Group 1 - Dominari Holdings Inc. announced a special cash dividend of approximately $10 million, equating to about $0.44 per share, with updated record and payment dates [1][2] - The dividend will be payable on or about January 26, 2026, to shareholders of record as of January 5, 2026 [2] - Dominari Holdings operates in wealth management, investment banking, sales and trading, and asset management, while also seeking growth opportunities in AI and Data Center sectors [2] Group 2 - Dominari Securities LLC, a subsidiary of Dominari Holdings, aims to create wealth for stakeholders by capitalizing on emerging trends in the financial services sector [3] - The company emphasizes identifying early-stage opportunities expected to yield high returns for investors [3]

Core Viewpoint - Hut 8 Corp. is experiencing a significant decline in stock price, attributed to both Bitcoin price fluctuations and concerns regarding its spinoff of American Bitcoin Corp. [1][3][7] Group 1: Stock Performance - As of 3:45 p.m. ET, Hut 8 shares are down 12%, with a current price of $41.31 [1][2] - The market capitalization of Hut 8 is $5.1 billion, with a 52-week price range of $10.04 to $57.29 [2] - Year-to-date, HUT stock is still up nearly 100%, despite today's decline [6] Group 2: Bitcoin Price Impact - Bitcoin has fallen below the $90,000 mark, representing a decline of over 28% from its recent peak, influencing investor sentiment towards riskier assets [2][3] - Companies with significant Bitcoin holdings, like Hut 8, may face continued downside if Bitcoin's decline persists [3] Group 3: Spinoff Concerns - The spinoff of American Bitcoin Corp. has not performed as expected, with its stock price dropping from a high of $14.65 to around $1.80, a decline of over 85% in three months [7][8] - The significant drop in the value of Hut 8's majority ownership in ABTC is causing investors to reconsider their positions in the company [8] Group 4: Diversification Efforts - Hut 8 is attempting to diversify its operations by redeploying computing power towards AI and data center initiatives, which could present future growth opportunities [9]

Core Insights - The article discusses the latest trends and developments in the investment banking sector, highlighting key financial metrics and market movements. Group 1: Financial Performance - Investment banks have reported a significant increase in revenue, with an average growth of 15% year-over-year, driven by strong trading volumes and advisory fees [1]. - The total assets under management (AUM) in the sector have reached $5 trillion, reflecting a 10% increase compared to the previous year [1]. Group 2: Market Trends - There is a growing demand for sustainable investment products, with ESG (Environmental, Social, and Governance) funds seeing inflows of $200 billion in the last quarter alone [1]. - Mergers and acquisitions activity has surged, with a 25% increase in deal volume, indicating a robust market environment for investment banking services [1]. Group 3: Regulatory Environment - Recent regulatory changes are expected to impact capital requirements for banks, potentially leading to a decrease in leverage ratios [1]. - Compliance costs are rising, with firms reporting an average increase of 5% in operational expenses due to new regulations [1].

Our next guest says, "Buy high and sell low." The opposite of the old Wall Street outage. Adam Parker, founder and CEO of Trivari Research, joins us this morning for Think from the Road. Adam, good to see you.>> Hey, Carl. Hey, Sarah. How are you.>> All right, so explain that one to us. >> You know, valuation really doesn't work from picking stocks. We've seen that.You can't buy super cheap stocks. And we know that you also can't uh buy stocks that are down from 52- week highs. They they underperform.So the ...

Investment Recommendation - Constellation Energy (CEG) is favored over GE Vernova (GEV) in the context of AI data centers [1][3] - The recommendation is based on Constellation's nuclear and natural gas story, its presence in Texas, and a more sensible valuation [3] - Constellation has navigated DOJ concerns related to deal closures [3] Company Specifics - Constellation Energy is described as a nuclear and natural gas story with operations in Texas [3] - GE Vernova is recognized for its stock breakout following the GE spin-off [2] Market Dynamics - The discussion revolves around the race to power AI data centers [1] - Nuclear energy is highlighted as relevant in the world of data centers and AI [2]

Core Viewpoint - Dominari Holdings Inc. has announced a special cash dividend of approximately $10 million, equating to about $0.44 per share, payable on January 23, 2026, to shareholders of record as of December 31, 2025 [1] Company Overview - Dominari Holdings Inc. operates as a holding company engaged in wealth management, investment banking, sales and trading, and asset management through its subsidiaries [2] - The company aims to enhance shareholder value not only through organic growth but also by exploring opportunities in sectors such as AI and Data Centers [2] Mission Statement - Dominari Securities LLC, a principal subsidiary of Dominari Holdings Inc., focuses on creating wealth for stakeholders by leveraging emerging trends in the financial services sector and identifying high-return investment opportunities [3]

Drax Group is drawing up plans to add one gigawatt of data-center capacity to revive the fortunes of its old power plant in northeast England https://t.co/G4mAR3Kgw9 ...

Bitcoin Market Insights - Standard Chartered has revised its bitcoin price forecasts, reducing the 2025 target from $200K to $100K, 2026 from $300K to $150K, and 2027 from $400K to $225K, while pushing the long-term target of $500K to 2030 [4] - The recent price action has been challenging, with bitcoin's run since 2024 driven by ETF inflows and aggressive buying by digital-asset treasury companies, which are now trading below the value of the crypto they hold [5] - Bernstein describes bitcoin as being in an "elongated bull cycle," with institutional demand absorbing retail selling pressure, despite a 30% correction and less than 5% outflows from ETFs [6] Nvidia Developments - Nvidia has developed a location-verification feature for its GPUs to prevent smuggling into restricted markets, which is currently in private demo and not yet released [7][8] - The new software service will allow data center operators to monitor the health and inventory of their AI GPU fleet, utilizing GPU telemetry for fleet management [10] Silver Market Dynamics - Silver has more than doubled in 2025, surpassing $60/oz, attributed to a combination of monetary, structural, and physical-market forces, with tight supply and strong industrial demand [11] - Saxo Bank highlights that miners are struggling to meet demand driven by electrification, solar, EVs, and data-center growth, although a slowdown in AI-related capital expenditures could impact demand [12] - The gold-silver ratio is around 68, indicating that silver is no longer as undervalued as it was earlier in the year when the ratio topped 105 [12]

What a crazy difference a week makes. 7 days ago, Marvel Technology, the semiconductor and networking equipment maker, you know, I like it, reported its latest quarter. And after an initial sell off, the stock soared in after hours trading as the forecast growth was huge and the company made a perfect acquisition.Then reports emerged saying that they lost some chip business with Amazon Web Services might be moving in more business from Microsoft. I find this confusing. The stock plunged 7% yesterday and san ...

Environmental groups call for halt to new data center construction https://t.co/uJ3LH19Dmm ...