15% swing. Analysts project $459.5M revenue, $2.67 loss per share, and profitability years away.
Seth Klarman invested $500M in Amazon as it became America’s largest company by revenue at $716.9B. AWS grew 20% as Klarman trimmed his Alphabet position.
Meta’s $115B–$135B AI capex plan for 2026 could drive Nebius (NBIS) revenue from $530M to $3.4B, fueled by massive contracts with Meta and Microsoft.
Microsoft stock drops 25% but trades at 3-year valuation low. New OpenAI deal secures 20% revenue through 2032 as $40B funding round approaches.
Gold climbed to $5,170 after Trump’s 15% tariff announcement following Supreme Court ruling. Analysis of impacts on precious metals and trade deals.
Jefferies downgrades Workday, DocuSign, Monday.com & Freshworks on AI threats. Microsoft insider buying and ETF support suggest software rebound coming.
Snowflake (SNOW) reports Q4 earnings Feb 25. Options suggest 13% swing. Analysts maintain Buy ratings at $270 despite 21% YTD decline and AI sector concerns.
Micron (MU) receives price targets up to $500 from Deutsche Bank and Needham following record Q1 results and tight memory supply driven by AI demand.
Visa stock rises despite Mexico blocking its Prosa acquisition. Investors weigh regulatory hurdles, tariff changes, and market signals for the payments giant.
Vanda Pharmaceuticals (VNDA) stock jumps 44% after FDA approves BYSANTI for Bipolar I and Schizophrenia treatment, with patent protection until 2044.
SGN stock jumps 107% in one week as Signing Day Sports finalizes exchange ratio for BlockchAIn merger, guaranteeing stockholders 8.5% post-transaction.
Robinhood (HOOD) stock climbs slightly as Goldman Sachs cuts price target but keeps Buy rating. January momentum and March event in focus for investors.
Oil prices declined 1% Monday as Trump imposed 15% tariffs and US-Iran nuclear negotiations progressed. Goldman Sachs increased its 2026 Brent forecast to $64.
SEC staff approves 2% haircut on qualifying stablecoins for broker-dealers under Rule 15c3-1, providing capital planning clarity with strict requirements.