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Graded daily on value C, growth D-, profitability D-, momentum F, revisions C. Sector-relative, identical for every user.
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Key events, in time order
Jeffries cuts HPC targets on rising debt costs and lower terminal value assumptions
Aims to offer custody, trading, staking, and fiduciary advisory services
Adj. EPS $0.83 beats Zacks est. $0.29, down from $1.12 YoY; Net income $322.8M, Adj. EBITDA $454.7M
Multiple firms cut PTs, reflecting near-term caution
Zacks sees oversold reversal; StoneX reiterates Buy
Analysts see HPC deal potential, but sector under pressure
Citi cites Helios I economics and AI strategy; premarket up 2%
Adds sUSDS as collateral and buys SKY tokens, bridging TradFi and DeFi
New IR head to strengthen capital markets communication
Company announcement and market reports corroborate key regulatory progress for data center business
Trump backs data center buildout, warns Texas against opposition, spotlighting AI compute demand.
EPS loss of $0.09 beat estimates, revenue missed
Galaxy expands data center footprint with new AI/HPC campus in McGregor, Texas, initial phase 74MW.
Facility on Monad via Accountable's Vault, fully subscribed
Company announces pricing of $3.507B senior secured notes, a major capital move
Deal includes NIL opportunities and West Texas investments, marking brand expansion
Related — this ticker is not the subject
Attackers used an EIP-7702 delegation to bypass hot-wallet approvals; about $3B frozen, fresh Proof of Reserves due Monday
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice