Cantor Fitzgerald Reiterates Overweight Rating on Strategy (MSTR), PT $212, '

Strategy shares rebound after Bitcoin valuation scare and corporate pivot

June 29, 2026 9:18 AM EDT

Investing.com -- Strategy shares have risen 6.5% in premarket trading on Monday after the company unveiled a capital management overhaul, reversing a slide that saw its market value dip below the worth of its Bitcoin holdings.

The company's ratio of market capitalization to the net asset value of its Bitcoin treasury had slipped below one and prompted sharp... More

Strategy stock jumps 7% as firm shifts to active capital management

June 29, 2026 8:21 AM EDT

Investing.com -- Strategy Inc. (NASDAQ: MSTR) shares surged 7% on Monday following the announcement of a major corporate pivot. The company unveiled a new "Digital Credit Capital Framework" that marks a transition from a strict buy-and-hold Bitcoin strategy to a dynamic capital management playbook, complete with a $2 billion buyback initiative and a structured Bitcoin monetization plan.

For years, Strategy operated largely on a "one-way" capital runway: aggressively issuing equity and debt to... More

Strategy launches capital framework with $2.55B reserve and BTC sales plan

June 29, 2026 8:00 AM EDT

Strategy Inc. (Nasdaq: MSTR, STRF, STRC, STRK, STRD) announced a Digital Credit Capital Framework on June 29, 2026, encompassing a USD reserve policy, a revised dividend policy for its STRC preferred stock, two repurchase programs, and a Bitcoin monetization program.

The company reported a USD reserve of approximately $2.55 billion as of June 28, 2026, which covers roughly 17.4 months of its current annual expected preferred stock dividend payments and interest expense of approximately $1.76 billion. Strategy's board... More

Strategy's enterprise value falls below bitcoin holdings as crypto sentiment sours

June 29, 2026 5:51 AM EDT

By Shashwat Chauhan

June 29 (Reuters) - Strategy's enterprise value has fallen below the value of its bitcoin holdings for the first time, a milestone that threatens to weaken investor confidence in the Michael Saylor-founded company's long-running cryptocurrency bet.

Investor focus has been on the company's "mNAV" metric, which is its enterprise value relative to its bitcoin holdings, ever since CEO Phong Le's remarks late last year that the company may consider selling bitcoins if the ratio drops below 1.

Its shares, however, were up 4.9% on Monday, set to snap an eight-day losing streak, after the company announced a share repurchase... More

Investing.com’s stocks of the week

June 26, 2026 3:33 PM EDT

Investing.com -- A strong earnings showing for one memory stock was overshadowed by a rotation out of technology and into more defensive names, while Bitcoin's slide below $60,000 hit crypto-linked stocks over the past few days.

Here are Investing.com's stocks of the week:

Micron Technology

Micron was a standout earnings winner, surging more than 15% on Thursday before pulling back to close the week up around 5%. 

The memory chipmaker delivered a... More

Saylor’s Strategy should pause bitcoin buys, says CryptoQuant

June 25, 2026 10:57 AM EDT

Investing.com -- Michael Saylor's Strategy should pause its bitcoin purchases, rebuild its cash reserves and develop a disciplined strategy for buying the flagship cryptocurrency, according to a CryptoQuant report released Thursday.

"Strategy should develop a systematic, fundamental-driven approach to bitcoin purchase timing rather than buying whenever capital is available," Julio Moreno, head of research at the analytics firm, said in the report.

"Buying... More

Popular stocks with increasing option volume: MSTR SPCX MU PLTR WEN SOFI INTC RUN NFLX AVGO HOOD ORCL

June 25, 2026 6:39 AM EDT

Popular stocks with increasing option volume: MSTR SPCX MU PLTR WEN SOFI INTC RUN NFLX AVGO HOOD ORCL

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