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bitcoin: Archive

Zacks Equity Research

Strategy's Bitcoin Loss Widens in Q4: Is Volatility Risk Rising?

MSTR posts a $17.44B Q4 unrealized bitcoin loss as price swings hit results, pushing shares down 47.5% and prompting liquidity moves to manage volatility.

MSTRNegative Net Change MARAPositive Net Change RIOTNegative Net Change

Subhasish Mukherjee

3 Reasons to Hold Circle Stock Despite Its 59% Plunge in 6 Months

CRCL shares are down 59% in six months, but accelerating USDC adoption, revenue diversification and Arc's long-term platform potential support a hold case.

INTUPositive Net Change COINNegative Net Change CIFRNegative Net Change CRCLNegative Net Change

Ritujay Ghosh

3 Crypto-Centric Stocks to Boost Your Portfolio Before Next Bitcoin Rally

As Bitcoin rebounds above $93K, crypto-linked stocks NVDA, HOOD and CME could gain as GPUs, trading platforms and futures markets ride the next rally.

CMEPositive Net Change NVDANegative Net Change HOODNegative Net Change

Subhasish Mukherjee

IREN's GPU Expansion Accelerates: Is Revenue Visibility Improving?

IREN's expanding GPU fleet, Microsoft AI Cloud contract and vertically integrated model are boosting revenue visibility as deployments ramp through 2026.

APLDNegative Net Change IRENNegative Net Change CRWVNegative Net Change

Aniruddha Ganguly

4 Stocks to Buy for 2026 That Are Better Bets Than Crypto

Here we pick four stocks, HOOD, MU, CIEN and CRDO, which are better investments than cryptocurrencies in 2026.

CIENNegative Net Change MUNegative Net Change HOODNegative Net Change CRDONegative Net Change

Zacks Equity Research

CleanSpark's AI Expansion Progresses: Are Revenues Still Far Away?

CLSK's AI push is advancing, but revenues may be years away as Bitcoin mining still dominates and AI data centers won't monetize until 2027.

CLSKNegative Net Change CIFRNegative Net Change IRENNegative Net Change

Aniruddha Ganguly

Crypto Comeback in 2026? 4 Stocks to Ride the Bitcoin Rally

Bitcoin's wild 2025 ride, shifting sentiment and growing ETF inflows may drive HOOD, KLAR, SOFI and CME stocks in 2026.

CMEPositive Net Change SOFINegative Net Change HOODNegative Net Change KLARNegative Net Change

Ethan Feller

6 Major Investment Themes Shaping 2026

The market looks set to maintain momentum into the New Year with investment in AI infrastructure continuing. But several other sectors are positioned for growth as well. Ethan Feller can help you build a constructive, forward-looking portfolio for 2026.

CMEPositive Net Change SOFINegative Net Change HOODNegative Net Change KLARNegative Net Change

Subhasish Mukherjee

IREN's AI Client Base Expands: Is Growth Becoming More Durable?

IREN's expanding AI client base, new multi-year wins, and record $240M quarterly revenue point to more durable growth beyond a single anchor.

IRENNegative Net Change WULFNegative Net Change CRWVNegative Net Change

Subhasish Mukherjee

CIFR or IREN: Which Bitcoin Miner Leads the AI Infrastructure Now?

CIFR is racing ahead in AI infrastructure, using long-term hyperscaler contracts and massive power capacity to reduce reliance on Bitcoin mining.

CIFRNegative Net Change IRENNegative Net Change