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Strategy Pauses Net Bitcoin Buys to Build $4.65 Billion Cash Cushion and Support Preferreds

The company says it is raising cash to protect its 12% STRC dividend before it resumes Bitcoin accumulation later this year.

SoFi Reverts to Balance‑Sheet Lending Despite Strong Quarter

IREN Signs $2.8 Billion in AI Cloud Deals, Raises 2026 ARR Target

Pagaya Expands AI Underwriting Into Upgrade’s Flex Pay BNPL

Marvell Rerated as UBS Boosts Target and Teralynx T100 Becomes Focal Point

Cerebras Posts Revenue Beat and Raises Outlook as Shares Fall on Margin Warning

Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

AST SpaceMobile Reaffirms $150M–$200M 2026 Target and Confirms Mid‑June Falcon 9 Launch

Oklo Builds Data-Center Pipeline for Its First Small Reactors

Adobe Authorizes $25 Billion Buyback as It Ramps Up AI Tools and Partnerships

SoundHound to Buy LivePerson in All-Stock Deal to Build Omnichannel AI Platform

RBC Lifts Marvell Price Target to $170 as Nvidia Deal Anchors AI Push

Nebius Shares Jump on Reports It May Target AI21 for Full-Stack Push

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

Hut 8 Rallies on Street-High $136 Target as Arete Backs AI Data-Center Pivot

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

JPMorgan’s Q4 Beat Prompts Stock Pullback as Analysts Boost Price Targets

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

Teradyne Gains Momentum on Upbeat Analyst Targets and Cramer Endorsement

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets