Tech companies, especially hyperscalers, are increasingly reliant on debt for AI infrastructure buildouts, making them more vulnerable to rising interest rates. Investors are now paying closer attention to the Federal Reserve's actions and inflation data.
Strategy increased its USD Reserve to $1.1 billion and total Bitcoin holdings to 846,842 BTC. Executive Chairman Michael Saylor introduced a new risk metric, CEPE BPS. Despite Bitcoin's rise, the firm's overall stockpile remains underwater.
Benchmark-StoneX initiated a 'Buy' rating on Strive, praising its debt-free framework and preferred stock. Strive expanded holdings to 19,000 BTC ($1.3B) and plans to increase an issuance program by $4.2B, with analysts calling Strive and Strategy friendly rivals.
Strategy plans to repurchase $1.5 billion of its 2029 convertible notes, potentially using Bitcoin sales as a funding source. This move highlights Bitcoin's new role on its balance sheet for debt obligations.
Virgin Galactic, Perşembe günü yeni nesil uzay aracının Arizona'daki Mesa fabrikasından dışarı çekildiğini gösteren bir fotoğraf paylaştı. Şirketin Delta sınıfı aracı için ilk uçuşu 2026 sonu hedeflerken, nakit rezervlerindeki düşüş ve uzun test süreci sektörün geleceğini belirsiz kılıyor.
