Robinhood (HOOD) has dreams of being the "financial super app," but Wall Street isn't buying into the vision. Shares of the trading platform plunged 9% shortly after it reported Q4 earnings that missed analysts' expectations for both total net revenue and crypto-specific revenue. "First, we want to win with active traders," Robinhood CFO Shiv Verma told Yahoo Finance following the company's results on Wednesday. "Second, we want to win in the wallet share. Third, we want to be global and we want to be in ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Morgan Creek Capital CEO Mark Yusko has warned that President Trump “has a whole different agenda” for crypto focused on preserving dollar dominance, predicting Bitcoin (CRYPTO: BTC) bottoms around $58,000-$63,000 in September. The Trump Warning Yusko told Altcoin Daily in an interview that Trump isn’t crypto’s friend despite appearances. “Everyone thinks the president is our friend, meaning our collecti ...

Raoul Pal welcomes Evgeny Gokhberg, founder of the DeFi hedge fund Re7Capital, to discuss building a market-neutral yield strategy that earns double-digit returns by managing smart contract risk, diversifying across platforms and chains, and treating crypto as liquid venture investing. They also debate whether the current crypto drawdown is a broken cycle or a liquidity-driven, mid-cycle correction, concluding that fundamentals remain strong despite extreme price volatility. Recorded on February 4, 2026. ...

As part of the strategy to turn X (formerly Twitter) into a “super app” or Everything App, a key missing piece, X Money, is beginning to take shape. X aims to be more than a social media platform. Elon Musk wants to transform it into a personal finance game-changer. Users could handle messaging, shopping, and full personal asset management in one place. Why Are Crypto Investors Excited About X Money? During an xAI “All Hands” presentation in February 2026, Elon Musk revealed that X Money is already runn ...

Even a modest model portfolio allocation to crypto in Asia could drive massive inflows into the market, according to Nicholas Peach, head of APAC iShares at BlackRock. Speaking on a panel at Consensus Hong Kong, Peach said rising institutional acceptance of crypto exchange-traded funds (ETFs) — particularly in Asia — is reshaping expectations for the sector. “Some model advisors are now recommending a 1% allocation to cryptocurrencies in your standard investment portfolio,” Peach said. “If you do some f ...

Core Insights - The rapid development of AI has surpassed the understanding of industry professionals, leading to a sense of urgency and the need for continuous learning and adaptation [1][3][7]. Group 1: AI Development and Impact - AI's evolution has shifted from a "few months for a blockbuster" pace to a weekly occurrence of significant updates that can reshape product design and operational frameworks [2][3]. - The ability of AI to enhance productivity is evident, as tasks that previously required multiple team members can now be completed by a single engineer in a short time [4][5]. - The fast-paced updates in AI capabilities are causing anxiety among managers, who feel the pressure to keep up with technological advancements and consider hiring dedicated personnel to track AI research [6][7]. Group 2: Competitive Landscape in AI - Within the Chinese AI sector, companies within the ByteDance ecosystem are likely to lead the first tier and potentially set trends in certain areas [8][9]. - Key factors contributing to this competitive edge include strong execution efficiency, a willingness to invest in new technologies, and access to large and diverse datasets [10][11][12]. - ByteDance's product strategy focuses on user-centric applications rather than merely achieving technical superiority, which has resulted in a significant user engagement advantage [13]. Group 3: Business Model Transformation - AI has not yet created entirely new business models but has fundamentally restructured existing business frameworks, particularly in the internet industry [14][15]. - Established tech giants benefit the most from AI, as they can enhance their existing business models without needing to create new ones [14][15]. Group 4: Entrepreneurial Opportunities and Challenges - The transformation in productivity means that tasks that once required large teams can now be accomplished by much smaller groups, lowering the barriers to innovation and increasing the speed of product iteration [16][17]. - The influx of high-quality projects due to AI advancements poses a challenge to traditional venture capital models, which may struggle to maintain efficiency and returns in a rapidly changing landscape [18][19]. - The potential for AI products to evolve into a new market dynamic, akin to attention economies, raises questions about the future of financing and project development [19]. Group 5: Future of AI and AGI - Current AI models are approaching the intuitive expectations of general intelligence, with future breakthroughs likely hinging on enhanced permissions and long-term memory capabilities [20][21]. - The integration of high-quality, real-time data sources will be crucial for the evolution of AI, as it can significantly enhance user experience and perceived intelligence [22][23]. Group 6: Societal and Structural Changes - The next five to ten years are anticipated to be a period of unprecedented transformation in societal operations, production structures, and individual capabilities [26][27]. - The perception of stability in career paths and industry positions may lead to significant consequences for those who do not adapt to the rapid changes occurring in the AI landscape [29].

HONG KONG — Thomas Lee, chief investment officer of Fundstrat and chairman of ether treasury firm BitMine Immersion (BMNR), said that investors should focus less on timing the exact low and start looking for entries in a keynote speech at Consensus Hong Kong 2026 on Wednesday. "You should be thinking about opportunities here instead of selling," Lee said. BTC has suffered a 50% drawdown from its October record highs, its worst correction since 2022. On Wednesday, bitcoin fell back below $67,000, giving ...

Core Insights - Robinhood reported a record quarterly revenue of $1.28 billion for Q4 2025, a 27% increase year-over-year, contributing to an annual revenue of $4.5 billion [1] - However, crypto trading revenue fell by 38% year-over-year to $221 million, while transaction revenues increased due to options and stock trading [1] Financial Performance - Profits for the quarter decreased to $605 million, or 66 cents per share, down from $916 million, or $1.01 per share, the previous year, but still exceeded analysts' expectations [2] - The company's stock price dropped nearly 7% in after-hours trading and has declined 25% year-to-date, indicating a strong correlation between Robinhood's performance and the crypto market [3] Strategic Direction - Robinhood's earnings highlight the importance of its blockchain-based business, as the company aims to compete with crypto-native firms like Coinbase and Kraken [4] - The company has expanded its crypto trading services for both retail and institutional investors, strengthened its crypto team, and launched a stablecoin [5] - Following the election of Donald Trump in 2024, Robinhood intensified its efforts to leverage pro-crypto policies in the U.S. [5]

Company Overview - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Expertise and Focus Areas - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The company delivers news and insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized as a forward-looking technology adopter, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - Barclays reported strong profit performance in Q4, exceeding expectations and announcing a plan to return £15 billion (approximately $20 billion) to shareholders by 2028, targeting a 14% return on tangible equity through cost-cutting and focusing on stable businesses [1][2] Financial Performance - The bank anticipates revenue growth of over 5% annually, with income guidance set at £31 billion (around $41 billion) by 2026 [2] - Barclays' private banking and wealth management division has nearly £53 billion (over $72 billion) in assets under management [2] Business Segments - The US consumer bank has shown significant growth, with a return on tangible equity increasing from 4% two years ago to over 11% currently, driven by operational efficiency and revenue growth [5] - The investment banking division has performed well in both trading and banking, serving American companies and investors effectively [5] Consumer Credit Trends - Borrowing statistics in the US consumer bank are stable, with low default and impairment rates, supported by government stimulus and controlled mortgage rates [7][8] - The bank is closely monitoring the impact of AI investments on the economy, estimating that AI contributes approximately 1% to US GDP [8] Competitive Landscape - Barclays is investing in technology to enhance customer experience and compete with fintech companies, focusing on digital banking without physical branches [12] - The bank acknowledges the importance of regulatory frameworks for both traditional banks and crypto platforms to ensure consumer safety [15][17] Interest Rate Outlook - Barclays is preparing for potential economic changes and modeling various scenarios to adapt to market conditions [20] - The bank is aware of the implications of potential credit card rate cuts on earnings, with estimates suggesting a possible 5% to 18% reduction in major banks' earnings [26] M&A and Market Strategy - The investment banking pipeline remains strong, particularly in sectors like technology and healthcare, as companies seek M&A opportunities [29][32] - Barclays aims to leverage its sophisticated approach in trading and banking to capture market share in IPOs and capital raises [30][31]