Strategy’s (NASDAQ:) survival depend on liquidity coverage, while MSTR’s premium likely depends on reclaiming the company’s cost basis. The bear market can end for BTC before it ends for MSTR Strategy, in the broad sense, is a company built to provide leveraged exposure to Bitcoin. It raises dollar capital through a mix of common equity, … Read more
Microsoft Is Downsizing Its Xbox Unit. Will That Rescue Its Stock?
Russ Cohen
Key Points Microsoft (NASDAQ: MSFT) stock fell after the company announced layoffs in its Xbox unit. Despite double-digit increases in revenue during the third quarter of fiscal 2026 (ended March 31), revenue in its Xbox unit decreased by 5% annually in that quarter, likely drawing attention to that segment. The restructuring announcement is likely welcome … Read more
Nasdaq 100 Forecast: FOMC Minutes Underscore the Hawkish Shift at the Fed
Russ Cohen
The were broadly hawkish, with “a few participants” that saw a case for raising the target range and “several” questioning whether current policy is restrictive enough – what does it mean for the ? FOMC Minutes, Nasdaq 100 Key Points The FOMC minutes were broadly hawkish, with “a few participants” who saw a case for … Read more
The Iranian Ceasefire Collapses: What Happens Now?
The Middle East ceasefire breaks down… Luke Lango says corrections are a feature, not a bug… his gameplan for where to buy… a contrarian 14% Bitcoin play from Jonathan Rose… As I write on Wednesday, the ceasefire between the U.S. and Iran is over. At least, that’s how President Trump described it. Overnight, three commercial … Read more
Abivax: Wall Street Catches Up to the Data
Shares of were up more than 40% in the month ending July 6, after the company announced positive results from its late-stage (Phase 3) trial of its lead candidate, Obefazimod, which is being designed as a long-term maintenance treatment for ulcerative colitis (UC). The rally pushed ABVX nearly to its all-time high of $146.41, set … Read more
Here's How Trump's Tariffs Could Impact Alibaba Stock
Key Points Alibaba’s stock has plunged nearly 70% from its all-time high. Macro, competitive, and regulatory challenges are compressing its valuation. Investors shouldn’t underestimate the impact of the Trump Administration’s tariffs. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA), China’s largest e-commerce and cloud infrastructure company, set a record high of … Read more