Market Signal Briefing

The storage drive stock has returned nearly 1,500% over the past year.

Sandisk (SNDK 0.72%) stock was a shooting star in 2025, rising a ridiculous 1,475% since it went public last February after spinning off of Western Digital.

In 2026, as it approaches one year since going public on Feb. 24, it has already gained 131% year to date (YTD).

What has driven this incredible surge, and can it possibly continue? Let's take a look to see if Sandisk stock is still a buy.

Image source: Getty Images.

Up almost 1,500% in a year While Sandisk is new to the market, it has been around since 1988 as a maker of solid-state storage drives and later portable flash drives and memory cards.

While it still makes those products for consumers, its biggest revenue drivers are NAND flash drives and solid-state drives for mobile phones, data centers, and gaming storage, among other uses.

It is typically one of five major players across these markets, with some of the competitors changing depending on the product. Across most of them, including data centers and smartphones, it competes with Micron and Samsung, while it competes with Seagate in gaming storage drives.

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It has been able to gain market share as a pure-play company in its markets, rather than when it was part of Western Digital. The primary revenue catalyst has been its solid-state drives for data centers, which have seen incredible demand and not enough supply, given the rapid expansion of data centers due to the growing need for artificial intelligence (AI) compute. Sandisk's data center revenue grew 64% in the last quarter, compared to the previous quarter.

Overall in the most recent quarter, revenue jumped 31% from the previous quarter and 61% year over year. Net income rose a ridiculous 617% from the previous quarter and 672% year over year.

Is Sandisk still a buy? The rally has continued into 2026, as Sandisk stock has risen 131% year to date as of Feb. 10.

It has been boosted by a blowout earnings report and outlook at the end of January. But there have also been reports that due to the incredible demand for its data center and enterprise drives, it will double its prices in 2026, potentially in the first quarter, according to analysts.

For the current quarter, its fiscal Q3, Sandisk is targeting $4.4 billion to $4.8 billion in revenue, which would be 47% to 60% growth over Q2. Further, its adjusted earnings are targeted for $12 to $14 per share, which would be up double from $6.20 per share last quarter. Also, its gross margin is pegged at 64.9% to 66.9% -- up from 50.9%.

The supercycle continues for Sandisk, as demand outpaces available supply -- and it could last for years. There are some major competitors in its market, but it benefits from having this as its only function, which will allow it to focus its investment and resources squarely on this business.

So, yes, even though it's already up 131% YTD and 1,500% over the past year, Sandisk has more room to run. Given its incredible earnings power, it has a forward price-to-earnings (P/E) ratio of just 14, which makes it attractive from a valuation perspective.

HomeStock IdeasQuick Picks & Lists

SummaryIn the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%.In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed.Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.Casella Waste Systems, Inc. has over the last decade transformed itself into one of the fastest growing waste companies.JFrog Ltd. is widely recognized as the industry standard for binary management, serving a customer base of over 7,000 organizations. Sumedha Lakmal/iStock via Getty Images

The following segment was excerpted from the Baron Discovery Fund Q4 2025 Shareholder Letter.

In the fourth quarter of 2025, the Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index (the Index) by 1.03%. For the full year

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

© Gorodenkoff / Shutterstock.com

IREN (NASDAQ:IREN) and Cipher Mining (NASDAQ:CIFR) are former crypto miners that have pivoted to AI infrastructure. These companies create AI data centers and own the energy that big tech craves. Both companies have signed lucrative, multi-year deals that come to billions of dollars, but IREN has a few distinct advantages over Cipher Mining that make it the better stock. These are some key details investors should know.

IREN Has More Available Power Right Now IREN and Cipher Mining both have vast gigawatt pipelines, 4.5 gigawatts and 3.4 gigawatts, respectively. However, part of a gigawatt’s value is how close it is to energization. If a gigawatt is energized right now, a tech company can sign a deal and start using it right away instead of having to wait a few years.

That’s one of the biggest value propositions IREN has over Cipher Mining. IREN has 810 megawatts of operating data centers compared to Cipher Mining’s 477 megawatts. Not all of those megawatts are for AI, as some of that energy is for crypto mining. For instance, IREN only has 460 megawatts energized for AI, while Cipher Mining has a lower number. IREN is also projected to energize its 1.4 gigawatt Sweetwater 1 facility in April, giving it a better moat over Cipher Mining. The entire Sweetwater 1 facility is intended for AI use.

Both companies will continue to energize more of their data centers. While IREN can realistically close the year with two gigawatts of energized power that is specifically for AI, it will take longer for Cipher Mining to achieve that goal. The big year for Cipher Mining is 2028, when the company is expected to energize 2.5 gigawatts. That means IREN will have a big lead in energized gigawatts for a while.

IREN Got Better Contract Terms Than Cipher Mining IREN and Cipher Mining both announced major deals in recent quarters. While IREN didn’t announce a new deal in Q2 FY26, its 5-year deal with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) was still a big catalyst in Q1 FY26. That deal’s total value is $9.7 billion, which comes to $1.94 billion per year. IREN also secured a 20% prepayment, which will help with financing additional AI data centers. It covers 200 megawatts.

Meanwhile, Cipher Mining reached a 15-year agreement with Amazon (NASDAQ:AMZN) for $5.5 billion. The deal includes 300 megawatts and comes to $367 million per year. That difference is because IREN buys, owns, and maintains Nvidia (NASDAQ:NVDA) GPUs while Cipher Mining acts more like a landlord that lets tech companies bring their own chips. 

Those GPUs can appreciate over time if demand remains high. While depreciation is normal in the tech industry, Nvidia chips seem to be the exception since every big tech company wants them. IREN’s approach requires more capital but sets it up for higher annual recurring revenue, which can translate into more attractive margins once the GPUs are in place.

IREN’s Oklahoma Site Extended Its Gigawatt Pipeline Lead IREN and Cipher Mining both have exceptional multi-gigawatt pipelines, but IREN has a big lead after announcing its 1.6 gigawatt Oklahoma site. IREN now has 4.5 gigawatts compared to Cipher Mining’s 3.4 gigawatts. IREN seems to focus on large sites that can support at least one gigawatt, while Cipher Mining likes to spread things out across smaller sites like the 200 megawatt site it acquired in Ohio.

A 1.6 gigawatt site requires more capital than a bunch of smaller sites, but it’s more convenient in the long run to have gigawatts concentrated in one area instead of many smaller sites. IREN’s 1.6 gigawatt Oklahoma site is easier to maintain and more cost-effective than eight 200 megawatt sites. It’s similar to real estate investing, in which a 10-unit apartment complex is easier to maintain than 10 single-family homes scattered across the country.

IREN has given itself a notable advantage by focusing on large-scale sites. Both companies are committed to building their gigawatt pipelines and are poised to capitalize on the AI boom, but IREN looks like the better choice.

Macquarie Group logo is seen outside their headquarters in Sydney, Australia, May 9, 2025. REUTERS/Hollie Adams/File Photo Purchase Licensing Rights, opens new tab

Feb 16 (Reuters) - Australia's Qube Holdings (QUB.AX), opens new tab on Monday agreed to an A$11.7 billion ($8.26 billion) buyout offer from a consortium led by Macquarie Asset Management (MAM) (MQG.AX), opens new tab, sending shares in the logistics group to a record high.

The agreement follows months of talks after a Macquarie Asset Management-led consortium made a non-binding offer in November for Qube, which gave Australia's largest integrated provider of import and export logistics an enterprise value of A$11.6 billion.

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"MAM's offer underscores the value that has been created through our strategy for growth, the quality of our business, leadership team, and people, and the strength of our safety culture," Qube Managing Director Paul Digney said.

Shares in Qube, which owns ports, intermodal terminals, and bulk handling facilities across Australia, jumped as much as 4.1% in early trading to an all-time high of A$5.05. The stock remained below the consortium's A$5.20 per share offer.

Under the scheme implementation deed, the Sydney-based firm can pay dividends up to a maximum of 40 Australian cents, which will result in a reduction in the offer price, both Qube and MAM said.

UniSuper, an Australian pension fund, will transfer its 15.07% stake in Qube into the consortium.

($1 = 1.4172 Australian dollars)

Reporting by Sameer Manekar and John Biju in Bengaluru; Editing by Vijay Kishore, Diane Craft and Sonal Paul

Our Standards: The Thomson Reuters Trust Principles., opens new tab

This stock has been one of the market's wildest rides over the last decade. But with used car demand showing cracks, it might not be the time to buy.

Carvana (CVNA 0.37%) reports fourth-quarter and full-year 2025 earnings this week. The stock has been in free fall after a strong start to the year, down roughly 27% from its January peak near $485 to around $347 as of midday Feb. 13.

When a stock is up something like 3,100% in just three years, a pullback can feel like the perfect chance to buy the dip. But once you look a little closer, the picture gets less exciting. The demand wave that powered this massive run might be fading.

Image source: Carvana.

Carvana's comeback that defied gravity Give credit where it's due. Carvana's turnaround from near-bankruptcy in 2022 ($4.74 per share) to its recent highs above $486 is one of the most dramatic resurrections in market history.

I remember when people were calling this company a Ponzi scheme or a "one-hit pandemic wonder" and practically begging for executives to get fired. But look at Q3 2025: Suddenly, the numbers told a completely different story. The company posted record revenue of $5.65 billion -- up 54.5% year over year -- and delivered 156,000 vehicles. That's undeniably impressive.

The bull case for Carvana rests on a simple idea: Used car demand is strong and growing. And for most of 2025, tariffs on new vehicles did funnel buyers toward the used market. But that tailwind is fading fast.

Used retail sales are expected to fall 0.7% in 2026 to 20.3 million units, as lower new car production, fewer lease returns, and weak electric vehicle (EV) demand tighten supply. Average used car prices hit $28,550 in January 2026, up $490 year over year, challenging affordability.

The bigger issue is financing: Used-car loan rates are running 10% to 12% APR versus 6% to 7% for new cars, with some automakers offering 2% to 4% promos. When a $28,000 used car at 11% costs nearly the same per month as a new car at 4%, the value gap shrinks, undercutting Carvana's growth thesis.

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It might be best to stay on the sidelines Carvana's insider activity is flashing warning signs. CEO Ernest Garcia III has sold over $1.4 billion in shares since April 2024, including more than $500 million in August 2025 alone, with the CFO and chief operating officer also selling. While these sales fall under 10b5-1 plans, the scale is hard to ignore, especially given that the Garcia family controls 84% of voting power, raising agency risk concerns.

In January 2026, Gotham City Research accused Carvana of hiding $1 billion or more in expenses through related-party deals, sending the stock down roughly 20%. On top of this, its valuation remains stretched, leverage is heavy, and cash-flow trends are weakening.

Carvana's turnaround story is genuinely impressive, but it shows signs of aging. Used car demand is softening. Financing costs are working against the company's target customers. Insiders are selling at an extraordinary pace.

Unlike something like food delivery, buying a used car online hasn't become a reflex. It's a considered, high-dollar decision that gets harder when rates are 11%, and prices keep climbing. Carvana needs a growing pie to justify its valuation.

Right now, the pie is shrinking.

Alphabet is well positioned to thrive in the AI era.

Buying and holding a single stock isn't a smart idea -- don't do it. However, it's a great idea to think about what your only stock pick could be if you were allowed only one. This will highlight how high your risk tolerance is and where you think the economy will head over the next few years.

In my mind, to buy and hold only a single stock, the company needs to have some sort of exposure or plans for generative artificial intelligence (AI) integration. Anyone not using this technology is going to get disrupted, so ensuring the stock pick has a strong AI strategy is key for success.

In the AI realm, there are few companies as strongly positioned and steady as Alphabet (GOOG 1.08%) (GOOGL 1.08%), and I think it is my top stock to buy and hold right now.

Image source: Getty Images.

Alphabet is an incredibly strong company Alphabet is deeply involved in AI. The company has one of the leading generative AI models in Gemini, and this is starting to become one of the most used models. Gemini has made several impressive breakthroughs, and it has the financial backing to be able to defeat competitors based on price alone.

Another way Alphabet is benefiting from AI is through its cloud computing platform, Google Cloud. Alphabet has built excess computing capacity so it can rent it to other companies that don't have the resources to build out a data center of their own. This has become a wildly successful business unit, and Google Cloud's growth rate showcases it.

In Q4, Google Cloud's revenue rose 48% year over year. For reference, last year's Q4 growth rate was 30%, and Q3's growth rate was 34%. Google Cloud is really starting to become a huge piece of Alphabet's business, and it also provides a steady income stream.

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While Alphabet is spending a ton on data centers right now, eventually, the only cost in this business unit will be to replace burnt-out or outdated hardware. This will allow the operating margin on this business unit to soar, leading to massive profits from the business that it's growing today.

Lastly, Alphabet doesn't need AI to take over the world to be a successful investment. Its core Google Search business grew revenue at a 17% pace despite being a $63 billion business that has been around for more than two decades. This base business can fund Alphabet's AI aspirations and buoy it in case the AI investment trend goes south.

Alphabet is better positioned than nearly any other company to deliver steady and long-term results, making it my top stock to buy now if I were forced to only own one.

New York, New York--(Newsfile Corp. - February 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Varonis Systems, Inc. (NASDAQ: VRNS) between February 4, 2025 and October 28, 2025, both dates inclusive (the "Class Period"), of the important March 9, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Varonis 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 Varonis class action, go to https://rosenlegal.com/submit-form/?case_id=50337 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 March 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 achieved the largest ever securities class action settlement against a Chinese Company at the time. 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) Varonis would not be able to maintain ARR projections while converting both its federal and non-federal existing on-prem customers to the software-as-a-service ("SaaS") alternative offering; (2) Varonis was not equipped to convince existing users of the benefits of converting to the SaaS offering or otherwise maintain these customers on its platform, resulting in significantly reduced ARR growth potential in the near-term; and (3) as a result of the foregoing, defendants' positive statements about Varonis' business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Varonis class action, go to https://rosenlegal.com/submit-form/?case_id=50337 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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283997

Source: The Rosen Law Firm PA

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

Contact Us

Shares of Australia's Qube Holdings jumped to a record high Monday after the ports and logistics company agreed to be taken over by a consortium led by Macquarie Asset Management at an enterprise value of about $11.7 billion Australian dollars ($8.26 billion).

Qube Holdings jumped 3.4% to $5 Australian dollars.

The offer represents a 27.8% premium to Qube's last closing price of A$4.07 on Nov. 21, the final trading day before the company announced it had entered an exclusivity process for the deal, Qube said in a statement.

Qube Chairman John Bevan said the offer reflects the company's strong position as a logistics provider across Australia and New Zealand and its growth prospects.

Qube is a major Australian logistics and infrastructure group with operations spanning Australia, Southeast Asia and New Zealand. Its network handles a range of freight services, including bulk commodity exports. The company employs around 10,000 people.

The transaction is expected to be put to shareholders around June 2026, and will be subject to regulatory approvals, including from Australia's Foreign Investment Review Board, the Australian Competition & Consumer Commission, New Zealand's Overseas Investment Office and Papua New Guinea's competition regulator.

UniSuper, which holds about 15% of Qube, will roll its stake into the new holding structure.

Macquarie Asset Management currently manages around AU$720 billion in assets globally across public and private markets with portfolio companies spanning across the infrastructure, real estate and green investments sectors.

NEW YORK, Feb. 15, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Bath & Body Works, Inc. (NYSE: BBWI) between June 4, 2024 and November 19, 2025, both dates inclusive (the “Class Period”), of the important March 16, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Bath & Body Works 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 Bath & Body Works class action, go to https://rosenlegal.com/submit-form/?case_id=50622 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 March 16, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, 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, throughout the Class Period, defendants made materially false and/or misleading statements, and that defendants failed to disclose that: (1) Bath & Body Works’ strategy of pursuing “adjacencies, collaborations and promotions” was not growing the customer base and/or delivering the level of growth in net sales touted; (2) as Bath & Body Works’ strategy of “adjacencies, collaborations and promotions” faltered, it relied on brand collaborations “to carry quarters” and obfuscate otherwise weak underlying financial results; (3) as a result, Bath & Body Works was unlikely to meet its own previously issued financial guidance; and (4) as a result of the foregoing, defendants’ positive statements about Bath & Body Works’ business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Body & Body Works class action, go to https://rosenlegal.com/submit-form/?case_id=50622 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

New York, New York--(Newsfile Corp. - February 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Beyond Meat, Inc. (NASDAQ: BYND) between February 27, 2025 and November 11, 2025, both dates inclusive (the "Class Period"), of the important March 24, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Beyond Meat 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 Beyond Meat class action, go to https://rosenlegal.com/submit-form/?case_id=16090 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 March 24, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, 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, throughout the Class Period, defendants made materially false and/or misleading statements and/or failed to disclose that: (1) the book value of certain of Beyond Meat's long-lived assets exceeded their fair value, making it highly likely that Beyond Meat would be required to record a material, non-cash impairment charge; (2) the foregoing was likely to impair Beyond Meat's ability to timely file its periodic filings with the Securities and Exchange Commission; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Beyond Meat class action, go to https://rosenlegal.com/submit-form/?case_id=16090 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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/284005

Source: The Rosen Law Firm PA

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

Contact Us

New York, New York--(Newsfile Corp. - February 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of BlackRock TCP Capital Corp. (NASDAQ: TCPC) between November 6, 2024, and January 23, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 6, 2026.

SO WHAT: If you purchased BlackRock TCP 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 BlackRock TCP class action, go to https://rosenlegal.com/submit-form/?case_id=52921 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 April 6, 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. 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, as well as failed to disclose material adverse facts about BlackRock TCP's business, operations, and prospects. Specifically, defendants failed to disclose to investors that: (1) BlackRock TCP's investments were not being timely and/or appropriately valued; (2) BlackRock TCP's efforts at portfolio restructuring were not effectively resolving challenged credits or improving the quality of the portfolio; (3) as a result, BlackRock TCP's unrealized losses were understated; (4) as a result, BlackRock TCP's NAV was overstated; and (5) as a result of the foregoing, defendants' positive statements about BlackRock TCP's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the BlackRock TCP class action, go to https://rosenlegal.com/submit-form/?case_id=52921 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.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/284006

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By PYMNTS  |  February 15, 2026

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Amazon is undertaking its largest-ever capital spending program, set to reach $200 billion this year.

This effort is being launched as part of a strategic reset due to fears that Amazon’s cloud business, AWS, is losing out to rivals in landing corporate artificial intelligence contracts, the Financial Times (FT) reported Saturday, citing more than a dozen current and former senior employees.

The report came a little more than a week after Amazon CEO Andy Jassy announced the company’s capital expenditure would come to $200 billion for 2025, more than that of Google and Microsoft, with spending focused on computing infrastructure.

“We have deep experience understanding demand signals in the AWS business and then turning that capacity into a strong return on invested capital,” Jassy said earlier this month. “We’re confident this will be the case here as well.”

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AWS employees said the company’s moves also reflected an in-house worry that it had not fully capitalized on its lead in cloud computing, especially by being slower than competitors to secure major contracts with AI providers following OpenAI’s debut of ChatGPT in 2022.

“We were just not fully prepared for how fast things would unfold,” said one former senior AWS employee.

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Amazon told FT it was inaccurate “to infer that AWS was unable to secure major compute deals or was at a disadvantage when it comes to capacity planning. AWS continues to earn most of the big enterprise and government transitions to cloud.”

According to FT, AWS is still the world’s largest cloud provider, generating nearly $130 billion in sales last year and more than 60% of Amazon’s profits. However, analysts have forecast that AI-powered cloud services will allow Microsoft’s cloud unit to overtake AWS in the next three years.

Per the report, Amazon said other companies did not report “true cloud figures” and make it hard to get an accurate comparison between cloud businesses.

In other Amazon news, PYMNTS wrote last week about the company’s expansion of its pay-by-bank service to the U.K., a country where consumers are highly familiar with bank-initiated payments, and regulatory frameworks explicitly support account-to-account commerce. 

“Against that backdrop, Amazon’s move carries weight beyond its own checkout,” the report said. “It signals that pay by bank has matured enough to be deployed at scale by a global platform. For the broader payments ecosystem, the message is that direct-from-bank payments are no longer peripheral.”

A few unique cryptocurrencies are bucking the broadly bearish trend in crypto.

This past week, LEO Token (LEO 2.92%) was among the leading cryptocurrencies in the digital assets space. Surging 9.8% over the past 7 days (as of 4:00 p.m. ET), LEO's weekly move appears to be tied more to the network's underlying fundamentals than purely speculative capital flows. That's good news for investors looking for utility-generating projects.

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Quietly surging to the 13th spot in the global crypto market capitalization rankings this week, LEO has seen spikes in exchange usage, fee revenue, and token buybacks. These catalysts could drive continued interest in this token, with traders and investors eager to get in front of this trade.

Let's see what to make of LEO's price action and whether this run can continue.

What's driving LEO higher this week?

Source: Getty Images.

Scarcity is a big deal for digital asset investors, as the supply and-demand debate within certain communities can often drive token demand in the near term. Thus, news this past week that consolidated iFinex revenues surged 27% and that the corresponding increase was earmarked for more LEO token burns led to anticipation of a lower outstanding supply, which appeared to bring more investors to the table.

As in the stock market with stock buybacks, token burns reduce the number of outstanding tokens, giving investors a larger stake in the future value of the underlying network they're investing in. A higher burn rate and greater revenue generation from decentralized exchanges and other applications running on a given network mean that investors putting capital to work in a project today could see greater upside over the long term. That's what investing is all about.

This announcement builds on earlier milestones, including a dual-chain deployment (between Ethereum and EOS), cross-chain communication work, and other interoperability efforts that should improve end-user utility.

I'm of the view that LEO is one project to keep an eye on. I intend to do a deep dive into this token to provide greater color on this network's operations and what's driving the fundamental improvement we're seeing in LEO's price action. But suffice it to say, LEO is one of the unique crypto projects out there in terms of sheer performance, still trading near all-time highs. Few competing tokens can say the same right now.

Chris MacDonald has positions in Ethereum. The Motley Fool has positions in and recommends Ethereum. The Motley Fool has a disclosure policy.

Active Currencies 18923

Market Cap $2,429,063,592,872.30

Bitcoin Share 56.75%

24h Market Cap Change $-2.04

AMBCrypto

Bitcoin: Short liquidations hit $736 mln as BTC rebounds to $70K: Squeeze brewing?

Home Bitcoin Bitcoin: Short liquidations hit $736 mln as BTC rebounds to $70K: Squeeze brewing? Bitcoin

3min Read

Bitcoin rebounded toward $70K as short liquidations surged, signaling early signs of sentiment stabilization.

Posted: February 16, 2026

Journalist

Journalist

Posted: February 16, 2026

Muriuki Lazaro is a on-chain data analyst with a B.Sc. in Data Science. Muriuki specializes in dissecting complex on-chain data into clear and accurate insights for readers in the crypto ecosystem, with a particular focus on Bitcoin.

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MicroStrategy doubled down Tuesday on claims it can survive a brutal Bitcoin crash. The software company insists it won’t buckle even if Bitcoin tanks to $8,000 per coin while carrying $6 billion in debt obligations.

At that $8,000 price level, MicroStrategy’s assets would basically match what it owes creditors. Equity holders would get wiped out, but the company could still pay its bills without dumping Bitcoin reserves. Giannis Andreou, who tracks the company’s moves, said problems start if Bitcoin stays stuck at $8,000 for months. “The reserves won’t cover everything through liquidation at that point,” Andreou said during a recent analysis call. The math gets pretty ugly fast if Bitcoin can’t bounce back from those levels.

Things get messier below $8,000.

CEO Phong Le tried calming investor nerves during the earnings call last week. He figures any 90% Bitcoin crash would take years to unfold, giving MicroStrategy time to scramble. “This is over the next five years. So, I’m not really worried at this point in time,” Le said. The company could issue new shares, refinance debt, or restructure deals during that window. But Le didn’t spell out exactly how those moves would work in practice.

Around $7,000 per Bitcoin, secured loans backed by crypto collateral start hitting trouble. Loan-to-Value covenants could get breached, forcing MicroStrategy to post more collateral or pay back chunks of debt immediately. The company’s lenders won’t wait around if those ratios go sideways. And MicroStrategy might not have extra cash sitting around to fix covenant problems quickly.

Capitalist Exploits warned that cash reserves disappear fast during severe downturns. MicroStrategy’s software business brings in roughly $500 million yearly, but that’s not enough to service debt alone. Forced Bitcoin sales would hammer prices even more. “The software revenue can’t carry the whole debt load,” the research firm noted in a recent report. The company would need fresh capital injections or major cost cuts to stay afloat.

Bitcoin at $6,000 means total assets fall below total debt. This follows earlier reporting on Bitcoin MVRV Ratio Drops to March.

Unsecured bondholders start sweating at that level. Equity gets destroyed completely. Management would probably consider debt-for-equity swaps, pushing out maturity dates, or taking haircuts on principal amounts. None of those options sound great for current shareholders or bondholders.

A drop to $5,000 could trigger secured lenders to seize Bitcoin collateral. That creates cascading sell-offs across crypto markets. MicroStrategy’s equity would vanish, and unsecured debt would take massive hits. Restructuring or bankruptcy becomes a real possibility at those price levels. The company would probably need court protection to sort out the mess with creditors.

Lark Davis, who follows crypto markets closely, said forced liquidation becomes dangerous when MicroStrategy can’t service debt anymore. “It’s not just about volatility,” Davis said on his podcast last month. The speed of Bitcoin’s decline matters more than the final price. Debt structure and liquidity access determine whether the company survives or crashes.

MicroStrategy holds massive Bitcoin positions that could shake broader crypto markets during forced sales. Even if the firm survives somehow, equity holders face wild volatility swings. Market sentiment could flip negative fast if investors lose confidence in leveraged Bitcoin plays. Other companies with similar strategies might get hammered too.

The company’s Bitcoin stash hit roughly $49.3 billion at Bitcoin’s $69,000 peak back in February 2026. Those reserves form the backbone of MicroStrategy’s debt coverage strategy. But the math only works if Bitcoin stays above certain levels. Convertible notes with staggered maturities through 2032 provide some breathing room. The company structured those deals to avoid immediate pressure during market storms. For more details, see Bitcoin falls below ,000 despite attempts.

Le keeps pushing the message that MicroStrategy planned for extreme scenarios. During the February 15 press briefing, he said rapid market shifts need quick responses. “We are prepared for various scenarios, but rapid market shifts require quick adaptation,” Le said. The CEO didn’t provide specifics about what those adaptations might look like in practice.

The software business generates solid revenue but can’t stand alone during crypto winter. Analysts keep pointing out this weakness in MicroStrategy’s business model. The company bet big on Bitcoin appreciation to cover debt service costs. That strategy works great during bull markets but creates serious problems when crypto crashes.

MicroStrategy’s current stance reflects calculated risk-taking with multiple backup plans. The firm says it can explore debt restructuring and equity issuance to manage cash crunches. But those options get harder to execute when Bitcoin prices collapse and investor confidence disappears. Market watchers keep eyeing Bitcoin’s price action and MicroStrategy’s next moves as key indicators for the broader crypto sector’s health.

MicroStrategy’s debt structure includes approximately $4.25 billion in convertible bonds with conversion prices ranging from $143 to $1,432 per share. These instruments become essentially worthless if the stock price collapses alongside Bitcoin. Major institutional holders like Vanguard and BlackRock could face significant losses on their MicroStrategy positions. The company’s aggressive debt-financed Bitcoin purchases since 2020 created what some analysts call the largest corporate cryptocurrency bet in history.

Similar leveraged crypto strategies at companies like Tesla and Block face scrutiny as MicroStrategy’s model gets stress-tested. Regulatory bodies including the SEC have raised questions about accounting treatments for digital assets held as treasury reserves. Credit rating agencies Moody’s and S&P continue monitoring MicroStrategy’s debt ratios closely. Any downgrades could trigger higher borrowing costs and complicate refinancing efforts when bonds mature between 2027 and 2031.

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BlackRock wants new developers. The investment giant considers replacing Bitcoin’s core development team as quantum computing threats loom larger over the world’s biggest cryptocurrency, according to venture capitalist Nic Carter who dropped this bombshell during Tuesday’s financial panel discussion.

Carter didn’t mince words when he said major Bitcoin holders might take control if current developers can’t address quantum risks fast enough. BlackRock manages over $10 trillion in assets and their Bitcoin ETF alone holds roughly 500,000 Bitcoin worth around $25 billion at current prices. When BlackRock talks, markets listen. And they’re pretty much saying the current crew isn’t cutting it on quantum preparedness. Carter thinks institutional players won’t wait around forever while developers debate technical solutions that should’ve been implemented years ago.

Quantum computers work differently. They use qubits instead of regular bits.

Bitcoin runs on SHA-256 encryption that works fine against today’s computers but quantum machines could crack it like a walnut. The crypto community has known about quantum threats since Bitcoin’s early days but concrete action remains limited. Developers keep talking about post-quantum cryptography but haven’t rolled out comprehensive solutions. Meanwhile, quantum computing advances at breakneck speed with companies like IBM, Google, and Microsoft pouring billions into research.

BlackRock’s potential move signals a massive shift in Bitcoin governance. The asset manager entered crypto cautiously but now they’re considering direct involvement in Bitcoin’s technical direction. Their Bitcoin ETF launched in January and quickly became the largest crypto ETF in history, accumulating over $15 billion in assets within months. But quantum vulnerabilities threaten their massive investment and BlackRock won’t sit idle while risks mount.

The International Association for Cryptologic Research released a report last month warning that quantum-resistant algorithms need immediate adoption. Researchers estimate quantum computers capable of breaking Bitcoin’s encryption could emerge within 10-15 years, maybe sooner if breakthroughs accelerate. Some experts think the timeline is longer but others warn against gambling with Bitcoin’s $1.2 trillion market cap.

Bitcoin’s decentralized structure complicates rapid changes. For more details, see Bitcoin Developers Push Quantum Defense Plan.

Unlike centralized systems, Bitcoin requires consensus from developers, miners, node operators, and users before implementing major upgrades. The process can take years as seen with previous upgrades like SegWit and Taproot. But quantum threats don’t wait for consensus and institutional players like BlackRock have billions at stake. They might force changes through economic pressure or alternative implementations if progress stalls.

The next Bitcoin developers meeting happens at the end of February and quantum resistance will likely dominate discussions. Fidelity’s Tom Jessop said on February 10 that progress toward quantum-proofing Bitcoin remains “insufficient” despite years of awareness. The European Central Bank echoed concerns on February 12, urging international cooperation on quantum-resistant standards for financial systems including cryptocurrencies.

Other institutions are mobilizing too. The Bitcoin Foundation plans quantum resilience workshops starting March 5 bringing together cryptographers, developers, and institutional stakeholders. The World Economic Forum issued a February 14 report calling for global standards to address quantum vulnerabilities in digital currencies. NIST works on quantum-resistant cryptographic standards with initial recommendations expected by 2028, but that timeline might be too slow for nervous institutional investors.

Jack Dorsey from Block expressed confidence in crypto’s ability to adapt during a recent CNBC interview but acknowledged uncertain timelines for quantum computing impact. MIT Technology Review published analysis on February 11 featuring cryptographer Dr. Shafi Goldwasser who stressed that theoretical solutions exist but practical implementation needs coordinated effort across sectors.

BlackRock hasn’t issued formal statements about replacing developers but Carter’s comments suggest serious internal discussions. The company’s crypto strategy team reportedly meets weekly to assess quantum risks and potential responses. Sources close to BlackRock say they’re evaluating multiple scenarios including funding alternative development teams or supporting quantum-resistant Bitcoin forks if necessary. This follows earlier reporting on MicroStrategy Says It Can Handle Bitcoin.

The stakes couldn’t be higher for Bitcoin’s future. Quantum computing represents an existential threat that could render current encryption worthless overnight. While some dismiss quantum risks as distant concerns, institutional players with massive Bitcoin holdings take a different view. They want action now, not promises of future solutions.

BlackRock’s potential intervention could accelerate quantum resistance efforts but also raises questions about Bitcoin’s decentralized nature. If major holders start dictating technical directions, Bitcoin might become less decentralized but more secure against quantum attacks. The crypto community faces a difficult choice between maintaining ideological purity and ensuring practical survival against emerging technological threats.

Current Bitcoin developers have until February’s meeting to present credible quantum resistance plans. If they can’t satisfy major stakeholders like BlackRock, the world’s largest cryptocurrency might see its first institutional-led developer coup. The quantum clock is ticking and Bitcoin’s future hangs in the balance.

The quantum threat extends beyond Bitcoin to the entire cryptocurrency ecosystem. Ethereum developers are already working on quantum-resistant upgrades through their roadmap, while smaller cryptocurrencies like Monero and Zcash face even greater vulnerabilities due to their privacy-focused encryption methods. Ripple’s XRP and other enterprise-focused tokens worry institutional clients about quantum exposure, creating pressure across the industry.

Chinese quantum computing advances add geopolitical urgency to the timeline. The country’s investment in quantum research through companies like Alibaba and state-backed institutes could accelerate breakthrough timelines beyond Western estimates. U.S. intelligence agencies monitor these developments closely, viewing quantum supremacy as a national security issue that affects both military communications and financial infrastructure including cryptocurrencies.

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This crypto miner turned AI infrastructure stock is starting to really gain momentum.

In the world of cryptocurrency miners turned AI infrastructure plays, TeraWulf (WULF +2.20%) could be the best of an increasingly bifurcated bunch. Investors are clearly clamoring for widespread business model shifts, which most major players in this sector are accommodating. And with TeraWulf having divested of essentially all its Bitcoin (BTC 1.45%) holdings in recent quarters, this is a stock investors are starting to value based on its future revenue and earnings growth potential.

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This past week, that's meant a fresh 52-week high for WULF stock, along with some major analyst reratings higher. Let's dive into what drove this positive price action for TeraWulf and whether this move indicates there's more room to run for this high-performance computing company.

What drove TeraWulf higher this past week?

Source: Getty Images.

Undoubtedly, TeraWulf's upgraded earnings expectations, driven by a broad range of analysts (now expected to lose $0.17 in EPS in 2026), are materially better than the company's -$1.13 EPS reported in its last quarter. With earnings upcoming on Feb. 26, and plenty of analysts and market participants expecting much more rosy language around the company's AI infrastructure buildout, and its ability to capture more share from an industry that is screaming for more computing capacity.

This past week, several notable analysts raised their price targets on the company. Oppenheimer, Citizens, Cantor Fitzgerald, and a range of other analysts upped their price targets and issued overweight ratings (or their equivalent), in part due to the expectation that TeraWulf's fundamentals should improve from here.

I think part of these price target increases has to do with this particular former crypto miner's transition and the broader market narrative, which led to a fresh 52-week high on Monday. Analysts don't want to be on the wrong side of such a move-it's bad for career building. However, there do appear to be broadly positive developments under the hood, which we should get additional color on over the coming weeks.

In short, I think WULF stock is one to be watched closely from here. I'm going to do just that, and provide updates as they roll in.

Chris MacDonald has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bitcoin. The Motley Fool has a disclosure policy.

MSTR shares surged by 10% on Sunday, tracking a rebound in Bitcoin prices. The stock movement came as the company, Strategy (MSTR), continued to demonstrate its commitment to building its Bitcoin treasury. The firm disclosed another purchase of more than 1,100 BTC this week, spending roughly $90 million at an average price of $78,815 per coin. Despite Bitcoin’s volatile price fluctuations, Strategy has maintained a long-term holding strategy, aiming to grow its Bitcoin reserves indefinitely.

This stock rally coincided with Bitcoin’s resurgence, trading at $68,960, up from recent lows. Michael Saylor, Strategy's Executive Chairman, continues to back the strategy of accumulating Bitcoin through market downturns, defending the company's approach even as it grapples with a $5.1 billion unrealized loss on its Bitcoin holdings.

Strategy’s Continued Commitment to BitcoinDespite the turbulence in the cryptocurrency markets, Saylor remains steadfast in Strategy’s commitment to Bitcoin. The firm’s latest purchase of 1,142 BTC brings its total holdings to over 714,644 BTC. The total value of these holdings is approximately $49.36 billion at current market prices. 

However, despite the sizeable unrealized losses, Saylor has made it clear that Strategy does not intend to sell any of its Bitcoin during market downturns. Instead, the company aims to continue acquiring more Bitcoin each quarter, reinforcing its belief in the long-term value of the cryptocurrency.

Source: X

In a recent tweet, Saylor teased the latest Bitcoin purchase with a simple message, "99>98," indicating that the company was increasing its reserves once again. This message, shared on Sunday X, directs followers to the company’s Bitcoin portfolio tracker, where they can monitor Strategy’s growing Bitcoin holdings. The continued accumulation of Bitcoin, even amid market volatility, reflects Strategy’s strong belief in Bitcoin’s future role as a core asset.

Bitcoin’s Impact on Strategy’s Financial ResultsThe latest earnings report from Strategy reflects the challenges of holding a Bitcoin-heavy balance sheet. The company posted a significant quarterly loss, largely due to mark-to-market declines on its Bitcoin holdings. These fluctuations in Bitcoin's value have heavily influenced Strategy's financial performance, as seen in its multi-billion-dollar loss for the quarter. 

While the company’s performance in traditional markets remains subject to market forces, its Bitcoin strategy adds both volatility and long-term upside potential.

Saylor emphasized that the losses were "unrealized," meaning they are tied to Bitcoin’s price fluctuations and have not been locked in through any sales. This underscores the company’s long-term holding posture, which is aligned with Saylor’s vision of Bitcoin as a strategic asset. He reiterated that the company’s core strategy remains unchanged: to buy Bitcoin during market downturns and hold it as a reserve asset. "We’re in it for the long haul," Saylor remarked.

Saylor Advocates for Bitcoin’s Role in U.S. StrategyIn an interview with Fox News, Michael Saylor made a case for the U.S. government to embrace Bitcoin as a strategic asset. Saylor argued that the U.S. should take a proactive approach to Bitcoin, just as it did with gold. He advocated for the U.S. to strategically purchase Bitcoin and pass pro-Bitcoin legislation to ensure that innovation stays onshore. 

He emphasized that Bitcoin is not just a speculative asset but a geopolitical asset that could strengthen the U.S.’s financial influence globally.

Saylor’s comments reflect his belief that Bitcoin is becoming an essential component of the global financial system. If the U.S. does not act quickly, he warned, other nations may lead the way in shaping the rules, infrastructure, and monetary influence associated with Bitcoin. By taking early action, Saylor believes the U.S. could secure a dominant position in the global economy.

Pierre Rochard Debunks MSTR Liquidation as BTC RecoversAccording to a Coinpaper report, Bitcoin OG Pierre Rochard has recently weighed in on concerns regarding the company’s Bitcoin strategy, adding clarity around liquidations and the market’s reaction to downturns. Rochard rejected claims that the company was facing liquidation risk. His remarks came as Strategy’s stock and Bitcoin’s price were both affected by broader market conditions, with Bitcoin showing signs of price recovery after recent declines.

Amid the BTC price recovery, crypto analyst Anıl has offered his insights on Bitcoin's price action. He noted that Bitcoin’s weekly close on the CME was around $68,980, suggesting that it’s normal for the price to stay near this range to avoid creating a new gap. 

Source: X

As per the analyst, the move toward the $70,000–$71,000 range left a CME gap at $69,000, which "is likely not anyone’s preferred scenario." According to Michael Van De Pope, since the CME gap is at $69k, the BTC price trend may continue like that tomorrow. However, by Monday, when markets open, the BTC price may see a jump. Consequently, if Bitcoin price can maintain or exceed the $70,000 mark, it may signal the beginning of a more sustained rally towards $75,000. However, a failure to hold these levels could lead to a retest of lower support zones.

Journalist

Posted: February 16, 2026

SPX6900 [SPX] has traded within a narrow range since it recovered from a $0.22 decline. With memecoins recovering across the board, SPX6900 experienced strong bullish momentum. 

SPX successfully held the $0.3 support level and climbed to a two-week high of $0.36 before slightly retracing. At press time, the memecoin traded at $0.332, up 8.23% on the daily charts. 

Over the same period, its trading volume rose 129% to $24 million, while its market capitalization increased to above $300 million. 

SPX6900 risk appetite hits a 2-week high As the market rebounded, investors rushed into the Futures market to take strategic positions. According to CoinGlass, SPX’s Open Interest rose 13% to a three-week high of 27 million. 

Source: CoinGlass

At the same time, derivatives volume surged 123% to $75 million, reflecting increased participation for the Futures positions. 

When OI and volume rise together, it indicates increased capital flows into Futures, with traders taking either short or long positions. In fact, over $23.4 million flowed into the market. 

Source: Coinalyze

Meanwhile, the memecoin’s Long/Short Ratio is 1.52, with longs commanding 60% of the market compared to 39% for shorts.

When longs dominate the market, it suggests that most traders are bullish and have taken positions anticipating higher prices. 

Is demand enough for SPX to clear recent losses? In addition to rising risk appetite, buyers entered the market to accumulate after SPX reclaimed $0.31 levels. As a result, Buy Volume to Price Pressure rose to 47, a significant jump from 9.

With VPO2 rising to the near-bullish zone, this suggests rising buyer dominance. Equally, the memecoin’s accumulation rose to 1.2 million before falling to 403k at press time.

Source: TradingView

A rising positive pressure, supported by a high accumulation rate, has historically boosted an asset’s upside momentum, often a precursor to higher prices.

In fact, the memecoin exceeded its short-term moving averages (MA9 and MA21), indicating strong short-term upside momentum.

Likewise, SPX6900’s Relative Vigor Index (RVGI) rose to 0.047 after making a bullish crossover, further validating the trend’s strength.

Source: TradingView

When these momentum indicators rise in tandem to such elevated levels, they signal a greater likelihood that the prevailing trend will continue.

If demand in the Futures market holds while accumulating addresses remain active, SPX could reclaim $0.40. In doing so, the memecoin will target $0.56, the level at which the uptrend previously collapsed.

On the other side, if the futures bubble bursts again, we could see the memecoin pull back to $0.28.

Final Summary SPX6900 [SPX] defended $0.3, hiking to $0.36 before slightly retracing to $0.33 at press time. SPX6900 rebounded as risk appetite recovered, while price pressure turned positive.

4 mins mins

Short term: liquidity, traffic; long term: practical utility (fundamentals)Short-term crypto pricing is often dominated by liquidity, market traffic (attention), and chip structure, the distribution of tradable tokens. These forces amplify flows, slippage, and narrative-driven positioning within days or weeks.

Over longer horizons, pricing resilience depends on practical utility: whether a network or application generates sustained usage, fees or revenue, and aligns token supply mechanics with demand. Fundamentals discipline valuation once attention wanes.

Why He Yi’s framework matters for Binance, Bitcoin (BTC), investorsfor the world’s largest exchange, listing cadence concentrates liquidity and attention, while initial distribution shapes post‑listing behavior. As reported by Coinlive, Yi He has argued that liquidity is shared across venues and that durable outcomes rely on fundamentals, not bursts of listing activity.

Public commentary has been consistent with this separation of horizons. “Short‑term prices are significantly affected by liquidity, traffic, and token structure; survival after hype depends on utility and revenue mechanics,” said He Yi, co‑CEO of Binance, as reported by ChainThink.

For Bitcoin, deep order books and 24/7 global attention can still drive short‑term volatility during funding squeezes and headlines. Over time, however, adoption and practical utility are what anchor value, not transient traffic.

For investors, separating near‑term tape dynamics from long‑term fundamentals clarifies risk. As reported by ChainCatcher, Binance evaluates listing “price ROI” and stresses post‑listing oversight, underscoring that initial performance may diverge from eventual quality.

BingX: a trusted exchange delivering real advantages for traders at every level.

Liquidity can be assessed through order‑book depth on major pairs, realized spreads, market share of volume, and concentration across venues. Thin books and outsized candles indicate price impact risk when flows shift.

Attention is observable in social volume spikes, media coverage density, and search interest. Elevated attention often precedes wider participation but can reverse quickly when narratives change or catalysts fade.

Token distribution, often called chip structure, covers float size, unlock schedules, top‑holder concentration, and market‑maker inventory. Large unlocks, concentrated treasuries, or heavily market‑made books can pressure prices when liquidity thins.

At the time of this writing, based on data from this article’s market dataset, Binance Coin (BNB) is shown at $615.87 with Bearish sentiment, volatility at 15.49% (very high), RSI14 near 31.53, and 14/30 recent green days. These figures are contextual and not forward‑looking.

How to evaluate tokens: metrics and checklistsLiquidity and attention: order-book depth, volume, social/Google trendsStart with executable liquidity: cross‑exchange order‑book depth at 1% price move, realized spreads, and share of spot versus derivatives volume. Layer attention metrics such as social mentions and Google Trends to gauge incremental demand.

Triangulate whether attention is organic or catalyst‑driven by mapping spikes to events like listings, partnerships, or unlocks. Sustained interest with stable spreads often signals healthier participation than single‑day surges.

Token distribution (chip structure) and practical utility (fundamentals): float, unlocks, revenueMap the circulating float against the fully diluted supply and vesting timeline to identify unlock cliffs. Review top‑holder concentration, treasury policies, and market‑maker arrangements for potential supply overhang.

Assess practical utility using observable usage and economics: active users, transactions tied to real functions, and protocol or application revenue. Align these with token emissions or burns to evaluate long‑run value capture.

This framework separates trading heat from fundamentals to improve risk framing. It informs diligence but does not predict prices or guarantee outcomes.

Use it alongside whitepapers, unlock calendars, audits, and exchange notices. Treat delayed or partial data cautiously and corroborate metrics across independent sources.

DISCLAIMER: The information on this website is provided as general market commentary and does not constitute investment advice. We encourage you to do your own research before investing.

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Market dynamics are influenced by numerous macro factors and consensus positions. Low volatility is crucial for the development of smooth market trends. Secular growth mega-cap tech stocks dominate a significant portion of the market.

Key takeaways Market dynamics are influenced by numerous macro factors and consensus positions. Low volatility is crucial for the development of smooth market trends. Secular growth mega-cap tech stocks dominate a significant portion of the market. A strengthening dollar could shift market dynamics, impacting those short on the dollar. High gross exposures indicate excessive leverage in the market. Bitcoin’s performance raises questions about its role as a hedge against fiat debasement. Buybacks have been the largest demand source for equities over the past fifteen years. Reduction in buybacks can lead to increased market volatility. The tech industry faces an existential crisis due to rapid software and AI changes. Market dynamics reflect a liquidity crunch affecting the tech sector. Crowding into tech stocks is driven by their consistent earnings growth. The dollar’s movements are pivotal for short-term market trends. Gross exposures at historically high levels suggest increased market risk. Bitcoin’s lack of participation in economic shifts challenges its hedge status. Buybacks serve as a volatility buffer in equity markets. Guest intro Charlie McElligott is a Managing Director and Cross-Asset Macro Strategist for the Global Markets Americas business at Nomura Securities International. Prior to joining Nomura, he was Head of US Cross-Asset Macro Strategy at RBC Capital Markets. He specializes in market positioning, flows, sentiment, and quantitative factors, including the impact of vol-control strategies on market mechanics.

Understanding market dynamics Market movements are influenced by a multitude of macro factors and consensus positions.

— Charlie McElligott

Consensus positions drive trends when macro factors align. Low volatility is essential for accumulating smooth trends. A requirement being low volatility to accumulate those kind of smooth trends.

— Charlie McElligott

Understanding market complexity helps in identifying trend trades. These things are never singular input… in a world of thousands of macro factor variables.

— Charlie McElligott

Macro factors interact to shape market behavior. Consensus positions tend to crowd in positioning during trend developments. The dominance of tech stocks Significant crowding into secular growth mega-cap tech stocks is evident. That crowding into secular growth mega cap tech ai they just keep growing earnings profitability.

— Charlie McElligott

Tech stocks dominate a massive part of the market. Consistent earnings growth drives tech stock dominance. Tech stocks’ market influence affects overall investment strategies. Understanding tech stock dynamics is crucial for market positioning. The tech sector’s dominance reflects broader market trends. They took up this massive part of the market.

— Charlie McElligott

The impact of currency movements A strengthening dollar could shift market dynamics. If the dollar starts agitating and it stops going lower.

— Charlie McElligott

Currency movements influence broader economic indicators. Dollar strength impacts those positioned short on the dollar. Short-term trend windows are affected by dollar movements. Market shifts based on currency movements are crucial for investors. Upside surprise data when everybody is short dollar.

— Charlie McElligott

Currency dynamics play a pivotal role in investment strategies. High leverage and market risk High gross exposures indicate excessive market leverage. If you look at a snapshot of a model risk parity portfolio… 99 spot seven percentile.

— Charlie McElligott

Leverage levels suggest increased market risk. Understanding leverage implications is essential for risk management. Gross exposures at historically high levels raise concerns. Leverage affects market conditions and financial dynamics. Goldman Sachs prime brokerage data… 100 percentile on a five year look back.

— Charlie McElligott

Risk management is critical in high leverage environments. Bitcoin’s role in economic shifts Bitcoin’s lack of participation raises skepticism about its hedge role. Why didn’t bitcoin participate if that’s what people kind of claim.

— Charlie McElligott

Bitcoin’s performance compared to gold and silver is questioned. Economic climate impacts Bitcoin’s role as a hedge. Bitcoin’s hedge status is challenged during economic uncertainty. Traditional assets like gold and silver contrast with Bitcoin’s performance. Bitcoin’s a shapeshifter as is gold.

— Charlie McElligott

Bitcoin’s role in economic shifts remains a topic of debate. The influence of buybacks Buybacks have been the largest demand source for equities. Buybacks are like seven to eight x the largest source of demand for equities.

— Charlie McElligott

Reduction in buybacks can increase market volatility. Buybacks function as a stabilizing force in equity markets. Understanding buyback dynamics is crucial for market stability. Buybacks contribute to market stability during downturns. You’re burning through your cash and you’re no longer buying back stock.

— Charlie McElligott

Buybacks’ influence on stock prices is significant. Challenges in the tech industry The tech industry faces an existential crisis due to AI changes. Software is going through this existential crisis.

— Charlie McElligott

Rapid software and AI advancements impact the tech sector. Tech industry challenges have broader economic implications. The tech sector’s job market and valuations are affected. Overlapping circles of tech and crypto communities face challenges. Those dudes are stuffed on restricted share.

— Charlie McElligott

AI advancements drive significant challenges in the tech industry. Liquidity crunch in the tech sector Current market dynamics reflect a liquidity crunch in tech. This is a digital phenomenon this is a liquidity crunch.

— Charlie McElligott

Liquidity issues impact tech valuations. Understanding liquidity dynamics is crucial for tech investments. The tech sector faces specific economic challenges. Liquidity crunch affects tech sector performance. Idiosyncratics of that sector really coming under attack.

— Charlie McElligott

Tech sector’s liquidity issues have broader market implications.

Riot Platforms may be bucking its recent trend of weakness, given the positive price action its stock has seen over the past week.

One of the top cryptocurrency miners turned compute providers, Riot Platforms (RIOT +7.18%), is among the tech stocks many investors are watching closely right now.

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Much of that has to do with the volatility we've seen in Bitcoin (BTC 2.05%), which continues to provide plenty of juice to upside and downside rallies in RIOT stock. That's due to the more than 18,000 Bitcoin held on Riot Platforms' balance sheet (worth more than $1.2 billion at current levels), according to TheBlock.

This key fundamental driver (the price action of Bitcoin) is but one of the notable drivers of Riot's price action from week to week. Let's dive into what happened this week, why RIOT stock surged 5.3% over the past five trading days, and whether this move indicates Riot represents a solid investment opportunity moving forward.

What's moving Riot Platforms higher?

Source: Getty Images.

This past week, one of the most notable events for investors was the company's notice on Tuesday that it will release its Q4 earnings and full-year financial results on Feb. 24.

This release is expected to be notable, with investors continuing to assess whether the ongoing "re-rating" of the company's fundamental shift from a Bitcoin miner to an emerging data center/AI infrastructure play will be a positive or negative for the company. I'd argue that, given how Bitcoin has performed of late, the likelihood is that this transition should be perceived as a relative net positive. Still, the market may not see it that way (given the weakness we've seen in many AI-related stocks).

Additionally, the other big news this week was that Riot announced a land purchase and lease agreement for roughly 200 acres in Texas with Advanced Micro Devices (AMD +0.61%), under which the chipmaker will lease the land from Riot to support its high-performance computing needs. This deal could materially change how investors view Riot's long-term earnings power, particularly if forward earnings and EBITDA guidance improve in the upcoming commentary around the company's Q4 financials.

We'll have to see what ultimately comes of these announcements, but for now, I think investors are taking a relatively bullish view of Riot heading into this print.

Chris MacDonald has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Bitcoin. The Motley Fool has a disclosure policy.

TLDR: Brazil targets one million Bitcoin accumulation over five years through RESBit strategic reserve framework. Bill 4501/2024 permits Brazilian taxpayers to settle tax obligations directly using Bitcoin payments. Legislation prohibits sale of seized Bitcoins, retaining confiscated assets under public control. Brazil becomes first G20 nation to codify Bitcoin as sovereign reserve asset through formal legislation. Brazil has reintroduced legislation to establish a strategic Bitcoin reserve targeting one million BTC over five years. Federal Deputy Luiz Gastão presented the expanded version of Bill 4501/2024 on February 13, 2026.

The proposal positions Brazil as the first G20 nation to codify cryptocurrency as a sovereign reserve asset. The bill creates RESBit, Brazil’s Strategic Sovereign Bitcoin Reserve, with funding potentially drawn from national foreign exchange holdings.

Legislative Framework and Reserve Target The updated bill represents an expansion of earlier legislative efforts from late 2024. Federal Deputy Eros Biondini originally introduced the measure, which advanced through committee stages and public hearings in 2025. The reintroduced version carries substantially broader ambitions than its predecessor.

MartyParty, a crypto industry commentator, highlighted the development on X, stating “Brazil introduces 1m Bitcoin Strategic Reserve Bill – first G20 country to codify.”

The observation reflects growing institutional interest in cryptocurrency as a hedge against traditional financial risks.

Brazil introduces 1m Bitcoin Strategic Reserve Bill – first G20 country to codify.

The recent headlines about Brazil introducing (or more precisely, reintroducing in an expanded form) a bill to create a strategic Bitcoin reserve targeting up to 1 million BTC represent a…

— MartyParty (@martypartymusic) February 15, 2026

Several nations have discussed similar measures, yet Brazil appears positioned to implement such policy first among major economies.

The target of one million Bitcoin represents approximately 5% of the total supply that will ever exist. Brazil’s foreign exchange reserves currently stand between $300 billion and $370 billion.

Earlier versions of the bill proposed capping allocations at 5% of reserves, though the expanded target suggests a larger commitment.

At prevailing Bitcoin prices between $66,000 and $70,000, the full reserve would cost approximately $66 billion to $70 billion.

However, the five-year implementation timeline spreads acquisition costs across multiple budget cycles. This phased approach aims to minimize market impact while building the reserve gradually through planned purchases.

Implementation Provisions and Strategic Goals The bill establishes RESBit as the formal mechanism for managing Brazil’s Bitcoin holdings. The reserve structure includes several operational provisions beyond simple acquisition.

Seized Bitcoins from judicial and law enforcement actions would be retained rather than sold, keeping them under public control.

The legislation permits Brazilian taxpayers to settle obligations using Bitcoin. This provision could accelerate cryptocurrency adoption while providing another avenue for reserve accumulation.

The government would receive Bitcoin directly through tax payments rather than exclusively through open market purchases.

State-owned or state-supported Bitcoin mining operations receive encouragement under the proposal. Domestic mining would allow Brazil to acquire Bitcoin through production rather than purchase alone.

The bill also promotes federal custody standards and blockchain technology adoption across government operations.

The reserve aims to diversify Brazil’s monetary holdings beyond traditional assets like US dollars and gold. Currency risk reduction and inflation hedging represent core objectives.

By holding Bitcoin, Brazil seeks to protect against potential depreciation of conventional reserve assets while participating in the emerging digital asset economy.

The proposal awaits further legislative action before implementation. Congressional approval would mark a historic shift in sovereign asset management and cryptocurrency legitimacy within major economies.

Journalist

Posted: February 16, 2026

Pi Network [PI] was one of the altcoins in the spotlight. With a 43.1% rally from Thursday’s low at $0.132, PI traders and investors might be tempted to buy the token. The buying idea becomes even more tempting when the gains are compared to leading crypto assets.

Bitcoin [BTC] was up 8.3%, and Ethereum [ETH] was up by 9.2% in the same time period. Yet, traders should be cautious and not give in to FOMO or arguments of relative strength.

Assessing the bullish argument The Pi Network upgrade was one of the reasons behind the token’s strong recent gains. AMBCrypto reported that the shift toward a decentralized mainnet was a step forward in transferring responsibility from the developers to the community.

A breakout from a long-term descending wedge was also demonstrated. This has the potential to send prices to $0.267-$0.28.

However, the picture remained bearishly biased at the time of writing. The local supply zone at $0.20 remained resolute in the face of a buying frenzy.

Why buyers should be wary of the PI rally

Source: PI/USDT on TradingView

The volume indicators were neutral at best, despite the high trading volume. The OBV was a noticeable distance from making a new high, and the CMF on the daily timeframe

The 1-day chart reinforced the importance of the $0.2 resistance. The recent, swift gains reaching and facing rejection at this band of supply were not a good development.

This is because, counter-intuitively, the high-volume surge into a key resistance area is generally followed by buyer exhaustion and a retracement of all the gains made. In other words, smart money tends to use these moves to sell.

Traders can wait for a breakout past $0.2 and a retest of the same as support to buy. Given the wider market sentiment, this was a highly risky endeavor.

Instead, swing traders and investors can maintain their bearish bias, which is in agreement with the longer-term downtrend.

Final Summary The Pi Network token prices saw a strong rally to break out of a descending wedge at the same time as the network upgrade announcement came out. The quick move into the overhead supply zone on high trading volume, and the rejection in recent hours, has a good chance of turning out to be a sign of buyer exhaustion and not conviction. Disclaimer: The information presented does not constitute financial, investment, trading, or other types of advice and is solely the writer’s opinion.

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HTX is in trouble. The British regulator wants to cut off access to the crypto platform immediately.

The Financial Conduct Authority (FCA) has ordered internet providers to block HTX by February 10, 2026. The platform has been operating without authorization for months in the UK, marketing its crypto products without adhering to local regulations. Authorities discovered that HTX was actively targeting British customers despite a complete lack of regulatory compliance. John Thompson, the Finance Minister, stated, “Consumer protection is our top priority.” The regulator aims to maintain market integrity in the face of these questionable practices.

HTX remains silent.

The FCA held a press conference on February 10 to announce substantial fines if HTX does not comply quickly. Authorities will examine other platforms in the coming months to ensure the same level of compliance. Emily Carter, a spokesperson for the Ministry of Justice, said, “Investigations are ongoing, although no official charges have been filed yet.” The Ministry of Justice is assessing the legal implications of HTX’s operations on British soil.

Internet providers are already preparing technical measures. The blocking order is moving swiftly through administrative channels.

An emergency meeting took place on February 11, 2026, between the FCA and major British internet providers to discuss implementation details. BT Group, a major player in the sector, is evaluating the technical feasibility of the block, according to a spokesperson contacted on February 14. Oliver Reed, a London-based fund manager, commented, “Increased regulation could impact investment strategies, although the long-term effect remains uncertain.” The cryptocurrency market has reacted cautiously to this news. This follows earlier reporting on FCA Sues HTX Over Illegal UK.

Bitcoin has been fluctuating around $36,000 since the announcement, according to CoinMarketCap. No panic, but institutional investors are closely monitoring the situation.

HTX received a formal notice on February 13, 2026, demanding a response within 14 days, failing which legal action will be taken. The notice puts pressure on the platform and shows that authorities are serious about enforcing the rules. A source close to the matter reveals that the FCA is considering extending its investigation to other platforms suspected of similar practices. This information is not officially confirmed but could indicate an intensification of scrutiny across the UK crypto sector.

Sarah Collins, the Home Secretary, reiterated the government’s commitment during a digital security conference held in London on February 14, 2026. She promised further initiatives in the coming weeks to strengthen oversight of digital transactions, without providing specific details. The UK maintains a tough stance against any crypto company operating illegally and faces severe sanctions. The FCA remains vigilant against unauthorized platforms attempting to bypass local regulations.

The blocking of HTX could extend to other European regions closely following the UK’s developments. A consensus might emerge for coordinated action against non-compliant platforms. European regulators are watching London’s measures closely and evaluating their own options. Cryptocurrency continues to spark intense debates on regulation, which has become a major issue for Western governments. This follows earlier reporting on EU Pushes Total Russia Crypto Ban.

The crypto industry is under increased scrutiny. Decisions made in the UK will likely influence other jurisdictions seeking effective regulatory models. HTX has yet to provide an official statement despite multiple requests. Analysts are questioning the potential impact on the company’s reputation as discussions continue behind the scenes with authorities.

No specific date for the effective block has been set, but the administrative process is advancing. British internet providers are finalizing the necessary technical preparations to cut off access to HTX as soon as the order is given. An official update is expected in the coming days, according to sources close to the matter.

The repercussions extend far beyond the UK. The European Securities and Markets Authority (ESMA) has called an extraordinary meeting for February 20, including regulators from France, Germany, and the Netherlands. France has been investigating HTX since November 2025, according to the Autorité des marchés financiers, which suspects similar violations on its territory. The Netherlands opened a preliminary investigation on February 15 after identifying over 12,000 active Dutch users on the platform. Germany might follow the UK’s lead within 30 days, according to sources from BaFin.

The financial implications are growing. HTX manages approximately $2.8 billion in assets, according to the latest estimates from Chainalysis, with nearly $340 million reportedly from European users. Transaction fees generated in the UK amounted to £15 million in 2025, according to an internal FCA analysis obtained by Reuters. Virgin Media and Sky have been preparing their DNS filtering systems since February 12. TalkTalk confirmed it could implement the block “in less than 48 hours” once the official order is received.

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