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 to maximize Treasury's equity and improve mortgage affordability. Key personnel changes at Treasury and FHFA signal a strategic push to ease regulations, potentially enabling an IPO within 1 to 18 months. Junior preferred shares like FNMAS could see significant upside as restructuring progresses.
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 ...
Intel's stock has risen 40%, but risks remain as AI infrastructure efficiency could surpass monetized demand, potentially compressing semiconductor valuations. The company's foundry segment is particularly vulnerable, with minimal external revenue an...
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 integr...
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...
