In the first half of 2026, public Bitcoin miners sold large amounts of Bitcoin to fund a shift toward AI and high-performance computing, missing out on a late-year crypto rally where Bitcoin surged 25% to around $80K. Meanwhile, spot Bitcoin ETFs saw $3.8 billion inflows, stablecoin dominance weakened, and exchanges experienced high trading volumes. Miners faced high costs and low prices earlier in the year, forcing sales for survival, but some are now borrowing against reserves, signaling optimism. The rally was supported by US Treasury liquidity and a short squeeze, with new stablecoin projects expected in 2027, highlighting a split between miners and other crypto sectors benefiting from market activity.
Core & Main reported strong Q2 earnings with EPS of $0.94, surpassing the $0.92 analyst estimate and showing an 8% increase year-over-year. Revenue reached $2.15 billion, slightly above the $2.14 billion expected, supported by robust municipal infras...
Korn Ferry reported strong Q1 results with earnings per share of $1.43 and revenue of $756.5 million, both exceeding analyst expectations and marking continued growth. Despite this, the stock fell due to conservative guidance for the next quarter, wh...
SailPoint reported Q2 2026 earnings with revenue of $308.81 million, slightly below estimates but up 17% year-over-year. Adjusted EPS of $0.09 beat analyst expectations by 12.5%, reflecting improved profitability. The company showed strong subscripti...
The Cooper Companies is set to report its Q3 2026 earnings with analysts expecting earnings per share (EPS) of $1.12 and revenue of $1.10 billion, both showing growth from the previous year. Despite a recent 2.7% drop in stock price to $67.69, an ana...
Farmland Partners Inc. is rated as a Buy with a target price of $13.80, implying a 35% upside from its current price of $10.25. The investment thesis focuses on the company's asset value rather than income, as its AFFO does not cover dividends and th...
