SC-USD - Ticker AI Digest

Strategy (MSTR) has restarted Bitcoin purchases after a 10 week pause, adding 4,603 coins to reach holdings of 845,050. The move was funded by new share issuance and keeps attention on its Bitcoin centric treasury approach. Over the past month, Strategy's stock has seen a sharp rebound, with a 30 day share price return of about 29.9%, even though the year to date share price return is down 21.6% and the 1 year total shareholder return is down 62.7%. The 3 year total shareholder return is over 3.5x higher and the 5 year total shareholder return is also positive, suggesting shorter term momentum has picked up again as investors react to renewed Bitcoin buying, fresh equity issuance and recent developments such as the Mosaic partnership with Carahsoft and ongoing index eligibility debates. Compare Strategy's renewed Bitcoin bet with other listed plays on digital assets by scanning the hand picked 20 cryptocurrency and blockchain stocks that offer different business models and risk profiles. For Strategy, this fresh Bitcoin buying can look like a renewed business thesis or just a sentiment driven swing trade. The valuation work next helps you judge which story the current share price reflects. Preferred Price to Book Multiple of 1.5x: Is it justified? On recent data, Strategy trades on a price to book, or P/B, multiple of 1.5x, which screens as low relative to both its direct peers and the broader US Software sector. For investors watching the Bitcoin buying and the rebound in Strategy's share price, this gap between market price and balance sheet value is an important piece of the story. P/B compares the company's market value to its accounting book value, so it is often used where earnings are volatile or currently negative. That fits Strategy, which reported a loss of $31,367.134 and is currently unprofitable, making earnings based metrics less informative. In this context, a 1.5x P/B suggests the market is putting a relatively modest premium on Strategy's equity base despite its role as a Bitcoin treasury company and its AI focused software operations. Relative to peers, the contrast is clear. Strategy's 1.5x P/B sits well below a peer group average of 17.3x and also below the US Software industry average of 3.1x. This points to a sharp valuation discount compared with both narrower and broader benchmarks. There is no fair ratio estimate available, so there is no SWS regression based target level to reference as a potential anchor that the P/B could move towards over time. Story Continues See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-book of 1.5x (UNDERVALUED) However, Strategy's heavy reliance on Bitcoin exposure and its recent loss of $31,367.134 mean that sentiment could quickly turn if crypto prices or funding conditions weaken. Find out about the key risks to this Strategy narrative. Next Steps With sentiment on Strategy finely balanced between concern and optimism, now is a good time to review the data yourself and decide where you stand. To help frame both sides of the argument, start with the 1 key reward and 2 important warning signs. Looking for more investment ideas beyond Strategy? If Strategy has your attention, do not stop here. Use the Simply Wall Street Screener to uncover other stocks that fit your risk, income and growth preferences. Target potential income pillars by reviewing companies in the 11 dividend fortresses that focus on higher yielding payouts backed by financial metrics. Hunt for potential mispriced opportunities by scanning the 54 high quality undervalued stocks that combine quality fundamentals with what may be discounted valuations. Prioritise capital preservation by assessing the 74 resilient stocks with low risk scores that screen for businesses with more resilient risk profiles. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include MSTR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Goldman Sachs Group (NYSE: GS) and a consortium of 21 global banks plan to launch a USD stablecoin by 2027. The bank-led consortium aims to issue a regulated, USD-backed digital token distinct from any central bank digital currency. The group intends to use the stablecoin for cross-border payments, institutional settlements, and broader digital asset market activity. Plans include potential future expansion into additional fiat currencies through the same shared infrastructure. Consider exploring other listed companies building out the infrastructure that could support this kind of digital asset activity through 55 AI infrastructure stocks.NYSE:GS Earnings & Revenue Growth as at Sep 2026 Goldman Sachs Group is a large US based capital markets firm with a US$303.5b market cap that provides financial services to corporations, governments, institutions, and individuals across multiple regions. Its global banking relationships and transaction infrastructure are central to how this stablecoin project could be integrated into real world financial flows. Beyond the headline: 2 risks and 3 things going right for Goldman Sachs Group that every investor should see. What a Goldman Sachs backed stablecoin could really mean for the story For investors, this stablecoin push is less about a new crypto token and more about how Goldman Sachs extends its existing strengths in payments, trading, and balance sheet management. The consortium structure spreads build out costs and regulatory work across 21 banks. That can reduce execution risk for Goldman while still giving it a seat at the table in how large scale tokenised settlement evolves. It also aligns with the firm's activity in issuing multiple senior and callable notes across different maturities, which shows ongoing attention to funding and liability structure that could support future digital asset infrastructure spend. The practical test is whether large clients start using the consortium's USD token at scale once it goes live. Watch for specific disclosure from Goldman Sachs on stablecoin transaction volumes, client adoption in cross border flows, and any referenced revenue lines once the new issuer is formed in 2026 and moves toward launch. For the full picture including more risks and rewards, check out the complete Goldman Sachs Group analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include GS. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

The Goldman Sachs Group, Inc. (NYSE:GS) and Bank of America Corporation (NYSE:BAC) are among 21 financial institutions planning to launch a U.S. dollar-backed stablecoin in the first half of 2027. The banks are expected to create a joint company to issue the stablecoin, with plans to eventually expand into other G7 currencies, including the euro. The initiative reflects growing interest among traditional banks in blockchain-based payments and could help them compete with established stablecoin issuers. The opportunity, however, is still developing. Reuters noted that existing bank-issued stablecoins have seen limited adoption, while established players such as Tether continue to dominate the market. That means the project could take years to become financially meaningful for participating banks.Goldman Sachs and BofA Are Making a Major Stablecoin Bet. Is It Worth Watching? Photo by Akshay Sadarangani on Unsplash Goldman Sachs- Bull & Bear Case The Goldman Sachs Group, Inc. (NYSE:GS) could benefit from getting an early foothold in the rapidly developing digital-assets and blockchain ecosystem. The bank's institutional client base and expertise in trading and capital markets could provide several opportunities if stablecoins become more widely used for payments, settlement, and other financial transactions. Rather than simply issuing a digital token, Goldman could potentially build additional financial services around the stablecoin as adoption grows. The joint structure is also a positive because Goldman will not have to bear the entire cost of developing the infrastructure on its own. Having 20 other major financial institutions involved could create a broader network and make the stablecoin more useful to institutional customers. The biggest risk is weak adoption. Stablecoins have gained significant traction in crypto markets, but bank-issued alternatives have yet to demonstrate comparable demand. Reuters reported that Societe Generale's dollar-backed stablecoin had only around $12.5 million in circulation, compared with more than $180 billion for Tether. The Goldman Sachs Group, Inc. (NYSE:GS) could therefore end up investing in infrastructure that produces limited revenue. There is also significant competition from established stablecoin issuers and other financial institutions developing their own digital-payment solutions. Regulatory uncertainty adds another layer of risk. As a result, the project is unlikely to have a material impact on Goldman's earnings in the near term. Bank of America- Bull & Bear Case Bank of America Corporation (NYSE:BAC) could have a particularly strong use case for a bank-backed stablecoin because of its large payments and commercial-banking operations. If companies increasingly use stablecoins to move money, especially across borders, BofA could integrate the technology into its existing relationships with corporate and institutional clients. Story Continues The initiative could also help BofA protect its position in payments as financial transactions become more digital. By participating from the beginning, the bank can help shape the infrastructure rather than risk having fintech or crypto companies capture the opportunity. Expansion into other G7 currencies could further increase the potential usefulness of the network for multinational businesses. The same stablecoin technology could eventually create challenges for Bank of America Corporation (NYSE:BAC)'s traditional deposit business. If customers shift significant amounts of money from conventional bank deposits into stablecoins, banks could face pressure on their funding base and potentially higher costs to retain deposits. More immediately, BofA faces the same adoption problem as Goldman. There is no guarantee that customers will switch to a bank-issued stablecoin simply because major banks are behind it. If usage remains limited, the investment could generate little incremental revenue while requiring substantial spending on technology, compliance, and infrastructure. Conclusion Goldman Sachs and Bank of America are positioning themselves for a potential shift toward blockchain-based payments, making the stablecoin initiative strategically positive but financially unproven. Goldman could benefit from new opportunities across institutional finance and digital assets, while BofA could leverage its extensive payments and corporate-banking relationships. Still, investors should not view the planned 2027 launch as a major near-term earnings catalyst. The critical question is whether businesses and financial institutions actually adopt the stablecoin at scale. If adoption takes off, both banks could gain new sources of payments and financial-services revenue; if demand remains weak, the initiative may offer little more than a strategic hedge against a changing financial system. While we acknowledge the potential of GS and BAC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock. READ NEXT: SPGI Yields Around 1%. Is Its Dividend Growth Worth the Low Starting Yield? and Why P&G's 3% Yield Could Matter More to Long-Term Dividend Investors Disclosure: None. This article is originally published at Insider Monkey. View Comments

Strategy (MSTR) has restarted Bitcoin purchases after a 10 week pause, adding 4,603 coins to reach holdings of 845,050. The move was funded by new share issuance and keeps attention on its Bitcoin centric treasury approach. Over the past month, Strategy's stock has seen a sharp rebound, with a 30 day share price return of about 29.9%, even though the year to date share price return is down 21.6% and the 1 year total shareholder return is down 62.7%. The 3 year total shareholder return is over 3.5x higher and the 5 year total shareholder return is also positive, suggesting shorter term momentum has picked up again as investors react to renewed Bitcoin buying, fresh equity issuance and recent developments such as the Mosaic partnership with Carahsoft and ongoing index eligibility debates. Compare Strategy's renewed Bitcoin bet with other listed plays on digital assets by scanning the hand picked 20 cryptocurrency and blockchain stocks that offer different business models and risk profiles. For Strategy, this fresh Bitcoin buying can look like a renewed business thesis or just a sentiment driven swing trade. The valuation work next helps you judge which story the current share price reflects. Preferred Price to Book Multiple of 1.5x: Is it justified? On recent data, Strategy trades on a price to book, or P/B, multiple of 1.5x, which screens as low relative to both its direct peers and the broader US Software sector. For investors watching the Bitcoin buying and the rebound in Strategy's share price, this gap between market price and balance sheet value is an important piece of the story. P/B compares the company's market value to its accounting book value, so it is often used where earnings are volatile or currently negative. That fits Strategy, which reported a loss of $31,367.134 and is currently unprofitable, making earnings based metrics less informative. In this context, a 1.5x P/B suggests the market is putting a relatively modest premium on Strategy's equity base despite its role as a Bitcoin treasury company and its AI focused software operations. Relative to peers, the contrast is clear. Strategy's 1.5x P/B sits well below a peer group average of 17.3x and also below the US Software industry average of 3.1x. This points to a sharp valuation discount compared with both narrower and broader benchmarks. There is no fair ratio estimate available, so there is no SWS regression based target level to reference as a potential anchor that the P/B could move towards over time. Story Continues See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-book of 1.5x (UNDERVALUED) However, Strategy's heavy reliance on Bitcoin exposure and its recent loss of $31,367.134 mean that sentiment could quickly turn if crypto prices or funding conditions weaken. Find out about the key risks to this Strategy narrative. Next Steps With sentiment on Strategy finely balanced between concern and optimism, now is a good time to review the data yourself and decide where you stand. To help frame both sides of the argument, start with the 1 key reward and 2 important warning signs. Looking for more investment ideas beyond Strategy? If Strategy has your attention, do not stop here. Use the Simply Wall Street Screener to uncover other stocks that fit your risk, income and growth preferences. Target potential income pillars by reviewing companies in the 11 dividend fortresses that focus on higher yielding payouts backed by financial metrics. Hunt for potential mispriced opportunities by scanning the 54 high quality undervalued stocks that combine quality fundamentals with what may be discounted valuations. Prioritise capital preservation by assessing the 74 resilient stocks with low risk scores that screen for businesses with more resilient risk profiles. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include MSTR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Goldman Sachs Group (NYSE: GS) and a consortium of 21 global banks plan to launch a USD stablecoin by 2027. The bank-led consortium aims to issue a regulated, USD-backed digital token distinct from any central bank digital currency. The group intends to use the stablecoin for cross-border payments, institutional settlements, and broader digital asset market activity. Plans include potential future expansion into additional fiat currencies through the same shared infrastructure. Consider exploring other listed companies building out the infrastructure that could support this kind of digital asset activity through 55 AI infrastructure stocks.NYSE:GS Earnings & Revenue Growth as at Sep 2026 Goldman Sachs Group is a large US based capital markets firm with a US$303.5b market cap that provides financial services to corporations, governments, institutions, and individuals across multiple regions. Its global banking relationships and transaction infrastructure are central to how this stablecoin project could be integrated into real world financial flows. Beyond the headline: 2 risks and 3 things going right for Goldman Sachs Group that every investor should see. What a Goldman Sachs backed stablecoin could really mean for the story For investors, this stablecoin push is less about a new crypto token and more about how Goldman Sachs extends its existing strengths in payments, trading, and balance sheet management. The consortium structure spreads build out costs and regulatory work across 21 banks. That can reduce execution risk for Goldman while still giving it a seat at the table in how large scale tokenised settlement evolves. It also aligns with the firm's activity in issuing multiple senior and callable notes across different maturities, which shows ongoing attention to funding and liability structure that could support future digital asset infrastructure spend. The practical test is whether large clients start using the consortium's USD token at scale once it goes live. Watch for specific disclosure from Goldman Sachs on stablecoin transaction volumes, client adoption in cross border flows, and any referenced revenue lines once the new issuer is formed in 2026 and moves toward launch. For the full picture including more risks and rewards, check out the complete Goldman Sachs Group analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include GS. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

The Goldman Sachs Group, Inc. (NYSE:GS) and Bank of America Corporation (NYSE:BAC) are among 21 financial institutions planning to launch a U.S. dollar-backed stablecoin in the first half of 2027. The banks are expected to create a joint company to issue the stablecoin, with plans to eventually expand into other G7 currencies, including the euro. The initiative reflects growing interest among traditional banks in blockchain-based payments and could help them compete with established stablecoin issuers. The opportunity, however, is still developing. Reuters noted that existing bank-issued stablecoins have seen limited adoption, while established players such as Tether continue to dominate the market. That means the project could take years to become financially meaningful for participating banks.Goldman Sachs and BofA Are Making a Major Stablecoin Bet. Is It Worth Watching? Photo by Akshay Sadarangani on Unsplash Goldman Sachs- Bull & Bear Case The Goldman Sachs Group, Inc. (NYSE:GS) could benefit from getting an early foothold in the rapidly developing digital-assets and blockchain ecosystem. The bank's institutional client base and expertise in trading and capital markets could provide several opportunities if stablecoins become more widely used for payments, settlement, and other financial transactions. Rather than simply issuing a digital token, Goldman could potentially build additional financial services around the stablecoin as adoption grows. The joint structure is also a positive because Goldman will not have to bear the entire cost of developing the infrastructure on its own. Having 20 other major financial institutions involved could create a broader network and make the stablecoin more useful to institutional customers. The biggest risk is weak adoption. Stablecoins have gained significant traction in crypto markets, but bank-issued alternatives have yet to demonstrate comparable demand. Reuters reported that Societe Generale's dollar-backed stablecoin had only around $12.5 million in circulation, compared with more than $180 billion for Tether. The Goldman Sachs Group, Inc. (NYSE:GS) could therefore end up investing in infrastructure that produces limited revenue. There is also significant competition from established stablecoin issuers and other financial institutions developing their own digital-payment solutions. Regulatory uncertainty adds another layer of risk. As a result, the project is unlikely to have a material impact on Goldman's earnings in the near term. Bank of America- Bull & Bear Case Bank of America Corporation (NYSE:BAC) could have a particularly strong use case for a bank-backed stablecoin because of its large payments and commercial-banking operations. If companies increasingly use stablecoins to move money, especially across borders, BofA could integrate the technology into its existing relationships with corporate and institutional clients. Story Continues The initiative could also help BofA protect its position in payments as financial transactions become more digital. By participating from the beginning, the bank can help shape the infrastructure rather than risk having fintech or crypto companies capture the opportunity. Expansion into other G7 currencies could further increase the potential usefulness of the network for multinational businesses. The same stablecoin technology could eventually create challenges for Bank of America Corporation (NYSE:BAC)'s traditional deposit business. If customers shift significant amounts of money from conventional bank deposits into stablecoins, banks could face pressure on their funding base and potentially higher costs to retain deposits. More immediately, BofA faces the same adoption problem as Goldman. There is no guarantee that customers will switch to a bank-issued stablecoin simply because major banks are behind it. If usage remains limited, the investment could generate little incremental revenue while requiring substantial spending on technology, compliance, and infrastructure. Conclusion Goldman Sachs and Bank of America are positioning themselves for a potential shift toward blockchain-based payments, making the stablecoin initiative strategically positive but financially unproven. Goldman could benefit from new opportunities across institutional finance and digital assets, while BofA could leverage its extensive payments and corporate-banking relationships. Still, investors should not view the planned 2027 launch as a major near-term earnings catalyst. The critical question is whether businesses and financial institutions actually adopt the stablecoin at scale. If adoption takes off, both banks could gain new sources of payments and financial-services revenue; if demand remains weak, the initiative may offer little more than a strategic hedge against a changing financial system. While we acknowledge the potential of GS and BAC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock. READ NEXT: SPGI Yields Around 1%. Is Its Dividend Growth Worth the Low Starting Yield? and Why P&G's 3% Yield Could Matter More to Long-Term Dividend Investors Disclosure: None. This article is originally published at Insider Monkey. View Comments

After an aggressive breakout that took Solana from about $76 to a local high of about $110 in less than two weeks, Solana is currently going through its first significant correction. With the asset currently trading close to $99.43, the psychologically significant $100 level is under immediate pressure.

Rome Resources Plc (AIM:RMR) has raised the tin content of its Kalayi deposit in the Democratic Republic of Congo by 45%. That puts it among a small group of high-grade tin resources, right as tin prices climb. Georgina Energy PLC (LSE:GEX) has finished key civil works at its Hussar prospect in Western Australia. It's now closing in on mobilising the drill rig for a subsalt target worth an estimated $152 billion in-situ. Sterling Digital Plc (AQSE:ASIC) has recorded its first verified Bitcoin output at its West Texas gas-powered mining facility. The CEO called it "a defining operational milestone." Aminex PLC (LSE:AEX) jumped almost 24% after agreeing a revised programme for its Ntorya gas project in Tanzania. First production is now being targeted for December. Critical Mineral Resources PLC (LSE:CMRS) has brought in former Rio Tinto executive Brett Capper to chair its Technical Committee. He'll oversee development decisions as its Agadir Melloul project in Morocco moves towards production. Quantum Blockchain Technologies PLC (AIM:QBT, FRA:BYA1) has raised £350,000 to fund further work on its Bitcoin mining technologies. That includes preparing its newly patented ASIC Ultra Boost for commercial talks. Follow us and subscribe on YouTube, our social channels, and on proactiveinvestors.co.uk. View Comments

Japanese company Remixpoint has sharply changed course in its treasury strategy. The firm completely liquidated its altcoin positions, selling millions of XRP, Ethereum, Solana, and Dogecoin tokens to move its entire crypto portfolio exclusively into Bitcoin.

MicroStrategy (NasdaqGS:MSTR) resumed Bitcoin purchases after a 10 week pause, acquiring more than 4,600 BTC and reaffirming its role as the largest publicly traded corporate Bitcoin holder. The company funded the latest purchase with newly issued shares, reflecting continued use of equity to support its Bitcoin centric capital allocation. Executive Chairman Michael Saylor reiterated support for MicroStrategy's Bitcoin focused approach, describing the move as part of the company's long term accumulation plan. Consider reviewing other crypto and blockchain aligned stocks to see how different companies are approaching similar themes in digital asset exposure 19 cryptocurrency and blockchain stocks.NasdaqGS:MSTR 1-Year Stock Price Chart MicroStrategy now describes itself as a bitcoin treasury company rather than a traditional software vendor, with its capital allocation and corporate identity closely tied to holding and managing digital assets across the US and international markets. For readers, this means the stock offers exposure to bitcoin holdings through a listed US software company with a market cap of about $51.1 billion. See which insiders are buying and selling Strategy following this latest news. How does this new Bitcoin purchase fit into the MicroStrategy playbook? The latest 4,603 BTC purchase takes MicroStrategy's holdings to 845,050 BTC at an average cost of US$75,412 per coin. That reinforces the idea that the company is primarily a Bitcoin treasury vehicle rather than a software pure play. For you, the share price is likely to stay closely linked to sentiment around that large Bitcoin position. What does the fresh share issuance signal about risk and dilution? MicroStrategy raised US$602.8m by issuing 4.53 million new shares, then used the funds for Bitcoin, preferred share repurchases, dividends and cash reserves. That continues a pattern in which equity is a core funding tool and existing holders carry dilution risk. It also ties shareholder outcomes even more tightly to how effectively the company manages its balance sheet and Bitcoin exposure. What needs to happen next for this Bitcoin buying news to really matter? The key test is how this larger Bitcoin position and higher share count show up in future reported results and market reaction. Watch the next few quarterly filings and any MSCI index review decisions that reference MicroStrategy's asset accumulation model. Those events will help reveal whether the renewed buying supports or weakens investor demand for the stock. For the full picture including more risks and rewards, check out the complete Strategy analysis. Story Continues This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include MSTR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

This article first appeared on GuruFocus. Revenue: $6.4 million in the June quarter, a 13% decrease sequentially. Hash Rate: 1.47 exahash for the quarter, with an efficiency of 21.9 joules per terahash. Bitcoin Mined: 61.9 Bitcoin, a 10% sequential decline. Operating Margin: 31%, up from 29% in the prior quarter. Energy Cost to Mine Bitcoin: Approximately USD 43,000. Earnings Before Other Items (excl. D&A and stock-based comp): $0.2 million, or 3% of revenue. Cash Flow from Operations: $1.2 million. Earnings Before Other Items: Minus $3 million. Net Loss: Minus $3.9 million, or minus $0.02 per share. Cash, Short-Term Investments, and Bitcoin Holdings: $41.6 million at the end of the June quarter, down 12% from the prior quarter. Property and Equipment and Long-Term Deposits: $45 million, a 5% decrease from the prior quarter. Total Assets: $102.3 million, down from $109.9 million in the prior quarter. Book Value: $77.3 million, or $0.37 per share. Sygnum Loan Balance: $19.7 million at the end of the June quarter. Bitcoin Sales: Sold 80 Bitcoin, or 129% of mined output, generating $7.8 million in cash. Bitcoin Balance: 379 Bitcoin, a 5% decrease from the prior quarter. Warning! GuruFocus has detected 5 Warning Signs with DMGGF. Is DMGGF fairly valued? Test your thesis with our free DCF calculator. Release Date: August 27, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points DMG Blockchain Solutions Inc (DMGGF) has secured written approval for an additional 10 megawatts of non-firm power, increasing total contracted power to 75 megawatts, with 15 megawatts of firm power ensuring tenant GPU operation even during non-firm power delivery issues. The company has made significant progress on the AI data center project, including contracting 100-gigabit fiber connectivity (upgradable to 400 gigs), selecting an architectural firm, and applying for a permit to double the building's capacity, with permitting not expected to be a gating item. DMG Blockchain Solutions Inc (DMGGF) maintains a strong balance sheet with $41.6 million in cash, short-term investments, and Bitcoin, and a book value of $0.37 per share, providing a solid foundation for financing the AI project. The company is actively exploring multiple financing options, including rated bonds, lines of credit, and equity convertible debt, with a goal to minimize dilution and optimize cost of capital. DMG Blockchain Solutions Inc (DMGGF) is investigating expansion opportunities beyond the initial 50-megawatt AI project, including increasing firm power to potentially over 200 megawatts at Christina Lake and evaluating additional sites in Canada, positioning for long-term growth. The company's digital asset financial services platform, rebranded as Numis Trust, has been enhanced with greater functionality and a revamped website, aiming to attract a larger audience and grow with modest investments. Story Continues Negative Points DMG Blockchain Solutions Inc (DMGGF) has not yet signed a definitive agreement with its offtake client for the 50-megawatt AI colocation project, and the timeline for servers running before year-end is now challenging, with no guidance on when the agreement will be completed. The company's Q3 2026 revenue decreased 13% sequentially to $6.4 million, and hash rate declined 14% due to miners being transported and seasonal weather, leading to a 10% drop in Bitcoin mined to 61.9 BTC. DMG Blockchain Solutions Inc (DMGGF) reported a net loss of $3.9 million or $0.02 per share for the quarter, with earnings before other items (excluding depreciation, amortization, and stock-based comp) only at $0.2 million, indicating limited profitability. The company faces potential delays and cost overruns in the AI data center project due to the need to select a general contractor and design firms, secure tradesmen, and manage long lead times for equipment like transformers, with capital expenditures already committed for fiber ahead of a definitive agreement. The digital asset financial services business is generating very limited revenue, and the company is not providing guidance on revenue, which may concern investors about the near-term contribution of this segment. DMG Blockchain Solutions Inc (DMGGF) may need to raise additional capital beyond debt financing, potentially leading to dilution for shareholders, as the company aims to maintain cash for opportunistic growth and new site acquisitions. Q & A Highlights Q: What type of details need to be hammered out with your tenant to reach a definitive agreement?A: Sheldon Bennett (CEO) explained that the definitive agreement and master service agreement involve two main challenges: the construction of the data center and agreeing on delivery timelines, which depend on a well-understood supply chain and in-service dates acceptable to the tenant. The second challenge is negotiating stringent service level agreements for uptime and environmental requirements with penalties. He emphasized that the contract is for 12 years with three renewal periods, extending over 25 years, making it critical to get the terms right for a long-term relationship. Q: What is the estimated CapEx for the 50-megawatt conversion at Christina Lake?A: Steven Eliscu (COO) stated that the market pricing for such a project is in the order of USD10 million to USD12 million per megawatt. He noted that as a brownfield site, costs could be lower, especially by leveraging Chinese vendors for transformers and battery backup equipment, which can save significant capital. However, the need for speed may offset some savings, so the company is using that range as a planning assumption. Q: Once the definitive agreement is signed, do you expect the project to be financeable primarily at the project level against cash flows, or will DMG shareholders incur the impact of seeking additional equity?A: Steven Eliscu (COO) said that minimizing dilution is a p

Cryptocurrency markets operate around the clock, but large volumes of capital are concentrated around the trading schedules of traditional exchanges. Analysts at the Japanese arm of financial company Evernorth, after studying on-chain data from the XRP Ledger (XRPL) via Dune Analytics, identified a major shift in the market structure — XRP has developed a clear "rush hour," while the share of trading during these key hours has nearly doubled over the past year.

August 2026 saw a significant rise in security incidents in the cryptocurrency sector, despite a significant decrease in the total amount stolen when compared to July. According to data from PeckShieldAlert, there were 50 significant hacks in the industry in August, a 67% increase from 30 in July.

Veteran investor Ross Gerber accused Michael Saylor of putting the entire Bitcoin (CRYPTO: BTC) market at risk through the approach taken by his firm, Strategy Inc.(NASDAQ:MSTR). Gerber Slams Saylor's Playbook In an exclusive chat with Benzinga, Gerber said Strategy's tactic of selling MSTR at a high premium to buy "cheaper" Bitcoin worked in the bull market but started to "unwind" in the bear market. "So now he's [Saylor] created a reverse situation. What was working for him all those years now works against him," the CEO of Gerber Kawasaki Wealth and Investment Management argued. Strategy shares have historically traded at a premium, meaning the stock price values the company higher than the BTC on its balance sheet. However, when the stock trades at a discount, the company's ability to raise capital by selling new shares slows down, since it becomes dilutive. This is exactly what happened in recent months. Strategy paused Bitcoin buying entirely and focused on cleaning up its balance sheet. It even offloaded some of its BTC to bolster its dollar reserves. Read Also:Bitcoin Gains After Strategy Resumes Buying: Ethereum, XRP, Dogecoin Also Rally: Analyst Sees 'Very Long March' to Next Bull Market for BTC Saylor the 'Worst Thing' to Happen to Bitcoin, Says Gerber Gerber said that Saylor is "trying very hard" to convince people to buy Bitcoin. 'If Bitcoin doesn't reverse its price movement and move higher, he's [Saylor] dead. It's just a matter of time till that entire thing collapses," the Tesla investor added. Gerber added that Saylor's Strategy has put the entire market at risk, going so far as to call the Bitcoin bull the "worst thing" to have happened to the cryptocurrency. He also voiced deep frustration with Saylor's AI-generated videos on X, saying that nothing makes him more bearish on Bitcoin than watching Saylor punching out bears. Strategy didn't immediately return Benzinga's request for comment. Send more ₿ears. pic.twitter.com/uxC4e5ZDmM — Michael Saylor (@saylor) August 25, 2026 Are Things Changing For the Better? Strategy, the world's largest Bitcoin corporate holder, has struggled in 2026, with its common stock falling more than 12% year to date. The firm recorded unrealized losses when Bitcoin's price fell below the average price at which it was acquired. However, the ongoing rally has eased the situation somewhat. Strategy's Bitcoin stash is back to showing paper profits, and MSTR stock is up 40% in a month. The company also resumed its Bitcoin purchases, ending a two-month buying drought. Story Continues Saylor had earlier advised investors to take a long-term approach to Bitcoin and refrain from investing unless they plan to hold it for at least four years. Price Action: At the time of writing, BTC was seen trading at $79,051.04, up 1.32% over the last 24 hours, according to data from Benzinga Pro. Strategy shares fell 1.15% in after-hours trading. The stock closed 4.42% higher at $132.94 during Monday's regular trading session. According to Benzinga's Edge Stock Rankings, MSTR stock has lagged on a long-term basis but has exhibited robust short- and medium- term price trends. Read Also:Cathie Wood Dumps Palantir Shares Worth $26 Million, Bets on Bitcoin-Linked Block and USDC-Issuer Circle Amid Crypto Rally Photo: PJ McDonnell / Shutterstock.com Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. This article MSTR Stock Up 40% in a Month, but Ross Gerber Still Calls Michael Saylor the 'Worst Thing' to Happen to Bitcoin: Here's Why originally appeared on Benzinga.com © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. View Comments

Subscriptions raising £655,999 and Bitcoin treasury increased to 72.941 BTC Investment of a further 10 Bitcoin by strategic investor Adam Back, alongside further subscriptions, raising £655,999 in aggregate and increasing XCE's Bitcoin treasury to 72.941 BTC LONDON, UK / ACCESS Newswire / September 1, 2026 / Connecting Excellence Group Plc (AQSE:XCE)(OTCQB:XCELF), the international executive recruitment group with a long-term, ambitious and disciplined Bitcoin (BTC) treasury strategy, announces that Adam Back, an existing key strategic investor, has agreed to subscribe for new ordinary shares of £0.000001 each ("Ordinary Shares") in the Company through the transfer of 10 BTC to XCE (the "Back Subscription"), alongside subscriptions by two further investors (together with the Back Subscription, the "Subscriptions"). The Back Subscription has been completed at a BTC valuation of £57,799.90 per BTC, representing an aggregate subscription value of £577,999. Pursuant to the Back Subscription, Adam Back will receive 38,533,267 new Ordinary Shares in the Company at an issue price of 1.5 pence per Ordinary Share (the "Issue Price"). Two further investors have subscribed for 5,199,999 new Ordinary Shares at the same Issue Price, raising a further £78,000, of which £50,000 is subscribed in cash and £28,000 by an adviser to the Company who has elected to receive Ordinary Shares in place of a cash fee. The Subscriptions therefore comprise 43,733,266 new Ordinary Shares (the "Subscription Shares") raising £655,999 in aggregate. The Issue Price represents a premium of 3.4% to the closing mid-market price of 1.45 pence per Ordinary Share on 28 August 2026. The Subscription Shares will rank pari passu in all respects with the Company's existing Ordinary Shares. Following completion of the Subscriptions, the Company will hold 72.941 BTC in its Bitcoin treasury, an increase of 15.9%, and an increase in Bitcoin per Share of 6.34% (fully diluted) and 5.02% (issued). Adam Back is a significant shareholder in XCE and has been a longstanding supporter of the Company's strategy. The Company considers the Back Subscription to further demonstrate the alignment of its strategic investors with XCE's long-term approach to combining the growth of its executive recruitment operations with a disciplined Bitcoin treasury strategy. Following Admission, Adam Back will hold 135,482,474 Ordinary Shares in the Company, representing 29.0% of the Company's enlarged issued share capital. Shareholders are referred to the Company's separate announcement released today, in which the Company announces heads of terms for the Group's first acquisition of an operating business, together with a trading update. Story Continues Treasury Summary: Total BTC Holdings: 72.9410* Average BTC Purchase Price: £60,190.03 ($81,575.57) Value of BTC Purchased to date: £4,215,928.12** ($5,713,920.57) BTC Yield*** from IPO: 528.4% (fully diluted) / 544.2% (issued) BTC Yield (QTD): 6.34% (fully diluted) / 5.02% (issued) Bitcoin per Share: 13.7428 sats (fully diluted) / 15.6358 sats (issued) * Includes 10 BTC held in relation to XCE's 2026 Bitcoin-denominated convertible bond programme **Using a BTC GBP price of £57,799.90 ***As defined below and upon XCE BTC Bond conversion All conversions to USD use a USD to GBP exchange rate of $1.3553, which is at the date of the final Bitcoin purchases announced above. The Company reports Bitcoin per Share and BTC Yield on both a fully diluted and an issued share basis. The fully diluted basis is that used in the Company's previous announcements and is retained for comparability. It includes Ordinary Shares which are not guaranteed to be issued and which are issued only on the achievement of individual, operating company and Group performance triggers set so that any resulting issue is accretive to shareholders. The issued share basis is presented alongside it so that shareholders can see the position on the shares actually in issue. Related Party The Back Subscription constitutes a related party transaction pursuant to Rule 4.6 of the AQSE Growth Market Access Rulebook, Adam Back being a substantial shareholder in the Company. The Directors consider that having exercised reasonable care, skill and diligence, the related party transaction is fair and reasonable as far as the shareholders of the Group are concerned. Admission and Total Voting Rights An application will be made for the admission of the Subscription Shares to trading on the Aquis Stock Exchange Growth Market ("Admission"). Admission is expected to occur on or around 8 September 2026. Following Admission, the Company will have 466,498,953 Ordinary Shares in issue, each carrying one voting right. The Company does not hold any Ordinary Shares in treasury. Therefore, following Admission, the total number of voting rights in the Company will be 466,498,953, and that figure may be used by shareholders as the denominator for the calculations by which they determine whether they are required to notify their interest in, or a change to their interest in, the Company under the Disclosure Guidance and Transparency Rules. Connecting Excellence Group ("XCE") Scott Ellam, Chief Executive Officer Angus Gladish, Chief Financial Officer contact@xce.io Tel: +44(0) 113 390 8623 AlbR Capital Limited (Aquis Corporate Adviser and Joint Broker) David Coffman Daniel Harris Tel: +44(0) 20 7469 0930 Allenby Capital (Joint Broker) Matt Butlin (Head of Sales) Nick Harriss Tel: +44(0) 20 3328 5656 Yellow Jersey PR (Financial PR) Charles Goodwin Annabelle Wills xce@yellowjerseypr.com Tel: +44(0) 20 3004 9512 The Directors of the Company accept responsibility for the contents of this announcement. This announcement contains information which, prior to its disclosure, was inside information as stipulated under Regulation 11 of the Market Abuse (Amendment) (EU Exit) Regulations 2019/310 (as amended). About Connecting Excellence Group Plc ("XCE"):

IREN Limited (NASDAQ:IREN) told investors on August 27 that its 2026 AI capacity is largely sold out and carries about $4 billion of contracted annualized run-rate revenue. The stock fell the next day. H.C. Wainwright responded by reiterating a Buy rating and a $90 target, creating the sort of contradiction that deserves a closer look before investors treat the selloff as a verdict. The operating transition is moving rather quickly. IREN said AI Cloud Services revenue reached $70.5 million in the June quarter, more than double the prior quarter, while full-year AI Cloud revenue rose roughly eightfold to $128.8 million. It also signed a new multi-year contract with a leading frontier AI lab and said Horizon 1, the first of four 50-megawatt liquid-cooled deployments for Microsoft, was delivered August. Current operating ARR is about $1 billion.This Bitcoin Miner Says It Has $4 Billion of Contracted AI ARR. One Analyst Thinks It Can More Than Double Photo from IREN website The attraction is obvious in that IREN Limited (NASDAQ:IREN) spent years acquiring power and data-center sites as a Bitcoin miner, then repurposed that scarce infrastructure into AI compute. Recent three-year contracts exceed $20 million of revenue per IT megawatt, according to management. Customer prepayments and GPU financing can cover much of the hardware bill, including a new $2.8 billion financing package that funds about 90% of associated GPU capex. But the headline $4 billion figure needs discipline. IREN defines ARR as an operating metric based on contracted GPU-hour pricing and says recognized GAAP revenue may be materially lower. Capacity still has to be commissioned, tested and accepted by customers. The company reported a $684 million quarterly net loss, heavily affected by non-cash impairment charges as old mining hardware is retired, while adjusted EBITDA fell to $19.2 million. The business is scaling into large capital requirements before its AI revenue base fully arrives. That makes utilization, contract durability and financing costs just as important as the eye-catching ARR number over the next several quarters. The latest readily verifiable Insider Monkey count showed 69 hedge funds holding IREN at the end of Q2, up from 53 in the prior quarter. Q2 filings show Value Aligned Research Advisors increasing its position 78% to about 8.47 million shares, while Situational Awareness cut its stake 20% to roughly 9.47 million shares. Short interest was unusually heavy on August 14 at about 94.25 million shares, or 27.77% of float, with 2.2 days to cover. That makes IREN one of the clearest battlegrounds in AI infrastructure: huge contracted economics on one side, equally huge financing and execution demands on the other. Story Continues While we acknowledge the potential of IREN as an investment, we believe certain other AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT:NVIDIA (NVDA): What Foxconn and Super Micro Are Telling Us about the AI Boom andPony AI Is Scaling Robotaxis Fast—Can the Stock Reach BofA's $17 Target? Disclosure: None. Follow Insider Monkey on Google News. View Comments

Analyst Signals Versus Earnings Trends At Riot Platforms Riot Platforms (RIOT) has drawn fresh attention after brokerage research highlighted an average rating consistent with Buy, even as separate analysis flagged declining earnings estimates and a Zacks Rank of #4, or Sell. This contrast between favorable brokerage opinions and weaker earnings expectations puts the focus on how investors weigh external ratings against Riot Platforms' own financial profile and recent share performance. Riot Platforms' share price has eased in recent weeks, with a 7 day share price return of 5.03% and a 30 day share price return of 5.83% following earlier volatility that left the 90 day share price return down 30.47%, even as the year to date share price return sits at 34.15% and the 1 year total shareholder return is 38.05%. This pattern suggests momentum has faded in the short term, which may reflect investors reassessing growth potential and risk as new research, earnings estimate cuts and Bitcoin related headlines continue to land. Compare Riot Platforms with hand-picked Bitcoin and blockchain peers by reviewing the 19 cryptocurrency and blockchain stocks that may be reacting in different ways to the same sector headlines. After a strong run over the past year but a weaker 90 day patch, Riot Platforms sits at a crossroads between further upside and most of the easy gain already in the rear view mirror. This brings valuation sharply into focus next. Most Popular Narrative: 36% Undervalued Riot Platforms last closed at $18.99 while the most followed narrative estimates fair value at $29.50, which frames a sizeable valuation gap for investors to consider. Riot's aggressive build-out of a scalable data center business leverages its extensive, readily available power capacity in high-demand regions, positioning the company to benefit from surging demand for AI and cloud computing infrastructure. This is viewed as a potential driver of higher revenue growth and improved valuation multiples over time. Read the complete narrative.Read the complete narrative. Want to understand why this fair value sits well above today's share price? The narrative leans heavily on rapid revenue expansion, margin repair, and a rich future earnings multiple. Curious which assumptions really move the model? Result: Fair Value of $29.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Riot Platforms still faces clear hurdles if Bitcoin prices weaken again or if data center leases at Corsicana and Rockdale take longer to materialize than analysts expect. Story Continues Find out about the key risks to this Riot Platforms narrative. Another View On Riot Platforms' Valuation The narrative model points to Riot Platforms trading below a fair value of $29.50, yet the current P/S ratio of 10.6x tells a different story. It is higher than the US Software industry average of 4x and the fair ratio of 4.4x, which signals meaningful valuation risk if sentiment shifts. For investors weighing these mixed signals, the key question is whether the market moves closer to the enthusiastic narrative or toward that fair ratio if expectations cool. See what the numbers say about this price — find out in our valuation breakdown.NasdaqCM:RIOT P/S Ratio as at Sep 2026 Next Steps Uncertain what to make of the mixed signals around Riot Platforms right now? Move quickly to review the data, weigh both concerns and potential upsides, and then check the 1 key reward and 3 important warning signs. Looking For More Investment Ideas Beyond Riot Platforms? If Riot Platforms has your attention, do not stop there. Broadening your watchlist now can help you spot opportunities before the wider market catches on. Target potential mispricing by reviewing companies in the 45 high quality undervalued stocks that combine solid fundamentals with market skepticism that may not last. Strengthen your focus on resilience by scanning the list of solid balance sheet and fundamentals (52 results) so you can emphasize businesses with stronger finances backing their story. Get ahead of the crowd by checking the 19 high quality undiscovered gems that many investors may not be watching yet but could deserve a closer look. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include RIOT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Editor's Note: The story has been refreshed with the latest market price action and a revised headline. Michael Saylor fueled speculation on Sunday that Strategy Inc. could resume its Bitcoin purchases following a pause of more than two months. Saylor Sparks Intrigue Saylor posted the company's accumulation chart on X, using orange circles or "dots" to highlight the firm's Bitcoin purchases. "We're ₿ack," he wrote. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast In many cases, these weekend posts preceded purchase disclosures on the following Monday. But a lot has changed in the past few months. We're ₿ack. pic.twitter.com/ciqOaCa908 — Michael Saylor (@saylor) August 30, 2026 Will Strategy Start Buying BTC Again? Strategy, the world's largest corporate Bitcoin holder, has paused its BTC purchases, with the last reported acquisition on June 22. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time The company shifted focus to capital raising, strengthening cash reserves and managing its balance sheet. It also began selling its Bitcoin, undermining the "never sell" thesis that bullish investors had relied on. As of this writing, Strategy holds 840,447 BTC, worth more than $72 billion. The company has nearly $9 billion in unrealized losses on its Bitcoin holdings. Saylor's comments came after Bitcoin rebounded in the second half of August, rising to $80,000. The cryptocurrency has gained 23% in the past month. Photo: Hi my name is Jacco on Shutterstock.com Read Next: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Story Continues Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Qnetic As electricity demand rises alongside AI, data centers, and renewable energy, long-duration energy storage is becoming increasingly important. Qnetic is developing a kinetic energy storage system designed to provide long-lasting, chemical-free electricity storage, offering investors exposure to the infrastructure supporting a more resilient and reliable power grid. EquityMultiple For accredited investors looking beyond stocks and bonds,EquityMultiple provides access to vetted commercial real estate deals starting at $5,000, with only ~5% of opportunities passing their due diligence process. FarmTogether Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000 — fully managed, with no landlord headaches. Fundrise Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estateand credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth. © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. View Comments

GRAPEVINE, Texas, August 31, 2026--(BUSINESS WIRE)--GameStop Corp. (NYSE: GME) ("GameStop" or the "Company") today announced certain preliminary unaudited financial information for the second quarter ended August 1, 2026. The Company is providing this preliminary information in connection with the amendments to its convertible notes exchange announced separately today. On a preliminary basis for the 13 weeks ended August 1, 2026 compared to the 13 weeks ended August 2, 2025: Net sales are expected to be in the range of $780 million to $800 million compared to $972.2 million in the prior year's second quarter. The decrease primarily reflects the prior-year launch of Nintendo Switch 2, planned store closures, and the divestiture of the Company's France operations. Operating income is expected to be in the range of $150 million to $170 million, compared to $66.4 million in the prior year's second quarter. Net income is expected to be in the range of $290 million to $310 million, compared to net income of $168.6 million in the prior year's second quarter. Cash, cash equivalents and marketable securities are expected to be in the range of $5.050 billion to $5.070 billion, compared to $8.694 billion at the close of the prior year's second quarter. During the quarter, the Company converted its previously disclosed derivative position related to eBay Inc. into a direct equity investment, resulting in a decrease in cash, cash equivalents, and marketable securities. The Company's net income for the quarter includes approximately $238 million of net gains related to its eBay Inc. derivative asset and equity investment, partially offset by a loss of approximately $75 million on digital assets and related receivables. As of August 1, 2026, the Company held approximately 43.4 million shares of eBay common stock with a fair value of approximately $4.947 billion. The Company expects to release its complete second quarter results on September 8, 2026. CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS - SAFE HARBOR This Press Release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by the use of terms such as "anticipates," "believes," "continues," "could," "estimates," "expects," "intends," "may," "plans," "potential," "predicts," "pro forma," "seeks," "should," "will" or similar expressions. Forward-looking statements are subject to significant risks and uncertainties and actual developments, business decisions, outcomes and results may differ materially from those reflected or described in the forward-looking statements. The following factors, among others, could cause actual developments, business decisions, outcomes and results to differ materially from those reflected or described in the forward-looking statements: the performance of our business and our ability to generate earnings in line with our guidance; economic, social, and political conditions in the markets in which we operate; the competitive nature of the Company's industry; the cyclicality of the video game industry; the Company's dependence on the timely delivery of new and innovative products from its vendors; the impact of technological advances in the video game industry and related changes in consumer behavior on the Company's sales; interruptions to the Company's supply chain or the supply chain of our suppliers; the Company's dependence on sales during the holiday selling season and on the popularity and sale of trading cards; the Company's ability to obtain favorable terms from its current and future suppliers and service providers; the Company's ability to anticipate, identify and react to trends in pop culture with regard to its sales of collectibles; the Company's ability to maintain strong retail and ecommerce experiences for its customers; the Company's ability to keep pace with changing industry technology and consumer preferences; how the Company incorporates artificial intelligence into workflows and processes, including customer-facing and operational activities, and challenges with properly managing its use; the Company's ability to manage its profitability and cost reduction initiatives; the Company's ability to complete its proposed acquisition of eBay Inc.; changes in senior management or the Company's ability to attract and retain qualified personnel; the Company is highly dependent on the services of the Company's Chairman of the Board and Chief Executive Officer, Ryan Cohen; potential damage to the Company's reputation or customers' perception of the Company; the Company's ability, or the ability of the third parties with whom we work, to maintain the security of our information technology systems or data (including customer, associate or Company information); the Company's compliance with stringent and evolving laws and other obligations related to data privacy and security; occurrence of weather events, natural disasters, public health crises and other unexpected events; risks associated with inventory shrinkage; potential failure or inadequacy of the Company's computerized systems; the ability of the Company's third party delivery services to deliver products to the Company's retail locations, fulfillment centers and consumers and changes in the terms the Company has with such service providers; the ability and willingness of the Company's vendors to provide marketing and merchandising support at historical or anticipated levels; restrictions on the Company's ability to purchase and sell pre-owned products; the Company's ability to renew or enter into new leases on favorable terms; unfavorable changes in the Company's global tax rate; legislative actions; the Company's ability to comply with federal, state, local and international laws and regulations and statutes; changes to tariff and import/export regulations; potential litigation and other legal proceedings; the value of the

It's been a rough year for crypto. The sector entered a bear market that felt different from past cycles, as crypto seemingly lost some of its appeal amid newer, perhaps more exciting technologies like quantum computing and artificial intelligence. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » But most bulls haven't given up, believing that this cycle will be no different from past cycles and that crypto will rebound to hit new highs. Here's one top cryptocurrency to buy before it reaches $1 million per coin by the year 2033, according to one analyst.Image source: Getty Images. Is the debasement trade back? Bitcoin (CRYPTO: BTC), the world's largest token by market value, took a big hit this year. After reaching an all-time high of more than $126,000 per token last October, Bitcoin fell below $60,000 at one point this year. Not only did some of the factors mentioned above hurt the coin, but Bitcoin also seemed to act more like a tech stock in response to the Iran war, facing pressure related to elevated inflation, rising oil prices, and higher long-term interest rates. This called into question whether Bitcoin and its finite supply of 21 million coins really could be used as a form of digital gold and serve as an inflation hedge. However, Bernstein analyst Gautam Chhugani and his team think this thesis may be resurfacing. They recommend buying Bitcoin as a way to hedge against U.S. currency debasement that erodes the dollar's value. U.S. debt recently topped $40 trillion, and soaring long-term bond yields have added pressure to the situation. "While governments are already using measures to manage bond markets and contain yield pressures, these interventions only address symptoms rather than the underlying debt burden," Chhugani wrote in a research note. Some experts and investors believe the government will have no choice but to run the economy hot to try to grow its way out of debt, which will naturally lead to a weaker dollar and greater concern about currency debasement. Chhugani sees debasement as an easier approach to the debt situation than fiscal discipline. "Hence, investors will potentially benefit from owning scarce assets such as bitcoin that cannot be easily created/diluted," Chhugani wrote. Although Bitcoin has taken a beating for much of the year, Chhugani notes that 60% of investors have held it, suggesting continued belief in Bitcoin as a hard asset. Story Continues Recently, Bitcoin has rebounded and is trading at about $78,000 per token (as of Aug. 28). Investors are hopeful about a looming vote on the Clarity Act, which would establish a regulatory framework for the industry. There has also reportedly been a huge Bitcoin short squeeze, while renewed conversations about higher bond yields and mounting debt have pushed the digital gold theory back into the spotlight. Chhugani has laid out "an accelerated bull case" scenario, in which macro factors lead institutional investors to chase Bitcoin. In this scenario, Bitcoin could peak at $500,000 by 2029, then reach $1 million by 2033. The base case suggests $300,000 per token by 2029, but still $1 million by 2033. Chhugani and his team value Bitcoin as a multiple of its marginal cost, or the miner who generates new Bitcoin tokens at the highest cost. The $1 million price target assumes a 1.2 marginal cost multiple. Think long-term, but not in price targets As I've said numerous times before, investors should be wary of crypto price targets. Bitcoin and other cryptocurrencies are extremely volatile and don't generate earnings or free cash flow like a traditional company to use in calculating valuation. On the other hand, I don't think the digital gold thesis is dead yet, even if Bitcoin doesn't always appear to serve as an inflation hedge. It's worth noting that gold has also struggled since the Iran war, and is up just 8% this year. Perception may turn into reality, and younger generations could be more prone to buy the internet-native Bitcoin as an inflation hedge over gold. Furthermore, I would agree with Chhugani that the government is likely to prefer debasement over fiscal restraint, which would be much more painful for citizens and likely lead to popular backlash. Investors should hold at least some Bitcoin in their portfolios, although I wouldn't make it an overly aggressive position just yet. Should you buy stock in Bitcoin right now? Before you buy stock in Bitcoin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bitcoin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $440,710!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,335,252!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of August 31, 2026. Bram Berkowitz has positions in Bitcoin. The Motley Fool has positions in and recommends Bitcoin. The Motley Fool has a disclosure policy. 1 Top Cryptocurrency to Buy Before It Hits $1 Million per Token by 2033, According to This Wall Street Analyst was originally published by The Motley Fool View Comments

U.S. spot Bitcoin ETFs turned negative at the end of last week, ending a nine-day inflow streak that had brought in a total of $2.8 billion. Meanwhile, Robert Mitchnick, BlackRock's head of digital assets, said the CLARITY Act is less critical for Bitcoin than for the rest of the crypto market. That places more attention on altcoins, DeFi, and other complex crypto categories, where the regulatory picture remains unsettled. For Bitcoin, Mitchnick said institutional investors are not treating additional legislation as part of their base case, viewing regulatory progress as potential upside rather than a requirement. Mitchnick told CNBC that Bitcoin's rally while equities struggled reflected its distinct risk and return drivers rather than old risk-on behavior. He said the move could not be explained as an equity-beta trade, pointing to Bitcoin-specific flows and the debasement trade. Robbie Mitchnick discusses digital assets on CNBC Crypto World. Investors concerned about global debt and deficits are increasingly drawn to Bitcoin, according to Mitchnick, while younger demographics are favoring it over gold for a store-of-value role. He characterized that as Bitcoin's long-term narrative. The ETF data provides a measure of current demand. IBIT led last Thurday's inflows with $277 million. Mitchnick said the fund continues to resonate with institutional investors, financial advisers, and direct investors. Cumulative net inflows stood at $55 billion, while total net assets reached $98.6 billion as Bitcoin traded near $78,500. Discover: The Best Crypto to Diversify Your Portfolio CLARITY Act Status and Where the Regulatory Gap Matters Mitchnick said the CLARITY Act matters more for assets connected to DeFi and other complex crypto categories. Those areas remain part of a broader regulatory picture that he described as unsettled, in contrast with Bitcoin's comparatively broader regulatory acceptance. Bitcoin (BTC)24h7d30d1yAll time Trade Bitcoin on Bybit and Get a Chance to Win Our $1,000 USDT Airdrop BlackRock has also expanded its crypto product lineup to Ethereum with non-staking and staking products. The firm added a Bitcoin premium income product this summer that is designed to let investors retain most of Bitcoin's upside while generating an annual yield and moderating volatility. On stablecoins, Mitchnick said BlackRock sees growth opportunities beyond crypto trading, including cross-border payments and capital markets, with Genius Act implementation approaching. Congress.gov lists H.R. 3633, the Digital Asset Market Clarity Act of 2025, as having passed the House. Its latest listed action is an August 8, 2026, Senate cloture motion on the motion to proceed to the measure. The bill had not reached the enacted-into-law stage in the available record. Story Continues Photo by Ramaz Bluashvili on Pexels Mitchnick's distinction remains that Bitcoin's institutional case does not depend on further legislation as a base-case assumption, while the regulatory picture for DeFi and other complex crypto categories remains unsettled. Visit OKXRead original story CLARITY Act Lags as Bitcoin ETFs Slip by Ahmed Barakat at Cryptonews.com View Comments

Bitcoin is on track to wrap this August with its strongest performance for the month in nine years.

[Bitcoin Conference Draws Cryptocurrency Fans To Miami] Joe Raedle/Getty Images News Strategy (MSTR [https://seekingalpha.com/symbol/MSTR]) executive chairman Michael Saylor appeared to signal that the company has made its first Bitcoin purchase since June 22, as Bitcoin (BTC-USD [https://seekingalpha.com/symbol/BTC-USD]) approached $79K. Saylor posted [https://x.com/saylor/status/2094033266906955896/photo/1]“We’re Back” on X, suggesting Strategy may have resumed Bitcoin accumulation after pausing purchases for roughly two months. The move comes after Strategy spent much of the past few months selling Bitcoin to bolster its balance sheet. More recently, the company halted Bitcoin sales, raised about $2B through MSTR share sales to build its U.S. dollar reserves, and began repurchasing its preferred stock, (STRC [https://seekingalpha.com/symbol/STRC]). Bitcoin (BTC-USD [https://seekingalpha.com/symbol/BTC-USD]) was trading near $79K at press time, up about 24% over the past 30 days. The cryptocurrency’s rebound from Friday’s intraday low of $76.8K followed Federal Reserve Chair Kevin Warsh’s hawkish speech at Jackson Hole. MORE ON STRATEGY * Strategy: BTC Accretion Is Working, But I'm Waiting For A Cheaper Entry [https://seekingalpha.com/article/4941495-strategy-btc-accretion-is-working-but-im-waiting-for-a-cheaper-entry] * Strategy: When Saylor Sells, We Buy [https://seekingalpha.com/article/4940385-strategy-when-saylor-sells-we-buy] * Strategy Doubles Down On Its Aggressive Defense Of 12.6% Yielding STRC [https://seekingalpha.com/article/4938690-strategy-doubles-down-on-its-aggressive-defense-of-12-6-percent-yielding-strc] * PayPal tops Nasdaq weekly decliners as deal talks fall off; CrowdStrike leads gainers after stellar results [https://seekingalpha.com/news/4638007-paypal-tops-nasdaq-weekly-decliners-as-deal-talks-fall-off-crowdstrike-leads-gainers-after-stellar-results] * Strategy climbs 12% amid Bitcoin rally [https://seekingalpha.com/news/4637686-strategy-climbs-12-amid-bitcoin-rally]

Luke Dashjr has resigned as chairman and chief technology officer of Bitcoin mining pool OCEAN. The Bitcoin hard fork he backs splits from the main chain on Tuesday. The company also repurchased all of his equity. He now calls the main Bitcoin chain "Spamcoin." On Tuesday, a Bitcoin hard fork he backs switches to BLAKE2b, a mining algorithm that existing Bitcoin machines cannot run. Why Dashjr Walked Away From OCEAN The exit closes a bruising month for the pool. OCEAN's hashrate fell 96% in August. The pool had routed customer power to a minority chain for about 18 hours. Miners never gave clear consent and demanded leadership changes. BIP-110, the anti-spam soft fork Dashjr championed, needed 55% miner support. Signaling peaked at 2.53%. Its chain stalled after two blocks, so backers regrouped around a September breakaway coin instead. Inside Dashjr's Bitcoin Hard Fork Plan Dashjr argues that Bitcoin lost decentralized block construction years ago. He says BLAKE2b removes a shortcut called ASICBoost, which hands large miners an efficiency edge. He also says it punishes concentrated mining power. Critics reject that reading. Adam Back had already called BIP-110 idiocracy in July. Ripple's former chief technology officer David Schwartz dismissed the network under attack claim as nonsense. Luke Dashjr. Source: X He says the legacy chain runs under centralized management and blocks miners from building their own templates. Dashjr now channels that into CONVOY, which he frames as a second run at decentralized mining. OCEAN, meanwhile, keeps operating as a non-custodial pool. What Happens to BTC on September 1 Bitcoin (BTC) trades near $77,655, down 0.59% on the day. It has still gained 23.3% this month. Hashrate has drifted lower all year as miners leave the network for artificial intelligence contracts. That trend thins the pool of machines any breakaway chain could recruit.Bitcoin Price Performance. Source: BeInCrypto Markets Holders face two practical questions, namely replay risk and which chain their wallet tracks. Dashjr recommends a light wallet over a full node. Both questions already surfaced during the August chain split. A proof-of-work change mints a separate coin. The market then prices which chain carries value. Dashjr's previous fork attempt never cleared 3% support. Tuesday, therefore, tests one question. Either real hashrate follows BLAKE2b, or the split repeats the August stall and freezes within hours. Read the Original story Bitcoin Holders Face a Hard Fork on September 1 — Here's What Actually Changes by Phil Haunhorst at beincrypto.com View Comments

This August, Bitcoin (CRYPTO: BTC) is up a stunning 24%. That's impressive in and of itself, but even more so when you consider Bitcoin's historical track record. This is shaping up to be one of the best Augusts ever for Bitcoin. In fact, you need to go all the way back to 2017 to find a year when Bitcoin has performed this well. Bitcoin investors remember exactly what happened in 2017 -- Bitcoin ended the year up a stunning 1,250%. So is a similar type of breakout coming in 2026? Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Bitcoin's historical performance in August All told, over the past 14 years, Bitcoin has only turned in positive returns five times in August. The last time Bitcoin turned in a positive performance in August was 2021. Its median return for the month is a loss of 7%.Image source: Getty Images. That's why Bitcoin investors are absolutely giddy right now. They had all but given up on Bitcoin this month. But a series of recent events, punctuated by a high-level crypto meeting at the White House on Aug. 19, has catalyzed a major Bitcoin run. Of course, there are still the skeptics. Billionaire Mark Cuban, for example, is not impressed. He sees the recent rally as nothing more than a short squeeze triggered by an impromptu White House meeting. Just as the Trump administration is prone to issuing statements about the price of oil to pressure the market, it now seems quite willing to do the same on Bitcoin. Positive signs for Bitcoin That being said, there are some positive signs for Bitcoin. For one, its correlation with gold appears to be increasing. This is leading to a return of the "digital gold" investment thesis, and a revival of the so-called "debasement trade" (in which investors move out of fiat currencies and into precious metals and Bitcoin). At the same time, there's now talk that investors could be rotating out of artificial intelligence, worried about inflated valuations across AI-related assets. That could lead them back to crypto. Indeed, inflows appear to be returning to the spot Bitcoin ETFs. On top of all that, there's newfound optimism around the Digital Asset Market Clarity Act ("Clarity Act"). This new piece of crypto legislation has the support of both the White House and Wall Street. That's prompting speculation that Bitcoin could get a huge boost going forward as it becomes an increasingly mainstream financial asset. Story Continues But before you rush out and buy Bitcoin, remember: Sentiment in the crypto market has a way of turning on a dime. The same giddy investors today may be panicked investors tomorrow, looking for any way possible to exit their crypto positions. That's why if you're planning to buy Bitcoin, focus on the long-term outlook rather than the month-to-month performance numbers. Bitcoin is definitely a buy-and-hold crypto that investors need to commit to for the long haul. Should you buy stock in Bitcoin right now? Before you buy stock in Bitcoin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bitcoin wasn't one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $440,710!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,335,252!* That performance is why people listen. With a track record of beating the S&P 500 by nearly 5x, Stock Advisor offers a distinct advantage. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built for the long haul. See the 10 stocks » *Stock Advisor returns as of August 31, 2026. Dominic Basulto has positions in Bitcoin. The Motley Fool has positions in and recommends Bitcoin. The Motley Fool has a disclosure policy. Bitcoin Is Having One of Its Best Augusts Ever. Is the Bitcoin Breakout Finally Here? was originally published by The Motley Fool View Comments

STOCKHOLM, SE / ACCESS Newswire / August 31, 2026 / Hilbert Group (STO:HILB-B)(FRA:999) The second quarter 2026 (compared to second quarter 2025) Revenues amounted to KSEK 3,679.7 (KSEK 46,224.2) Operating profit/loss (EBIT) totalled KSEK -36,324.4 (KSEK -18,068.2) Profit/loss for the period were KSEK -44,559.2 (KSEK -26,270.8) Earnings per share before and after dilution amounted to SEK -0.37 (SEK -0.36) Equity KSEK 33,928.7 (KSEK 6,755.5) Total assets KSEK 301,430.7 (KSEK 53,130.6) HILBERT GROUP FINANCIAL REPORTS CAN BE FOUND HERE. A VIDEO PRESENTATION OF THE Q2 2026 REPORT AND THE BUSINESS OUTLOOK FOR HILBERT GROUP CAN BE FOUND HERE. Highlights from the CEO's address: Investment performance resilient through a 26% first-half Bitcoin decline Bitcoin fell roughly 14% in the quarter and about 26% over the first half on a month-end basis, including June, its worst month since 2022. Through June, Basis+ USD returned +2.36% net year to date, Basis+ BTC +2.11% net on top of Bitcoin, and MultiStrat +26.59% net. Over the same period the crypto hedge fund composite was down more than 11% year to date (per Galaxy VisionTrack indices, to 30 June). Management fee revenue up 74% quarter-on-quarter Management fee revenue rose 74% quarter-on-quarter in USD terms and 26% over the first half against the same period of 2025. Even in June, the worst month for Bitcoin since 2022, management fee revenue ran at nearly double the first-quarter monthly average. Continued growth in contracted hedge fund AUM Contracted hedge fund AUM across the Group's funds and SMAs reached USD 119.5 million at 30 June, with a further 4,679 BTC in the Byzantine fund. AUM compounded by +136% in Q1 and a further +8.5% in Q2, with growth in five of the first six months of the year, in a market where the broader industry saw sizable outflows. Transformation into a multi-engine platform substantially complete During the quarter the Group completed a directed share issue of approximately SEK 46 million to fund growth and platform integration, progressed Enigma's integration, and consolidated Hilbert Finance in the Group's accounts for the first time. After the period, Syntetika went live, giving investors direct on-chain access to the Basis+ BTC strategy, and Hilbert Finance's first lending vault launched. Over the next 24 hours, the company will collect questions related to the report (see email contact below), and a consolidated Q&A will be published on our website early next week. For further information, please contact: Barnali Biswal, CEO Hilbert Group AB +46 (0)8 502 353 00 ir@hilbert.group Story Continues About Us Hilbert group is a quantitative investment company specializing in algorithmic trading strategies in digital asset markets. Hilbert Group is a Swedish public company and is committed to providing operational infrastructure, risk management and corporate governance that meets the ever-increasing demands of institutional investors. Hilbert Group is listed on Nasdaq First North Growth Market (ticker HILB B) with Redeye Nordic Growth AB as Certified Adviser. For more information, visit: www.hilbert.group Attachments Hilbert Group AB Q2 Interim Report SOURCE: Hilbert Group View the original press release on ACCESS Newswire

San Francisco-based blockchain firm Ripple keeps ramping up the issuance of its RLUSD stablecoin. Tens of millions of tokens have been minted across the XRP Ledger and Ethereum in recent days as the dollar-pegged asset surpasses the $2 billion market-cap threshold.

After an aggressive August breakout, Bitcoin is consolidating, but because it is still well above the 200-day moving average, the daily structure remains heavily biased in favor of buyers. After peaking just above $81,000, Bitcoin is currently trading at about $78,840. The move started at about $63,000, so Bitcoin gained almost 30% before facing significant resistance.

Ethereum's (ETH) price action will become the main leading indicator for the entire cryptocurrency industry in the coming weeks. This is according to popular trader DonAlt, who gained recognition in the community after predicting XRP's more than 700% rally in 2024–2025.

Bitcoin’s dormant supply is showing fresh signs of activity after another long-inactive wallet moved coins that had been untouched since 2011.

Metaplanet has moved to expand its Bitcoin-focused treasury model into the U.S. by planning to contribute 2,100 BTC and cash to Nasdaq-listed Super League Enterprise, which it expects to rename Superplanet, creating a U.S. subsidiary vehicle that links Japanese and American capital markets. This cross-border structure positions Metaplanet not just as a Bitcoin holder but as an architect of a dedicated U.S. digital asset treasury platform. We'll examine how using Super League as a U.S. Bitcoin treasury vehicle reshapes Metaplanet's investment narrative and future corporate focus. This technology could replace computers: discover 25 stocks that are working to make quantum computing a reality. What Is Metaplanet's Investment Narrative? To own Metaplanet today, you have to believe in its pivot from a traditional hospitality name into a Bitcoin-centric capital markets platform, with operating businesses almost secondary to its role as a listed proxy on digital assets. The planned contribution of 2,100 BTC and cash into Super League Enterprise, with a rebrand to Superplanet, could become a key short term catalyst if it meaningfully deepens liquidity, broadens the investor base and clarifies the U.S. treasury model, but it also adds another layer of execution and regulatory risk on top of already heavy losses and prior dilution. With the share price rebounding sharply in recent weeks after a very large three year gain and a 1 year drawdown, expectations are already shifting, so this U.S. move feels material to how investors will frame both the upside and the downside from here. However, one risk in particular deserves closer attention from any shareholder reading this.Metaplanet's shares are on the way up, but they could be overextended by 29%. Uncover the fair value now. Exploring Other PerspectivesTSE:3350 1-Year Stock Price Chart Three Simply Wall St Community fair value estimates span roughly ¥115 to ¥596, underscoring how far apart individual views are. You are seeing that uncertainty play out just as Metaplanet leans harder into a complex cross border Bitcoin treasury structure, with U.S. execution risk now sitting alongside its existing earnings volatility and dilution concerns. Explore 3 other fair value estimates on Metaplanet - why the stock might be worth less than half the current price! Decide For Yourself Disagree with this assessment? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Metaplanet research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision. Our free Metaplanet research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Metaplanet's overall financial health at a glance. Story Continues No Opportunity In Metaplanet? The market won't wait. These fast-moving stocks are hot now. Grab the list before they run: Capitalize on the AI infrastructure supercycle with our selection of the 56 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. We've uncovered the 30 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. Outshine the giants: these 18 early-stage AI stocks could fund your retirement. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include 3350.T. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Following its spectacular August recovery, Ethereum is getting close to a potentially significant technical event, with the moving-average structure increasingly pointing toward a golden cross. But ETH's current issue is that it is no longer experiencing bullish momentum. It involves assessing the market's ability to maintain a rally that has already grown significantly longer.

Bitcoin has once again failed to break decisively above the $82,000 resistance zone.

Bitcoin is back—and what matters less than the news that got it there is the fact that there is news to begin with. Bitcoin’s recent rally started on Aug. 19 after Treasury Secretary Scott Bessent announced plans to least double the size of bond repurchases. Then, later that day President Donald Trump hosted a group of crypto CEOs—“Tremendous investors, brilliant people”—and pushed Congress to pass the Clarity Act, which would establish a clearer regulatory framework for cryptocurrencies. Continue Reading

JPMorgan Chase stock has delivered a strong run over the past three years, while current checks suggest the market price is roughly in line with traditional earnings multiples but below some intrinsic value estimates. That mix leaves investors weighing a rich recent share performance against signals that still point to possible undervaluation on certain models. JPMorgan Chase has returned 158.6% over the past three years, which puts recent valuation questions in the context of a stock that has already created substantial shareholder value over this period. Recent news around a possible JPMorgan stablecoin and broader balance sheet strength can support expectations for future cash generation, while ongoing regulatory debates on capital rules and legal actions may weigh on how much investors are willing to pay for that outlook. The Excess Returns intrinsic value estimate sits about 27.4% above the current share price, while the earnings multiple checks look about right and the broader valuation score of 3 out of 6 points to a mixed picture rather than a clear bargain or clear overvaluation. The issue now is whether JPMorgan Chase's current price already reflects its strengths and recent gains, or if the gap to the intrinsic value estimate leaves enough potential upside to interest new buyers. Scan hand picked 46 high quality undervalued stocks that, like JPMorgan Chase, combine solid balance sheets with valuations that screening models flag as potentially out of step with current market pricing. Is JPMorgan Chase Still Cheap on Excess Returns? The Excess Returns model looks at what JPMorgan Chase can earn on its equity above the cost of that equity and then capitalizes those surplus profits. For this stock, the inputs lean on analyst expectations for both earnings power and balance sheet growth rather than detailed cash flow forecasts. JPMorgan Chase is modeled with book value of $133.01 per share, rising toward a stable book value of $148.16 per share, and a stable EPS estimate of $26.62 per share supported by forecasts from 13 analysts. The model assumes an average return on equity of 17.96% and a cost of equity of $11.90 per share, which implies an excess return of $14.72 per share on the capital invested. On these assumptions, the Excess Returns valuation points to an intrinsic value of about $487.85 per share, which is 27.4% above the recent share price, so the stock screens as undervalued on this framework. JPMorgan's potential move into a broader stablecoin offering helps explain why some investors may still see upside even after a strong share price run. Story Continues On the Excess Returns model, JPMorgan Chase stock currently looks undervalued relative to the earnings power implied by its equity base. Our Excess Returns analysis suggests JPMorgan Chase is undervalued by 27.4%. Track this in your watchlist or portfolio, or discover 46 more high quality undervalued stocks.JPM Discounted Cash Flow as at Aug 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for JPMorgan Chase. Is JPMorgan Chase Fairly Priced on Earnings? P/E is usually the cleanest way to compare a large, profitable bank like JPMorgan Chase with its sector. On this measure, JPMorgan trades on about 14.8x earnings, which is above both the Banks industry average of roughly 11.8x and the peer group average of about 13.0x. That premium lines up with the bank's scale, diversified revenue base and strong balance sheet. Investors often point to these factors when explaining why the stock can command richer earnings multiples than many rivals. The Fair P/E ratio implied by the model is 15.7x, only slightly above the current 14.8x. That small gap suggests the market is already pricing in much of what the model assumes about JPMorgan's growth profile, profitability and risk, without stretching to extreme optimism. The result is a valuation that looks neither especially cheap nor stretched on earnings compared with what the tailored Fair P/E would suggest. On the P/E multiple, JPMorgan Chase stock currently appears priced at roughly a fair level.NYSE:JPM P/E Ratio as at Aug 2026 See what the numbers say about this price — find out in our valuation breakdown. The JPMorgan Chase Narrative: What Would Justify Today's Price? Simply Wall St Narratives pick up where the valuation checks leave off for JPMorgan Chase. They spell out which assumptions about JPMorgan Chase's future growth, margins and earnings would need to hold for the stock to be worth materially more or less than today's price. Each one presents fair value as a thesis about the business that you can revisit over time, rather than a single static number. These live on Simply Wall St's Community page. Community views on JPMorgan Chase are wide apart, with one side focused on fee driven growth and tech upside and the other focused on margin pressure and credit risk. Bull case: 5% undervalued "Ongoing investment and active participation in tokenization, stablecoins, and payment innovations positions JPMorgan to benefit competitively from the next wave of technology adoption in banking and payments, likely supporting both future revenue resilience and margin improvement." Read the full Bull Case to see why JPMorgan Chase could be undervalued Bear case: 12% overvalued "JPMorgan Chase's increase in allowance for credit losses to $27.6 billion, driven by heightened downside risks and elevated weighted average unemployment rate projections, suggests challenges ahead." Read the full Bear Case to see why JPMorgan Chase could be overvalued Do you think there's more to the story for JPMorgan Chase? Head over to our Community to see what others are saying! The Bottom Line The Excess Returns intrinsic value estimate still points to JPMorgan Chase as undervalued, reflecting confidence in the earnings power supported by its equity base. The P/E view appears roughly in line with the market, so the b

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. For some investors, a market correction means a rough week on Wall Street. For the "Rich Dad, Poor Dad" author Robert Kiyosaki, it can sound like the opening act of another Great Depression. He has spent years warning that stocks, retirement accounts and America's debt could leave investors in serious trouble. "DO YOU have a 401(k) or IRA filled with stocks?" Kiyosaki wrote in a post on X in July 2025. He then pointed to Berkshire Hathaway Chair Warren Buffett and Quantum Fund co-founder Jim Rogers, claiming they had sold most, if not all, of their stocks and bonds and were holding cash or silver. "If you do not know why Buffet and Rogers have sold their stocks and bonds you may want to find out." Don't Miss: Markets Are Volatile. Here's Why More Investors Are Turning To Fiduciary Financial Advisors. See if you can cut your monthly debt payments by 40% — check your eligibility in minutes. Kiyosaki said he was taking a different approach. "I sit tight with gold, silver, & Bitcoin," he wrote. Then came the warning that gave the post its headline-making quality. "We may be on the brink of another 1929 crash and another Great Depression," Kiyosaki wrote. He also warned that America's debt was out of control and that the country could only keep printing money to pay its bills "for so long." The Crash Hasn't Arrived on Schedule More than a year later, that prediction hasn't played out as described. The S&P 500 has continued climbing, reaching record highs during 2026 rather than falling into a 1929-style collapse. That doesn't make concerns about market risk or government debt disappear. It does, however, show the difference between preparing for a downturn and trying to predict exactly when one will happen. Trending: AI Needs More Power Than The Grid Can Easily Provide. This Startup Is Taking A Different Approach To Energy Storage. Kiyosaki has continued sounding the alarm, warning about stocks, ETFs, mutual funds, 401(k)s and IRAs while promoting gold, silver and Bitcoin. His basic argument has stayed consistent — investors shouldn't assume traditional financial assets are automatically safe simply because they're familiar. There's a reasonable point buried underneath all that market doom. Diversification Doesn't Require a Doomsday Forecast A retirement portfolio doesn't have to be an all-or-nothing bet on stocks. Investors can spread money across stocks, bonds, cash and other assets based on their goals, risk tolerance and time horizon. Story Continues Real estate can be another piece of that mix. Arrived lets everyday investors purchase fractional shares of rental properties starting at $100, giving people a way to gain exposure to residential real estate without buying an entire property or becoming a landlord. Investors can potentially receive rental income and benefit from property appreciation, depending on the investment. Returns aren't guaranteed, and fees and other risks apply. See Also: This Energy Company Says It Can Turn Coal Into Hydrogen, Diesel And Other Products—Without Burning It. That doesn't make real estate a magic bunker for the next crash. But it does give investors another option for diversifying beyond stocks without needing enough money to purchase an entire rental property. The Useful Part of the Warning Kiyosaki's record is a reminder that even a legitimate concern can become less useful when it's packaged as an imminent prediction. Markets crash. They also recover. Retirement accounts can lose money. They can also compound for decades. Gold, Bitcoin and real estate can diversify a portfolio, but none is immune to losses. The practical lesson doesn't require guessing whether the next Great Depression is six months away or 20 years away. A portfolio built for only one future is making a pretty big bet on knowing exactly what happens next. Read Next: Think Your IRA Is Limited To Stocks? Many Eligible Investors Are Exploring Alternative Assets Instead. Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Frontieras As electricity demand accelerates alongside AI and domestic energy production becomes a growing priority, Frontieras is developing patented technology that converts coal into fuels, chemicals, and low-emission energy products without combustion. Through its Regulation A offering, investors can gain exposure to an emerging energy infrastructure company focused on modernizing American industrial and power resources. FarmTogether Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000 — fully managed, with no landlord headaches. Fundrise Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estateand credit strategies thro

After its explosive August breakout, XRP is still in a much stronger technical position, but the market is currently assessing whether that move can turn into a long-term trend. After briefly rising to about $1.70 during the initial surge, XRP is currently trading at about $1.42. The break above the long-term moving average of $1.35 for XRP is the most significant development.

With no single headline event driving attention today, interest in Core Scientific (CORZ) focuses on how the stock's recent pullback fits with its bitcoin mining and hosting business model and reported financial profile. Over the past year, Core Scientific's share price return has been mixed. The stock is down 16% over the last month and 37% over the last quarter, yet still up 8.94% year to date, while the 1 year total shareholder return of 22.68% points to earlier, stronger momentum that has recently faded. Spot other bitcoin and blockchain related moves by reviewing our hand picked 21 cryptocurrency and blockchain stocks alongside Core Scientific's recent share price swings. After a sharp pullback yet still positive 1 year and year to date returns, Core Scientific now sits in an awkward middle ground. Is this a reasonable entry point, or does patience for a lower price make more sense once valuation is clearer? Most Popular Narrative: 53.1% Undervalued The most followed narrative on Core Scientific compares a fair value of $37.13 to the last close at $17.42, which places a large gap between current pricing and that valuation view. The analysts have a consensus price target of $37.12 for Core Scientific based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $55.0, and the most bearish reporting a price target of just $28.0. Read the complete narrative.Read the complete narrative. Want to see why this fair value sits so far above the current Core Scientific share price? The story focuses on revenue expansion, a profit swing, and a future earnings multiple that assumes the business looks very different from today. The detailed narrative brings these elements together in one valuation case. Result: Fair Value of $37.13 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Core Scientific's recent net loss and reliance on large counterparties like CoreWeave and AMD mean that execution setbacks or weaker contract activity could quickly challenge this undervalued narrative. Find out about the key risks to this Core Scientific narrative. Another View: Core Scientific Looks Expensive On Sales The analyst fair value narrative presents Core Scientific as undervalued, yet a simple sales-based view suggests the opposite. The stock trades on a P/S of 12.7x, compared with 3.8x for the wider US Software industry and 2.3x for peers, while the fair ratio is 6.9x. That kind of gap can indicate that investors are paying up early for the growth story, or it may simply imply that expectations leave less room for error. Which side of that trade are you really on? Story Continues To see how this price-based view aligns with detailed valuation work, review the full breakdown in our valuation commentary See what the numbers say about this price — find out in our valuation breakdown.NasdaqGS:CORZ P/S Ratio as at Aug 2026 Next Steps If the mixed sentiment around Core Scientific leaves you unsure, quickly review the full picture and weigh both sides for yourself using these 1 key reward and 3 important warning signs. Looking for more investment ideas beyond Core Scientific? If Core Scientific has caught your attention, do not stop there. Broaden your watchlist with other clear ideas that might fit your goals and risk appetite. Target dependable income by scanning companies with resilient payouts using our 11 dividend fortresses. Spot potential value opportunities early by reviewing our focused 20 high quality undiscovered gems. Reduce portfolio stress by concentrating on companies screened for resilience with the 75 resilient stocks with low risk scores. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CORZ. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

* DMG Blockchain Solutions press release [https://seekingalpha.com/pr/20631568-dmg-blockchain-solutions-reports-third-quarter-2026-financial-results] (DMGGF [https://seekingalpha.com/symbol/DMGGF]): Q3 GAAP EPS of -C$0.02. * Revenue of C$6.4M (-44.8% Y/Y). * Bitcoin Received from Mining: 61.9 bitcoin, down 10% from 68.8 bitcoin in Q2 2026 and down 27% from 84.3 bitcoin in Q3 2025. * Hashrate: 1.47 EH/s, down 14% from Q2 2026 with fleet efficiency of 21.9 J/TH, a 3% decline. * Cash, Short-term Investments and Digital Assets: C$41.6 million at the end of Q3 2026, down 12% from C$47.4 million at the end of Q2 2026. * Total Assets: C$102.3 million at the end of Q3 2026, down 7% from C$109.9 million at the end of Q2 2026. MORE ON DMG BLOCKCHAIN SOLUTIONS INC. * Historical earnings data for DMG Blockchain Solutions Inc. [https://seekingalpha.com/symbol/DMGI:CA/earnings] * Financial information for DMG Blockchain Solutions Inc. [https://seekingalpha.com/symbol/DMGI:CA/income-statement]

Soluna Holdings recently announced that its subsidiary signed a co-mining agreement with Bitdeer's Dory Creek unit to deploy about 28 MW of Sealminer A2 Pro Air Bitcoin mining equipment, adding roughly 1.93 EH/s of hash rate at the wind-powered Project Kati 1 data center in South Texas under a shared-proceeds model. Alongside this, Bitdeer AI is working toward 350 MW of AI cloud data center capacity by early 2028, backed by contracted demand and a pipeline for AI infrastructure exceeding US$2.00 billion, highlighting the company's push to pair energy-efficient Bitcoin mining with high-density AI computing. We'll now examine how Bitdeer's wind-powered co-mining expansion in Texas could reshape its investment narrative and long-term infrastructure ambitions. Uncover the next big thing with 22 elite penny stocks that balance risk and reward. Bitdeer Technologies Group Investment Narrative Recap To own Bitdeer, you need to believe its mix of low cost Bitcoin mining, proprietary SEALMINER hardware, and growing AI infrastructure can scale efficiently despite ongoing losses and capital intensity. The Texas co mining deal with Soluna modestly supports the near term hash rate and infrastructure build out story, but does not, by itself, change the biggest near term catalyst in my view, which is management's ability to turn strong top line growth into more stable earnings. Against that backdrop, Bitdeer AI's plan to reach 350 MW of AI cloud capacity by early 2028, backed by an AI infrastructure pipeline above US$2.00 billion, is the most relevant recent announcement. It reinforces the same infrastructure heavy thesis behind the Texas expansion: using third party power and customer prepayments where possible to grow both Bitcoin and AI capacity, while the key question remains whether this spending ultimately improves margins rather than adding to balance sheet strain. But alongside this growth pitch, you should also be aware of how quickly heavy capex and existing borrowings could pressure Bitdeer's balance sheet if... Read the full narrative on Bitdeer Technologies Group (it's free!) Bitdeer Technologies Group's narrative projects $1.9 billion revenue and $229.7 million earnings by 2029. This requires 36.9% yearly revenue growth and a $428.9 million earnings increase from -$199.2 million today. Uncover how Bitdeer Technologies Group's forecasts yield a $21.52 fair value, a 91% upside to its current price. Exploring Other PerspectivesBTDR 1-Year Stock Price Chart Some of the most optimistic analysts were already modeling revenue reaching about US$2.6 billion and US$315 million of earnings by 2029, so this Texas co mining step and the AI build out could either support that bullish margin story or highlight how dependent it remains on efficient execution and capital discipline, and you should recognize that reasonable investors can interpret the same numbers very differently. Story Continues Explore 5 other fair value estimates on Bitdeer Technologies Group - why the stock might be worth over 4x more than the current price! Decide For Yourself Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your Bitdeer Technologies Group research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision. Our free Bitdeer Technologies Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bitdeer Technologies Group's overall financial health at a glance. Contemplating Other Strategies? The market won't wait. These fast-moving stocks are hot now. Grab the list before they run: Explore 24 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include BTDR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

The price of Zcash (ZEC) has reached an eight-year high, climbing to the $836–$857 range during a months-long rally. The asset has risen more than fourfold since the beginning of the year, completing its breakout from a prolonged trading range.

Bitcoin (COIN:BTCUSD) surged to its highest level in more than three months on Tuesday, as concerns over the health of U.S. public finances weighed on the dollar and encouraged investors to increase exposure to cryptocurrencies. The world's largest cryptocurrency climbed 4.7% to $80,760.8 by 01:57 ET (05:57 GMT), having briefly touched $81,220.4, its strongest level in three months. The latest advance puts Bitcoin on course to record gains in eight of the past nine sessions following a sharp rebound over the previous week. Short-covering has provided additional momentum, with the rally forcing traders holding bearish positions to exit the market. U.S. Treasury Bond Buybacks Fuel 'Debasement Trade' Much of Bitcoin's latest strength has been linked to increasing concerns about U.S. fiscal policy and the longer-term outlook for the dollar. Those worries intensified last week after the U.S. Treasury announced plans to roughly double the pace of its bond buybacks in an effort to contain the recent rise in yields. The announcement prompted speculation that the dollar could come under pressure as the Treasury intervenes more actively in bond markets, encouraging what investors have described as the "debasement trade." "The Treasury's buyback announcement has shifted the market narrative from higher yields to USD debasement – fuelling a weaker USD, stronger gold and higher breakevens. While QE comparisons are overdone, rising policy uncertainty and questions around Fed independence are weighing on the USD," OCBC analysts said in a note. The shift has increased investor interest in assets such as gold and cryptocurrencies, which are viewed by some market participants as offering protection from instability in government bond and currency markets. Bitcoin has been a significant beneficiary of that trend. Its relatively weak year-to-date performance before the recent recovery has also attracted investors looking to buy at lower valuations. Bitcoin Rally Triggers $457 Million in Short Liquidations The rapid recovery has caused substantial losses for traders betting against Bitcoin. Coinglass data showed that more than $457 million of Bitcoin short positions were liquidated over the previous 24 hours as prices continued to climb. The latest wave of liquidations follows similar activity last week, when Bitcoin's sudden rebound wiped out billions of dollars in bearish positions. The impact extended into other cryptocurrency markets. According to Coinglass, approximately $112.3 million of short positions in Ether were also liquidated during the past 24 hours. Story Continues Altcoins Climb Alongside Bitcoin The wider cryptocurrency market followed Bitcoin higher on Tuesday, with most major digital assets recording gains. Ether, the world's second-largest cryptocurrency, rose 2.2% to $2,510.0, while XRP also advanced 2.2%. Solana was among the strongest performers, jumping 7.6%. Cardano gained 3.3%, while BNB increased 2.3%. Performance among memecoins was mixed. Dogecoin rose 1.3%, while $TRUMP declined 1.5%. The broad-based gains underline the improvement in cryptocurrency market sentiment, with dollar weakness, fiscal concerns and short-covering combining to drive renewed demand for digital assets. Bitcoin price View Comments

U.S. stock futures moved higher on Tuesday as investors looked ahead to Nvidia (NASDAQ:NVDA) earnings and key inflation data later in the week, while markets assessed Washington's expanded sanctions campaign against Iran. Bitcoin (COIN:BTCUSD), meanwhile, extended its rally above $80,000. Oil prices moved lower following the White House's announcement of measures aimed at further isolating Iran from the global financial system, while Intuit (NASDAQ:INTU) is among the major companies scheduled to report earnings after the U.S. market close. U.S. Stock Futures Rise Ahead of Nvidia Earnings Wall Street futures pointed to a positive opening. By 03:08 ET (07:08 GMT), Dow futures were up 89 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures advanced 165 points, or 0.6%. The gains followed a weaker session for the major U.S. indices, when selling pressure across AI-related companies, including semiconductor manufacturers and chip equipment suppliers, outweighed gains in financial and consumer staples stocks. Investors are now turning their attention towards Nvidia's upcoming quarterly report, which is expected to provide another important indication of demand across the artificial intelligence industry. Inflation data due later in the week will also be closely scrutinised for clues about the outlook for monetary policy. Trade tensions between the United States and Canada have added another source of uncertainty. Negotiations failed to produce an agreement capable of preventing proposed U.S. tariffs of 50% on a broad range of Canadian goods, prompting Ottawa to threaten equivalent retaliatory duties. Analysts at Vital Knowledge noted that the measures are not expected to take effect for several weeks, leaving additional time for negotiations. Proposed U.S. tariffs covering Canadian automotive, truck and steel exports have also been postponed until January 2027. White House Expands Economic Pressure on Iran Geopolitical developments remained another major focus after Treasury Secretary Scott Bessent unveiled a new package of economic measures against Iran on Monday. Bessent described the initiative as an "economic onslaught against Iran's financial connections" around the world, designed to disrupt Tehran's "enablers" and further isolate the country financially. He said President Donald Trump is asking other countries to make "specific requests to cease their interactions" with Iran as Washington increases economic pressure following the outbreak of the conflict in late February. Story Continues Although the new sanctions have yet to take effect, the White House has established a timetable for countries to wind down activities involving Iran. Bessent warned that "any entity that facilitates money laundering on behalf of Iran" would be excluded from the U.S. dollar system, adding that "the clock has just started ticking." Brent Oil Falls as Traders Play Down Immediate Supply Risks Oil markets reacted relatively calmly to the announcement. Brent crude futures fell 0.6% to $91.58 a barrel on Tuesday after both Brent and U.S. West Texas Intermediate settled more than 2% lower in the previous session. WTI was trading around a one-week low, with profit-taking following a multi-week rally also contributing to the decline. "Oil prices drifted lower yesterday despite renewed U.S. plans to tighten economic pressure on Iran," ING analysts said in a note to clients. "[T]raders [are] treating the U.S. effort to nudge partners away from Iranian trade as marginal rather than market-moving." ING also highlighted uncertainty over whether Washington would be willing to jeopardise its fragile trade truce with China, the largest buyer of Iranian energy, by pursuing aggressive secondary sanctions. Intuit Earnings in Focus After Workforce Cuts Corporate earnings will also attract attention, with Intuit (NASDAQ:INTU) scheduled to report after Tuesday's closing bell. The software company lowered its annual revenue outlook for its TurboTax tax preparation business in May and announced plans to reduce its workforce by 17%. The restructuring is expected to eliminate approximately 3,000 positions and was interpreted as an effort to streamline the business while increasing Intuit's focus on its own artificial intelligence products. The earlier announcements had pressured the company's shares and intensified concerns about competition from emerging AI systems. General-purpose large language models can perform some functions similar to those offered by TurboTax, despite lacking access to proprietary financial information, raising questions about the longer-term competitive position of the tax software business. Bitcoin Climbs Above $80,000 Bitcoin (COIN:BTCUSD) extended its recent surge to its highest level in more than three months, supported by strong inflows into spot Bitcoin exchange-traded funds and continued investor appetite for risk. The cryptocurrency gained 4.0% to $80,415.7 by 03:48 ET after briefly reaching $81,220.4. Bitcoin is now on course to post gains in eight of the past nine trading sessions. Short-covering has added momentum to the move after the rebound forced the liquidation of a substantial number of bearish positions. Concerns surrounding U.S. government finances have also contributed to the rally. Investor anxiety increased after the Treasury announced plans last week to roughly double the pace of its bond buybacks in an effort to contain the recent rise in government borrowing costs. Nvidia stock price Intuit stock price Bitcoin price View Comments

Strategy (MSTR) has restarted Bitcoin purchases after a 10 week pause, adding 4,603 coins to reach holdings of 845,050. The move was funded by new share issuance and keeps attention on its Bitcoin centric treasury approach. Over the past month, Strategy's stock has seen a sharp rebound, with a 30 day share price return of about 29.9%, even though the year to date share price return is down 21.6% and the 1 year total shareholder return is down 62.7%. The 3 year total shareholder return is over 3.5x higher and the 5 year total shareholder return is also positive, suggesting shorter term momentum has picked up again as investors react to renewed Bitcoin buying, fresh equity issuance and recent developments such as the Mosaic partnership with Carahsoft and ongoing index eligibility debates. Compare Strategy's renewed Bitcoin bet with other listed plays on digital assets by scanning the hand picked 20 cryptocurrency and blockchain stocks that offer different business models and risk profiles. For Strategy, this fresh Bitcoin buying can look like a renewed business thesis or just a sentiment driven swing trade. The valuation work next helps you judge which story the current share price reflects. Preferred Price to Book Multiple of 1.5x: Is it justified? On recent data, Strategy trades on a price to book, or P/B, multiple of 1.5x, which screens as low relative to both its direct peers and the broader US Software sector. For investors watching the Bitcoin buying and the rebound in Strategy's share price, this gap between market price and balance sheet value is an important piece of the story. P/B compares the company's market value to its accounting book value, so it is often used where earnings are volatile or currently negative. That fits Strategy, which reported a loss of $31,367.134 and is currently unprofitable, making earnings based metrics less informative. In this context, a 1.5x P/B suggests the market is putting a relatively modest premium on Strategy's equity base despite its role as a Bitcoin treasury company and its AI focused software operations. Relative to peers, the contrast is clear. Strategy's 1.5x P/B sits well below a peer group average of 17.3x and also below the US Software industry average of 3.1x. This points to a sharp valuation discount compared with both narrower and broader benchmarks. There is no fair ratio estimate available, so there is no SWS regression based target level to reference as a potential anchor that the P/B could move towards over time. Story Continues See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-book of 1.5x (UNDERVALUED) However, Strategy's heavy reliance on Bitcoin exposure and its recent loss of $31,367.134 mean that sentiment could quickly turn if crypto prices or funding conditions weaken. Find out about the key risks to this Strategy narrative. Next Steps With sentiment on Strategy finely balanced between concern and optimism, now is a good time to review the data yourself and decide where you stand. To help frame both sides of the argument, start with the 1 key reward and 2 important warning signs. Looking for more investment ideas beyond Strategy? If Strategy has your attention, do not stop here. Use the Simply Wall Street Screener to uncover other stocks that fit your risk, income and growth preferences. Target potential income pillars by reviewing companies in the 11 dividend fortresses that focus on higher yielding payouts backed by financial metrics. Hunt for potential mispriced opportunities by scanning the 54 high quality undervalued stocks that combine quality fundamentals with what may be discounted valuations. Prioritise capital preservation by assessing the 74 resilient stocks with low risk scores that screen for businesses with more resilient risk profiles. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include MSTR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Goldman Sachs Group (NYSE: GS) and a consortium of 21 global banks plan to launch a USD stablecoin by 2027. The bank-led consortium aims to issue a regulated, USD-backed digital token distinct from any central bank digital currency. The group intends to use the stablecoin for cross-border payments, institutional settlements, and broader digital asset market activity. Plans include potential future expansion into additional fiat currencies through the same shared infrastructure. Consider exploring other listed companies building out the infrastructure that could support this kind of digital asset activity through 55 AI infrastructure stocks.NYSE:GS Earnings & Revenue Growth as at Sep 2026 Goldman Sachs Group is a large US based capital markets firm with a US$303.5b market cap that provides financial services to corporations, governments, institutions, and individuals across multiple regions. Its global banking relationships and transaction infrastructure are central to how this stablecoin project could be integrated into real world financial flows. Beyond the headline: 2 risks and 3 things going right for Goldman Sachs Group that every investor should see. What a Goldman Sachs backed stablecoin could really mean for the story For investors, this stablecoin push is less about a new crypto token and more about how Goldman Sachs extends its existing strengths in payments, trading, and balance sheet management. The consortium structure spreads build out costs and regulatory work across 21 banks. That can reduce execution risk for Goldman while still giving it a seat at the table in how large scale tokenised settlement evolves. It also aligns with the firm's activity in issuing multiple senior and callable notes across different maturities, which shows ongoing attention to funding and liability structure that could support future digital asset infrastructure spend. The practical test is whether large clients start using the consortium's USD token at scale once it goes live. Watch for specific disclosure from Goldman Sachs on stablecoin transaction volumes, client adoption in cross border flows, and any referenced revenue lines once the new issuer is formed in 2026 and moves toward launch. For the full picture including more risks and rewards, check out the complete Goldman Sachs Group analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include GS. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

The Goldman Sachs Group, Inc. (NYSE:GS) and Bank of America Corporation (NYSE:BAC) are among 21 financial institutions planning to launch a U.S. dollar-backed stablecoin in the first half of 2027. The banks are expected to create a joint company to issue the stablecoin, with plans to eventually expand into other G7 currencies, including the euro. The initiative reflects growing interest among traditional banks in blockchain-based payments and could help them compete with established stablecoin issuers. The opportunity, however, is still developing. Reuters noted that existing bank-issued stablecoins have seen limited adoption, while established players such as Tether continue to dominate the market. That means the project could take years to become financially meaningful for participating banks.Goldman Sachs and BofA Are Making a Major Stablecoin Bet. Is It Worth Watching? Photo by Akshay Sadarangani on Unsplash Goldman Sachs- Bull & Bear Case The Goldman Sachs Group, Inc. (NYSE:GS) could benefit from getting an early foothold in the rapidly developing digital-assets and blockchain ecosystem. The bank's institutional client base and expertise in trading and capital markets could provide several opportunities if stablecoins become more widely used for payments, settlement, and other financial transactions. Rather than simply issuing a digital token, Goldman could potentially build additional financial services around the stablecoin as adoption grows. The joint structure is also a positive because Goldman will not have to bear the entire cost of developing the infrastructure on its own. Having 20 other major financial institutions involved could create a broader network and make the stablecoin more useful to institutional customers. The biggest risk is weak adoption. Stablecoins have gained significant traction in crypto markets, but bank-issued alternatives have yet to demonstrate comparable demand. Reuters reported that Societe Generale's dollar-backed stablecoin had only around $12.5 million in circulation, compared with more than $180 billion for Tether. The Goldman Sachs Group, Inc. (NYSE:GS) could therefore end up investing in infrastructure that produces limited revenue. There is also significant competition from established stablecoin issuers and other financial institutions developing their own digital-payment solutions. Regulatory uncertainty adds another layer of risk. As a result, the project is unlikely to have a material impact on Goldman's earnings in the near term. Bank of America- Bull & Bear Case Bank of America Corporation (NYSE:BAC) could have a particularly strong use case for a bank-backed stablecoin because of its large payments and commercial-banking operations. If companies increasingly use stablecoins to move money, especially across borders, BofA could integrate the technology into its existing relationships with corporate and institutional clients. Story Continues The initiative could also help BofA protect its position in payments as financial transactions become more digital. By participating from the beginning, the bank can help shape the infrastructure rather than risk having fintech or crypto companies capture the opportunity. Expansion into other G7 currencies could further increase the potential usefulness of the network for multinational businesses. The same stablecoin technology could eventually create challenges for Bank of America Corporation (NYSE:BAC)'s traditional deposit business. If customers shift significant amounts of money from conventional bank deposits into stablecoins, banks could face pressure on their funding base and potentially higher costs to retain deposits. More immediately, BofA faces the same adoption problem as Goldman. There is no guarantee that customers will switch to a bank-issued stablecoin simply because major banks are behind it. If usage remains limited, the investment could generate little incremental revenue while requiring substantial spending on technology, compliance, and infrastructure. Conclusion Goldman Sachs and Bank of America are positioning themselves for a potential shift toward blockchain-based payments, making the stablecoin initiative strategically positive but financially unproven. Goldman could benefit from new opportunities across institutional finance and digital assets, while BofA could leverage its extensive payments and corporate-banking relationships. Still, investors should not view the planned 2027 launch as a major near-term earnings catalyst. The critical question is whether businesses and financial institutions actually adopt the stablecoin at scale. If adoption takes off, both banks could gain new sources of payments and financial-services revenue; if demand remains weak, the initiative may offer little more than a strategic hedge against a changing financial system. While we acknowledge the potential of GS and BAC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock. READ NEXT: SPGI Yields Around 1%. Is Its Dividend Growth Worth the Low Starting Yield? and Why P&G's 3% Yield Could Matter More to Long-Term Dividend Investors Disclosure: None. This article is originally published at Insider Monkey. View Comments

After an aggressive breakout that took Solana from about $76 to a local high of about $110 in less than two weeks, Solana is currently going through its first significant correction. With the asset currently trading close to $99.43, the psychologically significant $100 level is under immediate pressure.

Rome Resources Plc (AIM:RMR) has raised the tin content of its Kalayi deposit in the Democratic Republic of Congo by 45%. That puts it among a small group of high-grade tin resources, right as tin prices climb. Georgina Energy PLC (LSE:GEX) has finished key civil works at its Hussar prospect in Western Australia. It's now closing in on mobilising the drill rig for a subsalt target worth an estimated $152 billion in-situ. Sterling Digital Plc (AQSE:ASIC) has recorded its first verified Bitcoin output at its West Texas gas-powered mining facility. The CEO called it "a defining operational milestone." Aminex PLC (LSE:AEX) jumped almost 24% after agreeing a revised programme for its Ntorya gas project in Tanzania. First production is now being targeted for December. Critical Mineral Resources PLC (LSE:CMRS) has brought in former Rio Tinto executive Brett Capper to chair its Technical Committee. He'll oversee development decisions as its Agadir Melloul project in Morocco moves towards production. Quantum Blockchain Technologies PLC (AIM:QBT, FRA:BYA1) has raised £350,000 to fund further work on its Bitcoin mining technologies. That includes preparing its newly patented ASIC Ultra Boost for commercial talks. Follow us and subscribe on YouTube, our social channels, and on proactiveinvestors.co.uk. View Comments

Japanese company Remixpoint has sharply changed course in its treasury strategy. The firm completely liquidated its altcoin positions, selling millions of XRP, Ethereum, Solana, and Dogecoin tokens to move its entire crypto portfolio exclusively into Bitcoin.

MicroStrategy (NasdaqGS:MSTR) resumed Bitcoin purchases after a 10 week pause, acquiring more than 4,600 BTC and reaffirming its role as the largest publicly traded corporate Bitcoin holder. The company funded the latest purchase with newly issued shares, reflecting continued use of equity to support its Bitcoin centric capital allocation. Executive Chairman Michael Saylor reiterated support for MicroStrategy's Bitcoin focused approach, describing the move as part of the company's long term accumulation plan. Consider reviewing other crypto and blockchain aligned stocks to see how different companies are approaching similar themes in digital asset exposure 19 cryptocurrency and blockchain stocks.NasdaqGS:MSTR 1-Year Stock Price Chart MicroStrategy now describes itself as a bitcoin treasury company rather than a traditional software vendor, with its capital allocation and corporate identity closely tied to holding and managing digital assets across the US and international markets. For readers, this means the stock offers exposure to bitcoin holdings through a listed US software company with a market cap of about $51.1 billion. See which insiders are buying and selling Strategy following this latest news. How does this new Bitcoin purchase fit into the MicroStrategy playbook? The latest 4,603 BTC purchase takes MicroStrategy's holdings to 845,050 BTC at an average cost of US$75,412 per coin. That reinforces the idea that the company is primarily a Bitcoin treasury vehicle rather than a software pure play. For you, the share price is likely to stay closely linked to sentiment around that large Bitcoin position. What does the fresh share issuance signal about risk and dilution? MicroStrategy raised US$602.8m by issuing 4.53 million new shares, then used the funds for Bitcoin, preferred share repurchases, dividends and cash reserves. That continues a pattern in which equity is a core funding tool and existing holders carry dilution risk. It also ties shareholder outcomes even more tightly to how effectively the company manages its balance sheet and Bitcoin exposure. What needs to happen next for this Bitcoin buying news to really matter? The key test is how this larger Bitcoin position and higher share count show up in future reported results and market reaction. Watch the next few quarterly filings and any MSCI index review decisions that reference MicroStrategy's asset accumulation model. Those events will help reveal whether the renewed buying supports or weakens investor demand for the stock. For the full picture including more risks and rewards, check out the complete Strategy analysis. Story Continues This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include MSTR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

This article first appeared on GuruFocus. Revenue: $6.4 million in the June quarter, a 13% decrease sequentially. Hash Rate: 1.47 exahash for the quarter, with an efficiency of 21.9 joules per terahash. Bitcoin Mined: 61.9 Bitcoin, a 10% sequential decline. Operating Margin: 31%, up from 29% in the prior quarter. Energy Cost to Mine Bitcoin: Approximately USD 43,000. Earnings Before Other Items (excl. D&A and stock-based comp): $0.2 million, or 3% of revenue. Cash Flow from Operations: $1.2 million. Earnings Before Other Items: Minus $3 million. Net Loss: Minus $3.9 million, or minus $0.02 per share. Cash, Short-Term Investments, and Bitcoin Holdings: $41.6 million at the end of the June quarter, down 12% from the prior quarter. Property and Equipment and Long-Term Deposits: $45 million, a 5% decrease from the prior quarter. Total Assets: $102.3 million, down from $109.9 million in the prior quarter. Book Value: $77.3 million, or $0.37 per share. Sygnum Loan Balance: $19.7 million at the end of the June quarter. Bitcoin Sales: Sold 80 Bitcoin, or 129% of mined output, generating $7.8 million in cash. Bitcoin Balance: 379 Bitcoin, a 5% decrease from the prior quarter. Warning! GuruFocus has detected 5 Warning Signs with DMGGF. Is DMGGF fairly valued? Test your thesis with our free DCF calculator. Release Date: August 27, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points DMG Blockchain Solutions Inc (DMGGF) has secured written approval for an additional 10 megawatts of non-firm power, increasing total contracted power to 75 megawatts, with 15 megawatts of firm power ensuring tenant GPU operation even during non-firm power delivery issues. The company has made significant progress on the AI data center project, including contracting 100-gigabit fiber connectivity (upgradable to 400 gigs), selecting an architectural firm, and applying for a permit to double the building's capacity, with permitting not expected to be a gating item. DMG Blockchain Solutions Inc (DMGGF) maintains a strong balance sheet with $41.6 million in cash, short-term investments, and Bitcoin, and a book value of $0.37 per share, providing a solid foundation for financing the AI project. The company is actively exploring multiple financing options, including rated bonds, lines of credit, and equity convertible debt, with a goal to minimize dilution and optimize cost of capital. DMG Blockchain Solutions Inc (DMGGF) is investigating expansion opportunities beyond the initial 50-megawatt AI project, including increasing firm power to potentially over 200 megawatts at Christina Lake and evaluating additional sites in Canada, positioning for long-term growth. The company's digital asset financial services platform, rebranded as Numis Trust, has been enhanced with greater functionality and a revamped website, aiming to attract a larger audience and grow with modest investments. Story Continues Negative Points DMG Blockchain Solutions Inc (DMGGF) has not yet signed a definitive agreement with its offtake client for the 50-megawatt AI colocation project, and the timeline for servers running before year-end is now challenging, with no guidance on when the agreement will be completed. The company's Q3 2026 revenue decreased 13% sequentially to $6.4 million, and hash rate declined 14% due to miners being transported and seasonal weather, leading to a 10% drop in Bitcoin mined to 61.9 BTC. DMG Blockchain Solutions Inc (DMGGF) reported a net loss of $3.9 million or $0.02 per share for the quarter, with earnings before other items (excluding depreciation, amortization, and stock-based comp) only at $0.2 million, indicating limited profitability. The company faces potential delays and cost overruns in the AI data center project due to the need to select a general contractor and design firms, secure tradesmen, and manage long lead times for equipment like transformers, with capital expenditures already committed for fiber ahead of a definitive agreement. The digital asset financial services business is generating very limited revenue, and the company is not providing guidance on revenue, which may concern investors about the near-term contribution of this segment. DMG Blockchain Solutions Inc (DMGGF) may need to raise additional capital beyond debt financing, potentially leading to dilution for shareholders, as the company aims to maintain cash for opportunistic growth and new site acquisitions. Q & A Highlights Q: What type of details need to be hammered out with your tenant to reach a definitive agreement?A: Sheldon Bennett (CEO) explained that the definitive agreement and master service agreement involve two main challenges: the construction of the data center and agreeing on delivery timelines, which depend on a well-understood supply chain and in-service dates acceptable to the tenant. The second challenge is negotiating stringent service level agreements for uptime and environmental requirements with penalties. He emphasized that the contract is for 12 years with three renewal periods, extending over 25 years, making it critical to get the terms right for a long-term relationship. Q: What is the estimated CapEx for the 50-megawatt conversion at Christina Lake?A: Steven Eliscu (COO) stated that the market pricing for such a project is in the order of USD10 million to USD12 million per megawatt. He noted that as a brownfield site, costs could be lower, especially by leveraging Chinese vendors for transformers and battery backup equipment, which can save significant capital. However, the need for speed may offset some savings, so the company is using that range as a planning assumption. Q: Once the definitive agreement is signed, do you expect the project to be financeable primarily at the project level against cash flows, or will DMG shareholders incur the impact of seeking additional equity?A: Steven Eliscu (COO) said that minimizing dilution is a p

Cryptocurrency markets operate around the clock, but large volumes of capital are concentrated around the trading schedules of traditional exchanges. Analysts at the Japanese arm of financial company Evernorth, after studying on-chain data from the XRP Ledger (XRPL) via Dune Analytics, identified a major shift in the market structure — XRP has developed a clear "rush hour," while the share of trading during these key hours has nearly doubled over the past year.

August 2026 saw a significant rise in security incidents in the cryptocurrency sector, despite a significant decrease in the total amount stolen when compared to July. According to data from PeckShieldAlert, there were 50 significant hacks in the industry in August, a 67% increase from 30 in July.

Veteran investor Ross Gerber accused Michael Saylor of putting the entire Bitcoin (CRYPTO: BTC) market at risk through the approach taken by his firm, Strategy Inc.(NASDAQ:MSTR). Gerber Slams Saylor's Playbook In an exclusive chat with Benzinga, Gerber said Strategy's tactic of selling MSTR at a high premium to buy "cheaper" Bitcoin worked in the bull market but started to "unwind" in the bear market. "So now he's [Saylor] created a reverse situation. What was working for him all those years now works against him," the CEO of Gerber Kawasaki Wealth and Investment Management argued. Strategy shares have historically traded at a premium, meaning the stock price values the company higher than the BTC on its balance sheet. However, when the stock trades at a discount, the company's ability to raise capital by selling new shares slows down, since it becomes dilutive. This is exactly what happened in recent months. Strategy paused Bitcoin buying entirely and focused on cleaning up its balance sheet. It even offloaded some of its BTC to bolster its dollar reserves. Read Also:Bitcoin Gains After Strategy Resumes Buying: Ethereum, XRP, Dogecoin Also Rally: Analyst Sees 'Very Long March' to Next Bull Market for BTC Saylor the 'Worst Thing' to Happen to Bitcoin, Says Gerber Gerber said that Saylor is "trying very hard" to convince people to buy Bitcoin. 'If Bitcoin doesn't reverse its price movement and move higher, he's [Saylor] dead. It's just a matter of time till that entire thing collapses," the Tesla investor added. Gerber added that Saylor's Strategy has put the entire market at risk, going so far as to call the Bitcoin bull the "worst thing" to have happened to the cryptocurrency. He also voiced deep frustration with Saylor's AI-generated videos on X, saying that nothing makes him more bearish on Bitcoin than watching Saylor punching out bears. Strategy didn't immediately return Benzinga's request for comment. Send more ₿ears. pic.twitter.com/uxC4e5ZDmM — Michael Saylor (@saylor) August 25, 2026 Are Things Changing For the Better? Strategy, the world's largest Bitcoin corporate holder, has struggled in 2026, with its common stock falling more than 12% year to date. The firm recorded unrealized losses when Bitcoin's price fell below the average price at which it was acquired. However, the ongoing rally has eased the situation somewhat. Strategy's Bitcoin stash is back to showing paper profits, and MSTR stock is up 40% in a month. The company also resumed its Bitcoin purchases, ending a two-month buying drought. Story Continues Saylor had earlier advised investors to take a long-term approach to Bitcoin and refrain from investing unless they plan to hold it for at least four years. Price Action: At the time of writing, BTC was seen trading at $79,051.04, up 1.32% over the last 24 hours, according to data from Benzinga Pro. Strategy shares fell 1.15% in after-hours trading. The stock closed 4.42% higher at $132.94 during Monday's regular trading session. According to Benzinga's Edge Stock Rankings, MSTR stock has lagged on a long-term basis but has exhibited robust short- and medium- term price trends. Read Also:Cathie Wood Dumps Palantir Shares Worth $26 Million, Bets on Bitcoin-Linked Block and USDC-Issuer Circle Amid Crypto Rally Photo: PJ McDonnell / Shutterstock.com Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. This article MSTR Stock Up 40% in a Month, but Ross Gerber Still Calls Michael Saylor the 'Worst Thing' to Happen to Bitcoin: Here's Why originally appeared on Benzinga.com © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. View Comments

Subscriptions raising £655,999 and Bitcoin treasury increased to 72.941 BTC Investment of a further 10 Bitcoin by strategic investor Adam Back, alongside further subscriptions, raising £655,999 in aggregate and increasing XCE's Bitcoin treasury to 72.941 BTC LONDON, UK / ACCESS Newswire / September 1, 2026 / Connecting Excellence Group Plc (AQSE:XCE)(OTCQB:XCELF), the international executive recruitment group with a long-term, ambitious and disciplined Bitcoin (BTC) treasury strategy, announces that Adam Back, an existing key strategic investor, has agreed to subscribe for new ordinary shares of £0.000001 each ("Ordinary Shares") in the Company through the transfer of 10 BTC to XCE (the "Back Subscription"), alongside subscriptions by two further investors (together with the Back Subscription, the "Subscriptions"). The Back Subscription has been completed at a BTC valuation of £57,799.90 per BTC, representing an aggregate subscription value of £577,999. Pursuant to the Back Subscription, Adam Back will receive 38,533,267 new Ordinary Shares in the Company at an issue price of 1.5 pence per Ordinary Share (the "Issue Price"). Two further investors have subscribed for 5,199,999 new Ordinary Shares at the same Issue Price, raising a further £78,000, of which £50,000 is subscribed in cash and £28,000 by an adviser to the Company who has elected to receive Ordinary Shares in place of a cash fee. The Subscriptions therefore comprise 43,733,266 new Ordinary Shares (the "Subscription Shares") raising £655,999 in aggregate. The Issue Price represents a premium of 3.4% to the closing mid-market price of 1.45 pence per Ordinary Share on 28 August 2026. The Subscription Shares will rank pari passu in all respects with the Company's existing Ordinary Shares. Following completion of the Subscriptions, the Company will hold 72.941 BTC in its Bitcoin treasury, an increase of 15.9%, and an increase in Bitcoin per Share of 6.34% (fully diluted) and 5.02% (issued). Adam Back is a significant shareholder in XCE and has been a longstanding supporter of the Company's strategy. The Company considers the Back Subscription to further demonstrate the alignment of its strategic investors with XCE's long-term approach to combining the growth of its executive recruitment operations with a disciplined Bitcoin treasury strategy. Following Admission, Adam Back will hold 135,482,474 Ordinary Shares in the Company, representing 29.0% of the Company's enlarged issued share capital. Shareholders are referred to the Company's separate announcement released today, in which the Company announces heads of terms for the Group's first acquisition of an operating business, together with a trading update. Story Continues Treasury Summary: Total BTC Holdings: 72.9410* Average BTC Purchase Price: £60,190.03 ($81,575.57) Value of BTC Purchased to date: £4,215,928.12** ($5,713,920.57) BTC Yield*** from IPO: 528.4% (fully diluted) / 544.2% (issued) BTC Yield (QTD): 6.34% (fully diluted) / 5.02% (issued) Bitcoin per Share: 13.7428 sats (fully diluted) / 15.6358 sats (issued) * Includes 10 BTC held in relation to XCE's 2026 Bitcoin-denominated convertible bond programme **Using a BTC GBP price of £57,799.90 ***As defined below and upon XCE BTC Bond conversion All conversions to USD use a USD to GBP exchange rate of $1.3553, which is at the date of the final Bitcoin purchases announced above. The Company reports Bitcoin per Share and BTC Yield on both a fully diluted and an issued share basis. The fully diluted basis is that used in the Company's previous announcements and is retained for comparability. It includes Ordinary Shares which are not guaranteed to be issued and which are issued only on the achievement of individual, operating company and Group performance triggers set so that any resulting issue is accretive to shareholders. The issued share basis is presented alongside it so that shareholders can see the position on the shares actually in issue. Related Party The Back Subscription constitutes a related party transaction pursuant to Rule 4.6 of the AQSE Growth Market Access Rulebook, Adam Back being a substantial shareholder in the Company. The Directors consider that having exercised reasonable care, skill and diligence, the related party transaction is fair and reasonable as far as the shareholders of the Group are concerned. Admission and Total Voting Rights An application will be made for the admission of the Subscription Shares to trading on the Aquis Stock Exchange Growth Market ("Admission"). Admission is expected to occur on or around 8 September 2026. Following Admission, the Company will have 466,498,953 Ordinary Shares in issue, each carrying one voting right. The Company does not hold any Ordinary Shares in treasury. Therefore, following Admission, the total number of voting rights in the Company will be 466,498,953, and that figure may be used by shareholders as the denominator for the calculations by which they determine whether they are required to notify their interest in, or a change to their interest in, the Company under the Disclosure Guidance and Transparency Rules. Connecting Excellence Group ("XCE") Scott Ellam, Chief Executive Officer Angus Gladish, Chief Financial Officer contact@xce.io Tel: +44(0) 113 390 8623 AlbR Capital Limited (Aquis Corporate Adviser and Joint Broker) David Coffman Daniel Harris Tel: +44(0) 20 7469 0930 Allenby Capital (Joint Broker) Matt Butlin (Head of Sales) Nick Harriss Tel: +44(0) 20 3328 5656 Yellow Jersey PR (Financial PR) Charles Goodwin Annabelle Wills xce@yellowjerseypr.com Tel: +44(0) 20 3004 9512 The Directors of the Company accept responsibility for the contents of this announcement. This announcement contains information which, prior to its disclosure, was inside information as stipulated under Regulation 11 of the Market Abuse (Amendment) (EU Exit) Regulations 2019/310 (as amended). About Connecting Excellence Group Plc ("XCE"):

IREN Limited (NASDAQ:IREN) told investors on August 27 that its 2026 AI capacity is largely sold out and carries about $4 billion of contracted annualized run-rate revenue. The stock fell the next day. H.C. Wainwright responded by reiterating a Buy rating and a $90 target, creating the sort of contradiction that deserves a closer look before investors treat the selloff as a verdict. The operating transition is moving rather quickly. IREN said AI Cloud Services revenue reached $70.5 million in the June quarter, more than double the prior quarter, while full-year AI Cloud revenue rose roughly eightfold to $128.8 million. It also signed a new multi-year contract with a leading frontier AI lab and said Horizon 1, the first of four 50-megawatt liquid-cooled deployments for Microsoft, was delivered August. Current operating ARR is about $1 billion.This Bitcoin Miner Says It Has $4 Billion of Contracted AI ARR. One Analyst Thinks It Can More Than Double Photo from IREN website The attraction is obvious in that IREN Limited (NASDAQ:IREN) spent years acquiring power and data-center sites as a Bitcoin miner, then repurposed that scarce infrastructure into AI compute. Recent three-year contracts exceed $20 million of revenue per IT megawatt, according to management. Customer prepayments and GPU financing can cover much of the hardware bill, including a new $2.8 billion financing package that funds about 90% of associated GPU capex. But the headline $4 billion figure needs discipline. IREN defines ARR as an operating metric based on contracted GPU-hour pricing and says recognized GAAP revenue may be materially lower. Capacity still has to be commissioned, tested and accepted by customers. The company reported a $684 million quarterly net loss, heavily affected by non-cash impairment charges as old mining hardware is retired, while adjusted EBITDA fell to $19.2 million. The business is scaling into large capital requirements before its AI revenue base fully arrives. That makes utilization, contract durability and financing costs just as important as the eye-catching ARR number over the next several quarters. The latest readily verifiable Insider Monkey count showed 69 hedge funds holding IREN at the end of Q2, up from 53 in the prior quarter. Q2 filings show Value Aligned Research Advisors increasing its position 78% to about 8.47 million shares, while Situational Awareness cut its stake 20% to roughly 9.47 million shares. Short interest was unusually heavy on August 14 at about 94.25 million shares, or 27.77% of float, with 2.2 days to cover. That makes IREN one of the clearest battlegrounds in AI infrastructure: huge contracted economics on one side, equally huge financing and execution demands on the other. Story Continues While we acknowledge the potential of IREN as an investment, we believe certain other AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT:NVIDIA (NVDA): What Foxconn and Super Micro Are Telling Us about the AI Boom andPony AI Is Scaling Robotaxis Fast—Can the Stock Reach BofA's $17 Target? Disclosure: None. Follow Insider Monkey on Google News. View Comments

Analyst Signals Versus Earnings Trends At Riot Platforms Riot Platforms (RIOT) has drawn fresh attention after brokerage research highlighted an average rating consistent with Buy, even as separate analysis flagged declining earnings estimates and a Zacks Rank of #4, or Sell. This contrast between favorable brokerage opinions and weaker earnings expectations puts the focus on how investors weigh external ratings against Riot Platforms' own financial profile and recent share performance. Riot Platforms' share price has eased in recent weeks, with a 7 day share price return of 5.03% and a 30 day share price return of 5.83% following earlier volatility that left the 90 day share price return down 30.47%, even as the year to date share price return sits at 34.15% and the 1 year total shareholder return is 38.05%. This pattern suggests momentum has faded in the short term, which may reflect investors reassessing growth potential and risk as new research, earnings estimate cuts and Bitcoin related headlines continue to land. Compare Riot Platforms with hand-picked Bitcoin and blockchain peers by reviewing the 19 cryptocurrency and blockchain stocks that may be reacting in different ways to the same sector headlines. After a strong run over the past year but a weaker 90 day patch, Riot Platforms sits at a crossroads between further upside and most of the easy gain already in the rear view mirror. This brings valuation sharply into focus next. Most Popular Narrative: 36% Undervalued Riot Platforms last closed at $18.99 while the most followed narrative estimates fair value at $29.50, which frames a sizeable valuation gap for investors to consider. Riot's aggressive build-out of a scalable data center business leverages its extensive, readily available power capacity in high-demand regions, positioning the company to benefit from surging demand for AI and cloud computing infrastructure. This is viewed as a potential driver of higher revenue growth and improved valuation multiples over time. Read the complete narrative.Read the complete narrative. Want to understand why this fair value sits well above today's share price? The narrative leans heavily on rapid revenue expansion, margin repair, and a rich future earnings multiple. Curious which assumptions really move the model? Result: Fair Value of $29.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Riot Platforms still faces clear hurdles if Bitcoin prices weaken again or if data center leases at Corsicana and Rockdale take longer to materialize than analysts expect. Story Continues Find out about the key risks to this Riot Platforms narrative. Another View On Riot Platforms' Valuation The narrative model points to Riot Platforms trading below a fair value of $29.50, yet the current P/S ratio of 10.6x tells a different story. It is higher than the US Software industry average of 4x and the fair ratio of 4.4x, which signals meaningful valuation risk if sentiment shifts. For investors weighing these mixed signals, the key question is whether the market moves closer to the enthusiastic narrative or toward that fair ratio if expectations cool. See what the numbers say about this price — find out in our valuation breakdown.NasdaqCM:RIOT P/S Ratio as at Sep 2026 Next Steps Uncertain what to make of the mixed signals around Riot Platforms right now? Move quickly to review the data, weigh both concerns and potential upsides, and then check the 1 key reward and 3 important warning signs. Looking For More Investment Ideas Beyond Riot Platforms? If Riot Platforms has your attention, do not stop there. Broadening your watchlist now can help you spot opportunities before the wider market catches on. Target potential mispricing by reviewing companies in the 45 high quality undervalued stocks that combine solid fundamentals with market skepticism that may not last. Strengthen your focus on resilience by scanning the list of solid balance sheet and fundamentals (52 results) so you can emphasize businesses with stronger finances backing their story. Get ahead of the crowd by checking the 19 high quality undiscovered gems that many investors may not be watching yet but could deserve a closer look. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include RIOT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Editor's Note: The story has been refreshed with the latest market price action and a revised headline. Michael Saylor fueled speculation on Sunday that Strategy Inc. could resume its Bitcoin purchases following a pause of more than two months. Saylor Sparks Intrigue Saylor posted the company's accumulation chart on X, using orange circles or "dots" to highlight the firm's Bitcoin purchases. "We're ₿ack," he wrote. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast In many cases, these weekend posts preceded purchase disclosures on the following Monday. But a lot has changed in the past few months. We're ₿ack. pic.twitter.com/ciqOaCa908 — Michael Saylor (@saylor) August 30, 2026 Will Strategy Start Buying BTC Again? Strategy, the world's largest corporate Bitcoin holder, has paused its BTC purchases, with the last reported acquisition on June 22. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time The company shifted focus to capital raising, strengthening cash reserves and managing its balance sheet. It also began selling its Bitcoin, undermining the "never sell" thesis that bullish investors had relied on. As of this writing, Strategy holds 840,447 BTC, worth more than $72 billion. The company has nearly $9 billion in unrealized losses on its Bitcoin holdings. Saylor's comments came after Bitcoin rebounded in the second half of August, rising to $80,000. The cryptocurrency has gained 23% in the past month. Photo: Hi my name is Jacco on Shutterstock.com Read Next: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Story Continues Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Qnetic As electricity demand rises alongside AI, data centers, and renewable energy, long-duration energy storage is becoming increasingly important. Qnetic is developing a kinetic energy storage system designed to provide long-lasting, chemical-free electricity storage, offering investors exposure to the infrastructure supporting a more resilient and reliable power grid. EquityMultiple For accredited investors looking beyond stocks and bonds,EquityMultiple provides access to vetted commercial real estate deals starting at $5,000, with only ~5% of opportunities passing their due diligence process. FarmTogether Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000 — fully managed, with no landlord headaches. Fundrise Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estateand credit strategies through an easy-to-use platform, with professionally managed portfolios designed to generate passive income and long-term growth. © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. View Comments

GRAPEVINE, Texas, August 31, 2026--(BUSINESS WIRE)--GameStop Corp. (NYSE: GME) ("GameStop" or the "Company") today announced certain preliminary unaudited financial information for the second quarter ended August 1, 2026. The Company is providing this preliminary information in connection with the amendments to its convertible notes exchange announced separately today. On a preliminary basis for the 13 weeks ended August 1, 2026 compared to the 13 weeks ended August 2, 2025: Net sales are expected to be in the range of $780 million to $800 million compared to $972.2 million in the prior year's second quarter. The decrease primarily reflects the prior-year launch of Nintendo Switch 2, planned store closures, and the divestiture of the Company's France operations. Operating income is expected to be in the range of $150 million to $170 million, compared to $66.4 million in the prior year's second quarter. Net income is expected to be in the range of $290 million to $310 million, compared to net income of $168.6 million in the prior year's second quarter. Cash, cash equivalents and marketable securities are expected to be in the range of $5.050 billion to $5.070 billion, compared to $8.694 billion at the close of the prior year's second quarter. During the quarter, the Company converted its previously disclosed derivative position related to eBay Inc. into a direct equity investment, resulting in a decrease in cash, cash equivalents, and marketable securities. The Company's net income for the quarter includes approximately $238 million of net gains related to its eBay Inc. derivative asset and equity investment, partially offset by a loss of approximately $75 million on digital assets and related receivables. As of August 1, 2026, the Company held approximately 43.4 million shares of eBay common stock with a fair value of approximately $4.947 billion. The Company expects to release its complete second quarter results on September 8, 2026. CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS - SAFE HARBOR This Press Release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by the use of terms such as "anticipates," "believes," "continues," "could," "estimates," "expects," "intends," "may," "plans," "potential," "predicts," "pro forma," "seeks," "should," "will" or similar expressions. Forward-looking statements are subject to significant risks and uncertainties and actual developments, business decisions, outcomes and results may differ materially from those reflected or described in the forward-looking statements. The following factors, among others, could cause actual developments, business decisions, outcomes and results to differ materially from those reflected or described in the forward-looking statements: the performance of our business and our ability to generate earnings in line with our guidance; economic, social, and political conditions in the markets in which we operate; the competitive nature of the Company's industry; the cyclicality of the video game industry; the Company's dependence on the timely delivery of new and innovative products from its vendors; the impact of technological advances in the video game industry and related changes in consumer behavior on the Company's sales; interruptions to the Company's supply chain or the supply chain of our suppliers; the Company's dependence on sales during the holiday selling season and on the popularity and sale of trading cards; the Company's ability to obtain favorable terms from its current and future suppliers and service providers; the Company's ability to anticipate, identify and react to trends in pop culture with regard to its sales of collectibles; the Company's ability to maintain strong retail and ecommerce experiences for its customers; the Company's ability to keep pace with changing industry technology and consumer preferences; how the Company incorporates artificial intelligence into workflows and processes, including customer-facing and operational activities, and challenges with properly managing its use; the Company's ability to manage its profitability and cost reduction initiatives; the Company's ability to complete its proposed acquisition of eBay Inc.; changes in senior management or the Company's ability to attract and retain qualified personnel; the Company is highly dependent on the services of the Company's Chairman of the Board and Chief Executive Officer, Ryan Cohen; potential damage to the Company's reputation or customers' perception of the Company; the Company's ability, or the ability of the third parties with whom we work, to maintain the security of our information technology systems or data (including customer, associate or Company information); the Company's compliance with stringent and evolving laws and other obligations related to data privacy and security; occurrence of weather events, natural disasters, public health crises and other unexpected events; risks associated with inventory shrinkage; potential failure or inadequacy of the Company's computerized systems; the ability of the Company's third party delivery services to deliver products to the Company's retail locations, fulfillment centers and consumers and changes in the terms the Company has with such service providers; the ability and willingness of the Company's vendors to provide marketing and merchandising support at historical or anticipated levels; restrictions on the Company's ability to purchase and sell pre-owned products; the Company's ability to renew or enter into new leases on favorable terms; unfavorable changes in the Company's global tax rate; legislative actions; the Company's ability to comply with federal, state, local and international laws and regulations and statutes; changes to tariff and import/export regulations; potential litigation and other legal proceedings; the value of the

It's been a rough year for crypto. The sector entered a bear market that felt different from past cycles, as crypto seemingly lost some of its appeal amid newer, perhaps more exciting technologies like quantum computing and artificial intelligence. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » But most bulls haven't given up, believing that this cycle will be no different from past cycles and that crypto will rebound to hit new highs. Here's one top cryptocurrency to buy before it reaches $1 million per coin by the year 2033, according to one analyst.Image source: Getty Images. Is the debasement trade back? Bitcoin (CRYPTO: BTC), the world's largest token by market value, took a big hit this year. After reaching an all-time high of more than $126,000 per token last October, Bitcoin fell below $60,000 at one point this year. Not only did some of the factors mentioned above hurt the coin, but Bitcoin also seemed to act more like a tech stock in response to the Iran war, facing pressure related to elevated inflation, rising oil prices, and higher long-term interest rates. This called into question whether Bitcoin and its finite supply of 21 million coins really could be used as a form of digital gold and serve as an inflation hedge. However, Bernstein analyst Gautam Chhugani and his team think this thesis may be resurfacing. They recommend buying Bitcoin as a way to hedge against U.S. currency debasement that erodes the dollar's value. U.S. debt recently topped $40 trillion, and soaring long-term bond yields have added pressure to the situation. "While governments are already using measures to manage bond markets and contain yield pressures, these interventions only address symptoms rather than the underlying debt burden," Chhugani wrote in a research note. Some experts and investors believe the government will have no choice but to run the economy hot to try to grow its way out of debt, which will naturally lead to a weaker dollar and greater concern about currency debasement. Chhugani sees debasement as an easier approach to the debt situation than fiscal discipline. "Hence, investors will potentially benefit from owning scarce assets such as bitcoin that cannot be easily created/diluted," Chhugani wrote. Although Bitcoin has taken a beating for much of the year, Chhugani notes that 60% of investors have held it, suggesting continued belief in Bitcoin as a hard asset. Story Continues Recently, Bitcoin has rebounded and is trading at about $78,000 per token (as of Aug. 28). Investors are hopeful about a looming vote on the Clarity Act, which would establish a regulatory framework for the industry. There has also reportedly been a huge Bitcoin short squeeze, while renewed conversations about higher bond yields and mounting debt have pushed the digital gold theory back into the spotlight. Chhugani has laid out "an accelerated bull case" scenario, in which macro factors lead institutional investors to chase Bitcoin. In this scenario, Bitcoin could peak at $500,000 by 2029, then reach $1 million by 2033. The base case suggests $300,000 per token by 2029, but still $1 million by 2033. Chhugani and his team value Bitcoin as a multiple of its marginal cost, or the miner who generates new Bitcoin tokens at the highest cost. The $1 million price target assumes a 1.2 marginal cost multiple. Think long-term, but not in price targets As I've said numerous times before, investors should be wary of crypto price targets. Bitcoin and other cryptocurrencies are extremely volatile and don't generate earnings or free cash flow like a traditional company to use in calculating valuation. On the other hand, I don't think the digital gold thesis is dead yet, even if Bitcoin doesn't always appear to serve as an inflation hedge. It's worth noting that gold has also struggled since the Iran war, and is up just 8% this year. Perception may turn into reality, and younger generations could be more prone to buy the internet-native Bitcoin as an inflation hedge over gold. Furthermore, I would agree with Chhugani that the government is likely to prefer debasement over fiscal restraint, which would be much more painful for citizens and likely lead to popular backlash. Investors should hold at least some Bitcoin in their portfolios, although I wouldn't make it an overly aggressive position just yet. Should you buy stock in Bitcoin right now? Before you buy stock in Bitcoin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bitcoin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $440,710!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,335,252!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 213% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of August 31, 2026. Bram Berkowitz has positions in Bitcoin. The Motley Fool has positions in and recommends Bitcoin. The Motley Fool has a disclosure policy. 1 Top Cryptocurrency to Buy Before It Hits $1 Million per Token by 2033, According to This Wall Street Analyst was originally published by The Motley Fool View Comments

U.S. spot Bitcoin ETFs turned negative at the end of last week, ending a nine-day inflow streak that had brought in a total of $2.8 billion. Meanwhile, Robert Mitchnick, BlackRock's head of digital assets, said the CLARITY Act is less critical for Bitcoin than for the rest of the crypto market. That places more attention on altcoins, DeFi, and other complex crypto categories, where the regulatory picture remains unsettled. For Bitcoin, Mitchnick said institutional investors are not treating additional legislation as part of their base case, viewing regulatory progress as potential upside rather than a requirement. Mitchnick told CNBC that Bitcoin's rally while equities struggled reflected its distinct risk and return drivers rather than old risk-on behavior. He said the move could not be explained as an equity-beta trade, pointing to Bitcoin-specific flows and the debasement trade. Robbie Mitchnick discusses digital assets on CNBC Crypto World. Investors concerned about global debt and deficits are increasingly drawn to Bitcoin, according to Mitchnick, while younger demographics are favoring it over gold for a store-of-value role. He characterized that as Bitcoin's long-term narrative. The ETF data provides a measure of current demand. IBIT led last Thurday's inflows with $277 million. Mitchnick said the fund continues to resonate with institutional investors, financial advisers, and direct investors. Cumulative net inflows stood at $55 billion, while total net assets reached $98.6 billion as Bitcoin traded near $78,500. Discover: The Best Crypto to Diversify Your Portfolio CLARITY Act Status and Where the Regulatory Gap Matters Mitchnick said the CLARITY Act matters more for assets connected to DeFi and other complex crypto categories. Those areas remain part of a broader regulatory picture that he described as unsettled, in contrast with Bitcoin's comparatively broader regulatory acceptance. Bitcoin (BTC)24h7d30d1yAll time Trade Bitcoin on Bybit and Get a Chance to Win Our $1,000 USDT Airdrop BlackRock has also expanded its crypto product lineup to Ethereum with non-staking and staking products. The firm added a Bitcoin premium income product this summer that is designed to let investors retain most of Bitcoin's upside while generating an annual yield and moderating volatility. On stablecoins, Mitchnick said BlackRock sees growth opportunities beyond crypto trading, including cross-border payments and capital markets, with Genius Act implementation approaching. Congress.gov lists H.R. 3633, the Digital Asset Market Clarity Act of 2025, as having passed the House. Its latest listed action is an August 8, 2026, Senate cloture motion on the motion to proceed to the measure. The bill had not reached the enacted-into-law stage in the available record. Story Continues Photo by Ramaz Bluashvili on Pexels Mitchnick's distinction remains that Bitcoin's institutional case does not depend on further legislation as a base-case assumption, while the regulatory picture for DeFi and other complex crypto categories remains unsettled. Visit OKXRead original story CLARITY Act Lags as Bitcoin ETFs Slip by Ahmed Barakat at Cryptonews.com View Comments

Bitcoin is on track to wrap this August with its strongest performance for the month in nine years.

[Bitcoin Conference Draws Cryptocurrency Fans To Miami] Joe Raedle/Getty Images News Strategy (MSTR [https://seekingalpha.com/symbol/MSTR]) executive chairman Michael Saylor appeared to signal that the company has made its first Bitcoin purchase since June 22, as Bitcoin (BTC-USD [https://seekingalpha.com/symbol/BTC-USD]) approached $79K. Saylor posted [https://x.com/saylor/status/2094033266906955896/photo/1]“We’re Back” on X, suggesting Strategy may have resumed Bitcoin accumulation after pausing purchases for roughly two months. The move comes after Strategy spent much of the past few months selling Bitcoin to bolster its balance sheet. More recently, the company halted Bitcoin sales, raised about $2B through MSTR share sales to build its U.S. dollar reserves, and began repurchasing its preferred stock, (STRC [https://seekingalpha.com/symbol/STRC]). Bitcoin (BTC-USD [https://seekingalpha.com/symbol/BTC-USD]) was trading near $79K at press time, up about 24% over the past 30 days. The cryptocurrency’s rebound from Friday’s intraday low of $76.8K followed Federal Reserve Chair Kevin Warsh’s hawkish speech at Jackson Hole. MORE ON STRATEGY * Strategy: BTC Accretion Is Working, But I'm Waiting For A Cheaper Entry [https://seekingalpha.com/article/4941495-strategy-btc-accretion-is-working-but-im-waiting-for-a-cheaper-entry] * Strategy: When Saylor Sells, We Buy [https://seekingalpha.com/article/4940385-strategy-when-saylor-sells-we-buy] * Strategy Doubles Down On Its Aggressive Defense Of 12.6% Yielding STRC [https://seekingalpha.com/article/4938690-strategy-doubles-down-on-its-aggressive-defense-of-12-6-percent-yielding-strc] * PayPal tops Nasdaq weekly decliners as deal talks fall off; CrowdStrike leads gainers after stellar results [https://seekingalpha.com/news/4638007-paypal-tops-nasdaq-weekly-decliners-as-deal-talks-fall-off-crowdstrike-leads-gainers-after-stellar-results] * Strategy climbs 12% amid Bitcoin rally [https://seekingalpha.com/news/4637686-strategy-climbs-12-amid-bitcoin-rally]

Luke Dashjr has resigned as chairman and chief technology officer of Bitcoin mining pool OCEAN. The Bitcoin hard fork he backs splits from the main chain on Tuesday. The company also repurchased all of his equity. He now calls the main Bitcoin chain "Spamcoin." On Tuesday, a Bitcoin hard fork he backs switches to BLAKE2b, a mining algorithm that existing Bitcoin machines cannot run. Why Dashjr Walked Away From OCEAN The exit closes a bruising month for the pool. OCEAN's hashrate fell 96% in August. The pool had routed customer power to a minority chain for about 18 hours. Miners never gave clear consent and demanded leadership changes. BIP-110, the anti-spam soft fork Dashjr championed, needed 55% miner support. Signaling peaked at 2.53%. Its chain stalled after two blocks, so backers regrouped around a September breakaway coin instead. Inside Dashjr's Bitcoin Hard Fork Plan Dashjr argues that Bitcoin lost decentralized block construction years ago. He says BLAKE2b removes a shortcut called ASICBoost, which hands large miners an efficiency edge. He also says it punishes concentrated mining power. Critics reject that reading. Adam Back had already called BIP-110 idiocracy in July. Ripple's former chief technology officer David Schwartz dismissed the network under attack claim as nonsense. Luke Dashjr. Source: X He says the legacy chain runs under centralized management and blocks miners from building their own templates. Dashjr now channels that into CONVOY, which he frames as a second run at decentralized mining. OCEAN, meanwhile, keeps operating as a non-custodial pool. What Happens to BTC on September 1 Bitcoin (BTC) trades near $77,655, down 0.59% on the day. It has still gained 23.3% this month. Hashrate has drifted lower all year as miners leave the network for artificial intelligence contracts. That trend thins the pool of machines any breakaway chain could recruit.Bitcoin Price Performance. Source: BeInCrypto Markets Holders face two practical questions, namely replay risk and which chain their wallet tracks. Dashjr recommends a light wallet over a full node. Both questions already surfaced during the August chain split. A proof-of-work change mints a separate coin. The market then prices which chain carries value. Dashjr's previous fork attempt never cleared 3% support. Tuesday, therefore, tests one question. Either real hashrate follows BLAKE2b, or the split repeats the August stall and freezes within hours. Read the Original story Bitcoin Holders Face a Hard Fork on September 1 — Here's What Actually Changes by Phil Haunhorst at beincrypto.com View Comments

This August, Bitcoin (CRYPTO: BTC) is up a stunning 24%. That's impressive in and of itself, but even more so when you consider Bitcoin's historical track record. This is shaping up to be one of the best Augusts ever for Bitcoin. In fact, you need to go all the way back to 2017 to find a year when Bitcoin has performed this well. Bitcoin investors remember exactly what happened in 2017 -- Bitcoin ended the year up a stunning 1,250%. So is a similar type of breakout coming in 2026? Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Bitcoin's historical performance in August All told, over the past 14 years, Bitcoin has only turned in positive returns five times in August. The last time Bitcoin turned in a positive performance in August was 2021. Its median return for the month is a loss of 7%.Image source: Getty Images. That's why Bitcoin investors are absolutely giddy right now. They had all but given up on Bitcoin this month. But a series of recent events, punctuated by a high-level crypto meeting at the White House on Aug. 19, has catalyzed a major Bitcoin run. Of course, there are still the skeptics. Billionaire Mark Cuban, for example, is not impressed. He sees the recent rally as nothing more than a short squeeze triggered by an impromptu White House meeting. Just as the Trump administration is prone to issuing statements about the price of oil to pressure the market, it now seems quite willing to do the same on Bitcoin. Positive signs for Bitcoin That being said, there are some positive signs for Bitcoin. For one, its correlation with gold appears to be increasing. This is leading to a return of the "digital gold" investment thesis, and a revival of the so-called "debasement trade" (in which investors move out of fiat currencies and into precious metals and Bitcoin). At the same time, there's now talk that investors could be rotating out of artificial intelligence, worried about inflated valuations across AI-related assets. That could lead them back to crypto. Indeed, inflows appear to be returning to the spot Bitcoin ETFs. On top of all that, there's newfound optimism around the Digital Asset Market Clarity Act ("Clarity Act"). This new piece of crypto legislation has the support of both the White House and Wall Street. That's prompting speculation that Bitcoin could get a huge boost going forward as it becomes an increasingly mainstream financial asset. Story Continues But before you rush out and buy Bitcoin, remember: Sentiment in the crypto market has a way of turning on a dime. The same giddy investors today may be panicked investors tomorrow, looking for any way possible to exit their crypto positions. That's why if you're planning to buy Bitcoin, focus on the long-term outlook rather than the month-to-month performance numbers. Bitcoin is definitely a buy-and-hold crypto that investors need to commit to for the long haul. Should you buy stock in Bitcoin right now? Before you buy stock in Bitcoin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bitcoin wasn't one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $440,710!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,335,252!* That performance is why people listen. With a track record of beating the S&P 500 by nearly 5x, Stock Advisor offers a distinct advantage. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built for the long haul. See the 10 stocks » *Stock Advisor returns as of August 31, 2026. Dominic Basulto has positions in Bitcoin. The Motley Fool has positions in and recommends Bitcoin. The Motley Fool has a disclosure policy. Bitcoin Is Having One of Its Best Augusts Ever. Is the Bitcoin Breakout Finally Here? was originally published by The Motley Fool View Comments

STOCKHOLM, SE / ACCESS Newswire / August 31, 2026 / Hilbert Group (STO:HILB-B)(FRA:999) The second quarter 2026 (compared to second quarter 2025) Revenues amounted to KSEK 3,679.7 (KSEK 46,224.2) Operating profit/loss (EBIT) totalled KSEK -36,324.4 (KSEK -18,068.2) Profit/loss for the period were KSEK -44,559.2 (KSEK -26,270.8) Earnings per share before and after dilution amounted to SEK -0.37 (SEK -0.36) Equity KSEK 33,928.7 (KSEK 6,755.5) Total assets KSEK 301,430.7 (KSEK 53,130.6) HILBERT GROUP FINANCIAL REPORTS CAN BE FOUND HERE. A VIDEO PRESENTATION OF THE Q2 2026 REPORT AND THE BUSINESS OUTLOOK FOR HILBERT GROUP CAN BE FOUND HERE. Highlights from the CEO's address: Investment performance resilient through a 26% first-half Bitcoin decline Bitcoin fell roughly 14% in the quarter and about 26% over the first half on a month-end basis, including June, its worst month since 2022. Through June, Basis+ USD returned +2.36% net year to date, Basis+ BTC +2.11% net on top of Bitcoin, and MultiStrat +26.59% net. Over the same period the crypto hedge fund composite was down more than 11% year to date (per Galaxy VisionTrack indices, to 30 June). Management fee revenue up 74% quarter-on-quarter Management fee revenue rose 74% quarter-on-quarter in USD terms and 26% over the first half against the same period of 2025. Even in June, the worst month for Bitcoin since 2022, management fee revenue ran at nearly double the first-quarter monthly average. Continued growth in contracted hedge fund AUM Contracted hedge fund AUM across the Group's funds and SMAs reached USD 119.5 million at 30 June, with a further 4,679 BTC in the Byzantine fund. AUM compounded by +136% in Q1 and a further +8.5% in Q2, with growth in five of the first six months of the year, in a market where the broader industry saw sizable outflows. Transformation into a multi-engine platform substantially complete During the quarter the Group completed a directed share issue of approximately SEK 46 million to fund growth and platform integration, progressed Enigma's integration, and consolidated Hilbert Finance in the Group's accounts for the first time. After the period, Syntetika went live, giving investors direct on-chain access to the Basis+ BTC strategy, and Hilbert Finance's first lending vault launched. Over the next 24 hours, the company will collect questions related to the report (see email contact below), and a consolidated Q&A will be published on our website early next week. For further information, please contact: Barnali Biswal, CEO Hilbert Group AB +46 (0)8 502 353 00 ir@hilbert.group Story Continues About Us Hilbert group is a quantitative investment company specializing in algorithmic trading strategies in digital asset markets. Hilbert Group is a Swedish public company and is committed to providing operational infrastructure, risk management and corporate governance that meets the ever-increasing demands of institutional investors. Hilbert Group is listed on Nasdaq First North Growth Market (ticker HILB B) with Redeye Nordic Growth AB as Certified Adviser. For more information, visit: www.hilbert.group Attachments Hilbert Group AB Q2 Interim Report SOURCE: Hilbert Group View the original press release on ACCESS Newswire

San Francisco-based blockchain firm Ripple keeps ramping up the issuance of its RLUSD stablecoin. Tens of millions of tokens have been minted across the XRP Ledger and Ethereum in recent days as the dollar-pegged asset surpasses the $2 billion market-cap threshold.

After an aggressive August breakout, Bitcoin is consolidating, but because it is still well above the 200-day moving average, the daily structure remains heavily biased in favor of buyers. After peaking just above $81,000, Bitcoin is currently trading at about $78,840. The move started at about $63,000, so Bitcoin gained almost 30% before facing significant resistance.

Ethereum's (ETH) price action will become the main leading indicator for the entire cryptocurrency industry in the coming weeks. This is according to popular trader DonAlt, who gained recognition in the community after predicting XRP's more than 700% rally in 2024–2025.

Bitcoin’s dormant supply is showing fresh signs of activity after another long-inactive wallet moved coins that had been untouched since 2011.

Metaplanet has moved to expand its Bitcoin-focused treasury model into the U.S. by planning to contribute 2,100 BTC and cash to Nasdaq-listed Super League Enterprise, which it expects to rename Superplanet, creating a U.S. subsidiary vehicle that links Japanese and American capital markets. This cross-border structure positions Metaplanet not just as a Bitcoin holder but as an architect of a dedicated U.S. digital asset treasury platform. We'll examine how using Super League as a U.S. Bitcoin treasury vehicle reshapes Metaplanet's investment narrative and future corporate focus. This technology could replace computers: discover 25 stocks that are working to make quantum computing a reality. What Is Metaplanet's Investment Narrative? To own Metaplanet today, you have to believe in its pivot from a traditional hospitality name into a Bitcoin-centric capital markets platform, with operating businesses almost secondary to its role as a listed proxy on digital assets. The planned contribution of 2,100 BTC and cash into Super League Enterprise, with a rebrand to Superplanet, could become a key short term catalyst if it meaningfully deepens liquidity, broadens the investor base and clarifies the U.S. treasury model, but it also adds another layer of execution and regulatory risk on top of already heavy losses and prior dilution. With the share price rebounding sharply in recent weeks after a very large three year gain and a 1 year drawdown, expectations are already shifting, so this U.S. move feels material to how investors will frame both the upside and the downside from here. However, one risk in particular deserves closer attention from any shareholder reading this.Metaplanet's shares are on the way up, but they could be overextended by 29%. Uncover the fair value now. Exploring Other PerspectivesTSE:3350 1-Year Stock Price Chart Three Simply Wall St Community fair value estimates span roughly ¥115 to ¥596, underscoring how far apart individual views are. You are seeing that uncertainty play out just as Metaplanet leans harder into a complex cross border Bitcoin treasury structure, with U.S. execution risk now sitting alongside its existing earnings volatility and dilution concerns. Explore 3 other fair value estimates on Metaplanet - why the stock might be worth less than half the current price! Decide For Yourself Disagree with this assessment? Extraordinary investment returns rarely come from following the herd, so go with your instincts. A great starting point for your Metaplanet research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision. Our free Metaplanet research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Metaplanet's overall financial health at a glance. Story Continues No Opportunity In Metaplanet? The market won't wait. These fast-moving stocks are hot now. Grab the list before they run: Capitalize on the AI infrastructure supercycle with our selection of the 56 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. We've uncovered the 30 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. Outshine the giants: these 18 early-stage AI stocks could fund your retirement. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include 3350.T. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

Following its spectacular August recovery, Ethereum is getting close to a potentially significant technical event, with the moving-average structure increasingly pointing toward a golden cross. But ETH's current issue is that it is no longer experiencing bullish momentum. It involves assessing the market's ability to maintain a rally that has already grown significantly longer.

Bitcoin has once again failed to break decisively above the $82,000 resistance zone.

Bitcoin is back—and what matters less than the news that got it there is the fact that there is news to begin with. Bitcoin’s recent rally started on Aug. 19 after Treasury Secretary Scott Bessent announced plans to least double the size of bond repurchases. Then, later that day President Donald Trump hosted a group of crypto CEOs—“Tremendous investors, brilliant people”—and pushed Congress to pass the Clarity Act, which would establish a clearer regulatory framework for cryptocurrencies. Continue Reading

JPMorgan Chase stock has delivered a strong run over the past three years, while current checks suggest the market price is roughly in line with traditional earnings multiples but below some intrinsic value estimates. That mix leaves investors weighing a rich recent share performance against signals that still point to possible undervaluation on certain models. JPMorgan Chase has returned 158.6% over the past three years, which puts recent valuation questions in the context of a stock that has already created substantial shareholder value over this period. Recent news around a possible JPMorgan stablecoin and broader balance sheet strength can support expectations for future cash generation, while ongoing regulatory debates on capital rules and legal actions may weigh on how much investors are willing to pay for that outlook. The Excess Returns intrinsic value estimate sits about 27.4% above the current share price, while the earnings multiple checks look about right and the broader valuation score of 3 out of 6 points to a mixed picture rather than a clear bargain or clear overvaluation. The issue now is whether JPMorgan Chase's current price already reflects its strengths and recent gains, or if the gap to the intrinsic value estimate leaves enough potential upside to interest new buyers. Scan hand picked 46 high quality undervalued stocks that, like JPMorgan Chase, combine solid balance sheets with valuations that screening models flag as potentially out of step with current market pricing. Is JPMorgan Chase Still Cheap on Excess Returns? The Excess Returns model looks at what JPMorgan Chase can earn on its equity above the cost of that equity and then capitalizes those surplus profits. For this stock, the inputs lean on analyst expectations for both earnings power and balance sheet growth rather than detailed cash flow forecasts. JPMorgan Chase is modeled with book value of $133.01 per share, rising toward a stable book value of $148.16 per share, and a stable EPS estimate of $26.62 per share supported by forecasts from 13 analysts. The model assumes an average return on equity of 17.96% and a cost of equity of $11.90 per share, which implies an excess return of $14.72 per share on the capital invested. On these assumptions, the Excess Returns valuation points to an intrinsic value of about $487.85 per share, which is 27.4% above the recent share price, so the stock screens as undervalued on this framework. JPMorgan's potential move into a broader stablecoin offering helps explain why some investors may still see upside even after a strong share price run. Story Continues On the Excess Returns model, JPMorgan Chase stock currently looks undervalued relative to the earnings power implied by its equity base. Our Excess Returns analysis suggests JPMorgan Chase is undervalued by 27.4%. Track this in your watchlist or portfolio, or discover 46 more high quality undervalued stocks.JPM Discounted Cash Flow as at Aug 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for JPMorgan Chase. Is JPMorgan Chase Fairly Priced on Earnings? P/E is usually the cleanest way to compare a large, profitable bank like JPMorgan Chase with its sector. On this measure, JPMorgan trades on about 14.8x earnings, which is above both the Banks industry average of roughly 11.8x and the peer group average of about 13.0x. That premium lines up with the bank's scale, diversified revenue base and strong balance sheet. Investors often point to these factors when explaining why the stock can command richer earnings multiples than many rivals. The Fair P/E ratio implied by the model is 15.7x, only slightly above the current 14.8x. That small gap suggests the market is already pricing in much of what the model assumes about JPMorgan's growth profile, profitability and risk, without stretching to extreme optimism. The result is a valuation that looks neither especially cheap nor stretched on earnings compared with what the tailored Fair P/E would suggest. On the P/E multiple, JPMorgan Chase stock currently appears priced at roughly a fair level.NYSE:JPM P/E Ratio as at Aug 2026 See what the numbers say about this price — find out in our valuation breakdown. The JPMorgan Chase Narrative: What Would Justify Today's Price? Simply Wall St Narratives pick up where the valuation checks leave off for JPMorgan Chase. They spell out which assumptions about JPMorgan Chase's future growth, margins and earnings would need to hold for the stock to be worth materially more or less than today's price. Each one presents fair value as a thesis about the business that you can revisit over time, rather than a single static number. These live on Simply Wall St's Community page. Community views on JPMorgan Chase are wide apart, with one side focused on fee driven growth and tech upside and the other focused on margin pressure and credit risk. Bull case: 5% undervalued "Ongoing investment and active participation in tokenization, stablecoins, and payment innovations positions JPMorgan to benefit competitively from the next wave of technology adoption in banking and payments, likely supporting both future revenue resilience and margin improvement." Read the full Bull Case to see why JPMorgan Chase could be undervalued Bear case: 12% overvalued "JPMorgan Chase's increase in allowance for credit losses to $27.6 billion, driven by heightened downside risks and elevated weighted average unemployment rate projections, suggests challenges ahead." Read the full Bear Case to see why JPMorgan Chase could be overvalued Do you think there's more to the story for JPMorgan Chase? Head over to our Community to see what others are saying! The Bottom Line The Excess Returns intrinsic value estimate still points to JPMorgan Chase as undervalued, reflecting confidence in the earnings power supported by its equity base. The P/E view appears roughly in line with the market, so the b

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. For some investors, a market correction means a rough week on Wall Street. For the "Rich Dad, Poor Dad" author Robert Kiyosaki, it can sound like the opening act of another Great Depression. He has spent years warning that stocks, retirement accounts and America's debt could leave investors in serious trouble. "DO YOU have a 401(k) or IRA filled with stocks?" Kiyosaki wrote in a post on X in July 2025. He then pointed to Berkshire Hathaway Chair Warren Buffett and Quantum Fund co-founder Jim Rogers, claiming they had sold most, if not all, of their stocks and bonds and were holding cash or silver. "If you do not know why Buffet and Rogers have sold their stocks and bonds you may want to find out." Don't Miss: Markets Are Volatile. Here's Why More Investors Are Turning To Fiduciary Financial Advisors. See if you can cut your monthly debt payments by 40% — check your eligibility in minutes. Kiyosaki said he was taking a different approach. "I sit tight with gold, silver, & Bitcoin," he wrote. Then came the warning that gave the post its headline-making quality. "We may be on the brink of another 1929 crash and another Great Depression," Kiyosaki wrote. He also warned that America's debt was out of control and that the country could only keep printing money to pay its bills "for so long." The Crash Hasn't Arrived on Schedule More than a year later, that prediction hasn't played out as described. The S&P 500 has continued climbing, reaching record highs during 2026 rather than falling into a 1929-style collapse. That doesn't make concerns about market risk or government debt disappear. It does, however, show the difference between preparing for a downturn and trying to predict exactly when one will happen. Trending: AI Needs More Power Than The Grid Can Easily Provide. This Startup Is Taking A Different Approach To Energy Storage. Kiyosaki has continued sounding the alarm, warning about stocks, ETFs, mutual funds, 401(k)s and IRAs while promoting gold, silver and Bitcoin. His basic argument has stayed consistent — investors shouldn't assume traditional financial assets are automatically safe simply because they're familiar. There's a reasonable point buried underneath all that market doom. Diversification Doesn't Require a Doomsday Forecast A retirement portfolio doesn't have to be an all-or-nothing bet on stocks. Investors can spread money across stocks, bonds, cash and other assets based on their goals, risk tolerance and time horizon. Story Continues Real estate can be another piece of that mix. Arrived lets everyday investors purchase fractional shares of rental properties starting at $100, giving people a way to gain exposure to residential real estate without buying an entire property or becoming a landlord. Investors can potentially receive rental income and benefit from property appreciation, depending on the investment. Returns aren't guaranteed, and fees and other risks apply. See Also: This Energy Company Says It Can Turn Coal Into Hydrogen, Diesel And Other Products—Without Burning It. That doesn't make real estate a magic bunker for the next crash. But it does give investors another option for diversifying beyond stocks without needing enough money to purchase an entire rental property. The Useful Part of the Warning Kiyosaki's record is a reminder that even a legitimate concern can become less useful when it's packaged as an imminent prediction. Markets crash. They also recover. Retirement accounts can lose money. They can also compound for decades. Gold, Bitcoin and real estate can diversify a portfolio, but none is immune to losses. The practical lesson doesn't require guessing whether the next Great Depression is six months away or 20 years away. A portfolio built for only one future is making a pretty big bet on knowing exactly what happens next. Read Next: Think Your IRA Is Limited To Stocks? Many Eligible Investors Are Exploring Alternative Assets Instead. Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Investors can buy fractional shares of single-family rentals and vacation homes starting with as little as $100. This allows everyday investors to diversify into real estate, collect rental income, and build long-term wealth without needing to manage properties directly. Frontieras As electricity demand accelerates alongside AI and domestic energy production becomes a growing priority, Frontieras is developing patented technology that converts coal into fuels, chemicals, and low-emission energy products without combustion. Through its Regulation A offering, investors can gain exposure to an emerging energy infrastructure company focused on modernizing American industrial and power resources. FarmTogether Farmland has historically held its value through market volatility and delivered returns uncorrelated to stocks and bonds. For accredited investors, FarmTogether offers direct access to high-quality U.S. farmland starting at $15,000 — fully managed, with no landlord headaches. Fundrise Private real estate and private credit can add income and stability to a stock-heavy portfolio. Fundrise offers access to diversified private real estateand credit strategies thro

After its explosive August breakout, XRP is still in a much stronger technical position, but the market is currently assessing whether that move can turn into a long-term trend. After briefly rising to about $1.70 during the initial surge, XRP is currently trading at about $1.42. The break above the long-term moving average of $1.35 for XRP is the most significant development.

With no single headline event driving attention today, interest in Core Scientific (CORZ) focuses on how the stock's recent pullback fits with its bitcoin mining and hosting business model and reported financial profile. Over the past year, Core Scientific's share price return has been mixed. The stock is down 16% over the last month and 37% over the last quarter, yet still up 8.94% year to date, while the 1 year total shareholder return of 22.68% points to earlier, stronger momentum that has recently faded. Spot other bitcoin and blockchain related moves by reviewing our hand picked 21 cryptocurrency and blockchain stocks alongside Core Scientific's recent share price swings. After a sharp pullback yet still positive 1 year and year to date returns, Core Scientific now sits in an awkward middle ground. Is this a reasonable entry point, or does patience for a lower price make more sense once valuation is clearer? Most Popular Narrative: 53.1% Undervalued The most followed narrative on Core Scientific compares a fair value of $37.13 to the last close at $17.42, which places a large gap between current pricing and that valuation view. The analysts have a consensus price target of $37.12 for Core Scientific based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $55.0, and the most bearish reporting a price target of just $28.0. Read the complete narrative.Read the complete narrative. Want to see why this fair value sits so far above the current Core Scientific share price? The story focuses on revenue expansion, a profit swing, and a future earnings multiple that assumes the business looks very different from today. The detailed narrative brings these elements together in one valuation case. Result: Fair Value of $37.13 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Core Scientific's recent net loss and reliance on large counterparties like CoreWeave and AMD mean that execution setbacks or weaker contract activity could quickly challenge this undervalued narrative. Find out about the key risks to this Core Scientific narrative. Another View: Core Scientific Looks Expensive On Sales The analyst fair value narrative presents Core Scientific as undervalued, yet a simple sales-based view suggests the opposite. The stock trades on a P/S of 12.7x, compared with 3.8x for the wider US Software industry and 2.3x for peers, while the fair ratio is 6.9x. That kind of gap can indicate that investors are paying up early for the growth story, or it may simply imply that expectations leave less room for error. Which side of that trade are you really on? Story Continues To see how this price-based view aligns with detailed valuation work, review the full breakdown in our valuation commentary See what the numbers say about this price — find out in our valuation breakdown.NasdaqGS:CORZ P/S Ratio as at Aug 2026 Next Steps If the mixed sentiment around Core Scientific leaves you unsure, quickly review the full picture and weigh both sides for yourself using these 1 key reward and 3 important warning signs. Looking for more investment ideas beyond Core Scientific? If Core Scientific has caught your attention, do not stop there. Broaden your watchlist with other clear ideas that might fit your goals and risk appetite. Target dependable income by scanning companies with resilient payouts using our 11 dividend fortresses. Spot potential value opportunities early by reviewing our focused 20 high quality undiscovered gems. Reduce portfolio stress by concentrating on companies screened for resilience with the 75 resilient stocks with low risk scores. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CORZ. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

* DMG Blockchain Solutions press release [https://seekingalpha.com/pr/20631568-dmg-blockchain-solutions-reports-third-quarter-2026-financial-results] (DMGGF [https://seekingalpha.com/symbol/DMGGF]): Q3 GAAP EPS of -C$0.02. * Revenue of C$6.4M (-44.8% Y/Y). * Bitcoin Received from Mining: 61.9 bitcoin, down 10% from 68.8 bitcoin in Q2 2026 and down 27% from 84.3 bitcoin in Q3 2025. * Hashrate: 1.47 EH/s, down 14% from Q2 2026 with fleet efficiency of 21.9 J/TH, a 3% decline. * Cash, Short-term Investments and Digital Assets: C$41.6 million at the end of Q3 2026, down 12% from C$47.4 million at the end of Q2 2026. * Total Assets: C$102.3 million at the end of Q3 2026, down 7% from C$109.9 million at the end of Q2 2026. MORE ON DMG BLOCKCHAIN SOLUTIONS INC. * Historical earnings data for DMG Blockchain Solutions Inc. [https://seekingalpha.com/symbol/DMGI:CA/earnings] * Financial information for DMG Blockchain Solutions Inc. [https://seekingalpha.com/symbol/DMGI:CA/income-statement]

Soluna Holdings recently announced that its subsidiary signed a co-mining agreement with Bitdeer's Dory Creek unit to deploy about 28 MW of Sealminer A2 Pro Air Bitcoin mining equipment, adding roughly 1.93 EH/s of hash rate at the wind-powered Project Kati 1 data center in South Texas under a shared-proceeds model. Alongside this, Bitdeer AI is working toward 350 MW of AI cloud data center capacity by early 2028, backed by contracted demand and a pipeline for AI infrastructure exceeding US$2.00 billion, highlighting the company's push to pair energy-efficient Bitcoin mining with high-density AI computing. We'll now examine how Bitdeer's wind-powered co-mining expansion in Texas could reshape its investment narrative and long-term infrastructure ambitions. Uncover the next big thing with 22 elite penny stocks that balance risk and reward. Bitdeer Technologies Group Investment Narrative Recap To own Bitdeer, you need to believe its mix of low cost Bitcoin mining, proprietary SEALMINER hardware, and growing AI infrastructure can scale efficiently despite ongoing losses and capital intensity. The Texas co mining deal with Soluna modestly supports the near term hash rate and infrastructure build out story, but does not, by itself, change the biggest near term catalyst in my view, which is management's ability to turn strong top line growth into more stable earnings. Against that backdrop, Bitdeer AI's plan to reach 350 MW of AI cloud capacity by early 2028, backed by an AI infrastructure pipeline above US$2.00 billion, is the most relevant recent announcement. It reinforces the same infrastructure heavy thesis behind the Texas expansion: using third party power and customer prepayments where possible to grow both Bitcoin and AI capacity, while the key question remains whether this spending ultimately improves margins rather than adding to balance sheet strain. But alongside this growth pitch, you should also be aware of how quickly heavy capex and existing borrowings could pressure Bitdeer's balance sheet if... Read the full narrative on Bitdeer Technologies Group (it's free!) Bitdeer Technologies Group's narrative projects $1.9 billion revenue and $229.7 million earnings by 2029. This requires 36.9% yearly revenue growth and a $428.9 million earnings increase from -$199.2 million today. Uncover how Bitdeer Technologies Group's forecasts yield a $21.52 fair value, a 91% upside to its current price. Exploring Other PerspectivesBTDR 1-Year Stock Price Chart Some of the most optimistic analysts were already modeling revenue reaching about US$2.6 billion and US$315 million of earnings by 2029, so this Texas co mining step and the AI build out could either support that bullish margin story or highlight how dependent it remains on efficient execution and capital discipline, and you should recognize that reasonable investors can interpret the same numbers very differently. Story Continues Explore 5 other fair value estimates on Bitdeer Technologies Group - why the stock might be worth over 4x more than the current price! Decide For Yourself Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your Bitdeer Technologies Group research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision. Our free Bitdeer Technologies Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Bitdeer Technologies Group's overall financial health at a glance. Contemplating Other Strategies? The market won't wait. These fast-moving stocks are hot now. Grab the list before they run: Explore 24 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. The future of work is here. Discover the 37 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include BTDR. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments

The price of Zcash (ZEC) has reached an eight-year high, climbing to the $836–$857 range during a months-long rally. The asset has risen more than fourfold since the beginning of the year, completing its breakout from a prolonged trading range.

Bitcoin (COIN:BTCUSD) surged to its highest level in more than three months on Tuesday, as concerns over the health of U.S. public finances weighed on the dollar and encouraged investors to increase exposure to cryptocurrencies. The world's largest cryptocurrency climbed 4.7% to $80,760.8 by 01:57 ET (05:57 GMT), having briefly touched $81,220.4, its strongest level in three months. The latest advance puts Bitcoin on course to record gains in eight of the past nine sessions following a sharp rebound over the previous week. Short-covering has provided additional momentum, with the rally forcing traders holding bearish positions to exit the market. U.S. Treasury Bond Buybacks Fuel 'Debasement Trade' Much of Bitcoin's latest strength has been linked to increasing concerns about U.S. fiscal policy and the longer-term outlook for the dollar. Those worries intensified last week after the U.S. Treasury announced plans to roughly double the pace of its bond buybacks in an effort to contain the recent rise in yields. The announcement prompted speculation that the dollar could come under pressure as the Treasury intervenes more actively in bond markets, encouraging what investors have described as the "debasement trade." "The Treasury's buyback announcement has shifted the market narrative from higher yields to USD debasement – fuelling a weaker USD, stronger gold and higher breakevens. While QE comparisons are overdone, rising policy uncertainty and questions around Fed independence are weighing on the USD," OCBC analysts said in a note. The shift has increased investor interest in assets such as gold and cryptocurrencies, which are viewed by some market participants as offering protection from instability in government bond and currency markets. Bitcoin has been a significant beneficiary of that trend. Its relatively weak year-to-date performance before the recent recovery has also attracted investors looking to buy at lower valuations. Bitcoin Rally Triggers $457 Million in Short Liquidations The rapid recovery has caused substantial losses for traders betting against Bitcoin. Coinglass data showed that more than $457 million of Bitcoin short positions were liquidated over the previous 24 hours as prices continued to climb. The latest wave of liquidations follows similar activity last week, when Bitcoin's sudden rebound wiped out billions of dollars in bearish positions. The impact extended into other cryptocurrency markets. According to Coinglass, approximately $112.3 million of short positions in Ether were also liquidated during the past 24 hours. Story Continues Altcoins Climb Alongside Bitcoin The wider cryptocurrency market followed Bitcoin higher on Tuesday, with most major digital assets recording gains. Ether, the world's second-largest cryptocurrency, rose 2.2% to $2,510.0, while XRP also advanced 2.2%. Solana was among the strongest performers, jumping 7.6%. Cardano gained 3.3%, while BNB increased 2.3%. Performance among memecoins was mixed. Dogecoin rose 1.3%, while $TRUMP declined 1.5%. The broad-based gains underline the improvement in cryptocurrency market sentiment, with dollar weakness, fiscal concerns and short-covering combining to drive renewed demand for digital assets. Bitcoin price View Comments

U.S. stock futures moved higher on Tuesday as investors looked ahead to Nvidia (NASDAQ:NVDA) earnings and key inflation data later in the week, while markets assessed Washington's expanded sanctions campaign against Iran. Bitcoin (COIN:BTCUSD), meanwhile, extended its rally above $80,000. Oil prices moved lower following the White House's announcement of measures aimed at further isolating Iran from the global financial system, while Intuit (NASDAQ:INTU) is among the major companies scheduled to report earnings after the U.S. market close. U.S. Stock Futures Rise Ahead of Nvidia Earnings Wall Street futures pointed to a positive opening. By 03:08 ET (07:08 GMT), Dow futures were up 89 points, or 0.2%, while S&P 500 futures gained 20 points, or 0.3%. Nasdaq 100 futures advanced 165 points, or 0.6%. The gains followed a weaker session for the major U.S. indices, when selling pressure across AI-related companies, including semiconductor manufacturers and chip equipment suppliers, outweighed gains in financial and consumer staples stocks. Investors are now turning their attention towards Nvidia's upcoming quarterly report, which is expected to provide another important indication of demand across the artificial intelligence industry. Inflation data due later in the week will also be closely scrutinised for clues about the outlook for monetary policy. Trade tensions between the United States and Canada have added another source of uncertainty. Negotiations failed to produce an agreement capable of preventing proposed U.S. tariffs of 50% on a broad range of Canadian goods, prompting Ottawa to threaten equivalent retaliatory duties. Analysts at Vital Knowledge noted that the measures are not expected to take effect for several weeks, leaving additional time for negotiations. Proposed U.S. tariffs covering Canadian automotive, truck and steel exports have also been postponed until January 2027. White House Expands Economic Pressure on Iran Geopolitical developments remained another major focus after Treasury Secretary Scott Bessent unveiled a new package of economic measures against Iran on Monday. Bessent described the initiative as an "economic onslaught against Iran's financial connections" around the world, designed to disrupt Tehran's "enablers" and further isolate the country financially. He said President Donald Trump is asking other countries to make "specific requests to cease their interactions" with Iran as Washington increases economic pressure following the outbreak of the conflict in late February. Story Continues Although the new sanctions have yet to take effect, the White House has established a timetable for countries to wind down activities involving Iran. Bessent warned that "any entity that facilitates money laundering on behalf of Iran" would be excluded from the U.S. dollar system, adding that "the clock has just started ticking." Brent Oil Falls as Traders Play Down Immediate Supply Risks Oil markets reacted relatively calmly to the announcement. Brent crude futures fell 0.6% to $91.58 a barrel on Tuesday after both Brent and U.S. West Texas Intermediate settled more than 2% lower in the previous session. WTI was trading around a one-week low, with profit-taking following a multi-week rally also contributing to the decline. "Oil prices drifted lower yesterday despite renewed U.S. plans to tighten economic pressure on Iran," ING analysts said in a note to clients. "[T]raders [are] treating the U.S. effort to nudge partners away from Iranian trade as marginal rather than market-moving." ING also highlighted uncertainty over whether Washington would be willing to jeopardise its fragile trade truce with China, the largest buyer of Iranian energy, by pursuing aggressive secondary sanctions. Intuit Earnings in Focus After Workforce Cuts Corporate earnings will also attract attention, with Intuit (NASDAQ:INTU) scheduled to report after Tuesday's closing bell. The software company lowered its annual revenue outlook for its TurboTax tax preparation business in May and announced plans to reduce its workforce by 17%. The restructuring is expected to eliminate approximately 3,000 positions and was interpreted as an effort to streamline the business while increasing Intuit's focus on its own artificial intelligence products. The earlier announcements had pressured the company's shares and intensified concerns about competition from emerging AI systems. General-purpose large language models can perform some functions similar to those offered by TurboTax, despite lacking access to proprietary financial information, raising questions about the longer-term competitive position of the tax software business. Bitcoin Climbs Above $80,000 Bitcoin (COIN:BTCUSD) extended its recent surge to its highest level in more than three months, supported by strong inflows into spot Bitcoin exchange-traded funds and continued investor appetite for risk. The cryptocurrency gained 4.0% to $80,415.7 by 03:48 ET after briefly reaching $81,220.4. Bitcoin is now on course to post gains in eight of the past nine trading sessions. Short-covering has added momentum to the move after the rebound forced the liquidation of a substantial number of bearish positions. Concerns surrounding U.S. government finances have also contributed to the rally. Investor anxiety increased after the Treasury announced plans last week to roughly double the pace of its bond buybacks in an effort to contain the recent rise in government borrowing costs. Nvidia stock price Intuit stock price Bitcoin price View Comments