Goldman Sachs maintained buy ratings on Coinbase and Robinhood, raising price targets amid Bitcoin's 26% weekly rally pushing it above $80,000. Despite a 30% drop in crypto trading volume in July and a further 21% decline in August, Goldman expects trading activity to recover if the market cap holds near $2.8 trillion. The bank highlighted regulatory progress and new product expansions by Coinbase and Robinhood, including tokenized stocks and prediction markets, as growth drivers beyond spot crypto trading. Goldman also increased its exposure to XRP ETFs and plans to expand crypto-linked asset management products, signaling cautious optimism for the crypto sector in the second half of 2026.
Super Micro Computer reported a strong Q4 with revenue up 93% year-over-year and improved profit margins. However, the company continues to face significant negative free cash flow and governance concerns, tempering enthusiasm despite a bullish fisca...
Sierra Madre Gold and Silver Ltd. reported $8.23 million in net revenues and $1.58 million gross profit for Q2 2026, driven by progress on mine expansions and ramping up production at Coloso and Nazareno mines. The company acquired the Del Toro silve...
BlackRock has quietly converted over $5 billion worth of Bitcoin into shares of its Bitcoin ETF by lowering the minimum direct conversion threshold from $25 million to $1 million. This move, driven largely by security concerns following a recent Bitc...
Samuel Smith compares Enbridge and Kinder Morgan, highlighting strong macro trends like AI data center growth, reshoring of US industry, and rising LNG exports boosting demand for natural gas infrastructure. He analyzes their strengths, weaknesses, g...
U.S. spot Bitcoin ETFs saw a net inflow of $2.8 billion over eight consecutive positive trading sessions from August 17 to 26, 2026, coinciding with Bitcoin testing the $80,000 price level. This sustained buying, led mainly by BlackRock's IBIT ETF, i...
