分组1 - BTIG lowered the price target on Strategy to $250 from $630 while maintaining a Buy rating, citing bitcoin price volatility as a reason for the adjustment [1] - Strategy acquired 855 bitcoin for approximately $75.3 billion at an average price of $87,974, bringing total holdings to 713,502 bitcoin for about $54.26 billion [2] - Strategy reported a Q4 loss per share of ($42.93) on revenue of $123 million, compared to a loss of ($3.03) in the same period last year, with cash and cash equivalents of $2.3 billion as of December 31 [3] 分组2 - Galaxy Digital reported a Q4 loss per share of ($1.08) on revenue of $10.37 billion, missing analyst estimates [5] - Following Galaxy's report, Goldman Sachs and H.C. Wainwright adjusted their price targets to $24 and $40 respectively, with H.C. Wainwright seeing a buying opportunity [6] - IREN reported a Q2 loss per share of (52 cents) on revenue of $184.7 million, with cash and cash equivalents of $2.8 billion as of January 31 [7] 分组3 - CleanSpark reported a Q1 loss per share of ($1.35) on revenue of $181.2 million, with cash holdings of $485.1 million and $1 billion in bitcoin as of December 31 [9] - Following CleanSpark's report, several firms lowered their price targets, with a shift in investment focus towards AI [10] - Bullish reported a Q4 loss per share of ($3.73) on adjusted revenue of $92.5 million, with analysts adjusting price targets downwards due to market conditions [10][11] 分组4 - Mawson Infrastructure Group reported preliminary Q4 revenue of $3.2 million, down from $15.1 million year-over-year, and reached settlements to reduce potential financial liabilities [12][13] - Bed Bath & Beyond announced an agreement to acquire Tokens.com to create a unified investment platform, integrating traditional and tokenized finance [14][15] - Bitfarms plans to redomicile from Canada to the U.S. to enhance shareholder value and simplify operations, with a new parent company expected to trade under the name Keel Infrastructure [17][18] 分组5 - The cryptocurrency market is experiencing significant volatility, with bitcoin dropping approximately 18% to $68,182 [20]

Core Viewpoint - Endeavor Investor Group criticizes Mawson Infrastructure Group for adopting a stockholder rights plan, viewing it as a move to protect management at the expense of shareholders [1][2]. Group 1: Management Actions - Mawson's implementation of the Rights Plan is seen as a tactic for management to entrench itself rather than addressing ongoing operational underperformance and shareholder value destruction [2][4]. - The rights plan is triggered if an entity acquires 20% or more of the outstanding common stock, allowing other shareholders to purchase shares at a 50% discount [3]. Group 2: Shareholder Impact - Endeavor argues that the Rights Plan impedes constructive voices and shields the current leadership from accountability, ultimately harming shareholders [2][4]. - As of January 30, Endeavor and its affiliates reported a combined ownership of approximately 48% of Mawson's outstanding shares [3]. Group 3: Previous Proposals - The rights plan was implemented after Mawson's board rejected an earlier proposal from Endeavor that included a tender offer and equity financing, which aimed to select a new CEO [4].

Core Viewpoint - Endeavor Investor Group criticizes Mawson Infrastructure Group's adoption of a stockholder rights plan, viewing it as a move to entrench management rather than address operational underperformance and shareholder value destruction [2]. Group 1: Rights Plan and Shareholder Impact - Mawson's implementation of the Rights Plan is seen as a tactic by management to protect themselves while harming shareholders by limiting constructive feedback and accountability [2]. - The number of outstanding shares has increased to approximately 5.3 million, nearly quintupling since the last 10-Q filing in November, indicating significant shareholder dilution [2]. - The company's stock price has been in decline, now worth a fraction of its value from a year ago, reflecting the negative impact of management's actions and the Board's oversight failures [2]. Group 2: Call for Change and Engagement - Endeavor emphasizes the need for Mawson to engage with shareholders and transparently discuss capital plans instead of resisting shareholder inquiries [2]. - The group advocates for new perspectives, stronger governance, and a disciplined approach to value creation at Mawson [3]. - Endeavor encourages all Mawson shareholders to reach out for open dialogue regarding the urgent need for change [3]. Group 3: Endeavor's Background - Endeavor Investor Group focuses on high-performance compute and digital asset infrastructure, comprising several affiliated entities [4]. - The group has experience in developing and financing energy-intensive compute and digital asset facilities, as well as power procurement and regulatory strategy [7].

Core Viewpoint - Mawson Infrastructure Group has adopted a limited-duration stockholder rights agreement to counter a takeover attempt by Endeavor Blockchain, aiming to prevent control without a premium payment to all shareholders [1]. Group 1: Defensive Measures - The rights agreement triggers if an entity acquires 20% or more of the outstanding common stock, activating immediately if a group exceeding this limit acquires additional shares [2]. - Mawson cited a covert campaign and rapid stock accumulation by Endeavor as the main reasons for this defensive move [3]. Group 2: Takeover Attempt Details - Endeavor submitted a proposal on January 8 for a tender offer and equity financing that would transfer board control, including provisions for selecting a new CEO [4]. - The board rejected Endeavor's offer, leading to a letter to stockholders on January 22 calling for a leadership overhaul and intentions to nominate directors at the 2026 annual meeting [4]. Group 3: Ownership Discrepancies - There are disputes regarding the size of Endeavor's stake, with Endeavor claiming a combined ownership of 48% as of January 30, 2026, while Mawson asserts it is only 29.7% [5]. - The rights plan allows other shareholders to purchase stock at a 50% discount if triggered, diluting the acquiring entity's voting power and economic interest [5]. Group 4: Rights Plan Details - Directors can exchange rights for shares at a one-to-one ratio to enforce dilution without requiring shareholder cash, applicable as long as the acquiring person holds less than 50% of the stock [6]. - The rights plan remains effective until February 1, 2027, with shareholders of record as of February 12 set to receive the dividend distribution of rights [6].

Core Viewpoint - Endeavor Investor Group expresses disappointment over Mawson Infrastructure Group's decision to pursue litigation instead of engaging in constructive dialogue with shareholders [2] Group 1: Company Actions and Statements - Endeavor has made a significant investment in Mawson, believing in its long-term potential within the high-performance computing (HPC) and digital infrastructure sectors [2] - Endeavor intends to defend against the allegations made in Mawson's lawsuit, asserting that the claims mischaracterize the facts and their intentions [2] - Despite the legal dispute, Endeavor remains committed to collaborating with Mawson's management to enhance shareholder value [2] Group 2: Shareholder Information - As of January 21, 2026, Endeavor Blockchain beneficially owned 1,400,000 shares of Mawson's common stock, representing approximately 44.9% of the total outstanding shares [8][10] - The total beneficial ownership of the participants in the proxy solicitation amounts to 1,485,297 shares, based on 3,304,639 shares outstanding as reported by Mawson [10] - Joshua Kilgore, through his ownership in Endeavor Blockchain, is deemed to beneficially own 1,408,000 shares, while Phil Stanley and Cody Smith also hold shares in Mawson [9][12] Group 3: Proxy Solicitation - Endeavor plans to file a preliminary proxy statement with the SEC to solicit votes for the election of director nominees at Mawson's 2026 annual meeting [4] - The proxy materials will contain important information for shareholders and will be available at no charge on the SEC's website [5] - Participants in the proxy solicitation include Endeavor Blockchain, PM Squared, and key individuals such as Joshua Kilgore and Phil Stanley [6]

Core Viewpoint - Mawson Infrastructure Group has initiated legal action against multiple parties involved in an involuntary bankruptcy filing, claiming damages for financial harm and reputational damage caused by the petitioning creditors [1] Group 1: Legal Action - Mawson Infrastructure Group filed an adversary proceeding in the U.S. Bankruptcy Court for the District of Delaware against W Capital Advisors and others [1] - The action seeks attorneys' fees, costs, and damages related to the December 2024 involuntary bankruptcy [1] - The complaint alleges a coordinated campaign by petitioning creditors that resulted in a market capitalization loss of approximately $23 million in one day [1] Group 2: Court Proceedings - The involuntary petition was dismissed with prejudice on November 4, preserving Mawson's right to pursue remedies against the petitioning creditors [1] - Mawson is seeking compensatory and punitive damages, sanctions, and injunctive relief to prevent further violations of the bankruptcy process [1] Group 3: Company Statements - Mawson's Interim CEO and General Counsel emphasized the importance of protecting shareholder value and holding responsible parties accountable for misconduct [1] - The company is committed to pursuing full recovery to safeguard shareholders' investments [1]

Core Insights - Lululemon Athletica Inc reported better-than-expected third-quarter results, with earnings of $2.59 per share, surpassing analyst estimates of $2.27 by 14.15% [1] - The company's quarterly revenue reached $2.57 billion, exceeding the Street estimate of $2.48 billion and showing an increase from $2.4 billion in the same period last year [1] - Following the positive earnings report, Lululemon raised its full-year guidance and announced a CEO succession plan along with an increase in its share buyback program [2] Stock Performance - Lululemon shares rose 9% to $203.82 in pre-market trading after the earnings announcement [2] - Other notable stock movements included cbdMD, Inc. gaining 57.6% and Paranovus Entertainment Technology Ltd. surging 52.2% in pre-market trading [5]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential investment opportunities before the market opens [1] Group 1: Premarket Gainers - A SPAC III Acquisition Corp. (ASPC) has increased by 227% to $34.30 [3] - Enveric Biosciences, Inc. (ENVB) has risen by 113% to $12.65 [3] - ESH Acquisition Corp. (ESHA) is up 32% at $15.57 [3] - SU Group Holdings Limited (SUGP) has also increased by 32% to $8.20 [3] - Horizon Space Acquisition I Corp. (HSPO) is up 31% at $23.03 [3] - Mawson Infrastructure Group Inc. (MIGI) has risen by 18% to $5.45 [3] - Velo3D, Inc. (VELO) is up 17% at $7.72 [3] - Braze, Inc. (BRZE) has increased by 16% to $35.73 [3] - Cadrenal Therapeutics, Inc. (CVKD) is up 10% at $11.00 [3] - Palisade Bio, Inc. (PALI) has risen by 10% to $2.10 [3] Group 2: Premarket Losers - Aimei Health Technology Co., Ltd (AFJK) has decreased by 46% to $47.00 [4] - JX Luxventure Group Inc. (JXG) is down 33% at $5.73 [4] - Oriental Culture Holding LTD (OCG) has fallen by 29% to $7.21 [4] - Lakeland Industries, Inc. (LAKE) is down 26% at $11.06 [4] - WORK Medical Technology Group LTD (WOK) has decreased by 19% to $4.50 [4] - ReTo Eco-Solutions, Inc. (RETO) is down 16% at $2.73 [4] - Exicure, Inc. (XCUR) has fallen by 11% to $6.43 [4] - Denali Therapeutics Inc. (DNLI) is down 7% at $18.21 [4] - SMJ International Holdings Inc. (SMJF) has decreased by 7% to $4.50 [4] - Cracker Barrel Old Country Store, Inc. (CBRL) is down 6% at $25.30 [4]

Core Insights - Premarket trading is showing notable activity with early price movements indicating potential opportunities before the market opens [1] Premarket Gainers - Mawson Infrastructure Group Inc. (MIGI) is up 10% at $5.65 [3] - Mingteng International Corporation Inc. (MTEN) is up 9% at $1.88 [3] - Barnwell Industries, Inc. (BRN) is up 9% at $1.20 [3] - Amentum Holdings, Inc. (AMTM) is up 8% at $27.57 [3] - Antelope Enterprise Holdings Limited (AEHL) is up 8% at $2.75 [3] - Protagenic Therapeutics, Inc. (PTIX) is up 8% at $2.43 [3] - Envirotech Vehicles, Inc. (EVTV) is up 8% at $1.18 [3] - Vir Biotechnology, Inc. (VIR) is up 6% at $6.49 [3] - Zoom Communications Inc. (ZM) is up 5% at $82.73 [3] - Core AI Holdings (CHAI) is up 5% at $2.68 [3] Premarket Losers - Foxx Development Holdings Inc. (FOXX) is down 13% at $4.00 [4] - Jaguar Health, Inc. (JAGX) is down 11% at $1.13 [4] - AlphaTON Capital Corp. (ATON) is down 7% at $2.54 [4] - Semtech Corporation (SMTC) is down 6% at $65.81 [4] - Cypherpunk Technologies Inc. (CYPH) is down 5% at $1.73 [4] - SunPower Inc. (SPWR) is down 5% at $1.59 [4] - Visionary Holdings Inc. (GV) is down 4% at $1.23 [4] - Gelteq Limited (GELS) is down 4% at $1.01 [4] - Capricor Therapeutics, Inc. (CAPR) is down 3% at $4.47 [4] - Mobile-Network Solutions (MNDR) is down 3% at $2.82 [4]

Core Viewpoint - Crypto-related equities are under significant pressure due to Bitcoin's decline, with Mawson Infrastructure Group experiencing a temporary price spike that is not driven by investor enthusiasm but rather by mechanical factors [1][2]. Company Overview - Mawson Infrastructure Group is a U.S.-based digital infrastructure operator that started as a Bitcoin mining firm and has expanded into broader compute services, focusing on high-efficiency data-center facilities for power-intensive blockchain and GPU workloads [2][3]. Business Model Shift - In 2024, Mawson is repositioning towards the AI and high-performance computing (HPC) sector, driven by increasing demand for GPU-rich data-center space, which diversifies its business away from Bitcoin price cycles and towards recurring revenue from compute leasing and infrastructure services [3]. Bankruptcy Proceedings - Mawson faced turbulence earlier this year when creditors filed an involuntary Chapter 11 bankruptcy petition against the company, claiming it could not meet certain obligations [4]. - The U.S. Bankruptcy Court for the District of Delaware dismissed the involuntary petition with prejudice on October 21, confirming that the petition had no merit and preventing creditors from refiling the case [5][7].