Key TakeawaysMeta Platforms (META) has secured a multibillion-dollar deal to rent Google's (GOOGL) AI chips, signaling a strategic diversification away from Nvidia's (NVDA) hardware dominance.Dell Technologies (DELL) recorded a 39% jump in sales, powered by a massive surge in its AI server business and an infrastructure backlog reaching $18.4 billion.JPMorgan Chase (JPM) analysts project a significant cryptocurrency market boost in the second half of 2026, provided that key market-structure legislation pass ...

Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks that was on Jim Cramer’s radar recently. When a caller inquired about the stock during the episode, Cramer said: Here’s my problem with Robinhood. It sells at 30 times earnings, but it has way too much business that I think is crypto. And until they get so that the balance is less crypto and more say equities and bonds, I think it’s going to be too volatile, and it’s going to trade like Bitcoin. Photo by Adam Nowakowski on Unsplash Robinhood M ...

Group 1 - The anticipation of the U.S. SEC's decision on Bitcoin ETF approval has led to a rise in Bitcoin prices, indicating strong investor interest in cryptocurrency investments [2] - MARA has reported strong revenue of $0.919 billion but faces significant profitability challenges with a -68.0% operating margin and -1.439 LTM free cash flow margin, which may hinder its competitiveness in the crypto mining sector [2] - Compared to its peers, MARA's P/E ratio stands at 3.4, which is lower than that of its competitors, reflecting investor concerns regarding its profitability and operational efficiency [7] Group 2 - MARA's revenue growth of 53.5% is higher than CORZ and CIFR but lags behind RIOT, CLSK, and HUT, suggesting potential issues with hash rate efficiency or limited diversification into AI and HPC [7] - The stock price of MARA has decreased by 31.0%, indicating underperformance relative to its peers and raising concerns about profitability and challenges following the Bitcoin halving [7]

Core Insights - TIAN RUIXIANG Holdings Ltd. has significantly increased its Bitcoin investment from 15,000 to 30,000 BTC, reflecting strong confidence in its strategic vision and positioning in the AI-crypto landscape [1][2]. Group 1: Strategic Partnership and Investment - The strategic investor has committed an additional 15,000 BTC, bringing the total investment to 30,000 BTC, valued at over $2.0 billion at current market prices [2]. - This investment enhances TIRX's balance sheet with a highly liquid digital asset, reinforcing the investor's belief in TIRX's potential to innovate in AI-driven finance [2][5]. Group 2: Innovation and Product Development - The expanded partnership will accelerate the development of next-generation solutions, including AI-powered crypto trading and risk management systems [3][4]. - TIRX aims to create scalable and secure decentralized application ecosystems and innovative AI-crypto fusion products tailored for both institutional and retail investors [4]. Group 3: Market Position and Future Outlook - With the revised agreement, TIRX solidifies its position as a leader in the AI-crypto convergence, gaining financial resilience and strategic flexibility for aggressive expansion [5]. - The company views market corrections as opportunities for growth, positioning itself to lead the AI-crypto revolution for the long term [6].

Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. Subscribe to the Morning Minute on Substack. GM! Today’s top news: Crypto majors continue rebound rally, jump 4-6%; BTC at $68,200 CRCL stock soars 35% after posting major Q4 amidst stablecoin boom Mr. Beast employee fined and suspended by Kalshi for insider trading Ethereum Foundation publishes updated roadmap highlighting focus thru 2029 ...

Key Takeaways Crypto-focused travel platform Travala has added access to more than 1,700 car rental brands across 50,000+ locations in over 150 countries. The expansion follows a milestone 2025 in which Travala surpassed $113 million in annual gross revenue. Crypto car payments remain limited. Crypto-focused travel booking platform Travala has launched a global car rental service, adding access to more than 1,700 brands, including Hertz and Avis, as it expands deeper into the digital asset economy. ...

Core Insights - Walmart's valuation surpassing $1 trillion in February 2026 indicates that traditional companies can also join the elite club, challenging the notion that only tech firms dominate this space [1] - The struggles within the technology sector have led investors to explore potential in other industries [1] Group 1: JPMorgan - JPMorgan is positioned as the strongest non-tech company to potentially cross the $1 trillion valuation threshold, currently valued at $818 billion [3] - The bank's scale and systemic importance, along with prospects from the AI boom and cryptocurrency developments, could enhance its valuation [4] - Wall Street's average 12-month price target for JPMorgan suggests a 15.97% increase, potentially reaching a valuation of about $950 billion [5] - The most optimistic forecasts, such as Goldman Sachs predicting a price of $397, could elevate JPMorgan's market capitalization to approximately $1.07 trillion [6] Group 2: Exxon Mobil - Exxon Mobil is in a strong position to aim for the trillion-dollar club, with a stock price of $149.06 and a valuation of $621 billion as of February 26, 2026 [7] - The stock has rallied 21.53% year-to-date, indicating robust performance in the oil sector [7] - Current price targets for Exxon Mobil may be underestimated, with an average target of $142.40 and a general rating of 'Buy' [10] - The stock has increased about 30% from three months ago, and favorable conditions from the White House could lead to further gains for Exxon Mobil and its peers [12] - The AI boom and geopolitical instability are expected to provide tailwinds for fossil fuel companies, enhancing their market position [13]

President Donald Trump spoke for 107 minutes on Tuesday night, the longest State of the Union in American history but never mentioned Bitcoin (CRYPTO: BTC) or crypto.Still, the world’s biggest cryptocurrency rallied to $69,000 on the day after the speech.What Polymarket PredictedOn Polymarket, traders thought there was just a 27% chance of Trump mentioning either term.BTC is up almost 8% on Wednesday as renewed spot Bitcoin ETF inflows reversed weeks of institutional bleeding. ETFs had shed nearly $4 billio ...

6,623,629+$21.61+7.99%$292.18[Seagate Technology][STX]• Vol: 2,019,018+$26.19+6.61%$422.21[Corning][GLW]• Vol: 9,799,528+$9.90+6.53%$161.49## Top Losing Stocks[GoDaddy][GDDY]• Vol: 5,118,149-$14.5415.75%$77.76[First Solar][FSLR]• Vol: 6,538,924-$32.2213.25%$210.99[CoStar Group][CSGP]• Vol: 6,360,940-$5.6711.54%$43.48[Builders FirstSource][BLDR]• Vol: 933,545-$6.846.24%$102.84[Lennar][LEN]• Vol: 1,174,147-$6.785.82%$109.62 Bitcoin's Brutal Pullback Has ARKB Investors Searching for Answers - 24/7 Wall St.[S&P ...

While the financial elite have often dismissed cryptocurrency, the matter seems to have come to a head as it turns out Wall Street's most shorted stock is the world's leading Bitcoin (BTC) treasury company. According to Goldman Sachs’ hedge fund positioning data, Strategy (Nasdaq: MSTR) occupies the top spot among the most shorted large-cap U.S. stocks. It's a sharp turnaround from a year ago when it wasn't even among the top 50 shorted stocks. The bet against MSTR is reflective of the broader market pes ...