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Ocean Power Technologies Inc (NYSE-A:OPTT) CEO Philipp Stratmann talked with Proactive about the company's latest deployment with Rutgers University and how its buoy technology is helping modernize ocean sensing infrastructure while creating new opportunities across research, security and environmental monitoring applications.

Ocean Power Technologies recently completed a deployment for Rutgers University, replacing a failing cable endpoint at a long-running ocean and underwater sensing laboratory with one of the company's buoy systems. The deployment allows Rutgers to power underwater sensors directly from the buoy, providing a more cost-effective alternative to replacing aging infrastructure.

Stratmann explained that the project demonstrates the company's ability to execute multiple deployments simultaneously while responding quickly to customer requirements. He noted that the company was able to support Rutgers while also delivering buoy installations for the US Department of Homeland Security in California.

The interview also covered Ocean Power Technologies' recently announced sale to Stevens Institute of Technology in New Jersey. Stratmann said the company's growing fleet of available vehicles allows it to rapidly customize systems for customers and accelerate deployments.

He highlighted increasing demand for monitoring, sensing and security solutions around major public events, coastal activities and environmental applications. Stratmann also discussed the dual-use nature of the company's technology, which serves homeland security, defense, academic research and local economic development initiatives.

Proactive: Welcome back inside our Proactive newsroom. Joining me now is Philipp Stratmann, CEO of Ocean Power Technologies. Philipp, great to see you again. How are you?

Philipp Stratmann: Doing well. Good to be on again.

You've announced some interesting news regarding a deployment with Rutgers University. Tell me how this came about and what it means.

We're continuing to execute, and that's one of the key things we want people to understand. At the same time as we were installing buoys at the border in California for the Department of Homeland Security, we also installed a system for Rutgers for underwater sensors.

This is an ocean and underwater sensing laboratory that Rutgers has operated for decades. The cable was failing, and instead of doing a costly replacement, Rutgers contracted us to replace the cable endpoint with one of our buoys.

Now we can power all their sensors from the buoy itself. It's a really cost-efficient way to collect additional data at a time when more ocean sensing and ocean data are needed.

The speed at which you solved their problem is something the company appears proud of. Being able to respond quickly seems important.

Absolutely. It's part of the continued fleet buildout we've discussed. Not only were we able to respond to Rutgers quickly, but we also announced a sale of one of our vehicles to Stevens Institute of Technology in Hoboken, New Jersey.

Having vehicles available allows us to move quickly, customize them with the sensors customers require and deliver them at the earliest opportunity.

This time of year brings beach season, major sporting events and increased activity on the water. Does that create additional demand from enterprise customers?

I think it does. Here in New Jersey, FIFA events are taking place nearby, beach season is approaching, and there are other major events ahead, including Sail250 and July 4 celebrations.

What we're showcasing is private enterprise stepping in to provide monitoring and sensing capabilities that customers need. We can respond quickly and provide cost-efficient systems that collect the data required for security, environmental monitoring and supporting local economies.

All of this is being done through local supply chains like ours.

You have activity in education and research, as well as ocean monitoring and defense. It seems both verticals are gaining momentum.

Absolutely. Although "dual use" is an overused term, our systems truly are dual use. They can support homeland security, military and defense applications, while also serving academic institutions, research organizations and local economies.

It's a great way for us to broaden our opportunities as we continue converting pipeline activity into backlog and revenue.

Great announcement this morning, Philipp. Thanks for joining us.

I appreciate it. Thanks for having me on.

Quotes have been lightly edited for style and clarity

[url="]The Schall Law Firm[/url], a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Strategy In

NEW YORK, June 28, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”), of the important July 27, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis’ flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

There's no question that a recession could be a problem for Progressive (PGR +4.05%). If that economic downturn led to a bear market, it would be an even heavier burden. However, neither a recession nor a bear market is likely to derail Progressive as a business for very long. And a bear market might actually be a long-term opportunity for the auto insurance company. Here's why I wouldn't bet against Progressive in a recession.

What does Progressive do? Progressive largely sells auto insurance. It collects premiums up front and pays claims later. In the meantime, it gets to keep the cash, which is known as the float, and invest it. There's an important feature of auto insurance: You legally can't drive a car without it. So while a recession might be a headwind, consumers aren't going to stop buying auto insurance in large numbers. In this way, the business is fairly resilient.

Image source: Getty Images.

That said, the float is equally important to the story. At the end of the first quarter of 2026, Progressive had an investment portfolio of $96 billion. More than 90% of that portfolio was invested in bonds. That puts the company in a very strong position to weather financial adversity, noting that it generated over $1.5 billion in investment income in the quarter.

This, however, is where the story gets interesting. Recessions are often accompanied by bear markets. With so much of its portfolio in bonds and premiums still coming in regardless of the economic or market environment, a bear market could give Progressive the opportunity to lean more heavily into stocks. That, in turn, would provide greater upside potential when the next bull market arrived. Every bear market in history has been followed by a bull market, eventually.

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So, a recession could actually create more opportunities for Progressive and its shareholders. And if the stock gets dragged down with the rest of the market during a bear market, it could actually be an opportunity for new investors to jump aboard Progressive at more attractive prices.

Think long-term with Progressive Progressive was founded in 1937, so it isn't quite 100 years old. But the insurer has certainly proven it knows how to survive through economic and market volatility. Given Progressive's current portfolio and the cash it is generating, the company appears well prepared for the next recession and bear market. I wouldn't bet against the insurer when times get tough again, but I might consider buying it.

New York, New York--(Newsfile Corp. - June 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of AeroVironment, Inc. (NASDAQ: AVAV) between June 25, 2025 and March 10, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.

SO WHAT: If you purchased AeroVironment securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the U.S. Space Force's Satellite Communication Augmentation Resources ("SCAR") program and the U.S. Space Force's ongoing efforts to modernize the Satellite Control Network ("SCN"); (2) accordingly, defendants overstated AeroVironment's business and financial prospects; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303015

Source: The Rosen Law Firm PA

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Table of contents

Today, market analyst CoinMarketCap identified top crypto gainers over the week, showing new developments in the larger digital assets landscape. Based on the data reported by the analyst, the cryptocurrency space experienced a mixed momentum as only a few digital assets delivered remarkable gains in the last seven days, while the majority of markets recalled their performance.

Today, June 28, 2028, the crypto market capitalization stands at $2.08 trillion, a huge fall from the peak of $4.27 trillion noticed on October last year. This slip that brought the current market cap down to $2.08 trillion highlights a wider bearish market sentiment, further indicated by BTC and ETH prices, which currently trade at $60,201 and $1,577, respectively. Despite bears remaining firmly in control in the wider market, the analyst identified some assets that performed well throughout the past week, showing investor conviction in their respective networks.

VELVET, BEAT, and DEXE Shine Velvet (VELVET) According to CoinMarketCap data, VELVET, the native token of the Velvet ecosystem, emerged as the cryptocurrency with the top price performance over the week. VELVET experienced a massive 244.04% price rise in the last seven days, showcasing significant enthusiasm in its AI-powered DeFi trading platform. The catalyst behind this explosive surge is the mixture of retail FOMO and smart money accumulation following the partnership between Velvet and Aerodrome Finance. The strategic collaboration that occurred last week on Wednesday, June 24, enabled Velvet to route trades through Aerodrome, fueling liquidity and trading engagement on its DeFi ecosystem.

Audiera (BEAT) Moving down, the CMC data identified BEAT, the native token of the AI music platform Audiera, as the second-best crypto performer over the past week, up 63.95% in the last seven days. This impressive performance shows that the BEAT token continues to go through a serious accumulation phase, which so far has enabled it to pump its price 158.9% over the past 30 days, according to CoinGecko data. The surge appears as unstoppable momentum driven by persistent aggressive buying pressure.

 DeXe (DEXE) Third on the list is DeXe (DEXE), a decentralized social trading platform, which rose by 54.86% on the last seven days. This indicates that the asset continues to attract user attention, captivated by its sustained climbs. CoinGecko data today revealed that DEXE rose 20.8% in the last 30 days and 154.0% over the past 12 months, a solid performance that keeps drawing in lots of traders with buying activity. Furthermore, Santiment data shared on Friday pointed out that daily active addresses have climbed to a new all-time high, indicating the Dexe network is experiencing strong user participation driven by increased whale activity and retail engagement.

Other Top Market Performers Despite the persistence of bearish pressure across the broader crypto markets, the CMC data listed other assets with outstanding performance over the week, including Aave (AAVE), which rose by 21.78% in the last seven days. Lighter (LIT) and Jito (JTO) also maintain their traction as indicated by 14.90% and 10.48% surges, respectively.

AUTHOR

Nicholas Otieno is a fintech writer specializing in cryptocurrency markets. Since 2019, he has written articles to educate readers about cryptocurrency and its substantial positive impact on global prosperity. Nicholas is a Bitcoin holder, believing firmly in its fundamentals. His work has been featured in publications such as Finance Magnates, Blockchain.News, Bitcoin Magazine, Coincub, and among others. When he's not writing, Nicholas enjoys performing domestic tasks, spending time with friends, listening to music, and watching football.

New York, New York--(Newsfile Corp. - June 28, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Badger Meter, Inc. (NYSE: BMI) between April 18, 2024 and April 16, 2026, inclusive (the "Class Period"), of the important August 3, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Badger Meter common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Badger Meter class action, go to https://rosenlegal.com/cases/badger-meter-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 3, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements concerning the drivers of Badger Meter's "record" financial results, demand for Badger Meter's products, and its prospects for continued growth. During the Class Period, defendants told investors that Badger Meter's strong financial results reflected "ongoing favorable industry trends," "secular growth drivers," and "solid operating execution." They likewise touted "strong" demand and said they were seeing "robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth," and that Badger Meter possessed a "long runway" for growth.

According to the lawsuit, these statements were materially false and misleading. In truth, Badger Meter's financial results during the Class Period were at least partially attributable to Badger Meter's practice of pulling-forward customer orders to recognize revenue early, which concealed weakening demand and deteriorating near-term order trends. This practice also depleted revenue otherwise available for future periods, ultimately causing the disappointing financial results Badger Meter later reported. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Badger Meter class action, go to https://rosenlegal.com/cases/badger-meter-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303024

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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In the early days of online shopping, Amazon (AMZN +2.44%) was a simple website that sold books. In the years that followed, the company expanded its marketplace into a more comprehensive e-commerce platform. That eventually helped pave the way for the launch of its cloud infrastructure platform, Amazon Web Services (AWS). This chain of events quietly turned Amazon into an essential digital infrastructure provider -- driving trillions of dollars in market value.

Elon Musk's Space Exploration Technologies (SPCX +0.13%) is following a similar path. While SpaceX began with rockets that made it cheaper to get payloads into orbit, the company now also offers global internet connectivity through its Starlink business and is building large artificial intelligence (AI) data centers.

SpaceX's long-term goal is to create a comprehensive suite of tools that power the entire AI economy. Recent steps, including its merger with xAI and its acquisition of Cursor AI, are speeding this process up.

Image source: The Motley Fool.

Rockets, internet, and AI infrastructure all under one roof SpaceX oversees the complete sequence required to deliver all aspects of the AI infrastructure value chain. The company's rockets handle the launches that place equipment into orbit. Starlink's broadband satellites provide a global connectivity network that can link AI systems with end users. And on the ground, SpaceX is deploying large clusters of servers dedicated to training AI models.

This vertical integration extends to power and data flow, too. Terrestrial data centers draw electricity from the established grid and power plant infrastructure, and supplement that with on-site power generation where needed. The data center satellites it aims to deploy in orbit will operate using continuously available solar power.

Since SpaceX controls rockets, the connectivity layer, the power approach, and the accelerated computing hardware, it will be able to develop and deploy next-generation AI systems without depending on external suppliers for each step. This playbook mirrors the one used by Amazon, which built its own warehouses, logistics network, and cloud platform rather than relying on outside vendors for those key pieces of its operation.

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SpaceX is bolstering its AI business through key combinations Prior to its initial public offering, SpaceX acquired xAI to bring advanced model development inside the organization. In essence, that deal allows SpaceX's engineers to design AI systems while simultaneously building the physical infrastructure that will run them. The result is a closed-loop system between the software and the hardware that supports AI development.

The company's recent $60 billion acquisition of Cursor further supports this effort. Cursor provides tools that help developers create and refine the software needed for designing advanced computing systems.

The key takeaway here is that SpaceX is not stopping at reusable rockets or satellite broadband. CEO Musk is aggressively assembling a portfolio of end-to-end capabilities that AI hyperscalers will need in the future. Against this backdrop, SpaceX is positioning itself to be a core infrastructure provider in the same way that AWS became one of the key supporters of enterprises' digital transformations.

SpaceX's long-term ambitions go beyond Earth There are a host of constraints to building AI data centers on Earth. Such facilities consume massive amounts of electricity, straining local power grids and raising energy costs for everyone around them. They occupy large amounts of land, and also require extensive cooling systems that, in a majority of cases, suck up huge volumes of fresh water. All of those resources are becoming more expensive to secure, particularly given big tech's willingness to lay out hundreds of billions of dollars in capital expenditures to build out AI infrastructure.

AMZN Capital Expenditures (TTM) data by YCharts.

SpaceX is seeking to remove some of these bottlenecks by deploying a constellation of orbital AI servers. In certain orbits, intense solar power is available 24 hours a day to be converted into electricity. Moreover, these satellite-based computer servers can be cooled by using large radiator panels to emit the heat they generate as infrared radiation into the vacuum of space. 

In theory, the payload capacity of SpaceX's Starship rocket will make it feasible to launch large-scale computing modules rather than individual parts -- allowing more efficient construction of these installations. The company can then use its Starlink infrastructure to maintain those data center satellites' connectivity to Earth. Such an orbital ecosystem would open a path for AI computing capacity to continue growing without facing the same resource constraints that hinder its ground-based expansion.

SpaceX combines a proven ability to maintain a rapid rocket launch cadence, a global satellite connectivity service, and a credible approach to building AI compute beyond Earth's limits. The company's ambitious long-term plan for infrastructure leadership echoes the narrative of Amazon's foray into cloud services, with clear implications for sustained growth and strategic importance in the AI economy if Musk and his companies can execute on his vision.

By PYMNTS  |  June 28, 2026

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Reviews website Trustpilot has reportedly launched a partnership with eCommerce platform Shopify.

The arrangement will let merchants showcase and manage Trustpilot reviews on their online stores, Bloomberg News reported Saturday (June 27), citing an interview with Adrian Blair, Trustpilot’s chief executive. 

Blair said that third-party consumer feedback is growing in importance as artificial intelligence plays a larger role in online retail.

“The key problem that all these Shopify merchants are facing is, how do you actually build trust with customers now in the age of AI?” he said. “There is so much that is now being created by AI, this kind of synthetic content, and Trustpilot is a canonical source of what people say about their experiences with businesses.”

AI-driven search engines and AI shopping assistants also depend on data such as Trustpilot’s, the report added, meaning that a greater volume of reviews can create more visibility online. Trustpilot content is already a vital resource for large language models, with the click-through rate from AI search climbing 1,490% in its most recent financial year, Bloomberg said.

Integrated Trustpilot reviews on the Shopify platform are set to go live Monday (June 29), the report continued. Blair had said in March that his company was exploring partnerships with the internet’s shopping giants.

The Shopify collaboration is “the first kind of major proof point, so we are executing against the strategy that we set out earlier this year,” Blair told Bloomberg, adding that the agreement isn’t exclusive and Trustpilot hopes to pursue partnerships across a variety of industries.

“We see huge adoption of Trustpilot with banks, insurance companies, utilities, accounting firms, cybersecurity companies, law firms, et cetera,” Blair added. “For us retail is very important, but it is one of many verticals.”

Meanwhile, recent research from PYMNTS Intelligence shows that consumers want AI to be involved in their online shopping journey, though more as a navigator than a driver.

“Tasks involving discovery, comparison shopping and information gathering emerged as natural fits for AI,” PYMNTS wrote earlier this month. “Areas involving payments, financial commitments and irreversible decisions, however, continued to trigger greater demand for human oversight.”

The findings, from the May 2026 Consumer AI Benchmark, indicate that the next phase of AI adoption will hinge less on the sophistication of the technology and depend more on whether merchants can find the balance between automation and human control.

Nvidia (NVDA 1.42%) has become almost synonymous with the words "artificial intelligence" (AI). When people think of AI, they automatically think of this company -- and for good reason. Nvidia has generated quarter after quarter of explosive earnings growth, with revenue and profit reaching record levels, thanks to its AI products.

The company is the world's leading designer of graphics processing units (GPUs), the powerful chips used to fuel AI tasks, and has expanded across other related products, such as networking tools and enterprise software, to build complete AI systems.

Investors recognized Nvidia's strength in AI and raced to get in on this exciting growth story. The result? Nvidia stock soared more than 1,100% over the past three calendar years.

Of course, investors are always on the lookout for another stock that may perform as well. They may not have to look very far. Micron Technology (MU 6.59%) has proven itself to be an AI heavyweight, providing the memory and storage crucial for AI use. Is Micron stock the new Nvidia? Let's find out.

Image source: Getty Images.

Increasing earnings over time Micron isn't new to the technology scene. The company got its start almost 50 years ago and has served computers and other devices with a portfolio of memory and storage options. This helped the company increase earnings over time, but at a much slower pace than what we're seeing today.

MU Net Income (Quarterly) data by YCharts

Though Micron has seen business ebb and flow in the past, as is normal in the cyclical semiconductor industry, the current surge is a whole new ball game. Needs linked to AI have supercharged growth, as we've seen in recent quarters. The latest is the perfect example, with revenue more than quadrupling to reach past $41 billion and net income jumping from $1.8 billion in the year-earlier period to an eye-popping $28 billion.

On top of this, Micron says that demand is surpassing supply, and the company expects this to continue beyond this calendar year. This supply situation is due to strong AI demand as well as general supply constraints that are impacting the entire memory industry. These include various factors, including the time it takes to ramp up manufacturing facilities and obtain permits, and a complex regulatory framework.

While this is a challenge for Micron, it also means that competition isn't a major problem: There is more than enough business for each of the top players to generate growth.

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How Micron resembles Nvidia Now, let's consider how Micron may resemble Nvidia. Like Nvidia, it plays a key role in the AI growth story. The company offers the DRAM, NAND, and HBM memory products that are crucial to the functioning of the technology. And we can imagine that, as the use of AI agents increases, the need for memory power may become even greater. Agentic AI, seen as the next AI growth driver, involves AI taking action, often through several steps, to solve problems.

Also like Nvidia, Micron has been around for decades, perfecting its products, and today, both companies have achieved extremely high profitability on sales. In fact, Micron's gross margin just surpassed that of Nvidia. Micron's reached more than 84% in the recent quarter, while Nvidia's gross margin tops 74%. So not only are these players benefiting from revenue growth in the AI boom, but they are translating that into significant profit.

One area that separates the two is the following: Nvidia is the AI chip leader and has expanded into related products, as mentioned above. Micron remains a memory and storage specialist -- and in AI, though Micron is growing fast and is among the leaders, South Korea's SK Hynix often is seen as the AI memory giant.

This doesn't necessarily mean Micron won't take the path of Nvidia, from an earnings and stock performance perspective. It does mean the company might come with a bit more risk, though.

Now, let's consider stock performance. Micron is already well on its way along an Nvidia-like path. The stock has soared more than 800% over the past year. So I think Micron might already be the next Nvidia -- and the demand and revenue growth Micron has seen in recent months suggest the stock still may have plenty of room to run over the long term.

Most stocks don't offer very appealing dividends these days, with the yield on the S&P 500 near a multi-decade low at around 1%. Investors seeking a higher yield often need to take on more risk, including the greater likelihood of a future dividend cut.

However, there are some lower-risk, higher-yielding investment options out there if you know where to look. Here are three companies yielding over 8%. Those high yields could enable investors to turn $1,000 into a lucrative passive income stream that could last a lifetime.

Image source: Getty Images.

Starwood Property Trust Starwood Property Trust (STWD +1.26%) is a real estate investment trust (REIT). These entities must distribute at least 90% of their taxable income to investors to comply with IRS regulations. As a result, most REITs have higher yields. Starwood's is currently around 11.5%. At that rate, a $1,000 investment would generate $115 in annual dividend income.

The REIT has never cut its dividend since its 2010 IPO and has maintained its current payment level since 2014. One of the keys driving Starwood's dividend durability is its diversification. The mortgage REIT invests in commercial real estate-backed loans (52% of its portfolio), infrastructure loans (10%), residential loans (8%), and several other assets (10%). It also has a growing portfolio of owned properties (20%).

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Starwood's latest diversification move was the acquisition of the net-lease real estate platform Fundamental Income Properties for $2.2 billion last year. It owns an expandable portfolio of properties secured by long-term leases (a 17-year weighted-average lease term and 2.2% average annual rent escalations). This platform will provide Starwood steadily rising income to support its high-yielding dividend.

Main Street Capital Main Street Capital (MAIN +1.63%) is a business development company (BDC). Like REITs, BDCs must distribute at least 90% of their taxable income to comply with IRS regulations. As a result, they typically offer high yields.

Main Street meets this requirement by paying two dividends. The BDC pays a monthly dividend set at a sustainable level. As a result, Main Street has never reduced its monthly dividend. Instead, it has increased this payment 160% since its 2007 IPO, including for the last 12 quarters in a row. Additionally, Main Street periodically pays supplemental quarterly dividends to reach its required payout ratio. It has paid a supplemental dividend for 19 straight quarters. At the current annualized rate of these two payments, Main Street yields more than 8.5% at its recent share price.

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The BDC primarily invests in loans to small private companies, generating interest income that it pays out through dividends. Additionally, Main Street Capital will make equity investments in some of its portfolio companies, which offer dividend income and potential capital appreciation. These equity investments have helped contribute to its growing dividend over the long term.

Western Midstream Partners Western Midstream Partners (WES +0.54%) is a master limited partnership (MLP). These pass-through entities (MLPs send a Schedule K-1 Federal tax form each year) tend to have higher dividend yields due to their higher payout ratios and lower valuations resulting from the tax complexities of K-1s.

The MLP operates oil and gas pipelines, processing plants, and other energy midstream infrastructure. These assets generate stable cash flow backed by long-term contracts. That predictable cash flow supports Western Midstream's more than 8.5%-yielding distribution.

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The company has increased its payout by 184% since 2021, following a 2020 payout reset aimed at strengthening its financial profile. It aims to deliver low-to-mid annual distribution growth going forward, fueled by organic expansion projects and acquisitions. Western Midstream plans to spend $850 million to $1 billion on maintaining and expanding its operations this year, including building the Pathfinder Pipeline and North Loving II gas processing plant. Additionally, it agreed to spend $1.6 billion to buy Brazos Delaware to strengthen its midstream footprint. These investments support its growing distribution.

Lower risk, high-yielding investments Entities like REITs, BDCs, and MLPs tend to offer higher dividend yields. That makes them enticing options for investors seeking lucrative income streams. Starwood Property, Main Street Capital, and Western Midstream Partners have solid track records of paying sustainable dividends, making them ideal investments for those seeking to turn $1,000 into a durable stream of passive income.

Listen to the audio version of this article (generated by AI).

Tom Yeung here with your Sunday Digest.

In 2025, two professors wanted to see whether ChatGPT made people less creative. And so, they recruited 356 participants and asked them to perform a series of tasks, including one in which they were to make a toy from a paper bag, a brick, and a fan.

The researchers forced some test subjects to use their own creativity. Others were given access to ChatGPT for help.

To no one’s surprise, the cohorts without AI came up with entirely unique ideas. (One suggested adopting the brick as a pet, while another proposed disassembling the fan and turning the parts into nunchucks.)

But those using ChatGPT came up with almost the same toys. Ninety-four percent of their ideas “shared overlapping concepts,” and nine participants independently named their toy the same thing: the “Build-a-Breeze Castle.”

It’s as if AI is turning the entire world into the blandness of 2000s beige home interiors.

Emails start sounding the same…

Movie recommendations are duller…

And everything has that “competent but forgettable” AI sheen.

In a new presentation, legendary quant specialist Louis Navellier says this convergence is also happening on Wall Street. Millions of trading algorithms, advisors, and investors are increasingly relying on the same AI-powered tools.

The danger isn’t that AI is wrong…

It’s that AI causes everyone to do the same thing.

As Louis puts it, this creates crowded trades, concentrated ownership, and the potential for violent reversals when sentiment changes. It helps explain the strange movements in SpaceX (SPCX) over the past several days, and why “groupthink” seems to be taking over markets.

In that new free broadcast, Louis calls this the 50-Million AI Coordination Trap, a phenomenon where investors are all doing identical things without realizing it. Stocks that are popular among AI algorithms keep going up, while everything else seems to go nowhere. It’s becoming increasingly important to know what AI algorithms are recommending.

Now, many investors will dislike the idea of basing their decisions on AI-powered algorithms. I’m certainly uncomfortable with it.

Nevertheless, Louis has created a stock grading system that has long dealt with this issue by balancing “follow-the-money” scores against a company’s real fundamentals. Only companies that pass both earn his top “Buy” ratings.

And so, to illustrate, I’d like to showcase three of his system’s top-rated companies in this update. And if you’d like to learn more (and get access to that system), then click here.

Stock to Buy No. 1: Quality in a Risk-On Market Swarm trading (whether driven by AI or humans) can mask a lot of bad behavior.

The venture capital boom of the mid-2010s allowed Theranos to raise almost a billion dollars, and so did truck maker Nikola during the electric vehicle craze of 2021. FTX rode a wave of crypto enthusiasm that same year. The founders of all three companies ended up getting convicted of fraud.

Now, most AI semiconductor companies are not criminal enterprises. They’re making legitimate bets on which technologies will come out ahead. But I guarantee we’ll see some spectacular blowups once AI trading tools decide to start selling the hottest chip companies.

To avoid the risk of accidentally buying frauds or mediocre firms, I’ve purposely favored blue-chip semiconductor companies in this newsletter. And it turns out it’s very possible to buy well-established chipmakers for triple-digit gains. Arm Holdings plc (ARM) (+110%) and Cohu Inc. (COHU) (+120%) are some recent examples.

This week, I’d like to bring you one more company that Louis’ system favors. It’s the bluest of blue-chip semiconductor stocks that should do well long after the current AI rally fades:

Texas Instruments Inc. (TXN).

Texas Instruments is the world’s largest analog chipmaker, specializing in the type of semiconductors that handle messy, real-world signals. These are things like pressure… temperature… cell phone signals… human heart rates… and more. Its chips convert this real-world information into the clean “0’s” and “1’s” that digital chips can then process.

Growth has been solid. In the most recent quarter, the company reported a 19% increase in revenues, driven by a 30% rise from industrial customers and a 90% jump in data center demand. AI servers use huge amounts of electricity, and hundreds of analog sensors per rack are needed to track power usage, heat, and voltages.

Texas Instruments should also benefit long after the AI data center boom ends, thanks to its large exposure to self-driving vehicles, humanoid robots, and other AI-powered robotics.

Louis’ system seems to agree. It recently upgraded TXN to a “B,” and highlights the firm’s strong earnings power and upward analyst revisions to stay invested for the long haul, even as “smart money” jumps in for the short-term AI boost.

Stock to Buy No. 2: A Second Power Play In March 2025, I highlighted three stocks to buy for the AI Revolution.

“These are firms that learned to harness the often uncontrollable power of AI,” I wrote. “And as the tech world puts their collective foot on the R&D gas, we’re going to see these firms surge ahead.”

The trio have since returned 117% on average. And the best part is that one of these companies is still a “Buy”:

Monolithic Power Systems Inc. (MPWR).

Monolithic is a leader in power management chips for AI devices. These are the tiny semiconductors that use data (often from Texas Instruments) to convert messy electricity flows into the precise voltages that semiconductors need to function.

This is an incredibly important job. In AI data centers, servers often start up all at once, creating voltage dips and spikes. (It’s why turning on a microwave can briefly dim a home’s lights.) And without proper regulation, these power surges can fry any electronic chip connected to the system.

Monolithic’s products help data centers manage this challenge. The Seattle area-based firm pioneered putting multiple power management components onto a single integrated chip (that’s the “monolithic” in the name), and its advanced devices have become the gold standard for high-end AI chips. Monolithic chips are smaller, run cooler, waste less energy, and are more reliable than the patchwork approach that rivals use.

The result is that Monolithic has been growing fast. Revenues increased 26% last year and are on track to notch a 32% gain this year. The company also has been able to take market share of the voltage regulator chip market, thanks to its higher-end designs.

Louis’ system agrees. The company scores a top “A” grade in its quantitative “follow-the-money” score, and valuations remain reasonable, thanks to its rapid earnings growth.

Stock to Buy No. 3: America’s Healthcare Pivot Finally, I’d like to highlight one decidedly non-AI stock with a lot of “smart money” buyers:

Oncology Institute Inc. (TOI).

This cancer care company has become a potential breakout firm, with strong institutional buying (read: AI-powered investors) and the fundamentals to match.

In short, Oncology Institute runs a network of 146 clinics across five states. Health plans pay TOI a fixed per-member-per-month fee to take on cancer patients, and TOI profits if it provides care below that fee. It was a historically unexciting business that relied on acquisitions and partnerships for growth.

However, TOI now has three potential catalysts.

The first is political.

In late April, Health and Human Services Secretary Robert F. Kennedy Jr. gave testimony to Congress that would have seemed totally out of character a year ago.

“China is now eating our lunch,” a visibly shaken Kennedy said in front of a congressional committee. “They went from running 3% of clinical trials to running 30%… We are losing scientists, we’re losing our IPs… and we’re going to lose our biosecurity.”

The federal government has since pivoted toward a far more accommodating stance to the U.S. healthcare system. Following Kennedy’s testimony, a key Food and Drug Administration committee unanimously recommended its first vaccine since the start of the current Trump administration. (An mRNA vaccine, no less!) Several days later, the Department of Health and Human Services announced Operation TrialBlazer, an ambitious project designed to fast-track clinical research.

This is important because TOI generates most of its profits not from direct cancer care, but rather from the expensive oncology drugs that its patients use. And because reimbursement rates are largely set by the Centers for Medicare & Medicaid Services (CMS), favorable posturing from the federal government is a clearly positive sign for TOI. As awful as it sounds, one of the easiest ways for regulators to spur cancer drug development is to raise what the government is willing to pay for them.

The second is TOI’s shift from negative profits to positive. In May, the company reiterated it expects to flip to positive adjusted EBITDA this year, and upgraded its free cash flow to positive $10 million at its midpoint, up from a previous prediction of a $5 million outflow. That matters because conservative investors often wait for companies to become profitable before buying.

The third is TOI’s high popularity among institutional and “smart money” investors. As mentioned earlier, these traders are beginning to show convergence in their actions. And as shares continue gaining momentum, these AI algorithms usually become more willing to buy a stock, not less. Louis’ system awards TOI a solid “B” for strong institutional buying, rising earnings momentum, and very strong sales growth.

The Human Nature of Artificial Intelligence It turns out that AI investing carries many of the same investing biases that we humans do. In one 2025 meta-study, a team of European researchers found that large language models:

Favor U.S. stocks. 93% of portfolios were invested in American stocks. Pursue risky allocations. 51% of investments were beyond normal allocations. Chase hot stocks. 28% of portfolios were invested in the top three equities that were traded most frequently in the past three months Ask an AI where to invest today, and it might give some combination of SpaceX, Nvidia Corp. (NVDA), and the latest meme stock.

Professionally designed AI algorithms are often not much better. They’re trained on the same data… use the same machine-learning techniques… and are even created by the same people.

It’s no surprise that momentum has emerged as the single most important factor for predicting stock market returns.

That’s why I think it’s essential for you to watch Louis Navellier’s latest presentation, where he outlines the opportunities and risks of this new convergent market.

The highs are going to be far higher than in the past. Momentum-seeking algorithms will see to that. And that means the lows will also be far more devastating.

If you invest with the crowd, be sure to do so safely.

Click here to learn how.

Until next week,

Thomas Yeung, CFA

Market Analyst, InvestorPlace

Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.

Space Exploration Technologies, better known as SpaceX, had a huge initial public offering (IPO) earlier this month, making founder Elon Musk the first trillionaire. However, since its splashy debut, the stock had fallen to $147.11 on June 23 and, even after a rebound, is below its opening day's closing price of $160.95.

The sky isn't the limit for aerospace and defense industry stocks, and there are several less-risky stocks than SpaceX, including companies with strong track records of earnings-per-share (EPS) growth.

Howmet Aerospace (HWM 1.71%) and TransDigm Group (TDG 0.40%) have earnings growth profiles that easily outpace larger aerospace and defense companies. Over the past five years, Howmet's EPS have risen by more than 540% while TransDigm's have jumped more than 270%.

Here are three reasons to buy each stock.

Image source: Getty Images.

Howmet is helping keep aging fleets aloft Howmet Aerospace has established itself as an elite, high-moat supplier of industrial and aerospace ecosystems. While delays in new aircraft production by major original equipment manufacturers (OEMs) have constrained the broader industry, they have created a massive windfall for Howmet's aftermarket business. Commercial airlines are flying older fleets longer to meet robust travel demand, so more aircraft require intensive maintenance and engine overhauls.

In the first quarter, Howmet reported revenue of $2.3 billion, up 19% year over year, and earnings per share (EPS) of $1.44, up 71%. In 2025, Howmet's commercial aerospace spare parts sales skyrocketed 48% year over year, bringing spares to roughly 23% of total revenue. Because aftermarket spare parts carry significantly higher margins than initial equipment builds, this structural mix shift is a powerful margin expander.

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The data center boom needs its gas turbines Beyond aviation, Howmet is emerging as a critical pick-and-shovel play on the artificial intelligence and data center land grab. Data centers require massive, uninterrupted amounts of electricity, driving a secular surge in demand for industrial gas turbines to back up power grids.

Howmet's gas turbine segment delivered 39% year-over-year revenue growth in the first quarter. Management expects its roughly $1 billion gas turbine business to potentially double over the next three to five years, giving the company a highly visible, non-aerospace growth engine backed by long-term corporate energy contracts.

A strategic beat and raise M&A record In April, the company finalized its $1.8 billion acquisition of Consolidated Aerospace Manufacturing (CAM), expanding its high-value fastening systems portfolio and deepening its lucrative footprint in the defense and space sectors.

The Consolidated Aerospace integration, along with its $120 million purchase of Brunner in February, is projected to add roughly $275 million in revenue and $60 million in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to the remainder of 2026 alone. This aggressive portfolio optimization, coupled with $450 million in share repurchases executed in early 2026, supports a robust beat-and-raise trajectory that has drawn sizable institutional backing, as institutions own more than 90% of outstanding shares.

TransDigm's proprietary intellectual property moat TransDigm does not manufacture commoditized aviation parts; it focuses strictly on highly engineered, niche components. Roughly 90% of TransDigm's net sales come from proprietary products for which it owns the intellectual property (IP).

Even more compelling, the company is the sole-source supplier for approximately 80% of the products it sells. If an airline needs a specific replacement valve, actuator, or cockpit control component for a commercial airliner, it frequently has no choice but to buy it from TransDigm, giving the company practically unparalleled pricing power.

In the second quarter, TransDigm reported revenue of $2.54 billion, up 18.3% year over year, and EPS of $9.20, up 11.6% over the same period a year ago.

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Its high-margin aftermarket engine While manufacturing parts for new aircraft (OEM) is a solid business, the real goldmine for TransDigm is the commercial aftermarket. Airplanes are legally required to follow strict maintenance schedules based on flight hours. Because commercial airlines are flying existing fleets longer to cope with ongoing OEM delivery bottlenecks, TransDigm's commercial transport aftermarket sales jumped 16% year over year in the second quarter. This aftermarket business is incredibly lucrative, driving a stunning consolidated EBITDA margin of 52.6%, a software-like margin that is rare in heavy manufacturing.

Aggressive M&A value creation TransDigm, like Howmet, accelerates its growth through a highly disciplined and aggressive acquisition playbook. It buys small, niche aerospace component makers that own proprietary IP, integrates them into its value-driven operating model, and strips out structural inefficiencies.

TransDigm drastically raised its fiscal 2026 revenue guidance midpoint by $420 million (now targeting $10.3 billion to $10.42 billion), fueled heavily by its base business and the integration of highly synergistic acquisitions such as its January purchase of Jet Parts Engineering and Victor Sierra Aviation for $2.2 billion.

Management is also aggressively deploying capital, returning $905 million to shareholders via buybacks in the first half of fiscal 2026 while completing its $960 million acquisition of Stellant Systems to expand its defense aftermarket tech footprint.

AST SpaceMobile (ASTS +9.08%) has already proved that ordinary phones can connect directly to satellites. The bigger test now is whether it can build, launch, and operate enough of its BlueBird satellites to turn that technology into a commercial network.

Here's why its upcoming satellite launch could strengthen the bullish case for the stock and why buying before the planned August launches makes sense.

Image source: Getty Images.

AST SpaceMobile's satellite launch strategy In June 2026, AST SpaceMobile launched BlueBirds 8, 9, and 10, which the company says are already operating in orbit. It is now targeting the launch of BlueBirds 11, 12, and 13 in the first half of August 2026.

This timeline will test whether AST can keep launching satellites at the pace needed to build a commercial network. The satellites due to be launched in August are expected to use large 2,400-square-foot antennas.

The company recently reached a peak download speed of 98.9 megabits per second from its satellite network directly to ordinary smartphones. The August satellites are expected to nearly double that peak speed.

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In the 2026 first-quarter earnings call, management said that BlueBird satellites 11 through 33 were already in an advanced state of assembly, with key antenna parts completed through BlueBird 28. The company is targeting six fully assembled satellites per month, showing that it is trying to move from building satellites one by one to a steadier launch program.

AST SpaceMobile says it has already contracted launch capacity to support its 2026 target of roughly 45 satellites in orbit. The company is not relying on only one rocket provider. Its launch plan includes Space Exploration Technologies' Falcon 9, which can carry three BlueBird satellites; Blue Origin's New Glenn, which can carry up to eight; and United Launch Alliance's Vulcan, which can carry up to five. The alliance is a joint venture between Boeing and Lockheed Martin.

Management said new satellites could be ready to support 4G or 5G service with mobile network partners about 45 days after launch. Over time, it aims to cut that setup period to about two weeks.

Financials may improve over time AST SpaceMobile's revenue was only $14.7 million in the first quarter. However, management expects revenue to grow in the remaining three quarters of 2026. The company is guiding for 2026 revenue in the range of $150 million to $200 million.

The revenue story goes beyond satellite launches. AST SpaceMobile expects 2026 revenue from ground equipment and services for mobile-network partners, government contract work, consulting with mobile operators, and possible early service revenue as more satellites are launched and activated.

Management sees 2027 revenue potentially approaching $1 billion, helped by cellular broadband service in major markets and larger U.S. government contracts. To support that growth, the company is working on ground networks across markets covering about 2.9 billion people. This groundwork should help mobile-network partners activate service as more satellites come online.

Lastly, AST had about $3.5 billion in cash on its balance sheet at the end of the first quarter, against about $3.02 billion of total debt. Since nearly $2.9 billion of that is long-term debt, AST SpaceMobile has some flexibility to fund its commercial strategy.

I think it makes sense to buy the stock before the August launches. 

In 1873, Jules Verne's novel Around the World in 80 Days became his first international success. The seemingly impossible prospect of circumnavigating the entire world in so short a timespan captured the global imagination.

That's because only a few years prior, it was impossible. It was only doable thanks to three engineering feats: the completion of the Suez Canal and the U.S. transcontinental railroad in 1869, and the linking of the Indian railways in 1870.

Now Elon Musk is proposing a new engineering feat that we might call Around the World in 80 Minutes. Is it a game changer for his Space Exploration Technologies (SPCX +0.13%), or SpaceX?

Here's the sounds-like-something-out-of-a-sci-fi-novel idea behind the "Starfall" project, and whether it bolsters the bull case for SpaceX.

Image source: Getty Images.

Faster than a speeding bullet Everything's faster in space.

That's the big idea behind Starfall. Traditional airplanes can travel at a poky 575 mph, and the now-retired Concorde supersonic jet had a cruising speed of 1,350 mph. The Earth's atmosphere and those pesky laws of physics prevent pretty much anything besides a missile from going much faster than that.

But in near-Earth orbit, satellites like the International Space Station travel at about 17,500 mph (5 miles per second). At that velocity, they make a complete orbit of the Earth in about 90 minutes. So if you wanted to deliver something to the opposite side of the globe as quickly as possible, you could launch it into space and then drop it out of orbit just 45 minutes later. That would deliver the payload well before any traditional delivery method (even the Concorde would take more than 9 hours).

But... can SpaceX actually pull this off? A new test suggests it can.

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Stronger than a locomotive Starfall was developed under a veil of secrecy, but we have a publicly available FAA environmental assessment that tells us a little bit about the program. It says that Starfall will "enable point-to-point delivery of critical cargo through space on rapid timelines." The FAA approved the program for testing, and the first test occurred on Tuesday.

One of SpaceX's Falcon Heavy rockets carried a Starfall reentry pod into near-Earth orbit. The rocket then separated, at which point the upper stage was scheduled to carry the pod in orbit around the Earth twice, then guide it back into the atmosphere, where it would achieve a parachute-assisted splashdown in the Pacific Ocean. I say "was scheduled to" because while SpaceX has confirmed the successful launch, separation, and return of the Stage 1 Falcon Heavy rocket, it hasn't provided details about the upper-stage rocket's flight or its payload.

All we know is that the Starfall pod weighs about 4,600 pounds, with a 2,200-pound payload capacity, and looks like a cylindrical disc about 10 feet in diameter and 2.5 feet tall.

Able to leap tall valuations in a single bound We don't know whether the recent Starfall test was successful, so it's impossible to know for certain how close this technology is to becoming a reality. But one thing's for sure: It won't be used for getting that inexpensive Temu dress to your doorstep in time for your hot date tonight. At least, not at first.

For one thing, Starfall capsules can't apparently take themselves out of orbit, but are reliant on their launch vehicle to place them on a trajectory for reentry. Until SpaceX's fully reusable Starship vehicle comes online, that means burning an expensive upper-stage rocket with every Starfall capsule delivery.

Image source: Getty Images.

But if SpaceX's reusable Starship comes online in its current form, it will only have a few possible landing sites due to its size. Starfall capsules could offer the flexibility to deliver payloads to far-flung locations where Starships can't land. The U.S. military could certainly use technology that could deploy a one-ton payload anywhere in the world in 80 minutes from a reusable launch vehicle, even if the initial cost is high.

Launch costs in general are expected to continue dropping sharply as SpaceX improves its technology and introduces the fully reusable Starship. So it's possible that Starfall could someday power consumer deliveries. But that won't happen in the next 80 days ... or even the next 80 weeks.

Ultimately, while Starfall could someday generate a valuable revenue stream for SpaceX, investors shouldn't try to factor it into their analysis just yet. Instead, we should at least wait for confirmed details before updating our SpaceX valuation.

Google has put limits on Meta’s use of its Gemini AI models after the social media company sought more computing capacity than the rival tech group could provide, the Financial Times reported on Sunday.

Google, owned by Alphabet, told Meta around March it could not meet the full Gemini capacity the company had sought to purchase, the newspaper said, adding that the shortfall disrupted and delayed some of Meta’s internal AI projects.

Google reportedly told Meta earlier this year that it could not meet the full Gemini capacity the company had sought to purchase. prima91 – stock.adobe.com

Google clients have also been affected by its capacity shortfall. REUTERS Several other Google clients have also been affected, though to a lesser extent, according to the report. Meta has been particularly impacted due to its exceptionally high demand for Google’s models, the FT said.

Reuters could not immediately verify the report, which cited people familiar with the matter. Google and Meta did not immediately respond to requests for comment outside business hours.

Due to the restrictions, Meta has encouraged staff to be more efficient with AI tokens, the units that measure AI usage, the FT report said.

Meta has reportedly encouraged its staff to be more efficient with AI tokens. REUTERS Even as companies continue to spend billions on chips and data centers, they are still struggling to secure enough computing power to support the growing demand for AI services.

Revenue at Google Cloud grew to $20 billion in the first quarter ended March, but CEO Sundar Pichai said computing power constraints prevented even higher growth and contributed to the cloud unit’s backlog nearly doubling quarter on quarter.

PANews June 28 news, the EVM cross-chain bridge project Etherlink issued a security notice stating that the system recently experienced a security attack attempt. To ensure the safety of user assets, the team immediately suspended all cross-chain transfer functions and is conducting a comprehensive investigation and risk assessment of the incident, confirming that no user funds have been lost so far.

Etherlink stated that it is working closely with LayerZero, Asymmetric Research, and Zeeve to ensure that the attack risk is completely mitigated before restoring service, but has not yet announced a recovery timeline and said it will update progress as soon as possible.

On June 16, just its third day of trading, Space Exploration Technologies (SPCX +0.13%), also known as SpaceX, was briefly the fourth-largest company by market cap. Its stock has pulled back since then, but it's still in the top 10 as of June 25.

The space company's fast rise drew comparisons to Nvidia (NVDA 1.42%), the chipmaker that's currently the world's most valuable business. Some Wall Street analysts have even predicted that SpaceX's market cap could surpass Nvidia's. Here's a look at the most bullish projections and how these two companies really compare.

Image source: The Motley Fool.

The analysts predicting a big move from SpaceX Nvidia's market cap sits at about $4.7 trillion, and multiple analysts have set targets beyond that for SpaceX. Arete analyst Andrew Beale gave SpaceX a buy rating and a price target of $401 by the end of next year, which would translate to a market cap of about $5.3 trillion -- enough to surpass Nvidia's current market cap, although there's no telling exactly where it will be in the future.

Oppenheimer analyst Tim Horan predicts that SpaceX could be worth $10 trillion within five years. CNBC's Jim Cramer said SpaceX stock could grow very quickly after its IPO due to its small float, and he has made multiple market-cap predictions for it in television appearances, including $5 trillion and $6 trillion.

Cramer's prediction is tied to the hype around SpaceX stock, but Beale and Horan based their forecasts on the strength of the business. They both cited Starlink, SpaceX's satellite internet service, as one of the main drivers of growth. Starlink anchors SpaceX's connectivity segment, which generated $11.4 billion in revenue last year, 61% of its total sales. It's also fast-growing, going from 9 million customers in 2025 to 12 million across more than 160 countries this month.

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Founder and CEO Elon Musk has said that V3 Starlink satellites should launch later this year. These satellites are a significant upgrade over previous versions, with 10x the V2 version's downlink speeds and an even larger jump in uplink capacity.

SpaceX also has its launch business, which accounted for 80% of U.S. commercial launches in 2025, and its AI business. Although its AI segment lost money in 2025, the company has made some smart moves recently. It's leasing computing capacity to AI companies, including Anthropic and Alphabet, and it acquired Cursor, a popular AI coding start-up, in a $60 billion all-stock deal.

Nvidia still has a sizable lead The SpaceX and Nvidia comparison breaks down once you get into their financial results, because that's where the chipmaker is much farther along. SpaceX's revenue grew 33% to $18.7 billion in 2025, which is fine on its own, but a red flag for a company the market is valuing at $2 trillion. Nvidia made $215.9 billion, up 65% year over year, in its fiscal 2026, which ended on Jan. 25, 2026. As for valuations, Nvidia trades at about 18 times annual sales. SpaceX trades at nearly 5 times more: 108 times annual sales.

SpaceX isn't profitable yet, either, reporting a net loss of $4.9 billion last year as it spends heavily on rockets, constellations, and AI. Even after a record-setting $75 billion IPO, SpaceX was back to raising money less than two weeks later with a $25 billion debt sale.

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It's easy to take Nvidia's success for granted now that it's the market leader, but its financial results are spectacular. Revenue growth consistently tops expectations, its gross margin is above 70%, and it reported net income of $120 billion in its fiscal 2026. It's the dominant chipmaker at a time when the four biggest hyperscalers are expected to spend $600 billion to $700 billion on data centers this year.

SpaceX could theoretically be bigger than Nvidia one day, but realistically, Starlink is its only profitable business right now, and the launch business is close to breakeven. The extremely high valuation also means that anything short of perfect execution could trigger a downturn. I expect SpaceX to grow over the next five to 10 years, but not enough to surpass Nvidia.

TL;DR

On-chain records were reported as showing Machi Big Brother liquidating BAYC-related assets to defend leveraged ETH exposure. The discovery pack described the activity as linked to Hyperliquid ETH long positions. Risk note: Do not speculate on personal finances or make claims beyond visible wallet and position data. https://x.com/AlexBayarchyk/status/2071105539686158804

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Nft sales and leveraged eth exposure show how quickly margin stress can become visible on-chain On-Chain Data Tracks Machi Big Brother ETH Leverage Defense on Hyperliquid is a timely crypto-market story because it gives readers a clear signal to watch without leaning on hype or unsupported price targets.

The important point is not just the headline number or technical level. It is the way that signal fits into the wider market: liquidity is thinner, Bitcoin direction is fragile, and traders are paying closer attention to flows, wallet activity, derivatives positioning, and official ecosystem updates.

What the verified setup shows On-chain records were reported as showing Machi Big Brother liquidating BAYC-related assets to defend leveraged ETH exposure. The discovery pack described the activity as linked to Hyperliquid ETH long positions.

The article must rely only on visible wallet, NFT-market, and position data.

That makes this a useful setup for readers who want to understand what is actually changing beneath the surface. It also helps separate measurable market data from the more speculative narratives that often appear during volatile weekends.

Why this matters for the market For Machi Big Brother ETH, the signal matters because it offers a specific lens for the current market rather than a vague bullish or bearish call. In a weak or uncertain tape, traders tend to focus on the data points that can be checked directly: flows, wallet routes, support zones, funding, moving averages, official technical updates, or security disclosures.

This is especially important in the current environment. Bitcoin has been trading near important support, altcoins remain sensitive to broader risk appetite, and institutional or on-chain activity can quickly become part of the market narrative.

What traders should avoid assuming Do not speculate on personal finances or make claims beyond visible wallet and position data.

That caution matters because many of these signals can be misread. ETF outflows do not automatically mean permanent institutional retreat. Wallet transfers do not automatically mean selling. Technical support does not guarantee a bounce. Developer updates do not immediately translate into price action.

What to verify next The next validation path is: OpenSea/Blur NFT trading records, Etherscan and Hyperliquid public position data. This is the key step before treating the setup as anything more than a developing market or ecosystem signal.

Leveraged position metrics can change rapidly and should be checked immediately before upload.

This report is based on publicly available on-chain and market data.

This article was written by the News Desk and edited by Samuel Rae.

20h05 ▪ 5 min read ▪ by Evans S.

Summarize this article with:

Bitwise brutally strengthens its crypto bet on Hyperliquid. The asset manager transferred 1.775 million HYPE tokens to the protocol before staking them. The operation, estimated at around 114 million dollars, accompanies the rise of its Hyperliquid spot ETF launched in May.

In brief Bitwise placed 1.775 million HYPE in staking. The crypto operation amounts to about 114 million dollars. The BHYP ETF strengthens institutional demand around Hyperliquid. Bitwise deposited 1.775 million HYPE on Hyperliquid, then committed all the tokens to staking. This position confirms the interest already shown by the manager for an asset he recently judged undervalued on the market.

At the price taken during the transaction, the tokens represented roughly 114 million dollars. This is therefore no longer a simple institutional test. Bitwise is establishing massive exposure on one of the main decentralized crypto derivatives platforms.

Staking also reduces the amount of HYPE immediately available on the market. When large holders lock their tokens, the liquid supply can contract. This mechanism however does not guarantee an automatic price increase. The economic model of Hyperliquid plays a central role in this operation. Staking rewards are not only based on the issuance of new tokens. They are notably supported by the activity and revenue generated by the protocol.

Bitwise is thus exposed to two crypto variables. The first remains the price of HYPE. The second depends on Hyperliquid’s level of use, notably the volume handled on its decentralized markets. This structure makes the bet more strategic than a classic purchase. If the activity grows, the protocol’s revenues can reinforce staking interest. Conversely, a drop in volumes would reduce the position’s economic attractiveness.

Hyperliquid quickly established itself in derivatives trading. The platform now competes with several major centralized venues on certain indicators, while retaining a largely on-chain architecture.

The BHYP ETF fuels crypto accumulation The operation follows the launch of the Bitwise Hyperliquid ETF, listed under the symbol BHYP. This product gives investors exposure to HYPE without forcing them to directly manage a crypto portfolio or technical staking constraints.

The fund also seeks to capture rewards thanks to the tokens held. This design distinguishes BHYP from an ETF that would merely passively track the price of an asset. Bitwise wants to combine market exposure and on-chain yield.

The manager also dedicates part of its revenue to buying and staking HYPE. Fund growth can therefore feed new demand for the token. The more assets managed increase, the larger this mechanism can grow.

This dynamic explains why the Hyperliquid ETF now occupies an important place in Bitwise’s crypto strategy. The manager no longer only bets on Bitcoin or Ethereum. It also seeks to capture growth from younger infrastructures.

Hyperliquid attracts institutional finance Bitwise is not alone in this field. Other managers have also sought to launch products linked to HYPE. This competition shows Hyperliquid has exceeded its status as a platform reserved for specialized traders.

The arrival of regulated funds can create a new source of demand. A few tens of millions of dollars represent little at the scale of traditional finance, but a lot for a token whose liquid supply remains limited. This concentration carries risks though. If ETFs accumulate a large share of available HYPE, their purchases can support the price. But their sales could also amplify a correction during massive exits.

Staking adds another level of dependency. Bitwise must monitor the protocol’s operation, validators, technical risks, and the network’s rule evolution. Institutional exposure does not remove crypto’s inherent vulnerabilities.

The 114 million dollar investment thus remains a strong signal, but not a guarantee. It confirms that Hyperliquid is entering a new phase, driven by ETFs, staking, and institutional capital. The battle for exposure to HYPE is probably just beginning, while the token aims higher in the crypto hierarchy.

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Evans S.

Fascinated by Bitcoin since 2017, Evariste has continuously researched the subject. While his initial interest was in trading, he now actively seeks to understand all advances centered on cryptocurrencies. As an editor, he strives to consistently deliver high-quality work that reflects the state of the sector as a whole.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

Meta Platforms: Scaling Its Revenue BaseMeta Platforms (META +1.50%) primarily generates revenue by offering digital advertising across its social applications, including Facebook and Instagram, and developing virtual reality hardware.

While launching its Muse Spark artificial intelligence model and expanding its optical cable manufacturing capacity, it reported a 48% net income margin for the quarter ended March 31, 2026.

Snap: Navigating Seasonal Revenue PatternsSnap (SNAP +1.61%) generates revenue mainly by selling digital advertising space and augmented reality features on its Snapchat camera application.

It opened pre-orders for its new wearable augmented reality glasses and secured a credit rating upgrade, while reporting a -6% net income margin for the quarter ended March 31, 2026.

Why Revenue Matters for Retail InvestorsRevenue gives investors a clear, top-level view of how much money a business brings in from its core operations over a specific period. This metric helps investors measure a company's overall size, market footprint, and long-term trajectory.

Quarterly Revenue for Meta Platforms and SnapQuarter (Period End)Meta Platforms RevenueSnap RevenueQ2 2024 (June 2024)$39.1 billion$1.2 billionQ3 2024 (Sept. 2024)$40.6 billion$1.4 billionQ4 2024 (Dec. 2024)$48.4 billion$1.6 billionQ1 2025 (March 2025)$42.3 billion$1.4 billionQ2 2025 (June 2025)$47.5 billion$1.3 billionQ3 2025 (Sept. 2025)$51.2 billion$1.5 billionQ4 2025 (Dec. 2025)$59.9 billion$1.7 billionQ1 2026 (March 2026)$56.3 billion$1.5 billionData source: Company filings. Data as of June 23, 2026..

Foolish TakeMeta and Snap both operate in the social media space and generate the bulk of revenue from advertising, but outside of that, the two companies are on vastly different trajectories. This is not only evident in their outsized sales difference, but also in their net income margins.

Snap went public in 2017, and in nearly ten years, has yet to reach profitability. Not only that, while sales are rising year over year, they are not seeing the degree of growth experienced by Meta. For example, Snap reported a 12% year-over-year revenue increase to $1.5 billion in the first quarter. Yet that pales in comparison to Meta’s 33% year-over-year jump to $56.3 billion.

Snap’s struggles with profitability contributed to its stock dropping to a 52-week low of $3.81 this year. Meanwhile, Meta’s share price also fell in 2026 due to its lavish spending on artificial intelligence. In its Q1 report, the Facebook parent announced an increase in this year’s capital expenditures to as high as $145 billion. The company spent $72 billion in 2025.

Even so, Meta attributes revenue growth to its AI investments. That’s why it’s doubling down in this arena to fund ongoing AI development. Snap does not have the same capacity to spend on AI, and that could end up hurting its sales growth in the future.

PANews June 28 news, according to CoinDesk, Bitcoin advocate Samson Mow said on social platforms that he believes the bottom of this Bitcoin cycle has been formed, and pointed out that the traditional "four-year halving cycle" is being broken, with market timing clearly moving earlier. He noted that Bitcoin hit an all-time high 37 days before the halving in April 2024, indicating that the cycle pattern is accelerating. Even if the cycle model is acknowledged to have reference value, its effectiveness should be re-evaluated. Moreover, with spot ETFs bringing sustained institutional capital inflows, Bitcoin's market structure has changed, and the traditional approach of identifying tops and bottoms based on historical halving cycles is becoming distorted. Therefore, the current price range already possesses the characteristics of a cycle bottom.

However, market views remain markedly divided. 10x Research founder Markus Thielen believes that Bitcoin's bottom is more likely to appear in the area around $55,000, with a time window possibly between August and October; BitMEX co-founder Arthur Hayes expects Bitcoin could drop to around the $40,000 level over the coming months; CoinDesk analyst James Van Straten pointed out that from long-term indicators such as the 200-week moving average, Bitcoin may still need to fall by more than 15% further before completing its final bottom formation, and the current range of $50,000 to $54,000 could become a key battleground for bulls and bears. Overall, the market has yet to form a consensus on whether the bottom has been reached.

TL;DR

Grayscale’s Head of Research Zach Pandl discussed Strategy’s Bitcoin-heavy capital structure in the context of market confidence. The analyst view suggested that selling a portion of Bitcoin holdings could be one way to address corporate balance sheet pressure. Risk note: Do not imply Strategy has announced a sale, is forced to sell, or is in financial distress. For more details, visit the official Grayscale platform.

An external analyst view on strategy’s capital structure, not a company action Grayscale Analyst Outlines Strategy Balance Sheet Pressure Around Bitcoin Holdings is a timely crypto-market story because it gives readers a clear signal to watch without leaning on hype or unsupported price targets.

The important point is not just the headline number or technical level. It is the way that signal fits into the wider market: liquidity is thinner, Bitcoin direction is fragile, and traders are paying closer attention to flows, wallet activity, derivatives positioning, and official ecosystem updates.

What the verified setup shows Grayscale’s Head of Research Zach Pandl discussed Strategy’s Bitcoin-heavy capital structure in the context of market confidence. The analyst view suggested that selling a portion of Bitcoin holdings could be one way to address corporate balance sheet pressure.

The discovery pack did not indicate that Strategy itself has announced any Bitcoin sale plan.

That makes this a useful setup for readers who want to understand what is actually changing beneath the surface. It also helps separate measurable market data from the more speculative narratives that often appear during volatile weekends.

Why this matters for the market For Strategy Bitcoin holdings, the signal matters because it offers a specific lens for the current market rather than a vague bullish or bearish call. In a weak or uncertain tape, traders tend to focus on the data points that can be checked directly: flows, wallet routes, support zones, funding, moving averages, official technical updates, or security disclosures.

This is especially important in the current environment. Bitcoin has been trading near important support, altcoins remain sensitive to broader risk appetite, and institutional or on-chain activity can quickly become part of the market narrative.

What traders should avoid assuming Do not imply Strategy has announced a sale, is forced to sell, or is in financial distress.

That caution matters because many of these signals can be misread. ETF outflows do not automatically mean permanent institutional retreat. Wallet transfers do not automatically mean selling. Technical support does not guarantee a bounce. Developer updates do not immediately translate into price action.

What to verify next The next validation path is: Grayscale official research portal and SEC EDGAR corporate filings for Strategy/MicroStrategy. This is the key step before treating the setup as anything more than a developing market or ecosystem signal.

Coverage around Strategy’s Bitcoin holdings is sensitive and must separate analyst opinion from company statements.

This report is based on information from official source materials and publicly available market data.

This article was written by the News Desk and edited by Samuel Rae.

TLDR: Table of Contents

TLDR:Bitcoin Weekly Death Cross Raises Fresh BTC Price ConcernsMichael Saylor Hints at More Bitcoin Buying Despite Strategy Valuation Pressure Bitcoin approaches a rare weekly death cross as traders monitor long-term market direction closely. Strategy’s mNAV has dropped below 1.0 for the first time during this market cycle. Michael Saylor hinted at more Bitcoin discussions despite growing valuation concerns. Technical signals and institutional buying remain key factors shaping Bitcoin sentiment. Bitcoin could soon print a rare weekly death cross as bearish technical signals return to the market. At the same time, Michael Saylor has hinted that Strategy may continue accumulating Bitcoin despite growing pressure on its valuation. 

The two developments have reignited discussion around Bitcoin’s price outlook and institutional demand. Investors are now watching technical charts alongside corporate buying activity for the next major market signal.

Bitcoin Weekly Death Cross Raises Fresh BTC Price Concerns Crypto Rover shared that Bitcoin is approaching a weekly death cross, a technical pattern that appears when the long-term moving average falls below the shorter trend. The account noted that the previous weekly death cross preceded another 28% decline in Bitcoin’s price.

🚨 BITCOIN WEEKLY DEATH CROSS IS NOW INCOMING.

Last time this happened, BTC crashed another -28%.

If history repeats again, the real bottom may not come until late Q3 or early Q4 2026.

That would also perfectly match Bitcoin’s 4-year cycle. https://t.co/NgE8PlCamN pic.twitter.com/sbPGjGTIv4

— Crypto Rover (@cryptorover) June 28, 2026

The same post highlighted Bitcoin’s historical four-year market cycle. According to Crypto Rover, another extended correction could align with the later stages of the current cycle if previous patterns repeat.

The signal has attracted attention because weekly chart formations appear far less often than daily indicators. Traders typically monitor them for broader market direction rather than short-term volatility.

Despite the technical setup, the pattern alone does not determine future price action. Market participants continue weighing macroeconomic conditions, liquidity, and institutional demand alongside historical chart behavior.

Michael Saylor Hints at More Bitcoin Buying Despite Strategy Valuation Pressure While bearish technical signals circulated, Michael Saylor posted that more charts would be needed, a familiar response that often precedes fresh Bitcoin discussions. His comment followed renewed debate surrounding Strategy’s ability to continue funding Bitcoin purchases.

🚨 JUST IN: Michael Saylor hints at buying more $BTC.

What's interesting is the timing.

Strategy's mNAV has now fallen below 1.0 for the first time this cycle, meaning the company is trading below the market value of the Bitcoin it holds.

Management has previously indicated… https://t.co/WkFYTYOyBi

— Wise Advice (@wiseadvicesumit) June 28, 2026

Wise Advice pointed to Strategy’s market value relative to its Bitcoin holdings. The account noted that the company’s modified net asset value, or mNAV, has fallen below 1.0 for the first time during the current market cycle.

According to the same discussion, Strategy previously suggested that issuing new equity below roughly 1.22 times mNAV could reduce shareholder value. That threshold has prompted questions about whether additional equity-funded Bitcoin purchases remain practical under current market conditions.

Even so, Saylor’s brief response has kept attention on Strategy’s long-standing Bitcoin accumulation strategy. 

Investors now await any official filings or announcements that could clarify whether another Bitcoin purchase is approaching while the company navigates changing market dynamics.

In a recent tweet, Michael Saylor teased the purchase of additional Bitcoin for Strategy despite the market backlash.

Michael Saylor Hints Strategy Will Buy More Bitcoin The speculation regarding another Bitcoin acquisition is again stirring after Strategy Executive Chairman Michael Saylor posted his usual, weekly update on X on Sunday. The post came ahead of the company’s expected weekly acquisition on Monday.

“We’re gonna need more charts,” Michael Saylor wrote as he also added the firm’s famous “Orange Dots” chart. For context, this graphic shows all of Bitcoin Strategy’s purchases to date. The announcement immediately raised hopes that the company might announce another Bitcoin purchase when markets reopen on Monday.

We’re gonna need more charts. pic.twitter.com/xVASOEnSw8

— Michael Saylor (@saylor) June 28, 2026

Michael Saylor’s teaser is coming just days after Strategy announced a relatively modest $35 million Bitcoin acquisition. Meanwhile, it also boosted its holdings in U.S. dollars by about $300 million. To pay for these transactions, the firm raised over $335 million in MSTR stock sales. This move also raised further investor questions on shareholder dilution.

What’s Next For Strategy? The latest rumors also come at a time when there is greater debate about the Michael Saylor-led company’s capital structure. According to Grayscale’s CEO and Head of Research Zach Pandl, the company has two scenarios for the Variable Rate Perpetual Stretch Preferred Stock (STRC).

“What I think happens: increase in STRC dividend of 50bp, which equates to ~$100mn higher dividend obligation for next 2yrs; probably does not help market confidence,” Pandl wrote on X.

In his view, a more different approach would better reassure investors. Panel added, “What I hope happens: sale of ≥ ~$3bn $BTC to cover nearly all cash obligations for next 2yrs (ex one of the converts); probably would restore market confidence.”.

However, that isn’t everyone’s idea of a plan. But longtime Bitcoin critic Peter Schiff said selling off any of Strategy’s holdings could be detrimental.

“Those of you who think Saylor can solve the $STRC problem by selling Bitcoin… $MSTR can’t sell Bitcoin without crashing the price of Bitcoin,” Schiff has cautioned. He further added that “even if Strategy merely stops buying Bitcoin, that change alone would crush the market.”

Presently, Strategy has 847,363 BTC in its possession, which makes it the biggest publicly traded corporate Bitcoin owner in the world. Nonetheless, the company stirred controversy by selling off 32 BTC in May 2026. This move contradicted Saylor’s previous statement that Strategy would never sell its BTC.