Market Signal Briefing

Alphabet, Microsoft, Meta and Amazon are expected to spend nearly $700 billion combined this year to fuel their AI buildouts.

For investors who love cash above all else, some warning signs may be flashing.

With the heart of tech earnings season wrapping up this week, Wall Street has a clearer picture of how the artificial intelligence race is poised to accelerate in 2026. The four hyperscalers are now projected to increase capital expenditures by more than 60% from the historic levels reached in 2025, as they load up on high-priced chips, build new mammoth facilities and buy the networking technology to connect it all.

Getting to those kinds of numbers is going to require sacrifice in the form of free cash flow. Last year, the four biggest U.S. internet companies generated a combined $200 billion in free cash flow, down from $237 billion in 2024.

The more dramatic drop appears to be ahead, as companies invest heavily upfront, promising future returns on investment. That means, margin pressures. less cash generation in the near term and the potential need to further tap the equity and debt markets. Alphabet held a $25 billion bond sale in November, and it's long-term debt quadrupled in 2025 to $46.5 billion.

Amazon, which on Thursday said it expects to spend $200 billion this year, is now looking at negative free cash flow of almost $17 billion in 2026, according to analysts at Morgan Stanley, while Bank of America analysts see a deficit of $28 billion. In a filing with the SEC on Friday, Amazon let investors know that it may seek to raise equity and debt as its buildout continues.

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Despite beating on revenue for the quarter, Amazon saw its stock sink almost 6% on Friday, bringing its drop for the year to 9%. Microsoft is down 17%, the most in the group, while Alphabet and Meta are up slightly.

While Amazon laid out the most aggressive spending plan among the megacaps, Alphabet wasn't far behind. The company, which is investing in its cloud infrastructure business as well as its Gemini models, sees up to $185 billion in capex this year. Morgan Stanley managing director Brian Nowak told CNBC's "Power Lunch" that he's projecting even more spend in coming years, with Alphabet shelling out up to $250 billion in 2027.

Pivotal Research projects Alphabet's free cash flow to plummet almost 90% this year to $8.2 billion from $73.3 billion in 2025. Analysts at Mizuho wrote in a report that bearish investors may look at the potential doubling of capex this year as "leaving limited FCF in 2026 with uncertain" return on investment.

Still, the analysts remain bullish and all kept their buy recommendations on the respective stocks. Longbow Asset Management CEO Jake Dollarhide is right there with them. He counts Amazon as his biggest holding, followed by Alphabet at fourth and Microsoft ninth in his portfolio.

"If you're going to pour all this money into AI, it's going to reduce your free cash flow," Dollarhide said. "Do they have to go to the debt markets or short-term financing to find the optimal mix of equity and debt? Yeah. That's why CEOs and CFOs are paid what they're paid."

'Somewhat shocking'Analysts at Barclays now see a drop of almost 90% in Meta's free cash flow, after the social media company said last week that capex this year will reach as high as $135 billion. They kept their overweight rating even as they forecast an even tougher cash position the next two years.

"We are now modeling negative FCF for '27 and '28, which is somewhat shocking to us but likely what we eventually see for all companies in the AI infrastructure arms race," the analysts wrote in a note after earnings.

When Meta CFO Susan Li was asked on the earnings call about capital allocation and the company's plans for future buybacks, she responded that the "highest order priority is investing our resources to position ourselves as a leader in AI."

At Microsoft, where capex is going up but at a slower rate than at its tech peers, Barclays estimates that free cash flow will slide by 28% this year before popping back up in 2027.

Representatives from Alphabet, Amazon, Microsoft and Meta declined to comment.

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A big advantage the tech industry's most-valuable companies have over high-flying AI upstarts like OpenAI and Anthropic, is that they've accumulated a massive cash pile in recent years. As of the end of the latest quarter, the four leaders had a total of over $420 billion in cash and equivalents.

Deutsche Bank analysts wrote in a report on Thursday about Alphabet that the company's infrastructure buildout is creating a "meaningful moat." It's a sentiment shared broadly by industry executives and experts who view AI as a generational opportunity with revenue reaching will into the trillions.

Businesses today are testing and building new AI agents to handle all sorts of tasks, including developing applications with just a few text prompts. All of that advancement requires hefty amounts of compute, which the cloud providers say is creating insatiable demand for their technology.

"Between what's happening in business and enterprise — they are all building on these AI companies Google, Meta, Amazon," Futurum Group CEO Daniel Newman told CNBC in an interview "These are core technologies."  

Morgan Stanley's Nowak said Alphabet is "seeing a lot of signal on return when it comes to Google Cloud, return on Google search, and YouTube." And Amazon CEO Andy Jassy said on his company's earnings call that growth at Amazon Web Services saw "the fastest we've seen in 13 quarters."

But plenty of unknowns remain, and some skeptics worry that a slip-up at OpenAI, which has announced over $1.4 trillion in AI deals, could lead to a market contagion because so much of the AI industry's growth prospects are tied to the ChatGPT creator.

"The truth is, we're at the dawn of a new technology shift and it's really hard to know the sustainability of top line," Michael Nathanson, co-founder of equity research firm MoffettNathanson, told CNBC. "We're entering new times and predicting the top line has gotten a lot harder. There's a ton of surprising going on."

— CNBC's Deirdre Bosa, Jordan Novet, Annie Palmer and Jonathan Vanian contributed to this report.

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, /PRNewswire/ -- Riley Exploration Permian, Inc. (NYSE American: REPX) ("Riley Permian" or the "Company"), today announced that Bobby Saadati has been named as an independent member of its board of directors, effective February 4, 2026.

Bobby Saadati is a senior executive within the oil and gas industry, with a background spanning energy investing, operations, mergers and acquisitions, and corporate strategy. His executive experience includes overseeing numerous acquisitions and strategic transactions, as well as managing an extensive portfolio of producing assets and gas processing plants.

Saadati has served as CEO of IKAV Energy USA since May 2020, leading the firm's North American platform. Previously, he served as Chairman of the board at Aera Energy and as a member of the board of directors of California Resources Corporation (CRC). He held prior leadership roles at Devon Energy,  Jefferies and BP.

Saadati holds a B.A. in political science from the University of California, San Diego, a J.D. from Trinity Law School, and an M.B.A. from the University of Chicago.

"We are very pleased to welcome Bobby Saadati to our board of directors," said Riley Permian's Chairman and CEO, Bobby Riley. "Mr. Saadati brings a very successful and diverse track record. His expertise and operational leadership will add value and strengthen our existing board of directors. Bobby's insight and strategic guidance will add to our work to create and enhance long-term shareholder value."

About Riley Exploration Permian, Inc.

Riley Permian is a growth-oriented upstream oil and gas company operating in Texas and New Mexico with infrastructure projects that complement our operations. For more information, please visit www.rileypermian.com.

Investor Contact:
405-438-0126
[email protected]

SOURCE Riley Exploration Permian, Inc.

Apple Inc. ( NASDAQ:AAPL ) is preparing to open CarPlay to third-party AI chatbots including ChatGPT, Google Gemini, and Anthropic's Claude within the coming months, according to Bloomberg's Mark Gurman.

BETHESDA, Md., Feb. 6, 2026 /PRNewswire/ -- The Lockheed Martin Corporation (NYSE: LMT) board of directors has authorized a first quarter 2026 dividend of $3.45 per share. The dividend is payable on March 27, 2026, to holders of record as of the close of business on March 2, 2026. As stated in our most recent earnings release, Lockheed Martin is significantly increasing our investments while maintaining our historical practice of using a disciplined and dynamic approach to capital allocation. 

About Lockheed Martin
Lockheed Martin is a global defense technology company driving innovation and advancing scientific discovery. Our all-domain mission solutions and 21st Century Security® vision accelerate the delivery of transformative technologies to ensure those we serve always stay ahead of ready. More information at Lockheedmartin.com. 

SOURCE Lockheed Martin

, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against BellRing Brands, Inc. ("BellRing " or the Company") (NYSE: BRBR).

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN BELLRING BRANDS, INC. (BRBR), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE MARCH 23, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Is The Lawsuit About?
The complaint filed alleges that, between November 19, 2024 and August 4, 2025, Defendants failed to disclose to investors that: (1) contrary to Defendants' repeated representations, their strong sales results did not reflect increased end-consumer demand or brand momentum; (2) instead, customers accumulated excess inventory as a safeguard against product shortages that had previously constrained BellRing's supply; (3) Once customers gained confidence that product shortages were a thing of the past, they promptly reduced their inventory by selling through existing products and cutting back on new orders; (4) Following the destocking, the Company admitted that competitive pressures were materially weakening demand; 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.

Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.

To be a member of the class action 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.

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

Contact Us: 
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com

SOURCE Law Offices of Howard G. Smith

, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against agilon health, inc. ("agilon" or the "Company") (NYSE: AGL).

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN AGILON HEALTH, INC. (AGL), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE MARCH 2, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Is The Lawsuit About?
The complaint filed alleges that, between February 26, 2025 and August 4, 2025, Defendants failed to disclose to investors that: (1) Defendants recklessly issued guidance for 2025 that they knew or should have known was not going to be achieved, given material industry headwinds of which they were aware; (2) Defendants materially overstated the immediate positive financial impact from "strategic actions" taken by agilon to reduce risk; 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.

Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.

To be a member of the class action 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.

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

Contact Us:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com

SOURCE Law Offices of Howard G. Smith

NEW YORK, NY / ACCESS Newswire / February 6, 2026 / Capital becomes meaningful only when it alters how a company behaves. Until then, it's just potential, visible but inactive. What matters is whether capital changes posture, cadence, and the range of decisions a management team can make without compromise.

That's the significance of the latest ELOC amendment at SMX (NASDAQ:SMX).

Rather than fine-tuning terms, the amendment, which commits up to $250 million, extends SMX's capital runway well into 2028, providing the company with more than twenty months of operational headroom. The immediate effect isn't financial optics. It's behavioral. SMX can now plan, sequence, and execute without the persistent friction that comes from a looming capital clock.

And in businesses built on infrastructure rather than short-cycle products, that distinction carries weight.

The Power of Time

Time changes how strategy is executed. With additional runway in place, SMX is operating from a position of continuity rather than compression. Decisions no longer need to be filtered through near-term funding constraints. Instead, execution can follow logic, complexity, and readiness. That shift alone separates platforms that scale deliberately from those forced into acceleration before systems are ready.

This isn't a subtle point. Capital pressure tends to produce predictable outcomes. Timelines tighten. Integration gets rushed. Strategic conversations drift back toward financing, even when the stated goal is execution. By extending its capital runway, SMX has stepped away from that dynamic and reinforced a longer operational horizon.

Importantly, this amendment doesn't stand on its own. It represents at least the fourth instance since 2023 in which capital has remained accessible to SMX as the company has progressed through its build phase. Notably, too, it comes in a market that has become increasingly selective, meaning repeated access to capital tends to reflect something tangible. Capital usually reappears and tends to stick with stories where execution is becoming easier to verify.

That recognition exists for a reason.

The Unique SMX Platform

As SMX's strategy has matured, so has external understanding of what the company is actually building. The SMX platform isn't a feature layered onto existing workflows. It's verification infrastructure designed to operate across physical materials, regulatory regimes, and global supply chains. Systems at that level don't scale on quarterly timelines, and they don't advance uniformly.

They move through coordination, integration, and validation across counterparties that often operate on entirely different clocks.

That's where a capital runway becomes operational rather than financial. It allows multiple initiatives to progress in parallel without forcing artificial prioritization driven by capital scarcity. It enables sequencing based on readiness instead of urgency. Over time, that approach compounds.

This becomes clearer when viewed against SMX's current engagement footprint. The company is already active across a diverse set of institutional, industrial, and regulatory channels. These include collaborations involving A*STAR, materials and textiles traceability initiatives such as TruCotton, precious-metals regulatory and trade frameworks connected to DMCC, and sensing and verification work alongside Redwave, among others.

While these engagements differ in scope and geography, they share a common requirement. Each demands time to integrate properly, validate at scale, and mature into embedded systems. The extended runway aligns with that reality instead of working against it.

This alignment also explains why capital has continued to surface as SMX has moved through 2024 and into 2025. The company has shifted from describing what its technology can do to demonstrating how it fits inside real supply chains, regulatory environments, and industrial workflows. Capital tends to follow that transition, not because it's encouraged to, but because progress becomes easier to assess.

That context frames why the upcoming period matters.

Funded to Engage, Develop, and Implement

Extending capital visibility into 2028 changes how outcomes can form. Instead of compressing timelines to satisfy short-term constraints, SMX can now let initiatives progress at the pace their complexity demands. Deal activity has room to deepen, integrations have room to settle, and partnerships can evolve into long-term operating relationships rather than transactional outcomes shaped by timing pressure.

That shift reframes how the market should think about capital altogether. In small-cap conversations, attention usually centers on how long funding lasts. For SMX, the more relevant question is how little it may need to rely on it. That isn't a forecast. It's an outcome that becomes possible when execution, not urgency, drives decision-making.

Very few infrastructure-oriented companies ever reach that position. When they do, it's rarely obvious in the moment. What looks like a capital update on the surface is often something else entirely underneath. In this case, SMX didn't change a financing narrative. It adjusted the sequencing of its execution.

With capital availability now aligned to the platform's architectural complexity, operational friction is reduced across planning, deployment, and scale. Decisions can follow readiness instead of deadlines. And growth can follow structure rather than stress.

For SMX, that's when execution stops reacting and starts compounding.

About SMX

As global businesses face new and complex challenges relating to carbon neutrality and meeting new governmental and regional regulations and standards, SMX is able to offer players along the value chain access to its marking, tracking, measuring and digital platform technology to transition more successfully to a low-carbon economy.

Forward-Looking Statements

The information in this press release includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding expectations, hopes, beliefs, intentions or strategies regarding the future. In addition, any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. The words "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "forecast," "intends," "may," "will," "might," "plan," "possible," "potential," "predict," "project," "should," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements in this press release may include, for example: matters relating to the Company's fight against abusive and possibly illegal trading tactics against the Company's stock; successful launch and implementation of SMX's joint projects with manufacturers and other supply chain participants of steel, rubber and other materials; changes in SMX's strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects and plans; SMX's ability to develop and launch new products and services, including its planned Plastic Cycle Token; SMX's ability to successfully and efficiently integrate future expansion plans and opportunities; SMX's ability to grow its business in a cost-effective manner; SMX's product development timeline and estimated research and development costs; the implementation, market acceptance and success of SMX's business model; developments and projections relating to SMX's competitors and industry; and SMX's approach and goals with respect to technology. These forward-looking statements are based on information available as of the date of this press release, and current expectations, forecasts and assumptions, and involve a number of judgments, risks and uncertainties. Accordingly, forward-looking statements should not be relied upon as representing views as of any subsequent date, and no obligation is undertaken to update forward-looking statements to reflect events or circumstances after the date they were made, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws. As a result of a number of known and unknown risks and uncertainties, actual results or performance may be materially different from those expressed or implied by these forward-looking statements. Some factors that could cause actual results to differ include: the ability to maintain the listing of the Company's shares on Nasdaq; changes in applicable laws or regulations; any lingering effects of the COVID-19 pandemic on SMX's business; the ability to implement business plans, forecasts, and other expectations, and identify and realize additional opportunities; the risk of downturns and the possibility of rapid change in the highly competitive industry in which SMX operates; the risk that SMX and its current and future collaborators are unable to successfully develop and commercialize SMX's products or services, or experience significant delays in doing so; the risk that the Company may never achieve or sustain profitability; the risk that the Company will need to raise additional capital to execute its business plan, which may not be available on acceptable terms or at all; the risk that the Company experiences difficulties in managing its growth and expanding operations; the risk that third-party suppliers and manufacturers are not able to fully and timely meet their obligations; the risk that SMX is unable to secure or protect its intellectual property; the possibility that SMX may be adversely affected by other economic, business, and/or competitive factors; and other risks and uncertainties described in SMX's filings from time to time with the Securities and Exchange Commission.

For Inquiries:

Contact: [email protected]

SOURCE: SMX (Security Matters) Public Limited

HomeIndustriesPharmaceuticalsThe company this week also said it’s selling a cancer-detection test that’s featured in its Super Bowl adPublished: Feb. 6, 2026 at 3:29 p.m. ET

Hims & Hers Health’s stock was on track to close Friday at its lowest level in more than one year, as the company wraps up a turbulent week in which it sidestepped the regulatory process to launch a cheaper compounded version of the Wegovy weight-loss pill.

The Hims & Hers HIMS version of the drug costs $49 per month to get started. That’s $100 less a month than the cost of starting Wegovy currently.

HomeStock IdeasQuick Picks & Lists

SummaryThis earnings season has reminded investors that technology is no longer a single trade, and 2026 is shaping up to be a stock picker’s market.Weakness in software and the broader tech tumble in QQQ reflect shorter-term nerves, yet the underlying buildout of AI, connectivity, and digital infrastructure continues.These stocks share a common trait: They're essential building blocks rather than speculative applications, giving them growth visibility in 2026.For investors willing to be selective, this week’s volatility offers an opportunity to accumulate high-quality tech leaders poised to outpace the sector.I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them. ridvan_celik/E+ via Getty Images

Tech Stocks End Rough Earnings Week on Positive Note Investors are digesting a busy week of corporate earnings that delivered mixed signals for the technology sector. Although companies like Advanced Micro Devices (AMD) and Magnificent Seven stocks like Alphabet (

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

Broadcom daily candlestick chart. Source: TradingView Broadcom enjoyed a strong 2025, ending the calendar year more than 51% higher, far outpacing the S&P 500’s growth of 17.9% over the same period.

Google Pushes AVGO Higher Although Alphabet’s $185 billion intentions for capital expenditures didn’t prompt a significant rally for GOOGL, investor optimism surrounding the firm’s constellation of peers grew significantly, with Ben Reitzes, head of technology research at Melius Research, suggesting that the capex spend would be a boon for Broadcom and other AI partners.

Google has strong ambitions for building data centers focused on artificial intelligence over the coming years. Because Google decided against running on industry-standard Nvidia chips, this increase in spending is set to play directly into the hands of NVDA’s semiconductor rivals.

Broadcom forms an integral part of the development of Google’s AI models, and the tech firm’s state-of-the-art Gemini 3 model was trained on Tensor Processing Units (TPUs), which are created with the help of the semiconductor specialists.

This isn’t to say that Broadcom isn’t a strong stock in its own right. The company confirmed that it will report its highly-anticipated Q1 2026 results on March 4, and upticks in AI-related order momentum throughout the semiconductor sector mean that investors will see this earnings report as a pivotal moment for AVGO’s long-term trajectory.

Broadcom has generated $64 billion in revenue over the last twelve months, which points to an expansion in software subscriptions and demand for AI connectivity and custom silicon.

The same period saw the stock’s operating income rise to $26 billion, with operating margins close to 41%, highlighting Broadcom’s strength in R&D, as well as acquisitions and shareholder returns.

Strength in Bespoke Chips Although Nvidia is a clear market leader when it comes to AI computing chips and their sales volumes, Broadcom has developed a strong USP that’s won business from Google and is turning the heads of many more ambitious firms seeking to boost their artificial intelligence adoption.

Rather than attempting to match Nvidia stride-for-stride, Broadcom has instead focused on developing custom AI chips in direct collaboration with each AI hyperscaler.

Although this strategy isn’t new in the computer chip ecosystem, Broadcom is the first major company to adopt the approach for AI workloads, and it’s helping to deliver high levels of demand among clients.

This USP has caused Broadcom’s revenue to rally 74% to $6.5 billion in Q4 2025. For the first quarter this year, the company expects its rate of revenue growth to reach $8.2 billion.

AI Growing Pains Remain Although Broadcom is a stock that possesses plenty of potential, it’s also experiencing growing pains in a wildly competitive artificial intelligence landscape.

AVGO has slipped more than 23% from its early December peak value of $413 as investors became wary of booming demand for custom AI processors bringing lower gross margins than Broadcom’s legacy silicon businesses.

Broadcom’s large AI order book, which consists of a $73 billion backlog, could risk underpinning growth while producing short-term margin pressure as the firm reallocates resources towards producing more custom chips.

These concerns made December a prime month for profit-taking among investors. Looking ahead, the direction that the artificial intelligence boom will take in 2026 remains unclear, with more institutions increasing their hedges against the prospect of an AI bubble.

While Broadcom’s chips carry a highly sought-after USP in a rapidly growing AI industry, many investors will be looking ahead to the firm’s earnings report on March 2 for an indication of whether AVGO is in a position to shrug off these lingering concerns.

Can AVGO Challenge the Magnificent Seven? Broadcom has already infiltrated the Magnificent Seven on Wall Street, nestling between the likes of Tesla and Meta Platforms in terms of market capitalization.

Given that the firm has a genuine competitive advantage over semiconductor rivals Nvidia and an expansive order sheet, it’s clear that Broadcom has the potential to continue growing its value significantly in 2026.

However, with December sell-offs still fresh in the memory, Broadcom’s trajectory will become clearer following its fiscal first-quarter results in March. Any evidence that the firm can deliver on its lofty growth ambitions will form a springboard for a stock that has plenty to offer in the AI sector.

Huron Consulting (HURN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

What does a successful retirement look like? If it means financial security through steady income sources, then you can get there with the help of high-yield dividend stocks.

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Integer Holdings Corporation (NYSE: ITGR) between July 25, 2024 and October 22, 2025, both dates inclusive (the "Class Period"), of the important February 9, 2026 lead plaintiff deadline.

So What: If you purchased Integer 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 Integer class action, go to https://rosenlegal.com/submit-form/?case_id=49170 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 February 9, 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, at that time, 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 hundreds of millions 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, defendants made materially false and/or misleading statements and/or failed to disclose that: (1) Integer materially overstated its competitive position within the growing electrophysiology ("EP") manufacturing market; (2) despite Integer's claims of strong visibility into customer demand, Integer was experiencing a sustained deterioration in sales relating to two of its EP devices; (3) in turn, Integer mischaracterized its EP devices as a long-term growth driver for its cardio and vascular ("C&V") segment; (4) as a result of the above, defendants' positive statements about Integer's business, and operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Integer class action, go to https://rosenlegal.com/submit-form/?case_id=49170 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

SOURCE THE ROSEN LAW FIRM, P. A.

Q4: 2026-02-06 Earnings SummaryEPS of $1.68 beats by $0.04

 |

Revenue of

$209.41M

(3.46% Y/Y)

misses by $1.94M

MarketAxess Holdings Inc. (MKTX) Q4 2025 Earnings Call February 6, 2026 10:00 AM EST

Company Participants

Stephen Davidson - Head of Investor Relations
Christopher Concannon - CEO & Director
Ilene Bieler - Chief Financial Officer

Conference Call Participants

Patrick Moley - Piper Sandler & Co., Research Division
Jeffrey Schmitt - William Blair & Company L.L.C., Research Division
Alex Kramm - UBS Investment Bank, Research Division
Alexander Blostein - Goldman Sachs Group, Inc., Research Division
Christopher O'Brien - Barclays Bank PLC, Research Division
Daniel Fannon - Jefferies LLC, Research Division
Elias Abboud - BofA Securities, Research Division
Michael Cyprys - Morgan Stanley, Research Division

Presentation

Operator

Ladies and gentlemen, thank you for standing by, and welcome to the MarketAxess Fourth Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded on February 6, 2026.

I would now like to turn the call over to Steve Davidson, Head of Investor Relations at MarketAxess. Please go ahead, sir.

Stephen Davidson
Head of Investor Relations

Good morning, and welcome to the MarketAxess Fourth Quarter and Full Year 2025 Earnings Conference Call. For the call, Chris Concannon, Chief Executive Officer, will provide you with an update on our strategy and our business; and Ilene. Fazel Bieler, Chief Financial Officer, will review our financial results.

Before I turn the call over to Chris, let me remind you that today's call may include forward-looking statements. These statements represent the company's belief regarding future events that, by their nature, are uncertain. The company's actual results and financial condition may differ materially from what is indicated in those forward-looking statements. For a discussion of some of the risks and factors that could affect the company's future results, please see the description of risk factors in our annual report on Form 10-K for the year ended December 31, 2024. I would also direct you to read the

Q4: 2026-02-05 Earnings SummaryEPS of $1.25 beats by $0.02

 |

Revenue of

$962.74M

(13.52% Y/Y)

beats by $84.16M

AptarGroup, Inc. (ATR) Q4 2025 Earnings Call February 6, 2026 9:00 AM EST

Company Participants

Marry Skafidas - Senior Vice President of Investor Relations & Communications
Stephan Tanda - President, CEO & Executive Director
Vanessa Kanu - Executive VP & CFO

Conference Call Participants

Paul Knight - KeyBanc Capital Markets Inc., Research Division
George Staphos - BofA Securities, Research Division
Matthew Roberts - Raymond James & Associates, Inc., Research Division
Daniel Rizzo - Jefferies LLC, Research Division
Matthew Larew - William Blair & Company L.L.C., Research Division
Gabe Hajde - Wells Fargo Securities, LLC, Research Division
Ghansham Panjabi - Robert W. Baird & Co. Incorporated, Research Division

Presentation

Operator

Ladies and gentlemen, thank you for standing by. Welcome to Aptar's 2025 Fourth Quarter and Annual Results Conference Call. [Operator Instructions] Introducing today's conference call is Mrs. Mary Skafidas, Senior Vice President, Investor Relations and Communications. Please go ahead.

Marry Skafidas
Senior Vice President of Investor Relations & Communications

Thank you. Hello, everyone, and thanks for being with us today. Our speakers for the call are Stephan Tanda, our President and CEO; and Vanessa Kanu, our Executive Vice President and CFO. Our press release and accompanying slide deck have been posted on our website under the Investor Relations page.

During this call, we will be discussing certain non-GAAP financial measures. These measures are reconciled to the most directly comparable GAAP financial measure and the reconciliations are set forth in the press release. Please refer to the press release disseminated yesterday for reconciliations of non-GAAP measures to the most comparable GAAP measures discussed during this earnings call. As always, we will also post a replay of this call on our website. I would now like to turn the call over to Stephan.

Stephan Tanda
President, CEO & Executive Director

Thank you, Mary, and good morning, everyone. We appreciate you joining us on

, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of F5, Inc. (NASDAQ: FFIV) between October 28, 2024 and October 27, 2025, both dates inclusive (the "Class Period"), of the important February 17, 2026 lead plaintiff deadline.

So What: If you purchased F5 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 F5 class action, go to https://rosenlegal.com/submit-form/?case_id=46672 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 February 17, 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, at that time, 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 hundreds of millions 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, defendants throughout the Class Period created the false impression that they possessed reliable information pertaining to F5's projected revenue outlook and anticipated growth while also minimizing risk from seasonality and macroeconomic fluctuations. In truth, F5's optimistic claims, touting its purported best-in-industry security and overall emphasis and confidence in F5's ability to meet and capitalize on the growing security needs for its clientele fell short of reality; F5 was, at the time, the subject of a significant security incident, placing its clientele's security and F5's future prospects at significant risk. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the F5 class action, go to https://rosenlegal.com/submit-form/?case_id=46672 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

SOURCE THE ROSEN LAW FIRM, P. A.

New York, New York--(Newsfile Corp. - February 6, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Klarna Group plc (NYSE: KLAR) pursuant and/or traceable to the registration statement and related prospectus (collectively, the "Registration Statement") issued in connection with Klarna's September 2025 initial public offering (the "IPO"), of the important February 20, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.

SO WHAT: If you purchased Klarna securities 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 Klarna class action, go to https://rosenlegal.com/submit-form/?case_id=48971 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 February 20, 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, at that time, 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 hundreds of millions 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, the Registration Statement contained false and/or misleading statements and/or failed to disclose that: (1) Defendants materially understated the risk that Klarna's loss reserves would materially go up within a few months of the IPO, which they either knew of or should have known of given the risk profile of many individuals agreeing to Klarna's buy now, pay later ("BNPL") loans; and (2); as a result, defendants' public statements were materially false and misleading at all relevant times and negligently prepared. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Klarna class action, go to https://rosenlegal.com/submit-form/?case_id=48971 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 or 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/283015

Source: The Rosen Law Firm PA

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Bithumb accidentally credited users $95B in Bitcoin during a promotional event, triggering a $16,000 price crash. Users sold $2B before the error was fixed.

Newton Gitonga2 min read

6 February 2026, 06:28 PM

A major technical error at Bithumb, one of South Korea's largest cryptocurrency exchanges, led users to receive billions of dollars' worth of Bitcoin instead of a modest promotional prize. The mistake triggered immediate chaos on the platform and caused Bitcoin's price to temporarily crash on the exchange.

The incident occurred during a promotional campaign called "Random Box." Participants were expected to receive 2,000 Korean won, equivalent to approximately $1.37. Instead, the system credited accounts with 2,000 BTC. At current market rates of around $70,000 per Bitcoin, each erroneous transfer was worth roughly $140 million.

Approximately 700 users participated in the Random Box promotion. Based on the campaign's structure, roughly 672 users likely received the inflated Bitcoin amounts. The total value of accidentally distributed Bitcoin reached an estimated $95.4 billion. However, these funds existed only within Bithumb's internal accounting system. No actual blockchain transactions took place.

Flash Crash and Rapid ResponseBithumb detected the error within five minutes of its occurrence. The company moved quickly to reverse the mistaken credits. Despite the brief timeframe, significant damage occurred as users rushed to capitalize on the windfall.

South Korean financial authorities estimate that users sold over $2 billion worth of the phantom Bitcoin during the five-minute window. The massive sell-off created artificial downward pressure on Bitcoin's price within the Bithumb platform. The cryptocurrency plummeted to $55,000 on the exchange while maintaining prices near $60,000 on other platforms.

The price disparity highlighted the localized nature of the incident. Bitcoin markets on competing exchanges remained largely unaffected. Bithumb's internal systems bore the full brunt of the selling pressure. The price recovered after the company corrected the accounting error and halted unauthorized transactions.

Security Assurances and Damage ControlBithumb issued a public statement addressing the incident. The exchange emphasized that external hackers played no role in the error. The company attributed the mistake to an internal technical malfunction during the promotional event setup.

"This incident is unrelated to any external hacking or security breach," Bithumb stated in an official blog post. The company stressed that system security remained intact throughout the event. Customer assets stored on the platform were never at risk, according to the statement.

The exchange confirmed that no users lost pre-existing funds due to the error. Only the mistakenly credited Bitcoin was affected by the correction process. Bithumb's reversal of the erroneous transactions restored accurate account balances across the platform.

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XRP (CRYPTO: XRP) surged 25% after Ripple outlined a growing set of “institutional DeFi” building blocks on the XRP Ledger designed to make the network viable for regulated financial activity, positioning XRP as a settlement and bridge asset. The Institutional DeFi Blueprint Ripple outlined how XRP Ledger will attract banks and financial institutions by solving their biggest concerns: verifying who's using the network, enabling private transactions, and offering lending facilities.

The recent pullback in the crypto market has pushed XRP into a period of volatility, but comments linked to Brad Garlinghouse, CEO of Ripple, are stirring fresh discussion among investors about whether the downturn could present a buying opportunity.

Market Fear Rises as XRP Metrics Turn BearishXRP has been moving in line with the broader crypto market decline, with several indicators showing weakening momentum. On-chain data indicates that XRP exchange reserves recently climbed to around 2.7 billion tokens, meaning that some investors are moving holdings onto exchanges — often interpreted as a signal that traders may be preparing to sell.

However, at the time of writing, XRP has gained more than 19% in the last 24 hours. Analysts warn that short-term rebounds could also turn into “bull traps,” where prices briefly rise before continuing lower, making timing the market difficult.

Investors Urged to Wait for ConfirmationSeveral experts have advised investors to avoid rushing into dip-buying strategies. Historically, sharp corrections can continue longer than expected, and analysts say confirmation of a sustained uptrend is often safer than trying to catch a “falling knife.”

This approach shows the broader uncertainty in the crypto market, where sentiment indicators have recently slipped into extreme fear territory.

Garlinghouse Quote Interpreted as Subtle SignalAmid the downturn, Garlinghouse shared the well-known Warren Buffett quote: “Be fearful when others are greedy and greedy when others are fearful.”

My favorite Warren Buffet quote:

"Be fearful when others are greedy, and greedy when others are fearful!"

— Brad Garlinghouse (@bgarlinghouse) February 5, 2026 While the Ripple CEO did not directly comment on XRP’s price, many traders interpreted the post as a possible signal encouraging long-term confidence during the market’s fear phase. Social media reactions from XRP supporters quickly framed the message as a reminder that major opportunities often appear during market stress.

Long-Term Fundamentals Still in FocusDespite short-term bearish signals, XRP supporters continue pointing to Ripple’s ongoing institutional partnerships, payment-network expansion, and new use cases on the XRP Ledger as long-term drivers that could support the asset once broader market sentiment improves.

For now, analysts say the coming months could determine whether the market stabilizes into a consolidation phase or experiences additional downside. 

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The 40% drop in Solana in the last 30 days has caused the value of SOL holdings held by treasury companies to decline significantly. Solana treasury firms with negative holdings include Forward Industries (-64%), Solana Company (-65%), DeFi DevCorp (-42%), Sharps Tech (68%), and Upexi (47%).

At the time of publication, Solana has dropped more than 3% in the past 24 hours. SOL is currently trading at $83.89, having rebounded from $70 during the day. 

Did recent SOL liquidations trigger a drop in Solana Treasuries holdings? Solana treasury companies know only one way, and that’s down.

No signs of reversal, and this is why $SOL has been underperforming large caps. pic.twitter.com/pAMZy9D7mE

— Ted (@TedPillows) December 28, 2025

The drop in Solana’s price mirrors the huge SOL liquidations seen on Friday. On-chain data revealed that more than $300 million in long positions have been liquidated in the last 24 hours. The single largest liquidation was approximately $6.69 million.

The liquidations explain why SOl holdings held by treasury companies have dropped significantly in the previous few weeks. On-chain data for 19 Solana treasury entities showed the DATs hold around 18.5 million SOL. The firms’ holdings amount to approximately $1.54 billion, a 39.1% drop in the last 30 days.

Forward Industries currently has 6.9 million SOL on its balance sheet, valued at around $580 million, followed by Solana Company with 2.3 million SOL, valued at more than $192 million. DeFi Development Corp holds 2.2 million SOL, worth about $184 million, while Upexi and Sharps Technology hold around 2 million ($169 million) and 1.9 million ($167.6 million), respectively.

The total market cap of Forward Industries as of Thursday was $415 million, followed by DeFi Development with $96 million. Solmate Infrastructure had a market cap of $88 million, followed by Solana Company at $82 million. Upexi and Sharps Technology recorded a market cap of $70 million and $38 million, respectively.

As of Friday, DeFi Development had the most 24-hour trading volume at more than $10.7 million, followed by Forward Industries with $8.5 million. Upexi recorded a 24-hour trading volume of $5.1 million, while Solmate Infrastructure and Solana Company had $1.5 million and $1.12 million, respectively.

Can Samani’s optimism on Solana pay off? Despite the drop in SOL treasuries, Kyle Samani, Co-Founder of Multicoin Capital, revealed on Thursday that he would be doubling down on his investment in Forward Industries. The initiative aims to increase his indirect exposure to Solana.

The crypto mogul said he was still optimistic about Solana and the broader crypto industry. He plans to boost his exposure to SOL through his personal investments and as Chairman of Forward Industries.

“After nearly a decade in crypto, I’m more confident than ever that crypto is going to fundamentally rewire the circuitry of finance. I remain bullish on crypto, specifically Solana, and intend to continue making personal investments in the space and supporting Multicoin portfolio companies.”

–Kyle Samani, Chairman of Forward Industries.

Samani also revealed that his optimism about crypto stems from his belief that the CLARITY Act will unlock a tidal wave of new entrants into the market. He also believes that the legislation will spur the adoption of digital assets in the future. The crypto investor stepped down from his role at Multicoin, arguing that he needs to explore new areas of technology.

On-chain data revealed that SOL spot ETFs attracted more than $2.82 million on Thursday. The Fidelity Solana ETF saw the highest total net inflows of around $1.86 million. The fund’s cumulative net inflows also reached $158 million. Bitwise followed with the second-highest inflows at $1.48 million, bringing its cumulative net inflow to $682 million.

As SOL treasuries continue to decline, Solana Foundation President Lily Liu recently urged the crypto industry to return to blockchains’ original focus: finance. She urged the industry to refrain from the years of attempts to frame blockchains as a generalized replacement for the modern internet.

Ethereum Crashes 29% in a Week, but Reversal Signals Start to AppearEthereum price crashes 29% to May 2025 lows amid panic selling.On chain data shows $1.2 billion losses and long term holders selling.Oversold conditions could fuel rebound if Ethereum reclaims $2,000 support soon decisively.Ethereum has suffered a sharp correction, with price falling nearly 29% over the past week and slipping below the $2,000 mark. ETH is now trading at levels last seen nine months ago, reflecting severe weakness across the market. 

Diminishing buyer support has worsened conditions, with on-chain data confirming growing stress among Ethereum holders.

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Ethereum Holders Move Back To SellingEthereum holders have increasingly resorted to panic selling as broader market conditions deteriorated. On-chain data from the Realized Profit/Loss indicator shows investors selling despite being underwater. Realized losses surged past $1.2 billion within 24 hours, highlighting widespread capitulation as holders prioritize risk reduction over recovery.

Such elevated realized losses often extend declines by reinforcing negative momentum. As more ETH is sold at a loss, the price faces additional downward pressure. This behavior suggests confidence remains fragile, limiting the ability of Ethereum to stabilize until selling activity meaningfully subsides across the network.

Want more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.

Ethereum Net Realized Profit/Loss. Source: GlassnodeETH Long-Term Investors Change StanceLong-term holder behavior reflects similar stress. The HODLer Net Position Change has declined, with bars flipping red, signaling net outflows from long-term wallets. This shift is notable because long-term holders are typically considered the backbone of Ethereum’s market structure and price stability.

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When long-term holders distribute rather than accumulate, it often signals deep concern. Their decision to sell amid mounting losses indicates rising panic even among conviction-driven investors. This development adds macro-level pressure and increases the risk that Ethereum’s decline could deepen before a meaningful recovery begins.

Ethereum HODLer Position Change. Source: GlassnodeETH Price Could Note A ReversalEthereum price is trading near $1,920 at the time of writing after a 29% drop in one week. The move below $2,000 has reinforced bearish structure across multiple timeframes. Given the prevailing on-chain and sentiment indicators, ETH remains vulnerable to additional downside in the near term.

ETH is currently holding above the $1,796 support level. If this level fails, price could slide toward $1,671 or lower. Ethereum is already at a nine-month low, last seen in May 2025, increasing the risk of further liquidation-driven selling if support breaks.

Ethereum Price Analysis. Source: TradingViewA recovery scenario remains possible if selling pressure eases. Ethereum could reclaim $2,000, supported by oversold conditions. The Money Flow Index sits well below the 20.0 threshold, indicating selling pressure has likely saturated. Historically, such readings have preceded short-term relief rallies.

Ethereum MFI. Source: TradingViewA similar rebound could unfold if investors refrain from further selling. Holding supply off exchanges may allow ETH to regain momentum. Under this scenario, Ethereum could push beyond $2,000 and advance toward $2,500. Securing that move would invalidate the bearish thesis and restore market confidence.

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In line with the Trust Project guidelines, this price analysis article is for informational purposes only and should not be considered financial or investment advice. BeInCrypto is committed to accurate, unbiased reporting, but market conditions are subject to change without notice. Always conduct your own research and consult with a professional before making any financial decisions. Please note that our Terms and Conditions, Privacy Policy, and Disclaimers have been updated.

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XRP experienced one of its most significant rallies ever in this cycle, reaching a new all-time high. However, with the broader cryptocurrency market turning extremely volatile, the price of altcoin has now fallen dangerously close to the $1 mark. Despite the notable decline, on-chain metrics suggest that the altcoin could still be set for more downside movement in the upcoming weeks and months.

XRP Is Facing Bear Market Threat The XRP bloodbath has continued after falling by nearly 20% on Thursday, with the price of the altcoin now positioned at $1.22. Meanwhile, fresh data are flashing strong warning signs about a potential continuation of the current downward trend.

Advanced investment and on-chain data analytics platform, Alphractal, has outlined a growing cluster of on-chain and market metrics, which suggests that XRP may be approaching the edge of an aggressive bear market phase. Liquidity, holder behavior, and derivatives positioning indicators are starting to line up in a manner that has historically preceded more dramatic declines.

Specifically, 3 different key metrics are hinting at this impending bear market phase for the leading altcoin. These metrics include the Realized Cap Impulse, the MVRV Z-Score, and the Net Unrealized Profit and Loss (NUPL).

Currently, data from Realized Cap Impulse shows that new capital is flowing out of XRP. As for the MVRV Z-Score, which is sitting right on a key level, the metric hints at either a bear market continuation or the last on-chain support. Meanwhile, the NUPL is also at its transition line, and a further drop implies that most XRP activity will shift into unrealized losses.

Source: Chart from Alpractal on X XRP is now sitting exactly at a critical on-chain transition point. In other words, the altcoin is in a fragile state. If the price declines a little more, the data suggests conditions could deteriorate fast, paving the way for an extended bear market and potential capitulation phase.

Alphractal also highlighted that if the 3 metrics display extended weakness, the ongoing selling pressure will probably increase in the upcoming days. Thus, this makes the moment a crucial one for monitoring and for making data-driven decisions in order to position ahead of possible upside or downside moves.

Short-Term Holders Are The Major Sellers XRP’s current downtrend is not entirely a surprise, given the growing selling pressure from its holders. Steph is Crypto, a market analyst and trader, disclosed that the renewed selling activity is emerging from the short-term holders, who appear to be the primary source of distribution.

Data shows that wallet addresses aged between 1 week and 1 month have experienced a drop from 5.27% to 3.6% in the past few days. Meanwhile, wallet addresses that fall under the 1-month to 3-month category are down from 11.53% to 9.29%. When newer market players are offloading their positions in volatile conditions, it is often caused by weak conviction in the altcoin and higher risk tolerance.

While these short-term holders are constantly selling their coins, Steph is Crypto highlighted that long-term holders are doing the opposite. These investors are not selling and are holding on to their coins. For now, only weak hands are the ones that are selling in the market.

XRP trading at $1.28 on the 1D chart | Source: XRPUSDT on Tradingview.com Featured image from Freepik, chart from Tradingview.com

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TLDR Table of Contents

TLDRMSTR Stock Reacts to Bitcoin’s RecoveryBitcoin’s Price and MSTR’s Earnings LossesLong-Term Bitcoin Strategy and Risk ManagementGet 3 Free Stock Ebooks MSTR stock surged by more than 25% on Friday following a recovery in Bitcoin prices. The rise in MSTR shares followed a sharp decline earlier in the week due to losses in the cryptocurrency market. Strategy reported a $12.4 billion loss for Q4 2025, primarily driven by unrealized losses on its Bitcoin holdings. Despite the earnings shortfall, Strategy’s leadership remains committed to its long-term Bitcoin strategy. CEO Phong Le stated that Bitcoin would need to fall to $8,000 for five years before facing serious financial challenges. Shares of Strategy ($MSTR) surged sharply on Friday, increasing more than 25% to around $133. This price jump followed a difficult prior session where the stock had dropped significantly. The bounce was fueled by a rebound in Bitcoin, which recovered from multi-week lows to around $71,000.

Strategy Inc, MSTR

MSTR Stock Reacts to Bitcoin’s Recovery The price of MSTR stock closely tracks Bitcoin’s movements, with the company being one of the largest corporate holders of the cryptocurrency. As Bitcoin prices stabilized and began to rise, MSTR saw its shares rebound. This growth contrasted with the sharp decline seen on Thursday when the stock had plummeted to multi-year lows.

MSTR’s performance is heavily tied to Bitcoin’s price fluctuations. When Bitcoin drops, the value of MSTR’s Bitcoin holdings declines, which directly impacts the stock price. In the past week, the sharp drops in digital assets had pushed MSTR stock as low as $105 before the recent recovery.

Bitcoin’s Price and MSTR’s Earnings Losses Strategy reported a significant loss of $12.4 billion for the fourth quarter of 2025, largely due to unrealized losses on Bitcoin. This loss came as a result of the declining value of the company’s bitcoin holdings, contributing to the pressure on MSTR’s stock. The earnings miss caused the market to reassess the company’s short-term outlook.

Despite these losses, executives at Strategy remained optimistic about their long-term Bitcoin strategy. Executive Chairman Michael Saylor emphasized that the company’s commitment to Bitcoin remains strong, and they are continuing with their Bitcoin Security Program. Saylor also downplayed fears of quantum computing’s impact on Bitcoin in the near term.

The company’s leadership assured investors that the business could withstand significant drops in Bitcoin’s price without facing solvency issues. CEO Phong Le explained that Bitcoin would need to fall to $8,000 and stay there for five years before the company would encounter serious financial difficulty.

Long-Term Bitcoin Strategy and Risk Management CEO Phong Le further clarified that even under extreme conditions, Strategy could consider restructuring or raising additional capital. Le explained that if Bitcoin were to drop by 90% to $8,000, the company’s Bitcoin reserves would match its net debt, which would signal a potential need for further capital raises.

Strategy’s leadership also emphasized that the company has positioned itself to survive the extreme volatility that digital assets face. The company’s long-term vision for Bitcoin includes confidence in its future potential despite the current market volatility.

In brief Thousands of Coinbase users lost money this week as crypto-backed loans soured. The exchange’s users have faced $170 million in liquidations over the past week. The losses represent the most in the product’s one-year history. Coinbase customers are experiencing pain in new ways as Bitcoin and Ethereum tumble, with losses piling up for thousands of users through the exchange’s crypto-backed lending product.

Over the past week, Coinbase users have lost $170 million worth of collateral through liquidations on DeFi platform Morpho, according to a Dune dashboard. As Bitcoin and Ethereum notched double-digit declines, some 2,000 users lost $90.7 million on Thursday alone.

When Coinbase began providing access to Bitcoin-backed loans last year, the company positioned the product as a way for people to grow their wealth. It later expanded to Ethereum-backed loans, while raising loan limits to $5 million per customer.

As Bitcoin and Ethereum have respectively dropped 17% and 26% over the past week, an increasing number of users’ loans have reached the point where they are considered unhealthy, allowing third-parties to repay them—and scoop up the collateral at a discounted rate.

As users’ loans have approached the point of liquidation, some have added more collateral or paid down debts in the form of Circle’s USDC stablecoin. Over the past week, around 3,300 users have sat idle as their Bitcoin and Ethereum was whisked away for good.

The losses may be a small sum amid the broader crypto crash, but the dynamic shows how Coinbase's efforts to fold DeFi into its business can directly impact users as the company pursues its ambitions of becoming an “everything exchange.” 

Since its debut last January, the product has originated $1.8 billion in loans.

If users’ collateral were to fall another 50% in value, Coinbase users could lose $600 million, but a Coinbase spokesperson told Decrypt that the exchange notifies users frequently when their loans are at risk of liquidation, “up to every 30 minutes.”

Compared to traditional loans, the spokesperson described crypto-backed loans as faster, cheaper, and more efficient. They noted that crypto-backed loans can also offer better rates.

As a risk management tool, all loans on Morpho are over-collateralized by default. At the same time, the exchange’s app “enforces an additional buffer when users take out a loan to reduce liquidation risk,” while notifying them of that potential outcome, the spokesperson said.

The exchange is exploring additional ways for users to protect their loans, they added, acknowledging that crypto-backed loans come with their own set of risks that users should understand.

The spokesperson said that Coinbase doesn’t earn any fees from users’ liquidations. But the company still makes money on the product as a technology provider by receiving a cut of performance fees that are earned by risk managers.

Coinbase once offered Bitcoin-backed loans in a centralized manner, but it stopped issuing them in May 2023 amid an uptick in regulatory scrutiny toward the industry. Through its new product, people don’t need to provide personal information before lending to Americans.

In October, when Bitcoin traded near an all-time high above $126,000, Max Branzburg, head of consumer products at Coinbase, told Decrypt that the exchange was “empowering people to help grow their wealth in ways that they couldn’t otherwise.”

He said he had observed people tapping Coinbase’s product to make important moves without needing to sell their Bitcoin, like purchasing a car or renovating a home.

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