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WASHINGTON--(BUSINESS WIRE)--Glenfarne Group, LLC subsidiary Glenfarne Alaska LNG, LLC (Glenfarne), majority owner and developer of the Alaska LNG project, and TotalEnergies today announced the signing of a Letter of Intent (LOI) for the offtake of two million tonnes per annum (MTPA) of liquefied natural gas (LNG) from Alaska LNG. The agreement was signed in a ceremony today in Washington, DC witnessed by U.S. Sen. Dan Sullivan and Congressman Nick Begich of Alaska.

Alaska LNG offers a unique Pacific orientation that complements TotalEnergies’ supply strategy and and provides Asian customers with direct access to U.S. gas. We are proud to add another partner of their caliber to the project.

Share “TotalEnergies is one of the most sophisticated LNG market participants in the world,” said Glenfarne Chief Executive Officer and Founder Brendan Duval. “Alaska LNG offers a unique Pacific orientation that complements TotalEnergies’ supply strategy and provides Asian customers with direct access to U.S. gas. We are proud to add another partner of their caliber to the project.”

"We look forward to offtaking LNG from Glenfarne’s Alaska LNG project. The Alaska LNG project is indeed very well geographically positioned to better serve our Asian customers. It also illustrates TotalEnergies’ ambition to consolidate its position as a leading buyer of U.S. LNG, while diversifying its supply sources. TotalEnergies is indeed very proud to have been the number one exporter of US LNG in 2025 with 19 MT representing 18% of the whole US production,” said Patrick Pouyanné, Chairman and CEO of TotalEnergies.

Glenfarne intends to contract 80%, or 16 MTPA, of Alaska LNG’s 20 MTPA volume to finance the project and now has 13 MTPA accounted for under preliminary long-term agreements with Total Energies, JERA, Tokyo Gas, CPC, PTT, and POSCO.

Worley Limited (ASX: Wor) completed primary FEED work on the Alaska LNG pipeline at the end of 2025 and has been provisionally named to provide Engineering, Procurement, and Construction Management services for the Alaska LNG mainline. Alaska LNG has gas sales precedent agreements with North Slope natural gas producers including ExxonMobil, Hilcorp, and Great Bear Pantheon, and Letters of Intent to sell natural gas to ENSTAR Natural Gas, Alaska’s largest natural gas utility, and Donlin Gold Mine, one of the largest known undeveloped gold deposits in the world.

Alaska LNG consists of an 807-mile 42-inch pipeline to deliver natural gas from Alaska’s North Slope to meet Alaska’s domestic needs and produce 20 MTPA of LNG for export. Glenfarne is developing Alaska LNG in two financially independent phases to accelerate project execution. Phase One includes the domestic pipeline to deliver natural gas to Alaskans. Phase Two will add the infrastructure to export LNG. Glenfarne owns 75% of Alaska LNG and the State of Alaska, through the Alaska Gasline Development Corporation, owns 25%.

About Glenfarne Group

Glenfarne Group is a privately held global developer, owner, and operator of energy infrastructure assets. Through its subsidiaries, Glenfarne owns and operates 60 energy assets through three core businesses: Global LNG Solutions, Grid Stability, and Renewables. Glenfarne’s permitted North American LNG portfolio totals 32.8 MTPA of capacity under development in Alaska, Louisiana, and Texas. For more information, please visit www.glenfarne.com.

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New developments in XRP’s active address count suggest that investors may be jumping ship from the leading cryptocurrency. According to on-chain metrics, the number of active addresses on the XRP Ledger (XRPL) has dropped by more than half in one day, marking a new low in 2026. The decline in this metric comes as the cryptocurrency continues to consolidate near the $1.40 region after its price fell by more than 20% over the past month.

XRP Active Address Drop Raises Investor Exit Concerns Recent data from market analytics platform CryptoQuant paints a worrying picture for XRP, as more than 18,130 active addresses have disappeared from the network. The decline is particularly striking considering that on February 10, active addresses had surged to a yearly high of 32,684. At the time, the altcoin was trading low at $1.399. However, despite the subdued price, network participation continued to climb, signaling increased engagement.

Following this peak, XRP active addresses dropped the next day to 17,275, representing a decline of more than 15,409 addresses. This slump coincided with an almost 3% decrease in the XRP price, which was around $1.36 at the time. In the subsequent days, active address counts fluctuated between 16,000 and 17,000 before experiencing another major drop, eventually settling at 14,551. Notably, this marked the lowest level of active addresses seen throughout this year. 

Source: CryptoQuant Importantly, active address measures the number of unique wallet addresses that participated in transactions over a given period. It serves as a key indicator of a network’s activity level and, to some extent, investors’ interest in a cryptocurrency. Typically, a decline in active addresses suggests reduced user participation on the blockchain. It can also signal a more concerning trend of investors exiting a cryptocurrency and diminishing retail interest.

If investors are indeed abandoning XRP, it would come as no great surprise given the cryptocurrency’s recent price performance. CoinMarketCap data shows that year-to-date, the price has fallen by more than 36%. The cryptocurrency has also declined by more than 52% from its 2025 peak above $3, underscoring its continued bearish trend amid ongoing market volatility and eroding investor confidence.

What Analysts Are Saying About The Price Despite its subdued price action and poor performance this year, analysts remain optimistic about XRP’s outlook. According to market expert Bird, XRP’s corrective phase appears to have ended after the cryptocurrency completed a triangle pattern, marked by declining price action.

After a recent rebound above the $1.30 range into the $1.40 region, Bird suggests that the market may be on the verge of a confirmed price reversal. He noted that XRP will need additional upward momentum before it can advance toward the next projected target above $1.7 on the price chart.

Rising sentiment sparks recovery | Source: XRPUSDT on Tradingview.com Featured image created with Dall.E, chart from Tradingview.com

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I'm Sandra White, a writer at Bitcoinist, and I provide the latest updates on the world of cryptocurrencies. I believe crypto a gateway to a new order and I have made it my life's mission to help educate as much people as possible. When I'm not at work, I love listening to music, learning new things, and dream of traveling around the world.

18h05 ▪ 4 min read ▪ by James G.

Summarize this article with:

Bitcoin is increasingly moving from private portfolios to public balance sheets. A new report from River indicates that governments are no longer passive observers of the market. Today, 23 countries hold BTC in some capacity, marking a meaningful expansion of state-level participation.

In brief Governments collectively hold 432,000 BTC, equal to 2.1% of total supply. The United States leads sovereign Bitcoin holdings with 328,372 BTC. Mining power is spreading globally, reducing prior concentration risks. Thirty-four nations have approved Bitcoin ETFs or ETP products. United States Tops Global Sovereign Bitcoin Holdings at 328,372 BTC According to River, these holdings stem from asset seizures, direct purchases, state-backed mining operations, and sovereign wealth allocations. Government exposure now spans North America, Europe, the Middle East, Asia, Africa, and Latin America—a sign that Bitcoin adoption has reached multiple layers of state infrastructure.

The United States holds the largest sovereign position at 328,372 BTC, primarily accumulated through criminal asset confiscations. Meanwhile, the United Kingdom follows with 61,245 BTC. The United Arab Emirates holds 30,382 BTC via sovereign wealth and mining-linked strategies. China, despite its domestic mining ban, is estimated to control 15,000 BTC from earlier seizures.

El Salvador remains the only country to designate Bitcoin as legal tender, with government reserves totaling 7,514 BTC acquired through open-market purchases. Bhutan holds 5,884 BTC tied to state-backed mining operations, illustrating how smaller economies are experimenting with alternative accumulation strategies.

Nation-States Control 2.1% of BTC Supply as Mining Power Spreads Globally As of Dec. 31, 2025, governments collectively hold approximately 432,000 BTC—about 2.1% of the total supply. Individuals remain the dominant holders, controlling 14.01 million BTC, or 66.7% of the circulating supply. Funds and ETFs account for 1.49 million BTC, while businesses hold 1.45 million BTC. Retail ownership continues to anchor the market, even as institutional and sovereign exposure expands.

Meanwhile, River reports that 34 countries now control more than 0.1% of the global hashrate, while 12 countries exceed 1%. Compared to previous cycles, mining activity is significantly more geographically dispersed, reducing the concentration risk once associated with a small number of jurisdictions.

Several structural forces are driving sovereign engagement:

Asset seizures serve as a primary entry mechanism, transferring Bitcoin directly into government custody. State-backed mining provides exposure without requiring open-market purchases. Sovereign wealth funds gain indirect exposure through equities, ETFs, and structured products. Legal recognition, such as El Salvador’s framework, integrates Bitcoin into fiscal policy and public finance planning. Beyond governments, institutional participation continues to broaden. Hedge funds, asset managers, pension funds, endowments, insurance firms, and sovereign wealth vehicles report increasing allocations. Billions of dollars in Bitcoin exposure now sit within traditional financial frameworks.

34 Countries Approve Bitcoin ETFs as Global Regulation Turns Supportive In 2025, North America recorded 6,535 merchants accepting bitcoin, an increase of 1,299 from the previous year. Europe leads slightly with 6,745 merchants. Activity on the Lightning Network surged, with River estimating a 300% rise in transaction volume during the year. Exchange integrations for Lightning deposits and withdrawals contributed to higher average transaction sizes.

Regulatory developments further support adoption. Thirty-four countries have approved Bitcoin ETFs or ETPs. Others have legalized mining, clarified tax treatment, or authorized banks to provide custody services. These measures create clearer channels for institutional and sovereign capital participation.

Introduced in the aftermath of the 2008 financial crisis, Bitcoin was originally framed as an alternative to state-controlled monetary systems. Seventeen years later, it is increasingly held by those very states. What began as a decentralized experiment now occupies balance sheets across 23 governments—a shift that marks a new phase in Bitcoin’s structural evolution.

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James G.

James Godstime is a crypto journalist and market analyst with over three years of experience in crypto, Web3, and finance. He simplifies complex and technical ideas to engage readers. Outside of work, he enjoys football and tennis, which he follows passionately.

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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.

UNI jumped 15% as Uniswap’s governance vote aims to expand fee collection across multiple blockchains. The proposal could add about $27 million in annual revenue, strengthening UNI’s token value. Uniswap’s UNI token has climbed nearly 15% in the past 24 hours after the new governance proposal, which could increase the protocol’s revenue. Traders and investors have reacted positively to Uniswap, which could soon generate much higher income from trading fees. 

Governance Proposal’s main goal The governance proposal aims to expand Uniswap’s fee switch mechanism across eight blockchains. The fee switch allows Uniswap to collect the part of trading fees generated on its platform. Instead of all fees going to liquidity providers, a small part of them is redirected to the protocol’s treasury, which can then be used for buying back UNI tokens, burning UNI tokens, and growing the treasury. If this proposal has been approved, then it would introduce an automated system that applies fees to all new V3 liquidity pools by default. 

Analysts estimate that it could generate an additional $27 million in annual revenue. Uniswap is already generating $34 million per year from activated fees. If this proposal passes, then Uniswap’s total annualized fee revenue could rise significantly. In Q1 of 2026, the protocol recorded about $3.12 million in gross profit. 

The governance rights have mainly benefited the UNI holders. This fee switch expansion makes a major shift in Uniswap’s revenue-generating protocol. UNI burns, and a lower token supply can be translated into more trading volume from multiple blockchains.  

Uniswap’s competitiveness may be affected by the higher protocol fees. Liquidity providers and market makers could move to alternative platforms if fees become less attractive. If the vote passes, Uniswap will further transition into the cross-chain revenue-generating platform. 

Highlighted Crypto News: KuCoin has Announced Integration with Zypto App to Power Crypto  

Bitcoin vs Gold markets diverged as digital assets rebounded while bullion faced renewed pressure. Bitcoin climbed toward the $70,000 mark, ending a three-session slide amid modest equity gains. 

The BTC price jumped nearly 5% to about $67,800 during intraday trading. Technology shares led a cautious recovery across risk assets, supporting the broader crypto advance. 

Ether price also gained around 3%, hovering close to the $2,000 level. Meanwhile, gold and silver prices swung sharply after touching a recent three-week high. Investors wanted security because President Donald Trump threatened more tariffs even after a Supreme Court loss.

Increased tension between the United States and Iran also contributed to the traditional safe-haven demand.

Crypto Market Gains Momentum Amid Surge in Spot Bitcoin ETF Investments Bitcoin price surged over the past 24 hours amid renewed investor demand. U.S. spot Bitcoin ETFs recorded combined net inflows of $507 million on February 25. The BlackRock IBIT secured the biggest share as it drew in new capital of $297 million that day.

Source: Sosovvalue data Analysts reported that digital assets found relief as the selling pressure of Jane Street unexpectedly decreased. The shift came after a lawsuit was reported, which traders consider shook a pattern of a morning selloff.

The overall market mood was better when participants associated the stalled activity with improved afternoon price stability. Trading brought investors more stable flows and less volatility across exchanges.

Bitcoin Eyes Fresh Rally as Key $67,500 Level Holds Firm Crypto analyst Ted Pillows stated that Bitcoin appears positioned for potential short-term strength amid tightening price consolidation. 

He stated that Bitcoin has been trading within converging trendlines, which indicates compression that is often learned before decisive movement in the market.

$BTC is looking good in the short term.

Just hold above the $67,500 level, and another rally will happen. pic.twitter.com/Nbn6tVIyoO

— Ted (@TedPillows) February 26, 2026

His analysis suggests that the critical support zone is within the range of the $67,500 level. He pointed out that the price stability above this level might lead to a second bullish run.

The common chart shows that Bitcoin is oscillating between downward resistance and upward support points. A continuous upward movement above the support would probably boost the bullish tone in the overall crypto market.

Gold Prices Retreat as Traders Monitor U.S.–Iran Negotiations Gold prices moved lower on Thursday as traders evaluated shifting geopolitical and policy signals. The metal has recently reached 5,200 per ounce, but it is still trading far below January, when it hit a record high of almost 5,600.

Thursday was a day of varied movements as participants awaited new developments on U.S.–Iran nuclear talks and also tracked the effects of new U.S. tariff actions. Investors were still watchful, and this favored safe-haven interest occasionally.

Short-term sentiment was still run by technical levels. The resistance was strong in the zone of 5200-5210, where the rallies just stopped last week. Support was close to $5,130, an area where previous purchases cushioned intraday losses.

Frequently Asked Questions (FAQs) Bitcoin is rising due to strong ETF inflows, improved sentiment, and easing selling pressure.

Tensions often boost gold demand but can also increase crypto volatility.

TL;DR:

IoTeX committed to providing 100% compensation to those affected by the ioTube Bridge hack, using treasury funds. The scheme divides users into two tiers: losses up to $10,000 will receive immediate payment; those above will be distributed over 12 months with a 10% bonus. 100% of the stolen funds were traced: 66.78 BTC identified across four Bitcoin addresses and monitored in real time. IoTeX announced a full compensation plan for all users affected by the ioTube bridge exploit that occurred on February 21, which drained approximately $4.4 million in assets from the reserve. The Foundation confirmed it will use its own treasury funds to cover the losses, regardless of whether it manages to recover the assets stolen by the attacker.

The announcement was made through the third official incident report, published days after the IoTeX mainnet resumed operations on February 24, following two days of security updates that included the deployment of Mainnet version v2.3.4.

IoTeX Will Implement a Tiered Compensation System The Foundation structured the plan into two categories. Tier 1 covers losses of up to $10,000 and represents more than 90% of affected users, who will receive an immediate reimbursement in stablecoins or native assets from Ethereum.

Tier 2 applies to losses exceeding $10,000: the first $10,000 is paid immediately and the remaining balance is distributed in quarterly installments over 12 months, with an additional 10% bonus in annually staked IOTX, guaranteeing a recovery of 110% of the original value. The claims portal and the official deposit address were scheduled for Friday, February 27.

Fund Tracing and Protocol Fortification The IoTeX team also developed ioTrace, a real-time tracking tool that made it possible to map the movement of stolen funds across multiple chains. According to the reports, the attacker converted the assets into approximately 2,183 ETH and then moved them to Bitcoin through THORChain, accumulating 66.78 BTC spread across four addresses now under permanent monitoring.

The security update blocked at the protocol level the 29 identified attacker addresses and froze approximately 45 million IOTX tokens. The Foundation also is working with more than 20 exchanges and filed formal reports with the FBI.

In the long term, IoTeX will implement IIP-55, a governance protocol that will transfer bridge operations to a decentralized committee of validators, thereby eliminating the central point of failure that enabled the attack. Multi-signature controls, time locks, independent audits and a bug bounty program will also be incorporated.

Meme coin market capitalizations rebounded this week as the broader cryptocurrency market stabilized and fresh narratives reignited trader interest.

Meme coin market capitalizations rebounded this week as the broader cryptocurrency market stabilized and fresh narratives reignited trader interest.

The total meme coin market cap rose roughly 0.8% week-over-week (WoW), hinting at a possible bottom after shedding nearly 15% over the past 30 days, according to CoinMarketCap data.

Activity in the trenches improved as well. Solana launchpad metrics recovered, and artificial intelligence headlines fueled new multi-million-dollar runners.

However, analysts caution that meme coin trading is no longer the windfall it once was for Solana’s revenues, posing potential risks for the layer-1 network’s economic model.

Altcoin Rally Buoys Large CapsThe total crypto market cap rose this week after a sharp 30-day drawdown. Source: CoinMarketCap

The meme coin rebound echoed a broader rally across altcoins.

Ethereum (ETH) and Solana (SOL) gained nearly 6% and 7.5% WoW, respectively, while Bitcoin (BTC) rose about 2% over the same period.

Stronger earnings from technology firms such as Nvidia helped steady markets previously rattled by geopolitical tensions and fears of an AI-driven jobs slowdown.

Among large-cap meme coins, Pippin (PIPPIN) posted the strongest weekly performance, climbing more than 70% WoW and adding roughly $350 million in market capitalization, according to CoinMarketCap data. The unicorn-themed token now trades near an $850 million market cap.

Dogecoin (DOGE), MemeCore (M) and Official Trump (TRUMP) logged more measured gains of approximately 1%, 3%, and 5%, respectively.

On Feb. 19, Coinbase expanded its U.S. lending service, allowing users to borrow up to $100,000 against cryptocurrencies such as DOGE, unlocking an additional liquidity channel for large meme coin holders.

AI-Themed Coins Reignite the TrenchesPump.fun token graduation rates hit their highest daily level since July 2025. Source: Dune/The Block

Fresh coin launches are gaining traction.

On Feb. 17, the percentage of tokens graduating from Pump.fun’s bonding curve to its decentralized exchange, PumpSwap, hit 1.05%, the highest daily rate since July 2025, according to The Block.

Pump.fun’s new “Cashback Coins” upgrade may have aided the revival. The feature allows creators to redirect their share of trading-fee revenue to traders, shifting incentives at launch.

Viral AI headlines added fuel as well.

On Feb. 22, a Citrini Research report warning of an AI-driven recession triggered panic selling in legacy tech stocks, including double-digit declines in IBM.

Newly launched AI-themed tokens such as Lobstar (LOBSTAR) and Grokius Maximus (GROKIUS) quickly reached multi-million-dollar market caps. Lobstar surpassed a $16 million market cap within two days of launching on Feb. 22.

Older AI-themed coins also surged. New xAI Gork (gork) jumped from under $1 million to nearly $14 million in market cap on Feb. 25, according to CoinMarketCap data.

On Feb. 22, Lobstar Wilde, the AI agent linked to LOBSTAR, accidentally sent more than $400,000 worth of tokens to a user who had requested just 4 SOL, according to reports.

Solana Meme Revenues Under PressureSolana fee revenue surged during the 2025 meme coin peak before compressing. Source: Pine Analytics

Even if the trenches remain active, Solana’s revenue engine faces mounting pressure, researcher Pine Analytics said in a Feb. 24 report.

During the height of the 2025 meme coin frenzy, when daily decentralized exchange volumes reached $38 billion, Solana validators were on pace to earn roughly $1.2 billion annually.

Most of that revenue did not come from standard transaction fees, but from traders paying premiums to secure execution during extreme volatility.

Now, that dynamic has shifted.

Pine Analytics notes that more than half of Solana DEX volume now flows through newer trading systems that keep pricing private and reduce opportunities for fee extraction.

At the same time, some of the most volatile new tokens are launching and discovering prices on external platforms such as Hyperliquid, the report said, potentially siphoning off Solana’s highest-margin trading activity.

By the NumbersTotal Meme Coin Market Cap: $32.06B

Source: CoinMarketCap

Top 5 Meme Coins by Market Cap:

Dogecoin (DOGE): $16.52BShiba Inu (SHIB): $3.54BMemeCore (M): $1.78BPepe (PEPE): $1.61BPippin (PIPPIN): $894MSource: CoinMarketCap

Most Visited Memes:

Dogecoin (DOGE)Pepe (PEPE)Shiba Inu (SHIB)Pippin (PIPPIN)Official Trump (TRUMP)Source: CoinMarketCap

This article contains links to third-party websites or other content for information purposes only (“Third-Party Sites”). The Third-Party Sites are not under the control of CoinMarketCap, and CoinMarketCap is not responsible for the content of any Third-Party Site, including without limitation any link contained in a Third-Party Site, or any changes or updates to a Third-Party Site. CoinMarketCap is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement, approval or recommendation by CoinMarketCap of the site or any association with its operators. This article is intended to be used and must be used for informational purposes only. It is important to do your own research and analysis before making any material decisions related to any of the products or services described. This article is not intended as, and shall not be construed as, financial advice. The views and opinions expressed in this article are the author’s [company’s] own and do not necessarily reflect those of CoinMarketCap.

"The growth in Cardano’s technology has been amazing, and the best is yet to come," one X user stroke back.

Cardano’s native token reached an all-time high of almost $3.10 in late 2021. Despite sporadic runs in the following years, it has not managed to break its record and is currently worth around $0.29, representing a staggering 90% decline from the historic peak.

The steep decline has left many investors frustrated, including popular content creator Jake Gagain, who described ADA as one of his worst investments since entering the crypto market.

Wasting “Such a Great Opportunity?’ Besides expressing regret over his investment, Gagain emphasized that Cardano still has a strong community and huge potential. He said he was disappointed to see the team waste “such a great opportunity” and asked his followers whether they still hold ADA.

His post on X sparked a heated debate, with many users sharing their experiences with the token. One person agreed with Gagain, arguing that Cardano’s community is among the most dedicated, “but the execution and speed have just been painful to watch for years now.”

The discontent was echoed by numerous others, some of whom pledged to step away from ADA and all altcoins for good and to shift their capital solely to Bitcoin (BTC) from now on.

Others differentiated from this thesis. X user Michael Lesser claimed that Gagain doesn’t understand the definition of a bear market, adding that his timing is bad.

“If you have an investment thesis and patience, ‘paper losses’ are just that. The growth in Cardano’s technology has been amazing, and the best is yet to come,” he said.

Many investors who remain optimistic said they would keep accumulating ADA, convinced that the token will set a new all-time high sooner or later. Some even flashed the “diamond hands” emoji to signal their determination not to sell under any circumstances.

You may also like: Crypto Trading Activity Hits Yearly Lows as Holiday Lull Freezes Markets Bitcoin (BTC) Stops at $90K After the FOMC Meeting, Cardano (ADA) Plunges by 10%: Market Watch Whales Are Leaning Into Ethereum (ETH) and Cardano (ADA): Retail Is Lagging Behind Meanwhile, certain X users attacked Gagain for promoting meme coins, which performed much worse than ADA. In the summer of 2024, for instance, he claimed that NEIRO could be the next “billion-plus dollar project” on the Ethereum blockchain. It is important to note that the asset’s market cap briefly surged above $1 billion in late 2024, but since then, it has been in a sharp decline, and its current capitalization stands at less than $30 million.

What’s Next for ADA? Cardano’s native token has been among the biggest beneficiaries of the recent market resurgence, with its price rallying by 9% on a weekly scale. The recent whale activity suggests a further jump might be on the way.

As CryptoPotato reported, large investors have scooped up almost 820 million coins over the past six months, thus increasing their total holdings to 25.36 billion tokens, or nearly 70% of ADA’s circulating supply.

Big purchases of this type leave fewer tokens on the open market, which could result in a surging price (should demand remain constant or rise). Whales’ buying also sends a strong signal that they believe in the asset’s long-term future, and that confidence could draw smaller players into the ecosystem.

Some analysts observed ADA’s recent comeback and envisioned further gains if key levels are reclaimed. X user Nehal argued that breaking and holding above $0.30 could lead to a pump to $0.32 and $0.34.

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Bitget suspended RLUSD withdrawals on the XRP Ledger starting February 26, 2026, at 11:20 AM (UTC+8), according to the exchange’s support center. The measure, described as temporary, is due to wallet maintenance work and has no defined duration. The platform clarified that it will issue a separate announcement once the reopening date is determined.

During the maintenance period, users will not be able to withdraw Ripple’s stablecoin. The exchange did not specify whether deposits remain active, though it indicated that any credits made during that time will not be reflected immediately, but only once the process is completed. Bitget apologized to its users for any inconvenience the suspension may cause.

The platform also warned about possible phishing attempts during this period. It cautioned that malicious actors could send fraudulent emails impersonating the exchange to trick users into clicking fake links.

It urged users to rely exclusively on official channels for updates. Additionally, Bitget announced a collaboration with BlockSec to establish a new protection standard for multi-asset trading systems.

Source: https://www.bitget.com/support/articles/12560603859170?from=article-links

Disclaimer: Crypto Economy Flash News are based on verified public and official sources. Their purpose is to provide fast, factual updates about relevant events in the crypto and blockchain ecosystem.

This information does not constitute financial advice or investment recommendation. Readers are encouraged to verify all details through official project channels before making any related decisions

Bitcoin bounced back toward $69,000 on Feb. 25 after an intraday flush that printed lows in the low-$60,000s across multiple venues, liquidating nearly $500 million in short positions.

The move keeps price inside the $60,000-$69,000 range that has defined February trading, according to Glassnode.

Yet, it doesn't resolve the structural weakness that has characterized the market since its 47% drawdown from all-time highs.

The bounce looks less like a macro breakout and more like a risk-on rebound combined with a flow and positioning reset after capitulation. Three mechanics explain the move.

Three drivers behind the rallyCross-market risk appetite returned. Global equities rallied on Feb. 25, led by technology stocks ahead of Nvidia's earnings. Bitcoin traded in line with other high-beta assets as risk appetite improved.

Spot BTC ETF flows flipped positive. US spot Bitcoin ETFs printed net inflows of $257.7 million on Feb. 24, according to Farside Investors data. This marked a reversal from the prior day's $203.8 million outflow.

However, the movement doesn't erase the broader outflow trend. Glassnode flags ETF flows as negative year-to-date, but it also points to a plausible marginal buyer capable of powering a sharp bounce after a flush move.

Positioning and options hedging are normalized. Glassnode flags that perpetual futures funding rates normalized toward neutral, indicating leverage has reset.

Options markets spiked in short-dated volatility as Bitcoin approached $62,000, then compressed again as price reclaimed the mid-$60,000s.

This behavior suggests panic hedging unwound, a mechanical rebound fuel rather than new bull market demand.

Glassnode's seven-day moving average shows US spot Bitcoin ETF net flows turned persistently negative from November 2025 through February 2026, coinciding with Bitcoin's decline from over $100,000 to the mid-$60,000s.What structural weakness still looks likeGlassnode's analysis is direct: Bitcoin is “stabilizing, not yet recovering.”

The market remains trapped between valuation anchors, with the main demand zone around $60,000-$69,000. Today's bounce doesn't change that picture.

The 47% drawdown from all-time highs is at historically mid-to-late bear-market depth. Approximately 9.2 million BTC held at a loss creates selling pressure on rallies as holders rotate out of underwater positions.

Glassnode's Accumulation Trend Score remains below 0.5, indicating limited conviction from large holders.

The 90-day Realized Profit/Loss Ratio below 1.0 indicates a loss regime and impaired liquidity conditions. Spot Cumulative Volume Delta remains sharply negative, showing active distribution and sell-side flow dominance.

ETF flows remain in a broader outflow phase despite Feb. 24's positive day.

Glassnode's spot cumulative volume delta chart shows Bitcoin's selling pressure intensified sharply in early 2026, with Coinbase, Binance, and aggregate exchange flows all trending deeply negative.The $60,000 floor and the $70,000 ceilingClear levels on both sides define Bitcoin's current range. The $69,000 area sits at the top of Glassnode's $60,000-$69,000 main demand zone.

Holding this level on a daily and weekly basis would help frame today's move as “reclaiming range highs” rather than a failed bounce.

The $65,000 level serves as a mid-range, and Glassnode notes the market snapped back as short-dated fear faded. The $62,000-$62,500 range is critical. Glassnode explicitly flags approximately $62,000 as a level that “could have opened a move toward the high 50s if broken.”

The Feb. 25 intraday flush tested this area and held, explaining the mechanical relief rally that followed.

The $60,000 level marks the bottom of the February range. Breaking it would shift expectations toward deeper contraction. Below that, approximately $55,000 represents the Realized Price, Glassnode's structural floor anchor.

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Glassnode states explicitly that failure to reclaim levels above $70,000 keeps downside contraction risk elevated.

The $72,000 level marks the top end of Glassnode's $60,000-$72,000 corridor. Breaking through this range ceiling would be the first indication that the recent weakness is resolving.

The approximately $79,200 level represents the True Market Mean in Glassnode's valuation structure.

Reclaiming this would constitute a genuine regime signal. Above that, heavy overhead supply clusters sit at $82,000-$97,000 and $100,000-$117,000, where underwater holders can sell into relief rallies.

Glassnode's 90-day realized profit/loss ratio dropped below 1.0 in early 2026, indicating Bitcoin holders are realizing net losses, a liquidity condition historically associated with bear market regimes.What would count as a genuine regime shiftThree concrete tells would indicate the market has moved from stabilization to recovery.

The first is sustained ETF inflows. Not just a single $257.7 million day but consecutive periods of net positive flows that reverse the year-to-date outflow trend.

The second is spot markets flipping from sell-dominant to bid absorption, with Glassnode's spot Cumulative Volume Delta stabilizing and trending positive.

The third is reclaiming higher valuation anchors, moving above $70,000, then $72,000, then ultimately the approximately $79,200 True Market Mean.

The bottom lineBitcoin's jump back toward $69,000 reflects a risk-on rebound combined with a flow and positioning reset after a capitulation flush.

Global equities rallied, US spot Bitcoin ETFs printed a $257.7 million net inflow on Feb. 24, and Glassnode's on-chain data shows leverage has reset while options panic hedging faded.

However, the structural picture hasn't flipped. Glassnode still describes the market as stabilizing, not recovering.

Weak accumulation, negative spot flow bias, and fragile ETF demand persist. Bulls need to hold $65,000-$69,000 and reclaim levels above $70,000, then $72,000, before calling the recent weakness “fixed.”

The “don't lose it” floor remains $62,000, with $60,000 and approximately $55,000 Realized Price below that. Today's move is mechanical relief, not structural recovery.

Mentioned in this articlePosted in

Solana price has turned corrective after losing key support near $88, pushing price back into its previous trading range. The shift in market structure now places $78 support at risk as downside pressure builds.

Summary

Loss of $88 support flips level into resistance Price re-enters established trading range structure $78 value area low becomes next key downside support Solana’s (SOL) recent price action signals a transition away from bullish continuation and back into range-bound conditions. After failing to hold above a major technical level, the market has begun rotating lower, reflecting weakening momentum and growing seller control.

The loss of a key support zone has altered short-term structure, increasing the probability that Solana revisits lower range support before any sustained recovery can develop.

Solana price key technical points Lost Support: $88 level flips into resistance alongside the value area high. Structural Shift: Price has re-entered its previous trading range. Downside Target: $78 aligns with the value area low and high timeframe support. SOLUSDT (4H) Chart, Source: TradingView Solana recently lost the important $88 level, which previously acted as a structural support zone. This area also aligned with the value area high, making it a strong technical confluence region. When price loses a value area boundary, it often signals rejection rather than continuation, forcing markets back toward equilibrium within the established range. The failure to hold above this level confirms that buyers were unable to maintain control following the prior recovery attempt.

With the loss of $88 support, Solana has effectively reverted into its previous trading range. Range environments typically trap price action between clearly defined highs and lows, creating rotational market behavior rather than trending movement. In this case, the range low and major support zone sits near $78, which coincides with the value area low and high timeframe demand.

This comes as Step Finance announced it will shut down its Solana-based platforms following a January exploit that drained roughly $40 million, adding to cautious sentiment surrounding the ecosystem.

Currently, price action is hovering near the Point of Control (POC), the level representing the highest volume traded within the range. The POC often functions as equilibrium between buyers and sellers. Solana barely holding this level suggests market indecision, but it also signals vulnerability. A confirmed close below the POC would indicate acceptance at lower prices, significantly increasing the probability of a move toward range support.

From a market structure perspective, the current movement appears corrective rather than impulsive. Corrective phases typically unfold through gradual rotations toward liquidity pools where demand previously emerged. The absence of strong bullish continuation after losing support further reinforces the corrective bias. Without reclaiming $88 resistance, upside momentum remains limited.

Volume dynamics also support the corrective outlook. The recent decline has not been met with strong accumulation signals, suggesting buyers are waiting at deeper value zones rather than defending mid-range prices. This behavior is common within established ranges, where participants prefer to engage at extremes rather than within the middle of consolidation.

If Solana continues to trade below former support turned resistance, price action is likely to gravitate toward the lower boundary of the range. The $78 level therefore becomes a critical area to monitor. A reaction at this support could trigger a relief bounce or range continuation, while a breakdown below it would expose Solana to a broader structural reset. This comes as Zora expanded onto the Solana blockchain with the launch of its new “attention markets” platform, signaling continued ecosystem development despite the current corrective structure.

Despite the short-term weakness, range environments are not inherently bearish. Instead, they represent periods of market balance where liquidity accumulates before the next major expansion. For now, Solana remains confined within this structure, with directional clarity dependent on either reclaiming resistance or testing deeper support.

What to expect in the coming price action Solana is likely to continue rotating within its established trading range unless bulls reclaim the $88 resistance level. Failure to hold the POC increases the probability of a move toward $78 support, where the next meaningful reaction is expected to occur.

Journalist

Posted: February 26, 2026

Uniswap has rallied 15% to $4.00 over the past 24 hours as trading volume surges more than 144%, signaling aggressive spot participation returning to the market. 

Buyers have stepped in decisively, pushing the price toward the $4.00 region while expanding liquidity across exchanges. 

This surge reflects renewed speculative interest rather than thin trading conditions. Notably, volume expansion confirms that market participants have committed real capital to the move. 

However, Uniswap [UNI] continued trading within a broader daily downtrend. Rallies inside declining structures often meet overhead supply.

That left the rebound dependent on sustained follow-through rather than short-term profit-taking.

Can UNI reclaim macro resistance? UNI remained below major resistance at $4.92 and $6.60 while defending structural support at $3.13.

The daily chart showed sellers controlled the broader trend for months.

Even so, UNI stabilized above $3.13 after multiple retests. That level anchored the short-term recovery.

If the price held above it, buyers retained technical footing.

On the upside, $4.92 marked the first breakdown zone. Beyond that, $6.60 capped prior rallies.

That shift placed UNI at a decision point. Bulls must reclaim resistance levels stepwise to weaken the broader downtrend.

Source: TradingView

The DMI structure showed strengthening directional bias as +DI has climbed to 32.56 while -DI has fallen to 17.26. This crossover reflects growing buyer dominance in recent sessions. 

At the same time, ADX read 23, which indicates developing trend strength rather than exhaustion. Although ADX does not signal a powerful breakout yet, it confirms that directional expansion has begun. 

Importantly, +DI lead clearly above -DI at press time, reinforcing upside pressure in the short term. However, ADX still sat below strong trend thresholds near 25 to 30.

The positioning suggests the move builds gradually rather than explosively. As a result, UNI’s structure shows improving directional alignment but still requires continuation to confirm durability.

Open Interest surges alongside price Open Interest has jumped 27.55% to $282.94 million as of press time, reflecting aggressive leveraged positioning entering the rebound. This expansion indicates traders have opened fresh positions rather than simply closing shorts. 

When Open Interest (OI) rises with price, the market often builds conviction behind the move. However, leverage also increases liquidation risk if the price stalls.

The rapid build-up of exposure suggests participants anticipate further upside. 

At the same time, elevated positioning can amplify volatility during pullbacks. Therefore, UNI now trades in an environment where derivatives activity reinforces bullish sentiment but also raises the stakes. 

The sustainability of this recovery now depends on whether the price continues attracting demand without triggering crowded liquidations.

Source: CoinGlass

Binance traders lean heavily long on UNI According to CoinGlass data, Binance’s top traders have tilted decisively long, with 61% of accounts positioning for upside. This imbalance confirms that professional accounts expect continuation. 

When long exposure rises above 60%, directional conviction strengthens across derivatives desks. However, such skewed positioning can also create squeeze potential if resistance holds. 

The long bias aligns with rising Open Interest, reinforcing bullish expectations. Yet concentration on one side increases vulnerability to sharp corrections. 

As traders cluster on the long side, liquidity pockets form below the price. That dynamic could either fuel upside acceleration or trigger swift volatility if sentiment flips.

Source: CoinGlass

Breakout or leverage trap? UNI built a structured rebound supported by rising volume, improving DMI alignment, and expanding Open Interest.

However, price remained below the $4.92 resistance while long positioning increased.

This setup favored a push toward resistance, but leverage risk remained elevated.

UNI showed early breakout characteristics. Bulls must reclaim higher resistance to confirm a durable trend shift.

Final Summary Uniswap [UNI] rallied 15% to $4.00 as Spot Volume surged 144%, signaling strong buying participation. Price held above $3.13 support but remained below major resistance at $4.92 and $6.60.

TLDR: Vitalik proposes cutting Ethereum’s slot time from 12 seconds to 2 seconds using a sqrt(2) formula. Erasure coding upgrades to Ethereum’s p2p layer will reduce block propagation time across the network. The Minimmit finality algorithm targets a reduction from 16 minutes today down to just 8 seconds. Ethereum’s quantum-resistant upgrades will roll out in phases, with slot protection arriving first.  Ethereum’s Fast L1 goal took center stage as Vitalik Buterin published a detailed strawman roadmap outlining how the network plans to evolve its base layer.

The document covers slot time reductions, peer-to-peer network upgrades, and a new finality algorithm. Buterin walks through each goal methodically, explaining how the changes interconnect.

The roadmap presents a phased, component-by-component transformation of Ethereum’s consensus layer toward a faster, simpler, and quantum-resistant design.

Slot Time and Network Architecture at the Core of Fast L1 Ethereum’s Fast L1 goal begins with a structured reduction of slot time across multiple incremental steps. Buterin proposes moving from the current 12 seconds down through 8, 6, 4, 3, and eventually 2 seconds per slot.

Each reduction follows a “sqrt(2) at a time” formula, with steps only taken when safety is confirmed.

Supporting shorter slots requires major improvements at the network layer. Buterin points to ongoing work by @raulvk on an optimized peer-to-peer design using erasure coding.

The new architecture splits each block into pieces so that any subset of them is enough to reconstruct the full block.

In his post, Buterin explained: “split each block into 8 pieces so that with any 4 of them you can reconstruct the full block.” This design cuts 95th percentile block propagation time and makes shorter slots viable without security tradeoffs.

A very important document. Let's walk through this one "goal" at a time. We'll start with fast slots and fast finality.

I expect that we'll reduce slot time in an incremental fashion, eg. I like the "sqrt(2) at a time" formula (12 -> 8 -> 6 -> 4 -> 3 -> 2, though the last two… https://t.co/ni9wIF2BgJ

— vitalik.eth (@VitalikButerin) February 25, 2026

That said, adding protocols like ePBS and FOCIL to the slot structure tightens timing constraints. These changes shrink the safe latency window from one-third of a slot to one-fifth.

To offset this, researchers are exploring a model where only 256 to 1,024 randomly selected attesters sign per slot, eliminating the aggregation phase and shortening slot duration further.

Finality Overhaul and the Shift to Quantum-Resistant Consensus Beyond slot time, the strawman roadmap targets a complete rework of how Ethereum achieves finality. Today, finality takes roughly 16 minutes on average, calculated across 12-second slots, 32-slot epochs, and 2.5 epochs. Buterin wants to decouple finality from slot time entirely so each can be optimized on its own path.

The target is a one-round-finality algorithm called Minimmit, a variant of the established BFT consensus design. A projected trajectory moves from 16 minutes today through several intermediate stages, eventually reaching as low as 8 seconds with aggressive Minimmit parameters.

These changes will also carry a transition to post-quantum cryptography, including hash-based signatures and a STARK-friendly hash function.

Three hash function options are under active research: adjusting Poseidon2’s round count, returning to Poseidon1, or adopting BLAKE3 as a conventional alternative.

Buterin described the overall transformation as a “ship of Theseus” style process, replacing each part of Ethereum’s consensus layer one at a time.

Notably, the phased approach means slot-level quantum resistance could arrive well ahead of finality-level protection, providing an early security layer if quantum computing advances faster than anticipated.

This move comes shortly after the Ethereum Foundation established a dedicated post-quantum research team to study the issue. Feb 26, 2026, 6:14 p.m.

Ethereum co-founder Vitalik Buterin outlined a roadmap on Thursday to protect the blockchain from the long-term risks posed by quantum computers — a move that comes shortly after the Ethereum Foundation established a dedicated post-quantum research team to study the issue.

Although practical quantum computers capable of breaking modern cryptography do not yet exist, they could one day crack the digital signatures and cryptographic systems that secure Ethereum.

In a post on X, Buterin identified four key areas of vulnerability: validator signatures used in consensus, Ethereum’s data availability system, everyday wallet signatures, and certain zero-knowledge proofs used by applications and layer-2 networks.

A big part of the plan involves changing how Ethereum’s validators sign and confirm blocks. Right now, they use a type of digital signature called BLS. In a world with powerful quantum computers, those signatures could eventually be broken. Buterin suggests switching to “hash-based” signatures, which are considered much safer against quantum attacks.

Another area that would need updating is how Ethereum checks and stores large batches of transaction data. The system it uses today relies on a cryptographic tool called KZG commitments. Replacing that with a quantum-safe alternative is possible, Buterin said, but it would require significant behind-the-scenes engineering work and could make some parts of the system more complicated.

For everyday users, the proposed fix revolves around a planned upgrade called EIP-8141. In simple terms, this upgrade would make Ethereum wallets more flexible. Today, most wallets rely on one standard type of digital signature to approve transactions. EIP-8141 would allow accounts to switch to different types of signatures in the future — including ones designed to be safe against quantum computers.

There’s a similar issue with zero-knowledge proofs, a type of advanced cryptography used by privacy tools and many layer-2 scaling networks. Quantum-safe versions of these proofs are currently far more expensive to verify on Ethereum.

Buterin pointed to a longer-term solution built into EIP-8141 known as “validation frames.” These would allow the network to bundle together many signatures and proofs and replace them with a single combined proof. Instead of checking each one individually on the blockchain, Ethereum would only need to verify one compressed proof, helping keep costs down.

Read more: Quantum threat gets real: Ethereum Foundation prioritizes security with leanVM and PQ signatures

More For You

Flare and Xaman unlock one-click DeFi access for over 2 billion XRP sitting idle in wallets

1 hour ago

The integration lets XRP holders deposit into yield-generating vaults through a single transaction without leaving their existing wallet or bridging assets manually.

What to know:

A new integration between the Flare blockchain and the Xaman wallet aims to unlock more than 2 billion XRP tokens for DeFi use by reducing complex cross-chain steps to a single transaction on the XRP Ledger.The system uses FAssets to create a wrapped version of XRP on Flare, Smart Accounts to abstract away separate wallets and gas tokens, and Xaman as the front-end so users can access DeFi vaults without leaving their existing wallet.Vault strategies, managed by Upshift and curator Clearstar, seek to channel growing speculative interest in XRP—evidenced by rising FXRP supply, staking activity and recent price and ETF inflow gains—into lending, collateral and structured-product yields.

Q4: 2026-02-25 Earnings SummaryEPS of $0.65 beats by $0.07

 |

Revenue of

$261.20M

(-4.01% Y/Y)

beats by $10.21M

Cactus, Inc. (WHD) Q4 2025 Earnings Call February 26, 2026 10:00 AM EST

Company Participants

Alan Boyd - Director of Corporate Development & Investor Relations
Scott Bender - CEO & Chairman of the Board
Jay Nutt - CFO, Principal Accounting Officer, Executive VP & Treasurer
Joel Bender - President & Director

Conference Call Participants

Stephen Gengaro - Stifel, Nicolaus & Company, Incorporated, Research Division
Scott Gruber - Citigroup Inc., Research Division
Derek Podhaizer - Piper Sandler & Co., Research Division
Jeffrey LeBlanc - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division
Donald Crist - Johnson Rice & Company, L.L.C., Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to the Cactus Q4 2025 Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Alan Boyd, Treasurer and Director of Corporate Development and Investor Relations. Please go ahead.

Alan Boyd
Director of Corporate Development & Investor Relations

Thank you, and good morning. We appreciate you joining us on today's call. Our speakers will be Scott Bender, our Chairman and Chief Executive Officer, and Jay Nutt, our Chief Financial Officer. Also joining us today are Joel Bender, President; Steven Bender, Chief Operating Officer; Steve Tadlock, CEO of Cactus International, and Will Marsh, our General Counsel.

Please note that any comments we make on today's call regarding projections or expectations for future events are forward-looking statements covered by the Private Securities Litigation Reform Act. Forward-looking statements are subject to a number of risks and uncertainties, many of which are beyond our control. These risks and uncertainties can cause actual results to differ materially from our current expectations. We advise listeners to review our earnings release and the risk factors discussed in our filings with the SEC. Any forward-looking statements we make

Warner Bros Discovery Inc (NASDAQ:WBD, XETRA:J5A) reported a 6% drop in quarterly revenue, weighed down by declines in its traditional television and film businesses, even as its HBO Max streaming service continued to gain subscribers.

The company posted revenue of nearly $9.5 billion, in line with analyst expectations, while adjusted earnings for its film and TV studio group fell 23% to $728 million. Its Discovery Linear Networks unit, facing ongoing industry-wide losses of pay-TV subscribers, saw revenue fall 12% to $4.2 billion and adjusted income tumble 27% to $1.4 billion.

HBO Max added 3.5 million subscribers in the quarter, taking its total to 131.6 million worldwide. Streaming revenue rose 5% to nearly $2.8 billion, though adjusted earnings slipped 4% to $393 million due to the expiration of an unspecified distribution deal. Popular series such as Heated Rivalry and It: Welcome to Derry helped drive growth.

Advertising revenue dropped 9%, reflecting the loss of NBA broadcasting rights on Turner, which cost the company roughly half of the shortfall. Studio revenues fell 13% from a year earlier, mainly due to lower content sales.

Warner Bros Discovery remains at the center of a high-stakes bidding battle. Paramount Skydance recently raised the possibility of an improved cash offer, challenging an existing deal with Netflix. Warner’s board said it has not yet determined whether the Paramount proposal is superior but will continue discussions.

Industry observers say Paramount may now be in a stronger negotiating position, potentially paying a premium for the combined Warner Bros. and Discovery assets, while Netflix is on the defensive. Should a superior offer emerge, Netflix has four business days to revise its bid.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

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Nvidia (NASDAQ:NVDA | NVDA Price Prediction) delivered another blockbuster quarter, reporting fiscal fourth-quarter revenue and earnings that easily trounced Wall Street’s expectations as demand for its advanced artificial intelligence (AI) accelerators remains white hot. With enterprise and hyperscaler demand for AI infrastructure showing no signs of slowing, the chipmaker’s fundamentals remain rock-solid.

Yet Nvidia’s stock is tumbling 5% in morning trading today as AI fatigue, sky-high valuations potentially limiting further upside opportunity, and concerns about heavy customer concentration rippled across the sector. Broadcom (NASDAQ:AVGO) shares were down 6.5% in sympathy, even as the company made its own landmark announcement this morning.

Gloom Amid the Boom Nvidia’s results are forcing investors to reassess the competitive landscape for every AI-chip supplier, including Broadcom. The message from the market appears to be: if even Nvidia — the undisputed GPU king with an unmatched software moat in CUDA — can’t excite investors after crushing numbers, what chance do the runners-up have? 

Skeptics worry that Broadcom’s custom-ASIC business could face headwinds. Hyperscalers are spending tens of billions on Nvidia GPUs; any slowdown in overall AI capex would hit everyone. Some fear custom silicon ramps may prove slower or more expensive than hoped, and that Broadcom’s heavy exposure to the same Big Tech customers as Nvidia creates correlated risk. Valuation concerns that hammered Nvidia are now being applied across the board.

Broadcom investors, however, should not be alarmed. In fact, today’s news from Broadcom is precisely why the sell-off represents a buying opportunity.

The Spark That Ignites Broadcom’s Rocket Broadcom announced it has begun shipping the industry’s first 2 nanometer (nm) custom compute system-on-a-chip (SoC), built on its proprietary 3.5D eXtreme Dimension System in Package (XDSiP) platform. This is no incremental upgrade: The chip powers Fujitsu’s Fujitsu-Monaka high-performance, low-power processor for AI and high-performance compute (HPC), with volume shipments of additional customer XPUs slated for the second half of 2026.

Developed using Taiwan Semiconductor Manufacturing‘s (NYSE:TSM) 2nm process node, the chip delivers roughly 10% to 15% higher performance or 25% to 30% lower power versus 3nm at the same performance. When combined with Broadcom’s 3.5D Face-to-Face stacking, the architecture allows independent scaling of compute, memory, and I/O dies in an ultra-dense package. The result is unprecedented compute density, dramatically better energy efficiency, and lower latency — exactly what hyperscalers need to keep scaling AI clusters without collapsing power grids or budgets.

This milestone cements Broadcom’s dominance in the custom-silicon market. Analysts at Counterpoint Research project Broadcom will hold approximately 60% share of AI server compute ASICs by 2027. The company already designs chips for Google’s TPUs, Meta Platforms‘ (NASDAQ:META) MTIA, and reportedly others, including OpenAI and Anthropic. Its AI-related backlog stands at $73 billion, providing multi-year visibility. 

Nvidia — Not Broadcom — Should Worry Custom ASICs are among Broadcom’s highest-margin products and sit alongside its dominant AI networking portfolio (Tomahawk and Jericho switches), creating a full-stack offering few rivals can match.

Far from being threatened by Nvidia’s strength, Broadcom’s 2nm achievement actually puts pressure back on Nvidia. Hyperscalers are aggressively pursuing “build versus buy” strategies because custom silicon delivers superior performance-per-watt and lower total cost of ownership for their specific model architectures — especially in inference, where efficiency matters most. Every dollar spent on a Broadcom XPU is a dollar not spent on a Nvidia GPU. As power consumption becomes the binding constraint in data centers, the efficiency edge of 2nm custom designs becomes decisive.

Broadcom is not trying to replace Nvidia’s GPUs; it is carving out the high-margin, high-volume portion of the market where specialization wins. That strategy is working. AI semiconductor revenue is expected to continue doubling or more in the coming years, and the 2nm platform de-risks the entire roadmap.

Key Takeaway Nvidia’s results prove it continues to dominate the broad AI GPU market, but they do not diminish Broadcom’s differentiated opportunity. While the Street frets over sector rotation and valuations, Broadcom is executing flawlessly on its strengths: advanced packaging leadership, custom-silicon expertise, and networking integration. The 2nm SoC announcement is not just a technical win — it is a multi-billion-dollar growth catalyst that will drive incremental revenue for years. 

At current levels, the 6.5% pullback in Broadcom’s shares looks like a gift. Investors who focus on execution and long-term AI infrastructure tailwinds should view today’s weakness as the entry point they have been waiting for. 

LOS ANGELES, Feb. 26, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies.  Investors have until the deadlines listed below to file a lead plaintiff motion.

Investors suffering losses on their investments are encouraged to contact The Law Offices of Frank R. Cruz to discuss their legal rights in these class actions at 310-914-5007 or by email to [email protected].

BlackRock TCP Capital Corp. (NASDAQ: TCPC)
Class Period: November 6, 2024 – January 23, 2026
Lead Plaintiff Deadline: April 6, 2026

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) the Company’s investments were not being timely and/or appropriately valued; (2) the Company’s efforts at portfolio restructuring were not effectively resolving challenged credits or improving the quality of the portfolio; (3) as a result, the Company’s unrealized losses were understated; (4) as a result, the Company’s NAV was overstated; and (5) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

If you are a BlackRock shareholder who suffered a loss, click here to participate.

Oracle Corporation (NYSE: ORCL)
Class Period: June 12, 2025 – December 16, 2025
Lead Plaintiff Deadline: April 6, 2026

Investors with losses exceeding $50,000 are encouraged to contact the firm

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Oracle’s AI infrastructure strategy would result in massive increases in CapEx without equivalent, near-term growth in revenue; (2) the Company’s substantially increased spending created serious risks involving Oracle’s debt and credit rating, free cash flow, and ability to fund its projects, among other concerns; and (3) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you are an Oracle shareholder who suffered a loss, click here to participate.

Paysafe Limited (NYSE: PSFE)
Class Period: March 4, 2025 – November 12, 2025
Lead Plaintiff Deadline: April 7, 2026

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors: (1) Paysafe’s ecommerce business had significant exposure to a single high risk client; (2) as a result, the Company’s credit loss reserves and/or write-offs were understated; (3) Paysafe had an undisclosed issue with higher risk Merchant Category Codes, making its client services difficult to bank; (4) the foregoing issues were likely to have a material negative impact on the Company’s revenue growth and overall revenue mix; (5) as a result, Paysafe was unlikely to meet its own previously issued financial guidance for fiscal year 2025; and (6) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

If you are a Paysafe shareholder who suffered a loss, click here to participate.

Inovio Pharmaceuticals, Inc. (NASDAQ: INO)
Class Period: October 10, 2023 – December 26, 2025
Lead Plaintiff Deadline: April 7, 2026

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) manufacturing for Inovio’s CELLECTRA device was deficient; (2) accordingly, Inovio was unlikely to submit the INO-3107 BLA to the FDA by the second half of 2024; (3) Inovio had insufficient information to justify the INO-3107 BLA’s eligibility for FDA accelerated approval or priority review; (4) accordingly, INO-3107’s overall regulatory and commercial prospects were overstated; and (5) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you are a Inovio shareholder who suffered a loss, click here to participate.

Follow us for updates on Twitter: twitter.com/FRC_LAW.

To be a member of these class actions, you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. If you wish to learn more about these class actions, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Frank R. Cruz, of The Law Offices of Frank R. Cruz, 1999 Avenue of the Stars, Suite 1100, Los Angeles, California 90067 at 310-914-5007, by email to [email protected], or visit our website at www.frankcruzlaw.com.   If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contacts

The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz, 310-914-5007
[email protected]
www.frankcruzlaw.com

Toronto, Ontario--(Newsfile Corp. - February 26, 2026) - CEO.CA ("CEO.CA"), the leading investor social network in junior resource and venture stocks, shares exclusive updates with CEOs of junior mining explorers.

Founded in 2012, CEO.CA, a wholly owned subsidiary of EarthLabs, Inc., is one of the most popular free financial websites and apps in Canada and for investors globally - with industry leading audience engagement and mobile functionality. Millions of people visit CEO.CA each year to connect with investors from around the world, share knowledge and view impactful stories about stocks, commodities, and emerging companies.

Meet the Executive Shaping the Biotechnology Landscape

'Inside the Boardroom' is more than just an interview series - it's a chance to gain firsthand knowledge from industry leaders, understanding their vision, challenges, and strategy.

Most life-saving medical tech fails because it cannot prove its value to hospital executives. In this interview, Dana Friesen of Summit Sciences Inc. breaks down the "Patient Turnover" advantage of Ventripoint Diagnostics Ltd. (TSXV: VPT). He explains how the VMS+ system eliminates the 4 to 5 day wait for cardiac MRIs, potentially saving hospitals up to $40,000 per scan in bed-day costs.

See what investors are saying lately about Ventripoint: https://ceo.ca/vpt

Ventripoint Diagnostics
(TSXV: VPT) (OTC Pink: VPTDF)

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Tune in to 'Inside the Boardroom' each week and be part of the conversation that's shaping the business landscape. Visit CEO.CA or our YouTube page for hundreds more executive interviews from CEO.CA here.

Interested in showcasing your company on 'Inside the Boardroom'? Get in touch with our team at [email protected] for further details and opportunities.

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Key Takeaways SKIL launched its next-gen Percipio to unify learning, skill mapping and business performance.AI learner base surged 74% and AI learning hours jumped 158%, signaling strong adoption momentum.Skillsoft posted 99% dollar retention in talent development, with Percipio driving recurring revenues. Skillsoft Corp.’s (SKIL - Free Report) Percipio has turned out to be a vital component in its engine, allowing it to pivot to an AI-first skill-management organization from a traditional content provider. This strategic shift is essential in sculpting SKIL’s market positioning.

The company has recently announced the availability of its next-gen Skillsoft Percipio platform. This announcement highlights the rising need among enterprises for a stronger connection between learning, skills development and business performance. The CEO remarked that there has been a shift from accessibility to learning to workforce readiness. To answer this need of the hour, SKIL is integrating skill intelligence, mapping and measurement under a single umbrella, and positioning Percipio as a vital business tool that enhances employee learning.

Percipio’s repositioning is governed by CAISY, LX Design Studio and agentic AI capabilities. Skillsoft leverages CAISY and LX Design Studio to generate bespoke content faster than traditional means. SKIL is also utilizing agentic AI to ensure ease in managing both human employees and AI agents proficiently.

Metrics, including AI learner bases that surged 74% year over year, with AI learning hours climbing 158%, are evidence of Percipio being the company’s primary growth lever. During the third quarter of fiscal 2026, dollar retention rates for the talent development solutions segment remained at 99%, highlighting Percipio as the primary driver of recurring revenues retained from existing customers.

Percipio serves as the exit clause for SKIL to shy away from the commoditized content market and enter the skills intelligence domain. The strategic split from the global knowledge segment, the company is displaying optimism about Percipio's ability to drive measurable business outcomes.

SKIL’s Price Performance, Valuation & EstimatesSkillsoft has plummeted 84.7% in a year, underperforming the industry’s 7% growth. SKIL’s industry peers, Enpro Inc. (NPO - Free Report)  and Coherent Corp. (COHR - Free Report) have grown 37.5% and a whopping 241.7%, respectively.

1-Year Share Price PerformanceImage Source: Zacks Investment Research

From a valuation standpoint, SKIL trades at a 12-month forward price-to-earnings ratio of 0.86X. It trades cheaper than Enpro’s 29.36X, Coherent’s 40.78X and the industry’s 21.95X.

P/E F12MImage Source: Zacks Investment Research

Skillsoft has a Value Score of A. Enpro and Coherent carry a Value Score of D.

The Zacks Consensus Estimate for EPS for 2026 and 2027 is set at $4.17 and $4.64, respectively, flat over the past 60 days.

Image Source: Zacks Investment Research

SKIL has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 (Strong Buy) Rank stocks here.

Key Takeaways Sealed Air is set to post Q4 results, with sales expected to edge down 2.4% and EPS projected to fall 4% y/y.SEE's Protective volumes are likely to drop 3.4%, pressuring segment sales and pricing.Sealed Air's Food segment sales are projected to dip 1.1%, though EBITDA may inch up 0.4%. Sealed Air Corporation (SEE - Free Report) is scheduled to report fourth-quarter 2025 results on March 2, before the opening bell.

The Zacks Consensus Estimate for SEE’s fourth-quarter net sales is pegged at $1.34 billion, indicating a 2.4% decline from the year-ago reported figure.

The consensus estimate for earnings is pinned at 72 cents per share. The Zacks Consensus Estimate for SEE’s fourth-quarter earnings has been unchanged in the past 60 days. The estimate indicates a year-over-year decline of 4%.

Image Source: Zacks Investment Research

SEE’s Solid Earnings Surprise HistorySealed Air’s earnings beat the Zacks Consensus Estimates in the trailing four quarters, the average surprise being 21.1%.

Image Source: Zacks Investment Research

What the Zacks Model Indicates for Sealed AirOur model does not predict an earnings beat for SEE this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is not the case here.

Earnings ESP: Sealed Air has an Earnings ESP of 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.

Zacks Rank: The company currently carries a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Factors Likely to Have Shaped SEE’s Q4 PerformanceSealed Air’s Protective segment experienced lower volumes for 15 consecutive quarters. The weakness is expected to persist in the fourth quarter of 2025. For the Protective segment, our model indicates a year-over-year volume decline of 3.4% for the fourth quarter.

The Food segment volumes are being driven by solid demand for bags, case-ready and automated solutions. The impacts of the same are expected to get reflected in the fourth-quarter results. However, this is expected to have been partially offset by customers’ cautiousness. Our model projects the Food segment’s volumes to fall 1.1% year over year in the fourth quarter.

Our model estimate for the Food segment’s fourth-quarter net sales is pegged at $912 million, suggesting a dip of 1.1% from the prior-year period’s reported figure. Pricing is expected to edge down 0.4%, per our model. Our estimate for the segment’s adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) stands at $209 million, indicating a year-over-year rise of 0.4%.

Our estimate for the Protective segment’s fourth-quarter net sales is $421 million, implying a year-over-year dip of 6.5% due to the volume decline and negative pricing impacts of 3.4%. Our estimate for the segment’s adjusted EBITDA is pegged at $69.3 million, suggesting year-over-year growth of 3.9%.

Sealed Air’s overall volumes are expected to dip 1.9%, per our model. We expect a pricing decrease of 1.3% for the quarter.
However, savings from the company’s Reinvent SEE Strategy have been driving productivity gains and mitigating supply-chain challenges. This is expected to have driven the operating margin performance in the December-ended quarter.

Sealed Air Stock’s Price PerformanceIn the past year, SEE shares have gained 30.1% compared with the industry’s 0.9% growth.

Image Source: Zacks Investment Research

Recent Earnings Performances of SEE’s PeersPackaging Corporation of America (PKG - Free Report) reported adjusted earnings per share of $2.32 in the fourth quarter of 2025, which missed the Zacks Consensus Estimate of $2.41. The bottom line came below Packaging Corp’s guidance and fell 6% year over year.

Packaging Corp’s sales in the fourth quarter rose 10.1% year over year to $2.36 billion. The top line missed the Zacks Consensus Estimate of $2.42 billion.

Avery Dennison Corporation (AVY - Free Report) delivered adjusted earnings of $2.45 per share in fourth-quarter 2025, beating the Zacks Consensus Estimate of $2.40. The bottom line increased 2.9% year over year.

Avery Dennison’s total sales moved up 3.9% year over year to $2.27 billion but missed the Zacks Consensus Estimate of $2.29 billion. Avery Dennison expects adjusted EPS between $2.40 and $2.46 for the first quarter of 2026.

Amcor Plc (AMCR - Free Report) reported second-quarter fiscal 2026 (ended Dec. 31, 2025) adjusted EPS of 86 cents, which beat the Zacks Consensus Estimate of 83 cents. The bottom line grew 7.5% from the year-ago quarter. While the results benefited from gains related to the Berry acquisition, persistent volume declines continued to pressure both revenues and overall profits.

Amcor’s revenues surged 68% year over year to $5.45 billion in the reported quarter. The top line, however, missed the Zacks Consensus Estimate of $5.55 billion.

The Federal Trade Commission alleged the big-box retailer deceived drivers about how much they could earn.

Key Takeaways Hologic agreed to a $79-per-share buyout, offering just 0.9% upside from the recent levels.GEHC posted strong Q4 growth, with a $21.8B backlog and expanding AI-enabled imaging deals.GEHC's D3 strategy and new MR innovations are boosting precision care and service revenue momentum. The medical imaging industry is characterized by increasing prevalence of chronic diseases, rising geriatric population, early and accurate diagnosis, and growing R&D investment in advanced technologies. Fortune Business Insights projects the market to see a CAGR of 6.65% through 2034 from $46.9 billion in 2026, driven by these trends. Major companies in this space, Hologic (HOLX - Free Report) and GE HealthCare (GEHC - Free Report) , continue to remain on investors’ radar.

Hologic specializes in medical imaging systems focused on women’s health — from being the first to receive the FDA approval for a 3D mammography system in 2011, to expanding with multiple innovations, such as the Clarity HD, AI-powered 3DQuorum and the Genius AI Detection solution. GE HealthCare operates a dedicated Imaging segment, spanning molecular imaging (MI), computed tomography (CT), magnetic resonance (MR) and X-ray technologies.

Here is a closer look at how the two companies currently stand.

The Case for HOLXOver the years, Hologic has built multiple growth drivers across its three franchises through internal innovation and tuck-in acquisitions. In the first quarter of fiscal 2026, Breast Health revenues rose 1.8% year over year, driven by strong contributions from Endomagnetics products. GYN Surgical revenues increased 8.7%, reflecting higher sales of MyoSure and Fluent devices, as well as the acquired Gynesonics business.

However, Diagnostics suffered, as Molecular Diagnostics revenues declined 3.5% due to lower sales of COVID-19 tests and legacy assays for sexually transmitted infections. Growth in the BV CV/TV vaginitis assay and Panther Fusion tests partially offset the decrease.

Hologic exited the fiscal first quarter with cash and cash equivalents of $2.17 billion, and an adjusted net leverage ratio of 0.3X. Subsequent to the quarter, the company received the FDA approval for its Aptima HPV Assay for clinician-collected HPV primary screening.

In October 2025, Hologic announced an agreement to be acquired by Blackstone and TPG, in a transaction valued at up to $18.3 billion. HOLX shareholders will receive $76 per share in cash and a non-tradable contingent value right worth up to $3 per share, tied to certain Breast Health revenue targets in fiscal 2026 and 2027. The aggregate purchase price of up to $79 per share indicates a 46% premium to the May 23 closing price, the last full trading day before media rumors surfaced. With the stock closing yesterday’s session at $75.34, the cash offer implies a mere 0.9% upside. At the Feb. 5 special stockholders meeting, 99.8% voted in favor of the proposal.

The Case for GEHCGE HealthCare marked 2025 as its third year as a public company. In the fourth quarter of 2025, results came above its expectations, including double-digit organic revenue growth in Pharmaceutical Diagnostics, and mid-single-digit growth in Imaging and Advanced Visualization Solutions. The quarter ended with a record backlog of $21.8 billion, up $2 billion year over year, and a book-to-bill ratio of 1.06 times.

In addition, it signed and extended several large agreements, including a 7-year deal with the University of Rochester Medical Center that spans across AI-enabled imaging equipment, radiopharmaceutical production and system-wide patient-monitoring solutions. The planned Intelerad acquisition is set to advance the company’s cloud-enabled e0nterprise imaging across care settings.

GE HealthCare continues to execute on its D3 strategy — using smart devices across disease states enabled by digital tools — to enable precision care tailored to the patient. New products now account for nearly 55% of the company’s revenues, with commercial launches like Omni Total Body Pet and NexGen spec in Europe already strengthening its position in diagnostics.

Following mid-single-digit growth in 2025 service revenues, management anticipates the capture rate of service agreements to rise, with the new wave of innovation entering the market. The company also advanced its business system Heartbeat, driving an average monthly improvement of 25% in past-due backlog versus the prior year, which ultimately translated into improved sales and cash conversion in 2025.

Among recent developments, GE HeathCare secured FDA’s 510k clearance of three new MR innovations, SIGNA Sprint with Freelium, SIGNA Bolt and SIGNA One, and announced collaboration with DeepTech-pioneering company Diagnoly to advance the use of AI in fetal ultrasound assessments.

EPS Projections for HOLX & GEHCThe Zacks Consensus Estimate for Hologic’s fiscal 2026 earnings indicates 4.9% year-over-year growth to $4.47. In the past 60 days, the movements in estimates have been mixed.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for GE HealthCare’s 2026 earnings indicate 8.7% year-over-year growth to $4.99. The estimate was revised upward in the last 60 days.

Image Source: Zacks Investment Research

HOLX vs. GEHC: Price Performance & ValuationHologic shares have inched up 0.7% in the past three months, whereas shares of GE HealthCare have gained 4.2%.

Image Source: Zacks Investment Research

In terms of valuation, Hologic trades at a forward, two-year, price-to-sales (P/S) of 3.87X, lower than its median. GE HealthCare is trading at a P/S of 1.76, in line with its median.

Image Source: Zacks Investment Research

End NoteBoth companies have been dominant players in the women’s health space. Hologic’s Diagnostics performance in the recent quarter was pressured by lower COVID testing and legacy STI test sales. The company is moving forward with its private equity deal, and given the narrow gap between the buyout cash offer and the current share price, the upside potential looks very minimal. Hence, current shareholders may consider exiting their position.

Conversely, GE HealthCare benefits from the strength of its segments while advancing its innovation cadence. The executions of its precision care strategy and the Heartbeat business system are also equally promising. From a valuation perspective, GEHC appears to be more attractive than HOLX. Analyst projections for GE HealthCare's earnings are also showing a bullish trend. Considering all, GEHC appears to be a compelling investment opportunity for now.

HOLX carries a Zacks Rank #4 (Sell), while GEHC has a Zacks Rank #2 (Buy).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Netflix posted 18% Q4 revenue growth and ended 2025 with 325 million paid subscribers.Netflix guides 12-14% revenue growth for 2026 as content costs and a studio deal lift expenses.Free cash flow is seen at $6B in 2026, down from $9.5B, as spending ramps up early in the year. Netflix (NFLX - Free Report) delivered a strong fourth quarter of 2025, but the road ahead is defined by a deliberate tradeoff: spend more to grow more. Whether that calculus works in investors' favor depends on how well the streaming giant executes on a content-heavy 2026 strategy that is already testing the market's patience.

For the fourth quarter, Netflix reported revenues of $12.05 billion, up 18% year over year, while operating income rose 30% to $2.96 billion, with operating margin expanding to 24.5%. The company ended the year with 325 million paid subscribers and generated $9.5 billion in free cash flow for full-year 2025, surpassing its own guidance of $9 billion. Full-year 2025 revenues reached $45 billion, with an operating margin of 29.5%, up from 26.7% in 2024.

For 2026, Netflix projects revenues between $50.7 billion and $51.7 billion, suggesting 12% to 14% growth and a 31.5% operating margin. However, that margin target factors in roughly $275 million in acquisition-related expenses tied to its pending deal for Warner Bros. Studios and HBO, as well as roughly 10% year-over-year growth in content amortization. The company has also paused its share buyback program to preserve cash for the acquisition, having repurchased $2.1 billion in shares during the fourth quarter alone.

Content spending is deliberately front-loaded in the first half of 2026, which the company says will pressure operating income early in the year before recovering in the second half. The near-term slate reflects this investment: March 2026 alone features Peaky Blinders: The Immortal Man, the second season of live-action One Piece, Virgin River Season 7, the MLB Opening Night live event, and a BTS comeback special — a mix of prestige drama, live sports, and global content designed to sustain engagement across its subscriber base.

Advertising revenues, which grew 2.5 times in 2025, are projected to roughly double again to approximately $3 billion in 2026, representing a growing but still modest contribution to overall revenues. Free cash flow guidance stands at approximately $6 billion for the year, a notable step down from 2025's $9.5 billion, reflecting the elevated investment cycle.

For investors, Netflix presents a company with clear revenue momentum and a well-defined content engine, offset by rising cost commitments, acquisition uncertainty, and a compressed free cash flow outlook that warrants careful monitoring heading into the year.

How Amazon and Disney Stack Up on Content SpendingNetflix is not alone in navigating the tension between content investment and profitability. Amazon (AMZN - Free Report) , through its Prime Video unit, continues to scale content spending as part of a broader subscription and advertising strategy, with Amazon committing billions annually to originals and live sports rights, including its NFL Thursday Night Football deal. Disney (DIS - Free Report) , meanwhile, has been moving in the opposite direction — actively pulling back on content costs as Disney pursues a path toward sustained streaming profitability. While Amazon prioritizes content volume to drive Prime ecosystem value, Disney has leaned on franchise depth and cost discipline, underscoring how differently Amazon and Disney are approaching the same challenge Netflix faces.

NFLX’s Price Performance, Valuation & EstimatesShares of Netflix have plunged 32.4% in the past six-month period compared with the Zacks Broadcast Radio and Television industry’s decline of 20.5%.

NFLX’s 6-Month Price Performance
Image Source: Zacks Investment Research

From a valuation standpoint, Netflix appears overvalued, trading at a forward 12-month price-to-sales ratio of 6.7X compared with the broader Zacks Broadcast Radio and Television industry's forward sales multiple of 4.04X. NFLX carries a Value Score of C.

NFLX’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for NFLX’s 2026 revenues is pegged at $51.91 billion, suggesting 13.3% year-over-year growth. The consensus mark for 2026 earnings is pegged at $3.12 per share, indicating a 23.23% increase from the previous year.

NFLX stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.