Several public companies, led by Forward Industries with 7.55 million SOL, are building large Solana treasuries, marking a shift from Bitcoin to Solana holdings. Unlike Bitcoin, Solana treasuries offer operational uses like staking and product integration, adding complexity and potential yield. Boards of some Solana-heavy firms have rejected consolidation offers, showing strategic caution. Investors should watch staking policies, custody changes, and on-chain transfers as these companies balance risk and opportunity with SOL exposure.
U.S. spot Bitcoin ETFs recorded $221.7 million in net inflows, ending a 10-day withdrawal streak as weaker U.S. jobs data and easing Federal Reserve rate hike concerns helped Bitcoin rebound about 7.7% from its weekly low. Bitcoin climbed back above ...
Fannie Mae and Freddie Mac, under conservatorship since 2008, are positioned for a potential exit linked to revised capital requirements. A recent executive order from former President Trump directs the FHFA to consider lowering capital requirements ...
Cohu is rated a buy due to its strong position in AI and high-performance computing (HPC) chip testing, which is expected to drive significant revenue growth. Management aims for $600–800 million in revenue, 48–50% gross margin, and $1.50–$3.25 non-G...
Hyperliquid has launched a dedicated Layer-1 blockchain designed specifically for perpetual futures trading directly on-chain. This new blockchain removes the need for external bridges and introduces native order-book mechanics that operate within th...
Mirum Pharmaceuticals is rapidly growing as a leader in liver disease treatments, raising its 2026 global sales forecast to $660–$680 million due to strong performance of its drug LIVMARLI. Although recent acquisitions have delayed the company’s cash...
