Blockonomi

TLDR

Shares of MGM Resorts advanced 5.79%, reaching $37.62 on February 26 during a third consecutive trading session of upward movement

Volume reached 7.3 million shares, significantly exceeding the 50-day moving average of 4.6 million

The stock finished 6.32% under its 52-week peak of $40.16

The company alongside BetMGM announced a $1M pledge toward responsible gaming programs, with $450K allocated to sports betting research

Annual 2025 revenue totaled $17.5bn, representing a 2% increase, while net income declined significantly to $206M from $747M

MGM Resorts International experienced a robust Thursday trading session, posting gains of 5.79% and finishing at $37.62. The performance extended the stock’s winning streak to three sessions.

Broader market indices showed mixed performance. The Dow Jones Industrial Average inched higher by 0.03% to settle at 49,499.20, whereas the S&P 500 declined 0.54% to 6,908.86.

Share turnover totaled 7.3 million, substantially surpassing the 50-day moving average of 4.6 million. The elevated activity represents a meaningful uptick in investor interest.

MGM remains below its recent peak. Shares concluded trading 6.32% underneath the 52-week high of $40.16, which was established on August 28th.

Within the gaming sector, Caesars Entertainment led peer performance, soaring 19.11% to $24.74. Las Vegas Sands advanced 1.60% to $55.95, and DraftKings increased 2.40% to $23.49.

Annual 2025 Financial Performance

MGM disclosed consolidated net revenue of $17.5bn for the full year 2025, representing a 2% year-over-year improvement.

Net income, conversely, experienced a substantial decline — plummeting to $206M compared with $747M in the prior year.

Consolidated adjusted EBITDA registered at $2.4bn, reflecting a 1% annual increase.

The Las Vegas Strip division faced headwinds throughout the year, with revenue declining 4% to $8.4bn and adjusted EBITDAR dropping 8% to $2.9bn.

MGM China delivered strong results, posting revenue growth of 11% to $4.5bn while segment adjusted EBITDAR similarly increased 11% to $1.2bn.

Commitment to Gaming Responsibility

Beyond market activity, MGM Resorts and BetMGM revealed a combined $1M investment in responsible gaming initiatives.

The allocation includes $450,000 in joint funding to the International Centre for Responsible Gaming, supporting a three-year research initiative examining sports wagering patterns and player conduct.

The organizations will additionally distribute over $850,000 to state and national entities dedicated to problem gambling prevention and treatment services.

As a founding member, MGM will maintain its sponsorship of the annual Nevada Council on Problem Gambling Conference.

Throughout March — designated as Problem Gambling Awareness Month — both companies will intensify responsible gaming communications across physical casino locations, sports betting areas, and online platforms through the GameSense initiative.

This spring season, MGM Resorts intends to introduce a new promotional effort titled ‘Earn More. Play Smart’, integrating its loyalty rewards structure with responsible gaming education.

Stephen Martino, MGM’s chief compliance officer, said investing in research “will ultimately help us support our patrons, communities, and industry.”

MGM concluded Thursday’s session at $37.62, registering a 5.79% daily advance.

The post MGM Resorts Climbs 5.79% in Three-Day Rally — Breaking Down the Performance appeared first on Blockonomi.

TLDR

BofA increased Caterpillar’s price target from $735 to $825, maintaining its Buy recommendation following impressive 2025 financial results.

The industrial giant delivered $67.6 billion in annual revenue with 4% growth, while its Power & Energy division jumped 23% to $9.4 billion.

CNBC’s Jim Cramer expressed support for CAT’s turbine business but suggested Cummins (CMI) offers better value at current levels.

February saw short positions increase by approximately 61%, while company insiders offloaded more than $98 million in shares during the last quarter.

Trading at roughly 40 times earnings after a 124% annual surge, CAT faces a consensus analyst price target of $712.52 with a “Moderate Buy” average recommendation.

Caterpillar (CAT) has experienced an impressive rally. Shares have climbed 124% during the past year and gained 28% since the beginning of 2025, starting Friday’s session at $752.81.

Following the release of Caterpillar’s full-year 2025 financial results, Bank of America wasted no time adjusting its outlook. The investment bank elevated its price objective on CAT from $735 to $825 while reaffirming its Buy recommendation.

BofA’s analysis was clear-cut. Caterpillar is experiencing turbine demand from multiple sectors extending far beyond data center applications, which the firm believes undermines concerns about potential turbine oversupply in the market.

The financial performance supported this thesis. Caterpillar generated $67.6 billion in total revenue throughout 2025, representing a 4% year-over-year improvement. The Power & Energy division emerged as the star performer, expanding 23% to achieve $9.4 billion in sales.

Fourth-quarter performance was equally impressive. The company delivered earnings per share of $5.16 for the period, surpassing the analyst consensus of $4.67. Revenue reached $19.13 billion, significantly exceeding projections of $17.81 billion. This represented a 17.9% increase compared to the corresponding quarter one year prior.

Jim Cramer recently shared his thoughts on CAT, stating plainly, “We like their stuff.” He highlighted turbines and power equipment as the foundation of the optimistic investment thesis.

However, Cramer also expressed some reservation. When a club member inquired in January about entering a position, he noted the stock had already experienced a substantial appreciation and said he’d prefer to see a pullback before adding exposure. He indicated he currently finds Cummins (CMI) more attractive than CAT at present valuations.

Cramer also offered criticism regarding retail investor participation, suggesting that Caterpillar’s leadership team should be working harder to engage individual investors — and questioning why an iconic American corporation trades at $749.

Analyst Ratings Split

The overall analyst community remains divided. CAT currently has sixteen Buy ratings, seven Hold ratings, and one Sell rating. The average price target stands at $712.52, which actually falls below the stock’s current trading level.

Wells Fargo pushed its target to $870 alongside an Overweight rating. Daiwa elevated its projection to $790. Jefferies established a $750 target with a Buy recommendation. Oppenheimer moved to $729 with an Outperform rating. Morgan Stanley, however, only increased its target to $425 while maintaining an Underweight stance.

Wall Street Zen downgraded CAT from Buy to Hold on February 21st.

Insider Selling and Short Interest

Not all market participants are bullish. Executive Denise C. Johnson divested 39,138 shares on February 2nd at an average price of $681.08, totaling more than $26.6 million. This transaction represented a 47% reduction in her stake.

Insider Bob De Lange executed his own sale on February 6th, offloading 22,656 shares at $720.11 for approximately $16.3 million. Throughout the past 90 days, company insiders have collectively sold $98.2 million worth of shares.

Short interest also surged roughly 61% during February, indicating that some market participants are positioning for a decline.

Institutional investors control 70.98% of CAT’s outstanding shares. Erste Asset Management expanded its stake by 32.7% in Q3, purchasing 33,634 shares. Norges Bank established a new position valued at more than $2.1 billion in Q2.

CAT’s 52-week trading range extends from $267.30 to $789.81. The stock currently trades at a P/E ratio of 40 with a market capitalization of $350.27 billion. The upcoming quarterly dividend is $1.51 per share, translating to an annualized distribution of $6.04 and a yield of 0.8%.

The post BofA Lifts Caterpillar Price Target to $825 Following Robust Full-Year Performance appeared first on Blockonomi.

TLDR

Ethereum Foundation releases Strawmap for Layer 1 enhancement

Roadmap aims for 10,000 TPS capacity and reduced slot duration

Seven network forks scheduled between now and 2029

Vitalik Buterin advocates for reduced slot times and improved finality

Quantum-resistant cryptography included in future development goals

Ethereum’s price action remained stable around the $2,000 threshold following the Ethereum Foundation’s announcement of its Strawmap initiative. This comprehensive roadmap presents a synchronized development strategy emphasizing enhanced transaction speeds, network scalability, and protocol optimization. The Strawmap release has bolstered market confidence in Ethereum’s commitment to advancing its base layer capabilities amid recent trading volatility.

Strawmap Defines Strategic Development Objectives

The Ethereum Foundation introduced Strawmap as an organized visual framework mapping anticipated network enhancements extending to 2029. This strategic document categorizes modifications across three primary layers: Consensus, Data, and Execution, facilitating coordinated implementation efforts. Each scheduled fork within Strawmap received designated priorities to ensure consistent developmental momentum throughout the ecosystem.

Five ambitious long-term objectives form the foundation of Ethereum’s decade-long vision outlined in Strawmap. Central to this strategy is accelerating Layer 1 performance through reduced slot times and minimized confirmation delays. The framework also supports scaling ambitions toward a gigagas-capable base layer delivering approximately 10,000 transactions per second.

The strategic document envisions a future teragas-enabled Layer 2 infrastructure capable of handling up to 10 million transactions per second. Strawmap incorporates quantum-resistant security measures utilizing hash-based cryptographic methods. The plan further emphasizes privacy enhancements at the base layer, enabling confidential transactions and establishing new privacy standards.

Slot Time Reduction and Finality Improvements Take Center Stage

Vitalik Buterin endorsed the Strawmap vision by presenting a phased approach toward progressively shorter slot durations. His proposal outlines incremental reductions from the current 12-second intervals to lower targets as technical research matures. Strawmap emphasizes this priority, connecting accelerated block production to enhanced user interactions and improved rollup efficiency.

Development teams are actively assessing peer-to-peer network propagation enhancements to accommodate reduced slot times. Research includes implementing erasure coding techniques to minimize block distribution latency across validator networks. These networking optimizations align with Strawmap’s overarching throughput expansion objectives.

Ethereum contributors are also investigating Minimmit, an innovative finality mechanism designed to strengthen transaction settlement assurances. This system targets improved confirmation speeds during high-stress network scenarios. Strawmap identifies this finality upgrade as essential infrastructure for upcoming protocol forks.

Multi-Year Fork Timeline Mapped Through Decade’s End

Strawmap establishes a sequence of seven planned network upgrades following a six-month release cadence extending through 2029. This structured approach balances rapid innovation with predictable deployment schedules. Each fork addresses distinct protocol enhancement themes, maintaining organizational clarity throughout implementation.

The Ethereum Foundation developed Strawmap during an internal strategy session in early 2026. While serving as a directional planning instrument rather than binding roadmap, it provides crucial coordination guidance. Strawmap promotes transparent collaboration among researchers, developers, and stakeholders across the broader Ethereum community.

Market sentiment surrounding Ethereum remained stable as Strawmap details circulated throughout the ecosystem. This comprehensive framework underscores Ethereum’s dedication to long-term scalability objectives while maintaining development velocity. Strawmap establishes a clear trajectory for sustained technical advancement across all primary network layers.

 

The post Ethereum Foundation Releases ‘Strawmap’ Blueprint: Seven Network Upgrades Until 2029 appeared first on Blockonomi.

Key Takeaways

Q4 2025 earnings per share of $0.84 surpassed analyst consensus of $0.83, while revenue of $282.9M beat expectations of $275.7M

Shares plummeted more than 23% in after-hours trading following disappointing bookings guidance for Q1 and full-year 2026

Leadership announcing strategic pivot prioritizing user acquisition over near-term monetization efficiency

Full-year 2026 bookings projection of $1.27B–$1.30B significantly trails Wall Street’s $1.39B estimate

Company’s board authorized new $400 million stock repurchase program

The language-learning platform delivered solid fourth-quarter results that exceeded analyst projections, yet shares tumbled sharply as management issued guidance that disappointed investors.

DUOLINGO $DUOL JUST REPORTED Q4 EARNINGS

Topline Performance
• Revenue: $282.9M vs $276.0M est
• Daily Active Users (DAU): 52.7M
• Monthly Active Users (MAU): 133.1M

Outlook
• Q1 Revenue: $288.5M vs $290.5M est
• Q1 Bookings: $301.5M vs $329.7M est
• Q1 Adjusted… pic.twitter.com/6emaIckiDo

— WOLF (@WOLF_Financial) February 26, 2026

The company reported earnings per share of $0.84, slightly ahead of the consensus estimate of $0.83. Quarterly revenue totaled $282.9 million, exceeding analyst forecasts of $275.7 million. For the complete 2025 fiscal year, adjusted EBITDA surpassed $300 million, while total bookings exceeded $1 billion for the first time in company history.

The platform’s daily active user base also reached a milestone of 50 million — representing a fivefold increase since the company went public in 2021.

The positive momentum ended when management unveiled its forward-looking projections.

For the first quarter of 2026, Duolingo anticipates bookings of approximately $301.5 million. Wall Street had been modeling $329.7 million. The full-year bookings outlook of $1.27–$1.30 billion fell substantially short of the $1.39 billion analysts had expected.

The company’s revenue guidance of $1.20–$1.22 billion similarly missed Street estimates of $1.26 billion.

Shares collapsed over 23% in extended trading following the announcement before recovering to close up 5.19% at $113.24 after the official earnings report.

Management attributed the conservative projections to an intentional change in corporate strategy. The company is deprioritizing short-term monetization tactics in favor of accelerating its user base expansion.

CEO Luis von Ahn explained the approach directly: “If we’re seeing faster user growth than we’re expecting, and what we are expecting is about 20%, then that means the strategy is working.”

Expanding AI Capabilities to Broader User Base

Central to this strategic realignment is democratizing access to the platform’s AI-powered functionality. The “Video Call with Lily” capability, which had been exclusive to the premium Max subscription tier, will now become available to Super Duolingo subscribers.

Additionally, the company intends to make more AI-enhanced speaking exercises accessible to users on the free tier. Management highlighted that the operational cost of the AI video calling feature has dropped by more than tenfold since its introduction, making widespread deployment financially sustainable.

The company projects its adjusted EBITDA margin will compress to approximately 25% in 2026 as it accelerates investment in artificial intelligence capabilities and boosts marketing expenditures.

User Acquisition Momentum Decelerating

The rate of daily active user expansion slowed throughout 2025 and is anticipated to moderate to roughly half the velocity observed in previous years.

Bookings growth is now tracking toward approximately 11% for 2026. Management acknowledged that maintaining the previous strategic approach could have delivered bookings growth closer to 20% — a sacrifice the leadership team is willingly accepting.

In recent years, the platform had implemented various nudges pushing users toward paid subscription tiers through advertising and conversion prompts. While this approach increased average bookings per user, it constrained overall platform growth, precipitating the strategic recalibration.

The board of directors has also greenlit a stock repurchase authorization of up to $400 million.

At present trading levels, shares remain significantly below the 52-week peak of $544.93, with the company carrying a market capitalization of approximately $5.44 billion and trading at a price-to-earnings ratio of 14.67.

The post Duolingo Shares Plunge 23% Despite Beating Q4 Earnings on Disappointing Forecast appeared first on Blockonomi.

TLDR

Zscaler delivered Q2 FY2026 adjusted EPS of $1.01 on $816M revenue, surpassing Wall Street projections

Shares plummeted 9% in Friday’s pre-market session following the earnings announcement

Raised full-year EPS forecast to $3.99–$4.02, exceeding the $3.92 analyst consensus

YTD performance shows a 26% decline, mirroring broader software sector valuation concerns

Company operates at a “Rule-of-62” efficiency metric, significantly surpassing the Rule-of-40 industry standard

Zscaler $ZS delivered impressive fiscal Q2 results, yet investors responded by sending shares lower. This reaction encapsulates the current state of software sector trading.

Zscaler, $ZS, Q2-26.

Rule-of-62, margins at highs.

Adj. EPS: $1.01
Revenue: $815.75M
Net Loss: $34.31M

ARR +25% YoY to $3.36B.
Non-GAAP operating margin 22% with strong FCF at 21%. pic.twitter.com/w3oYZsuyNq

— EarningsTime (@Earnings_Time) February 26, 2026

The cloud security provider reported adjusted earnings of $1.01 per share, beating analyst expectations of $0.89 by a significant $0.12 margin. The company generated $815.8 million in revenue, representing 26% annual growth and exceeding consensus projections of $798 million.

Yet these strong results weren’t enough to lift the stock, which declined approximately 9% during Friday’s pre-market session.

The week proved volatile for ZS shareholders. Monday saw a 10% plunge amid AI-driven market turbulence. The following three trading days brought a 17% recovery before Thursday’s earnings release triggered another downturn.

Looking ahead to Q3 FY2026, Zscaler projects adjusted EPS between $1.00 and $1.01, comfortably above the $0.95 Wall Street consensus. The company anticipates revenue in the $834 million to $836 million range, modestly exceeding analyst estimates of $831.9 million.

Management elevated full-year FY2026 guidance, now targeting adjusted EPS of $3.99–$4.02 versus the previous $3.82 consensus. Annual revenue expectations were set at $3.309 billion to $3.322 billion, slightly above the $3.3 billion estimate.

CEO Jay Chaudhry emphasized the company’s strategic positioning around artificial intelligence, noting that enterprises accelerating AI deployment are leveraging Zscaler’s infrastructure to protect AI-powered and agentic systems.

Chaudhry positioned Zscaler as the “cybersecurity platform for the AI age,” emphasizing that the company’s Zero Trust architecture is ideally suited to manage the velocity and magnitude of AI and agentic workflows.

Rule-of-62

CFO Kevin Rubin highlighted an impressive operational efficiency metric. Zscaler is currently operating at a “Rule-of-62” on a fiscal year-to-date basis.

This metric blends revenue growth rate with profit margins. While the Rule-of-40 represents the baseline for healthy software businesses, Zscaler’s performance substantially exceeds this threshold.

A Rough Year for ZS

Prior to the earnings release, ZS had already fallen 26% in 2026. The post-earnings selloff compounds the challenges facing a stock that has struggled to gain traction throughout the year.

This week’s price action illustrates the current mindset among software investors. A 10% decline, followed by a 17% recovery, then another sharp drop despite strong results—the market remains indecisive about proper valuations for these companies.

The Q3 forecast calling for $834–$836 million in revenue and EPS of $1.00–$1.01 continues to exceed analyst projections.

The post Zscaler Stock Plunges 9% After Strong Q2 Results and Raised Outlook appeared first on Blockonomi.

Key Highlights

Shares of SoundHound AI climbed 5.4% following a Q4 CY2025 earnings performance that exceeded Wall Street projections for both top and bottom lines.

Quarterly revenue reached $55.06 million, marking a 59.4% increase compared to the same period last year and surpassing forecasts by 2.3%.

The company reported a GAAP EPS loss of $0.03, significantly better than the anticipated -$0.10 loss, representing a 69.1% beat.

SoundHound introduced a voice-activated Sales Assist agent and established a fresh engineering facility in Bengaluru.

Wall Street maintains a Moderate Buy rating with a mean price target of $16.07, although elevated short interest and recent insider sales warrant attention.

On February 26, 2026, SoundHound AI delivered impressive Q4 CY2025 financial results, triggering a 5.4% surge in share price throughout Thursday’s trading session.

SoundHound AI, $SOUN, Q4-25.

Top-line surge, margins expanding.

Adj. EPS: -$0.02
Revenue: $55.06M
Net Income: $40.06M

Revenue +59% YoY, GAAP gross margin up to 47.9%.
Record enterprise deals closed as AI demand accelerates. pic.twitter.com/TH8sMxxsPY

— EarningsTime (@Earnings_Time) February 26, 2026

Shares peaked at $9.10 during the session and concluded trading at $8.98, up from the previous closing price of $8.52. The day’s trading volume reached 41.6 million shares, approximately 55% higher than typical daily activity.

The company generated $55.06 million in quarterly revenue, representing a 59.4% jump year-over-year. This performance exceeded analyst projections of $53.84 million by 2.3%.

Regarding profitability, SOUN recorded a GAAP loss per share of $0.03. This result significantly outperformed the consensus estimate of a $0.10 loss, delivering a 69.1% earnings surprise.

The company’s adjusted EBITDA reached $72.28 million, translating to a 131% margin and reflecting 530% growth compared to last year’s quarter. Operating margin showed substantial improvement at 77.3%, a dramatic turnaround from the -744% figure recorded in the comparable period.

Free cash flow registered at -$24.43 million, showing progress from the prior quarter’s -$32.83 million.

Across the past four years, SoundHound AI has achieved revenue expansion at a 68% compound annual growth rate. The company’s two-year annualized growth of 91.9% indicates accelerating market demand.

Strategic Initiatives and Geographic Growth

Prior to the earnings announcement, SoundHound introduced its Sales Assist agent at MWC — a voice-activated solution designed for real-time retail applications. This offering represents a strategic move to diversify enterprise revenue streams beyond existing automotive and contact center segments.

Additionally, the company inaugurated an engineering and innovation facility in Bengaluru, designed to enhance R&D capabilities and expedite deployment of its agentic AI platform.

The stock currently trades below its 200-day moving average of $13.01, though it remains close to its 50-day moving average of $9.67. The company’s market capitalization stands at $3.77 billion, with a beta coefficient of 2.64.

Wall Street Perspective and Ownership Trends

Analyst sentiment currently reflects a Moderate Buy consensus, with a mean price target of $16.07. Ladenburg Thalmann elevated SOUN to Strong Buy in December. Piper Sandler reduced its target from $15.00 to $11.00 in January while maintaining a Neutral stance. DA Davidson established a $14.00 price objective earlier this year.

Institutional ownership has expanded notably. Vanguard increased its position by 16.4% during Q3. Morgan Stanley expanded its stake by 48.1% in Q4. UBS raised its holdings by 77.6% in the same quarter.

Regarding insider transactions, COO Michael Zagorsek divested 73,406 shares at $11.28 in December, reducing his position by 3.94%. CEO Keyvan Mohajer sold 144,326 shares at the identical price point. Collectively, insiders disposed of 460,922 shares valued at approximately $5.2 million during the past three months.

Short interest continues at elevated levels, introducing potential volatility if future results or guidance fall short of expectations.

After the earnings disclosure, shares stabilized around $9.02.

The post SoundHound AI (SOUN) Shares Jump 5.4% on Strong Q4 Earnings Performance appeared first on Blockonomi.

Key Takeaways

MARA Holdings experienced a 17% surge in after-hours trading following its announcement of a strategic partnership with Starwood Capital Group for AI data center development.

Existing MARA mining locations will be transformed into advanced facilities serving enterprise cloud and AI clientele.

The collaborative venture aims to achieve more than 1 gigawatt of initial IT capacity, with expansion plans targeting 2.5+ gigawatts.

Fourth quarter results revealed a $1.7B net loss for MARA, with $1.5B attributed to digital asset fair value adjustments and revenues declining 5.6% compared to the previous year.

Despite the strategic shift, CEO Fred Thiel affirmed that Bitcoin continues to be “a core pillar” of the company’s long-term vision.

Shares of MARA Holdings experienced a significant after-hours rally on Thursday, climbing nearly 17% after the cryptocurrency mining company revealed a substantial partnership with Starwood Capital Group focused on AI data center development throughout its domestic locations.

MARA announces a strategic partnership with Starwood Digital Ventures to accelerate delivery of cutting-edge hyperscale, enterprise, and AI capable digital infrastructure.

The joint platform is expected to deliver approximately 1 GW of near-term IT Capacity, with a pathway to… pic.twitter.com/9rE8orvUnG

— MARA (@MARA) February 26, 2026

The company’s shares reached $9.88 during extended trading hours immediately after the news broke.

The partnership structure involves MARA contributing its current data center properties into the joint venture. Starwood Digital Ventures — the specialized data center division of Starwood, which oversees more than $125 billion in total assets — will spearhead design work, construction activities, tenant acquisition, and ongoing facility management.

Both organizations will share financing responsibilities and operational duties for these developments.

Initial projections indicate the platform will produce over 1 gigawatt of IT capacity during its first development wave. Long-term planning envisions expansion exceeding 2.5 gigawatts as the partnership matures.

MARA maintains the flexibility to invest as much as 50% in individual joint venture initiatives, preserving its ownership stake in cash-generating operational assets.

Strategic Shift Toward AI Infrastructure

The infrastructure at MARA’s current locations was originally designed for Bitcoin mining operations, but these facilities possess an increasingly scarce and valuable asset: immediate access to substantial power infrastructure.

With technology giants competing intensely to lock down power resources for emerging AI systems, these mining locations have become unexpectedly attractive.

Chief Executive Fred Thiel characterized 2026 as representing “an inflection point,” highlighting both the Starwood collaboration and a separate arrangement with Exaion focused on expanding enterprise AI functionality.

This strategic direction places MARA within a broader industry movement of cryptocurrency miners converting their existing infrastructure toward AI and high-performance computing applications. Bitfarms (BITF) underwent a recent rebrand to Keel Infrastructure as part of a comparable transition from mining operations toward HPC and AI data center services.

This sectoral transformation gained momentum following Bitcoin’s latest halving event, which reduced mining rewards by fifty percent. Combined with increasing energy expenses, declining cryptocurrency valuations, and intensifying competitive pressures, profit margins throughout the mining industry have faced considerable compression.

Cryptocurrency Strategy Remains Active

Notwithstanding this infrastructure pivot, MARA maintains its commitment to cryptocurrency operations.

In his Q4 communication to shareholders, Thiel explicitly confirmed that “Bitcoin remains a core pillar of MARA’s strategy,” emphasizing the organization’s enduring confidence in the digital asset category remains firm.

This strategic reassurance accompanied challenging fourth quarter financial results.

MARA disclosed Q4 GAAP EPS of negative $4.52, falling short of analyst consensus by $3.35. Quarterly revenue totaled $202.3 million, representing a 5.6% year-over-year decrease and missing projections by $49 million.

The quarter’s net loss reached $1.7 billion, contrasting sharply with net income of $528.3 million recorded in Q4 2024. Approximately $1.5 billion of this loss stemmed from fair value reductions in digital assets maintained on the corporate balance sheet.

Adjusted EBITDA registered negative $1.5 billion, compared against a positive $796 million figure from the corresponding period one year earlier.

MARA explained the revenue shortfall as resulting from a 14% decrease in the average valuation of bitcoin produced throughout the quarter.

The company maintains its headquarters in Hallandale Beach, Florida.

The post MARA Holdings Soars 17% Following Starwood AI Data Center Partnership appeared first on Blockonomi.

TLDR

Dell reported Q4 adjusted earnings per share of $3.89, surpassing analyst estimates of $3.52, while revenue reached $33.4 billion — a 39% year-over-year increase.

Revenue from AI-optimized servers skyrocketed 342% to reach $9.0 billion, accompanied by an unprecedented $43 billion backlog.

The company’s FY2027 revenue forecast of $138–$142 billion significantly exceeds Wall Street’s $124.9 billion consensus projection.

Shares climbed more than 13% in extended trading, hitting $137.40.

The company announced a 20% dividend increase and authorized an additional $10 billion for share buybacks.

Dell Technologies delivered an impressive fiscal fourth-quarter performance, surpassing Wall Street projections across key metrics. Investors responded enthusiastically, pushing shares up over 13% during after-hours trading.

$DELL Q4’26 EARNINGS HIGHLIGHTS

Revenue: $33.4B (Est. $31.41B) ; UP 39% YoY
Adj. EPS: $3.89 (Est. $3.52) ; UP 45% YoY
ISG revenue: $19.6B; UP 73% YoY
AI-optimized servers revenue: $9.0B; UP 342% YoY

FY27 Guide:
Rev: $138B-$142B (Est. $124.9B) ; + 23% YoY… pic.twitter.com/B1MIP2Lazs

— Wall St Engine (@wallstengine) February 26, 2026

The company’s adjusted earnings per share of $3.89 comfortably exceeded the Street’s $3.52 forecast. Quarterly revenue totaled $33.4 billion, representing a robust 39% increase compared to the prior-year period and beating expectations of $31.41 billion.

The standout performance came from AI server sales. Dell’s Infrastructure Solutions Group generated $9.0 billion in AI-optimized server revenue — representing an explosive 342% year-over-year surge.

Yes, you read that correctly.

Additionally, the company disclosed a record-breaking $43 billion AI server backlog. Dell secured over $64 billion in AI-optimized server orders throughout the complete fiscal year while delivering more than $25 billion in shipments.

“The AI opportunity is transforming our company,” said Jeff Clarke, vice chairman and COO. “We are entering FY27 with record backlog of $43 billion — powerful proof that our engineering leadership and differentiated AI solutions are winning.”

FY2027 Outlook

Dell’s forward-looking guidance demonstrated similar strength. Management forecasted FY2027 revenue in the range of $138 billion to $142 billion — substantially higher than the Street’s $124.9 billion estimate.

Full-year EPS guidance of $12.90 also topped analyst projections of $11.49. The company anticipates first-quarter revenue will expand 51% year-over-year.

Management projects AI server revenue will climb to approximately $50 billion during the current fiscal year, representing a 103% jump from FY2026 levels.

Regarding capital allocation, Dell increased its quarterly cash dividend by 20% and authorized an expanded $10 billion share repurchase authorization.

A Note of Caution

Despite the positive results, some analysts expressed reservations. BofA Securities highlighted concerns regarding demand elasticity, noting “swift and significant price actions” implemented by Dell in recent months.

The company raised server pricing on December 10, influenced partially by escalating memory chip expenses. PC pricing adjustments followed on January 6.

Clarke acknowledged these price modifications but characterized them as necessary responses to rising input costs rather than strategic demand management.

Extended trading activity lifted DELL shares to $137.40, representing a 13.21% increase following the earnings announcement. By Friday’s premarket session, the stock maintained gains exceeding 12%.

The unprecedented $43 billion AI server backlog entering FY2027 represents the company’s most concrete indicator of sustained momentum.

The post Dell Technologies Shares Soar 13% on Explosive AI Server Growth and Strong Q4 Results appeared first on Blockonomi.

Key Takeaways

Intuit delivered adjusted EPS of $4.15, crushing the $3.68 consensus, while revenue climbed 17% to $4.65 billion

Third-quarter EPS forecast of $12.45–$12.51 missed analyst expectations of $12.97

CEO Sasan Goodarzi emphasizes AI companies are collaborators, not competitors, highlighting new Anthropic alliance

Shares declined approximately 4% in premarket trading Friday, extending a nearly 40% year-to-date loss

Company announced quarterly dividend of $1.20 per share, marking a 15% year-over-year increase

Intuit delivered impressive fiscal second-quarter results that surpassed analyst projections, yet shares tumbled after the company issued conservative third-quarter guidance.

Intuit, $INTU, Q2-26.

Execution firing on all cylinders.

Adj. EPS: $4.15
Revenue: $4.65B
Net Income: $693M

Revenue +17% YoY, operating income +44%.
Online Ecosystem +21% and margins expanding with strong EPS leverage. pic.twitter.com/xmIkBh2R0A

— EarningsTime (@Earnings_Time) February 26, 2026

The financial software giant posted adjusted earnings of $4.15 per share, significantly exceeding the Street’s $3.68 forecast. Revenue reached $4.65 billion, marking a 17% year-over-year increase and beating the consensus estimate of $4.53 billion.

Adjusted operating income jumped 23% to reach $1.5 billion.

CEO Sasan Goodarzi described the results as an “outstanding second quarter, driven by disciplined execution.”

However, the company’s third-quarter outlook — crucial given the tax filing season — disappointed investors. Intuit projected adjusted EPS between $12.45 and $12.51, missing Wall Street’s $12.97 forecast.

For Q3 revenue, management anticipates approximately 10% growth compared to last year, suggesting around $4.36 billion — trailing analyst projections of $4.53 billion.

Shares fell roughly 4% in premarket activity Friday, reversing a 3.5% gain from Thursday’s regular session.

Embracing AI as an Ally, Not an Adversary

Intuit stock has plummeted nearly 40% year-to-date, pressured by widespread concerns that artificial intelligence could disrupt the tax preparation and accounting software industry.

Goodarzi challenged this narrative. In remarks to Barron’s, he emphasized that taxpayers prefer working with trusted brands and that AI companies aren’t interested in assuming the legal responsibilities associated with tax filing.

According to Goodarzi, companies like Anthropic and OpenAI “do not have, nor do they want to have, the capability” that Intuit has developed — capabilities that require significant time to establish.

The company unveiled a collaboration with Anthropic this week to deliver customized AI agents for mid-market businesses using its platform. This follows a previously announced partnership with OpenAI.

Jefferies analyst Brent Thill commented that Intuit’s robust first-half results “makes reiterated FY26 guide look conservative” and maintained a Buy rating, noting that “INTU’s moat in AI remains misunderstood.”

Annual Forecast Remains Unchanged

Intuit maintained its full fiscal year 2026 outlook without revisions. The company continues to project adjusted EPS between $22.98 and $23.18, indicating approximately 14% to 15% growth.

Full-year revenue expectations remain at $21 billion to $21.2 billion, representing 12% to 13% expansion.

Goodarzi explained that the company typically refrains from updating annual guidance until after the third quarter concludes, given the quarter’s significance to overall performance.

Wolfe Research analyst Alex Zukin stated the results “reiterate our positive view on growth durability,” though he reduced his price target to $550 from $685 while keeping an Outperform rating.

William Blair analyst Arjun Bhatia characterized Intuit as a “mission-critical platform for small businesses” that is strategically positioning itself for the artificial intelligence revolution.

The company also announced a quarterly dividend of $1.20 per share, scheduled for payment on April 17, 2026 — representing a 15% increase compared to the prior year period.

The post Intuit Shares Tumble Despite Earnings Beat as Tax Season Outlook Disappoints appeared first on Blockonomi.

Key Points

Senator challenges banking regulator on Trump-linked crypto charter transparency.

Questions emerge about foreign investment disclosure in bank charter application.

Warren demands unredacted documents from OCC regarding Trump firm review.

UAE investment connection triggers national security and influence concerns.

Congressional Democrats escalate calls for enhanced regulatory supervision.

Senator Warren escalated her examination of an ongoing bank charter application by confronting the Office of the Comptroller of the Currency leadership over transparency issues. The confrontation gained widespread attention due to the applicant’s connection to Trump’s crypto business interests. The debate sparked fresh concerns about regulatory autonomy and possible overseas influence.

Banking Regulator Faces Mounting Congressional Pressure

Warren confronted the agency head following revelations about substantial foreign ownership in the Trump cryptocurrency enterprise. She contended that the OCC has an obligation to confirm World Liberty Financial’s adherence to disclosure requirements, pressing for access to complete, unredacted application materials. She maintained that proper oversight necessitates total transparency from the regulatory body.

The OCC chief, Gould, defended his agency’s position by asserting that the application will undergo standard procedural review. He clarified that the OCC will not introduce delays to the evaluation unless legally mandated, underscoring that every applicant receives identical treatment. He rejected Warren’s demands and characterized her request as unwarranted regulatory interference.

Warren countered that the Senate Committee has a duty to validate compliance given the firm’s presidential ties. She emphasized that concealed ownership structures would warrant application rejection, insisting Congress must authenticate all submitted information. She maintained that these unique circumstances necessitate rigorous enforcement of regulatory standards.

Offshore Investment Raises Red Flags in Charter Application

Warren expressed alarm over reports of a UAE-supported acquisition of significant equity in the company. She noted the transaction occurred mere days before the presidential inauguration, cautioning that international involvement could sway American policy decisions. She underscored national security vulnerabilities related to cutting-edge technology access.

Published accounts suggested the overseas entity purportedly secured a 49% ownership position in the cryptocurrency business. Observers highlighted the transaction’s suspicious timing, connecting it to subsequent federal policy modifications regarding technology export controls. Policy experts contended that these relationships create potential conflicts requiring rigorous regulatory examination.

Warren asserted that the OCC must validate whether ownership information was properly disclosed according to regulations. She reminded the agency head that failure to disclose represents legitimate grounds for immediate application dismissal under federal banking law. She further pressed the agency to preserve public confidence throughout the entire evaluation process.

Senate Democrats Amplify Demands for Regulatory Accountability

Democratic lawmakers intensified demands on Treasury Department officials to halt any charter approval pending resolution of outstanding concerns. They cautioned that issuing a national trust charter could erode public trust in the banking regulatory framework. They further contended that international ownership involvement presents extensive governance challenges.

Multiple members of Congress requested formal investigations into alleged financial transactions connected to Trump-associated businesses. They declared that public accountability demands thorough scrutiny of the UAE investment arrangement. They also stressed that personal financial gain must not shape federal regulatory determinations.

Warren stated the Committee anticipates complete cooperation from the OCC throughout congressional oversight activities. She repeated that banking regulators must eliminate conflicts of interest and preserve impartiality. She concluded that any charter approval without complete transparency would compromise the integrity of federal banking supervision.

The post Senator Warren Challenges Banking Regulator Over Trump Crypto Charter Application appeared first on Blockonomi.

Key Takeaways

The streaming giant abandoned its pursuit of Warner Bros. Discovery properties after WBD’s board determined that Paramount Skydance’s enhanced $31-per-share proposal represented a better deal.

The revised Paramount offer increased from $30 to $31 per share in all-cash terms, encompassing WBD’s entire portfolio including CNN, HBO, and traditional cable networks.

Netflix chose not to counter the higher price, stating the acquisition was “no longer financially attractive” at the increased valuation.

The Paramount agreement includes payment of Netflix’s $2.8 billion termination fee from WBD, alongside a commitment to a $7 billion penalty if the transaction collapses.

Shares of Netflix climbed approximately 10% during extended trading hours; WBD dropped roughly 2%, while Paramount rose about 5%.

Shares of Netflix ($NFLX) experienced a significant surge during Thursday’s after-hours session following the streaming platform’s decision to abandon its proposed acquisition of Warner Bros. Discovery properties, positioning Paramount Skydance as the frontrunner in a transaction worth approximately $111 billion.

Warner Bros. Discovery’s board of directors determined that Paramount’s increased proposal of $31 per share in cash constituted a “superior offer” compared to Netflix’s standing agreement, which was priced at $27.75 per share and encompassed only WBD’s film studio and streaming operations.

NETFLIX $NFLX DECLINES TO RAISE OFFER FOR WARNER BROS. pic.twitter.com/4SmV8oxopP

— Wall St Engine (@wallstengine) February 26, 2026

Netflix was granted four business days to submit a revised proposal. The company declined to do so.

“The deal is no longer financially attractive,” stated Netflix co-CEOs Ted Sarandos and Greg Peters in a combined announcement. “This transaction was always a ‘nice to have’ at the right price, not a ‘must have’ at any price.”

Investors responded favorably to the strategic restraint. Shares of Netflix rose approximately 10% during after-hours activity.

During the previous week, Netflix had voluntarily granted WBD a seven-day extension to pursue discussions with Paramount, allowing shareholders to evaluate all available alternatives. Sarandos explained to CNBC that the decision aimed to provide “complete clarity and certainty.”

Ultimately, this accommodation facilitated Netflix’s own withdrawal from the bidding process.

Details of Paramount’s Acquisition

Paramount’s all-cash $31-per-share proposal encompasses the complete WBD entity — extending beyond just the studio and streaming divisions to include CNN, TBS, TNT, HBO Max, Food Network, and various sports broadcasting rights.

This represents a substantially broader acquisition than what Netflix had originally proposed to purchase.

Additionally, Paramount committed to covering the $2.8 billion termination payment WBD owes Netflix, while establishing its own $7 billion breakup fee should the transaction fail to receive regulatory approval.

WBD CEO David Zaslav characterized the agreement as one that would “create tremendous value” for shareholders following the board’s formal adoption of the merger terms.

Paramount Skydance CEO David Ellison stated the proposal provides “superior value, certainty and speed to closing.”

Regulatory Review Process Looms

The transaction remains far from finalized. California Attorney General Rob Bonta announced Thursday that the combination “is not a done deal,” referencing an ongoing investigation by California’s Department of Justice.

The proposed merger would require clearance from both the U.S. Department of Justice and European regulatory authorities.

Paramount’s financing structure — featuring connections to technology magnate Larry Ellison and previous participation from Jared Kushner’s Affinity Partners investment vehicle — has attracted examination regarding political ties to the Trump administration.

Kushner’s organization withdrew its involvement in December. However, concerns surrounding the deal’s political implications persist, especially concerning CNN, which Trump has consistently targeted and suggested should be divested as part of any WBD deal.

CNN chief Mark Thompson sent a message to employees Thursday encouraging them not to “jump to conclusions about the future until we know more.”

Netflix shares climbed roughly 10%, WBD declined approximately 2%, and Paramount advanced about 5% during Thursday’s extended trading session.

The post Netflix Shares Soar After Abandoning Warner Bros. Discovery Acquisition Attempt appeared first on Blockonomi.

Quick Summary

Q4 earnings per share reached $0.09, surpassing the Street consensus of $0.08 and significantly exceeding Zacks’ projection of $0.04, representing an earnings surprise of +145.23%

Quarterly revenue totaled $52.69 million, falling short of the $76.06 million analyst consensus by 11.6%

Shares advanced 2.3% following the earnings announcement, reaching an intraday peak of $60.29, with year-to-date gains now standing at approximately 16.1%

Company executives offloaded 723,146 shares valued at around $45.8 million during the past quarter, with both CEO and CFO participating in sales

Wall Street maintains a consensus “Buy” rating with a mean price target of $78.91

Shares of MP Materials (MP) posted gains of 2.3% on Thursday following the rare earth mining company’s fourth-quarter 2025 earnings release, which exceeded analyst expectations on the bottom line.

MP Materials, $MP, Q4-25.

Inflection quarter.

Adj. EPS: $0.09
Revenue: $52.69M
Net Income: $9.43M

Turned profitable YoY as PPA income and Magnetics ramp offset lost China concentrate sales.
Is the magnetics scale-up the real unlock? pic.twitter.com/C1fXMVko8Z

— EarningsTime (@Earnings_Time) February 26, 2026

The equity peaked at $60.29 during the trading session before closing near $60.00, up from the previous day’s close of $58.66. Trading activity reached approximately 6.55 million shares, representing a decline of roughly 23% compared to typical daily volumes.

The company reported quarterly earnings per share of $0.09, exceeding the Street consensus forecast of $0.08 and substantially outperforming the Zacks projection of $0.04. This resulted in an earnings surprise of +145.23%, a figure that caught investors’ attention.

Compared to the same period last year when the company recorded a loss of $0.12 per share, the improvement marks a significant turnaround. Throughout the previous four quarters, MP has exceeded EPS expectations in three instances.

On the revenue front, however, results fell short of projections. The company generated $52.69 million in quarterly revenue, missing the analyst consensus of $76.06 million by approximately 11.6%. This figure also represents a decrease from the $60.99 million reported in the comparable quarter of the prior year.

The company currently operates with a negative net margin of 50.55% and a negative return on equity of 7.69%, both metrics reflecting the substantial capital investments associated with its ongoing expansion initiatives.

Executive Stock Sales

Company insiders have been active sellers in recent months. CFO Ryan Corbett divested 38,146 shares at an average price of $60.00 on December 9th, trimming his holdings by 19.58%. CEO James Litinsky executed a larger transaction in January, offloading 272,600 shares at $64.17 each, a sale valued at more than $17.4 million.

Combined insider transactions over the past three months totaled 723,146 shares with an aggregate value of approximately $45.8 million. Company insiders currently maintain ownership of roughly 9.5% of outstanding shares.

Meanwhile, institutional investors have been moving in the opposite direction. Corient Private Wealth expanded its position by 404.4% during Q4, while Pacer Advisors boosted its holdings by 71.7%. Institutional ownership currently represents 52.55% of shares outstanding.

Wall Street Outlook

The analyst community maintains a generally optimistic stance on MP. According to MarketBeat data, the consensus rating stands at “Buy,” with an average price target of $78.91 — representing meaningful upside from current trading levels.

Goldman Sachs launched coverage in November with a “Buy” recommendation and a $77.00 price objective. Morgan Stanley elevated the stock to “Overweight” in December, lifting its target to $71.00. JPMorgan similarly upgraded to “Overweight” in November, though it modestly reduced its price target to $74.00.

BMO Capital Markets shifted from “Market Perform” to “Outperform,” while Wall Street Zen issued the only bearish call, downgrading to “Sell” in November.

Among the analysts providing coverage, two maintain a “Strong Buy” rating, thirteen rate it “Buy,” and one has issued a “Sell” rating.

Shares of MP have appreciated approximately 16.1% year-to-date, outperforming the S&P 500’s 1.5% gain over the identical timeframe.

The Zacks consensus forecast for the upcoming quarter projects $0.07 in EPS on revenues of $76.36 million, with full-year 2026 estimates calling for $0.59 in EPS on total revenue of $418.47 million.

The stock’s 50-day moving average currently stands at $59.89, while the 200-day moving average sits at $64.38. The company’s market capitalization is valued at $10.63 billion.

The post MP Materials Shares Gain Ground Following Strong Q4 Earnings Performance appeared first on Blockonomi.

TLDR

Q4 2025 revenue for Rocket Lab (RKLB) reached $180 million, marking a 36% annual increase

Annual 2025 revenue climbed to $602 million, reflecting 38% growth compared to $436 million in 2024

Company backlog expanded 73% to reach $1.85 billion

Shares declined 0.44% in after-hours trading following the earnings announcement

Company projects Q1 2026 revenue between $185 million and $200 million

Rocket Lab USA delivered record-setting financial performance throughout 2025, yet shares retreated in extended trading sessions.

Rocket Lab, $RKLB, Q4-25.

Record revenue, backlog surging.

EPS: -$0.09
Revenue: $179.65M
Net Loss: $52.92M

Revenue +36% YoY, backlog up 73% to $1.85B.
Seven launches in Q4, annual launch record achieved. pic.twitter.com/u2S0jaEiIu

— EarningsTime (@Earnings_Time) February 26, 2026

The company reported Q4 2025 revenue of $180 million, representing a 36% increase compared to the year-ago period. Annual revenue totaled $602 million, marking a 38% rise from the previous year’s $436 million.

Despite the robust financial metrics, RKLB shares declined 0.44% during after-hours trading, settling at $69.89. The stock had previously fallen 5.13% during the preceding week.

These earnings highlight a remarkable 10x revenue expansion since the company’s Nasdaq debut in 2021, demonstrating a compound annual growth rate exceeding 76%.

Profitability metrics showed positive momentum. The company’s GAAP gross margin for Q4 stood at 38%, climbing 100 basis points from the previous quarter. Non-GAAP gross margin hit 44.3%, representing a sequential increase of 240 basis points.

However, the company posted a GAAP EPS loss of $0.09 for the fourth quarter, which may have contributed to investor hesitation.

Backlog and Contract Wins

The earnings report highlighted significant growth in the company’s order backlog. Total backlog surged 73% year-over-year to $1.85 billion, with management projecting 37% of that total will be fulfilled within the coming 12 months.

Rocket Lab announced an $816 million contract win from the Space Development Agency for 18 satellites, substantially strengthening its revenue outlook.

The quarter also saw completion of the Optical Support acquisition, broadening the company’s technological portfolio.

Neutron and 2026 Outlook

Management emphasized continued investment in the Neutron rocket initiative as a strategic focus. Neutron represents the company’s next-generation reusable launch platform currently under development.

Looking ahead to Q1 2026, management provided revenue guidance ranging from $185 million to $200 million. Wall Street analysts project full-year 2026 revenue to reach $885.46 million.

Shares have appreciated 242% over the trailing 12-month period and climbed 51% during the past six months, despite recent weakness.

At the time of the earnings release, Rocket Lab commanded a market capitalization of approximately $38.63 billion.

Several market observers have indicated the stock trades above fair value estimates, potentially explaining why solid earnings failed to spark a post-announcement rally.

Key risks identified include supply chain vulnerabilities, intensifying competition within the commercial launch sector, and broader macroeconomic headwinds.

Based on current trading levels, the company’s market capitalization stands at roughly $37.37 billion.

The Q1 2026 revenue forecast of $185 million to $200 million provides the most immediate performance indicator for shareholders monitoring the stock’s trajectory.

The post Rocket Lab Reports Record $602M Revenue Yet RKLB Shares Dip Post-Earnings appeared first on Blockonomi.

TLDR:

NEAR Protocol’s market cap has fallen from $11 billion to approximately $1.4 billion, sitting 15x below its all-time high price.

TVL on NEAR Protocol dropped from a peak of $500 million to around $100 million, showing capital has rotated out of the network.

NEARCON 2026 introduced tokenomics updates, a buyback mechanism, and Nightshade 3.0 to strengthen the base layer technically.

NEAR’s largest wallet holds only 5.5% of supply, reflecting a balanced holder structure that reduces major sell-off tail risk.

NEAR Protocol is trading at $1.13, with its market cap falling from $11 billion to approximately $1.4 billion. The token sits roughly 15 times below its all-time high price.

Total value locked has also dropped from a peak near $500 million to around $100 million today. Despite the correction, NEARCON 2026 recently wrapped up with several structural updates to the network.

The central question now is whether those changes are enough to rebuild market confidence.

Valuation Compression and Chart Resistance Continue to Weigh on NEAR Protocol

At its peak, NEAR Protocol carried the pricing of a potential top-five Layer 1 blockchain. The technology narrative was strong, covering sharding, user experience, and scalability at scale.

However, on-chain usage did not grow fast enough to support that valuation premium over time. The market has since stripped out most of those forward-looking growth assumptions from the price.

Crypto analyst account Our Crypto Talk shared a breakdown on X, pointing to NEAR’s stretched prior valuation. The speculative premium expanded aggressively across the 2021–2024 bull cycle.

Then it contracted just as hard once usage failed to keep pace with expectations. The current $1.4 billion market cap is now considered far more grounded than the peak.

$NEAR | @NEARProtocol numbers that need some attention :

> $11B Market Cap to $1.4B
> TVL is around 5X from ATH
> Price around 15X from ATH

We are talking about one of the biggest projects in the Decentralized AI narrative.

NEARCON 2026 just wrapped with some of the biggest… pic.twitter.com/R1p1FXMr3Y

— Our Crypto Talk (@ourcryptotalk) February 27, 2026

The price chart still carries heavy resistance at a key technical level. The $2 zone served as a major breakout point during the 2023 rally.

In November 2025, buyers attempted to reclaim that level during a broader market bounce but failed. That rejection signals hesitation from the market rather than outright panic.

The RSI is sitting near long-term support, meaning downside momentum appears to be slowing. However, the chart structure has not turned fully bullish in any confirmed way yet.

This remains a compression phase, not a reversal. Buyers are still holding back, waiting for stronger conviction before committing capital at these levels.

TVL Weakness and NEARCON 2026 Developments Define the Road Ahead for NEAR Protocol

NEAR Protocol’s TVL declining from $500 million to roughly $100 million presents a real concern for the network. For a Layer 1 with a market cap above $1 billion, deeper on-chain capital deployment is generally expected by the market.

The drop shows that liquidity rotated elsewhere during the broader cycle. TVL growth must return before any sustained breakout narrative can take hold.

On a more constructive note, the holder distribution for NEAR Protocol remains relatively balanced across wallets. The largest single wallet holds around 5.5% of total supply.

The next several wallets fall between 2% and 4% each. There is no dominant whale in position to move the market in a single direction unilaterally.

NEARCON 2026 delivered several updates that address structural weaknesses across the ecosystem. A tokenomics revision introduced clearer revenue capture alongside a network buyback mechanism.

The NEAR Intents fee switch economically aligns integration partners with actual on-chain usage. These are considered smart design decisions that move the project in a more sustainable direction.

NEAR Protocol also positioned itself as a unified frontend layer across more than 35 blockchain networks. IronClaw and a Confidential GPU Marketplace push the project further into AI infrastructure territory.

Nightshade 3.0 separates consensus from execution, which technically strengthens the base layer. Announcements, however, do not equal adoption — on-chain usage must now follow to validate the roadmap.

The post NEAR Protocol Drops 15x From ATH as Market Cap Shrinks to $1.4B and TVL Falls to $100M appeared first on Blockonomi.

TLDR

ARK Invest acquired 97,597 Baidu (BIDU) shares worth $12.21 million, capitalizing on a 5.7% decline following the company’s earnings release

Despite exceeding Q4 profit and revenue forecasts, Baidu experienced a 4% annual revenue decline primarily driven by advertising weakness

ARK divested 25,175 BWX Technologies (BWXT) shares valued at $5.22 million, extending its recent selling pattern

Additional ARK disposals included positions in PagerDuty (PD), Beam Therapeutics (BEAM), Iridium (IRDM), Salesforce (CRM), and Butterfly Network (BFLY)

Artificial intelligence-focused operations at Baidu contributed $1.61 billion during Q4, accounting for 43% of quarterly revenue

Cathie Wood’s investment firm ARK Invest executed a significant transaction on Thursday, February 26, accumulating shares of Chinese technology giant Baidu following a notable stock price retreat.

The firm acquired 97,597 Baidu (NASDAQ: BIDU) shares distributed across its ARKK, ARKQ, and ARKW portfolios. The aggregate investment totaled $12.21 million.

This strategic purchase followed a 5.7% decline in Baidu’s share price triggered by the release of its Q4 FY2025 financial results. While the company surpassed analyst projections for both earnings and revenue, market participants focused on the 4% contraction in year-over-year revenue.

The revenue shortfall stemmed primarily from continued challenges within Baidu’s traditional advertising segment, which has faced sustained headwinds. These difficulties overshadowed positive momentum in other business divisions.

ARK’s investment suggests confidence beyond the advertising sector’s struggles. CEO Robin Li emphasized robust expansion in AI cloud infrastructure alongside increasing corporate adoption of Baidu’s artificial intelligence solutions.

During the fourth quarter, Baidu’s AI-centric operations — encompassing cloud infrastructure, AI applications, and autonomous vehicle services — generated $1.61 billion in revenue. This represented 43% of the company’s quarterly total.

ARK Trims BWX Technologies and PagerDuty

Regarding divestments, ARK’s most substantial sale involved offloading 25,175 BWX Technologies (NYSE: BWXT) shares for $5.22 million. The nuclear components manufacturer has seen consistent position reductions by ARK throughout the week.

The investment firm additionally disposed of 307,843 PagerDuty (NYSE: PD) shares, generating approximately $2.18 million. Interestingly, PagerDuty stock appreciated 5% on the transaction date.

This PagerDuty divestment reflects ARK’s ongoing strategy to decrease exposure to the cloud software provider in recent weeks.

Further sales encompassed Beam Therapeutics (NASDAQ: BEAM), Iridium Communications (NASDAQ: IRDM), Salesforce (NYSE: CRM), Pinterest (NYSE: PINS), and Butterfly Network (NYSE: BFLY).

Biotech Buys and Other Moves

ARK simultaneously purchased 482,407 ATAI Life Sciences (NASDAQ: ATAI) shares for approximately $1.79 million via its ARKG genomics-focused fund.

ATAI experienced a 14.1% decline that same trading session, despite announcing favorable Phase IIa clinical trial results for EMP-01, its experimental treatment targeting social anxiety disorder.

Market analysts acknowledged the scientific merit of the trial outcomes but suggested the data didn’t warrant the stock’s previous valuation increases.

ARK further acquired 4,836 Amazon (NASDAQ: AMZN) shares for $814,966 alongside 25,382 Pure Storage (NYSE: PSTG) shares valued at $1.87 million.

According to TipRanks, BIDU maintains a Strong Buy consensus rating derived from seven Buy recommendations and two Hold ratings. The consensus price target of $180.63 suggests potential upside of 44.3% from present trading levels.

BIDU stock has appreciated 41.8% throughout the past twelve months.

The post ARK Invest Loads Up on Baidu Stock Following Post-Earnings Decline appeared first on Blockonomi.

TLDR

Rackspace Technology (RXT) shares exploded approximately 68% higher Thursday, followed by an additional 11% gain in Friday’s premarket session after delivering fourth quarter results that exceeded Wall Street projections.

Fourth quarter earnings per share registered at -$0.010, surpassing analyst expectations of -$0.040 by three cents; quarterly revenue reached $683M compared to the consensus estimate of $674.91M.

Operating cash flow for the quarter totaled $60M, while the company closed out the year with approximately $397M in available liquidity.

Full-year 2026 guidance projects revenue between $2.6B and $2.7B with operating profit of $160M to $170M, although the EPS forecast of -$0.150 fell short of the -$0.030 consensus.

News of a strategic collaboration with Palantir focused on enterprise AI deployment contributed to bullish sentiment leading up to the earnings release.

Rackspace Technology delivered fourth quarter performance that exceeded lowered expectations, triggering one of the week’s most dramatic market reactions.

$RXT PERFECT REVERSAL

•Fourth Quarter Revenue of $683 million, down 0.4% Year-over-Year; 2025 Revenue of $2,686 million, down 2% Year-over-Year
•Fourth Quarter Private Cloud Revenue of $241 million, down 10% Year-over-Year; 2025 Private Cloud Revenue of $990 million, down… pic.twitter.com/OJjidcY3nW

— Stock PlayMaker (@stockplaymaker1) February 26, 2026

Shares rocketed approximately 68% higher during Thursday’s session. The rally extended into Friday morning with an additional 11% premarket surge, positioning RXT among the week’s top-performing equities.

What triggered this explosive move?

Fourth quarter revenue totaled $683 million, exceeding the Street’s $674.91 million projection. Earnings per share came in at -$0.010, outperforming the anticipated -$0.040 loss by three cents.

While still unprofitable, the narrower-than-anticipated loss proved sufficient to ignite investor enthusiasm.

The cloud services provider also generated $60 million in operating cash flow during the period. Non-GAAP operating profit reached $41 million, surpassing the upper boundary of management’s own projections.

Rackspace concluded 2025 with approximately $397 million in total liquidity. This metric carries particular significance given persistent investor concerns about the company’s financial position.

FY2026 Guidance: Mixed Picture

Looking ahead to fiscal 2026, Rackspace projects full-year revenue ranging from $2.6 billion to $2.7 billion. Analysts had previously established a consensus of $2.72 billion, placing the guidance modestly below the upper end of expectations.

Operating profit projections of $160 million to $170 million suggest the company’s turnaround strategy is gaining traction with margin expansion.

However, the earnings per share outlook presents a more challenging narrative. Management forecasts FY2026 EPS of -$0.150, substantially below the consensus projection of -$0.030. This meaningful disconnect will likely remain a focal point for market participants.

During the 90-day period preceding this announcement, analyst sentiment showed no upward EPS revisions alongside one downgrade — hardly an optimistic setup.

Palantir Partnership Adds to the Momentum

A portion of the stock’s explosive movement can be attributed to developments earlier this month.

Rackspace unveiled a strategic partnership with Palantir Technologies. Through this arrangement, Rackspace will support enterprise clients in implementing and managing Palantir’s Foundry platform and AI Platform (AIP).

This collaboration positions Rackspace more strategically within the enterprise AI infrastructure space, a sector commanding significant investor attention.

The convergence of the Palantir announcement and better-than-feared quarterly results appears to have catalyzed substantial short covering alongside new position establishment.

Prior to the post-earnings surge, shares traded at $1.35. The stock has advanced 27.36% over the trailing three-month period but remains down 43.98% year-over-year.

Wall Street’s current consensus recommendation stands at Hold, reflecting one analyst assessment issued within the past three months. The average target price of $1.30 suggests potential downside even following the recent rally.

In the 90 days leading up to this report, Rackspace received zero upward EPS revisions while experiencing one downward adjustment.

The post Rackspace Technology (RXT) Shares Skyrocket 68% After Beating Q4 Expectations appeared first on Blockonomi.

Key Takeaways

UBS raised Palantir $PLTR rating to Buy with $180 price target following approximately 35% decline from peak levels

Rosenblatt launched coverage with Buy rating and $150 target, viewing current levels as “attractive entry point”

Fourth quarter results exceeded forecasts: EPS $0.25 vs $0.23 consensus, revenue $1.41B vs $1.34B expected, representing 70% year-over-year growth

Company insiders offloaded more than 1 million shares valued at roughly $142M during last quarter, reducing insider stake to approximately 9.23%

Wall Street consensus stands at “Moderate Buy” with mean price target of $191.05, suggesting potential upside of ~38.9%

Shares of Palantir $PLTR advanced 1.3% Thursday, reaching $135.94, following UBS’s decision to raise its rating from Neutral to Buy while establishing a $180 price objective.

UBS analyst Karl Keirstead encouraged clients to take advantage of the opportunity created by the stock’s approximately 35% retreat from recent peak levels. He characterized Palantir as a “premier growth story” within the software sector and highlighted the company’s position “at the nexus of the two most powerful spending trends — AI and Data.”

Keirstead noted that proprietary industry checks revealed a “very strong demand backdrop,” indicating that customer interest and adoption continue to trend positively. UBS anticipates revenue expansion of roughly 70% throughout 2026, while expecting margins to remain in the mid-50% territory.

The shares touched an intraday peak of $137.51. Trading activity registered approximately 44.5 million shares, running about 13% lighter than typical daily volumes.

Rosenblatt Adds Another Bullish Voice

Also Thursday, Rosenblatt analyst John McPeake launched coverage of the stock with a Buy recommendation and established a $150 price objective.

McPeake characterized Palantir as a “market-disrupting, uniquely positioned AI software leader.” He pointed to the stock’s 33% downturn from its October peak as generating a compelling opportunity for new positions.

He anticipates the company will sustain its growth momentum while benefiting from operational leverage as the business continues scaling. Currently, the firm maintains a gross profit margin of 82%, while revenue has expanded 56% during the trailing twelve-month period.

These latest endorsements follow recent positive calls from Mizuho, Freedom Capital, and Robert W. Baird. Wall Street’s overall stance currently registers as “Moderate Buy,” comprising 14 Buy ratings, 4 Hold ratings, and 2 Sell ratings, with a consensus price objective of $191.05.

Strong Q4 Performance, Yet Sky-High Valuation Concerns Persist

Palantir unveiled fourth quarter results on February 2nd. Earnings per share reached $0.25, surpassing the $0.23 analyst forecast. Revenue totaled $1.41 billion, exceeding the $1.34 billion Wall Street estimate and marking a 70% year-over-year increase.

Return on equity registered at 23.81% while net margin came in at 36.31%. Wall Street projects full-year EPS of $0.31.

Despite impressive operational metrics, the shares trade at a P/E ratio approaching 216. Such an elevated multiple provides minimal cushion should the company encounter any execution challenges.

The stock’s 50-day moving average currently rests at $161.79, while the 200-day moving average stands at $170.49. Current market capitalization totals $324 billion.

Regarding institutional positioning, hedge funds and institutional investors collectively hold 45.65% of outstanding shares. Various smaller investment firms have expanded their stakes during recent reporting periods.

A notable concern: company insiders divested over 1.05 million shares totaling approximately $142 million during the most recent quarter. Insider Ryan Taylor offloaded 19,988 shares on February 20th at $133.72 per share. Insider Stephen Cohen sold 327,088 shares that same day, decreasing his stake by 99.82%.

Total insider ownership currently registers at 9.23%.

On a more positive note, DISA awarded Palantir’s PFCS Forward provisional Impact Level 6 authorization, enabling deployment within the most classified Department of Defense cloud infrastructures. Additionally, Rackspace received designation as a dedicated implementation partner for both Palantir’s Foundry and AIP platforms.

As Thursday’s trading session concluded, PLTR settled at $135.94.

The post Palantir Stock Surges on Dual Buy Upgrades Following 35% Correction appeared first on Blockonomi.

Key Highlights

Meta Platforms has finalized a multi-year, billion-dollar agreement with Google to lease Tensor Processing Units (TPUs) for artificial intelligence development.

The social media giant is negotiating to acquire Google TPUs directly for deployment in its proprietary data centers beginning next year.

This partnership comes on the heels of Meta announcing separate long-term chip agreements with both Nvidia and AMD earlier this week.

Meta’s agreement with Nvidia encompasses millions of Blackwell and Rubin GPU units, while its AMD contract totals approximately $100 billion across five years.

Wall Street analysts maintain a Strong Buy rating on META stock, projecting an average target price of $864.62—representing potential upside of around 31.6%.

Meta Platforms has concluded a remarkably active week in the semiconductor industry, finalizing significant chip procurement agreements with three major players in AI computing: Nvidia, AMD, and most recently, Google.

The Information: $META has signed a multi-year deal worth billions to rent $GOOGL's TPUs to train new AI models & has also discussed buying TPUs for its own data centers as soon as next year

Google is also setting up a JV w/ large investment firm to lease TPU to other customers pic.twitter.com/Z3mWKLvgTF

— Wall St Engine (@wallstengine) February 27, 2026

The most recent arrangement involves Meta leasing Google’s Tensor Processing Units (TPUs), specialized chips designed for artificial intelligence workloads. According to The Information’s initial coverage, this multi-year commitment represents a financial commitment in the billions.

Beyond simply renting cloud capacity, Meta is reportedly discussing purchasing Google TPUs outright for installation within its own infrastructure, with deployment potentially beginning as early as next year.

Developed by Google’s parent corporation, Alphabet, TPUs represent a strategic alternative to Nvidia’s dominant GPU offerings. The chips have increasingly contributed to Google Cloud’s revenue stream, and securing Meta as a customer provides Alphabet with a prestigious reference account.

Alphabet has additionally established a joint venture with a major institutional investor (name undisclosed) focused on TPU leasing arrangements—indicating the tech giant’s commitment to expanding its chip business beyond internal applications.

Meta’s Massive Chip Investment Wave

Just days ago, Meta unveiled an AMD partnership covering 6 gigawatts of computational capacity. Industry analysts estimate this five-year deal at approximately $100 billion in total value.

Under the AMD terms, Meta will become the inaugural recipient of custom-designed MI450 GPUs alongside Venice CPU processors in late 2026. The agreement includes warrants allowing Meta to acquire up to 160 million AMD shares, creating aligned financial incentives between the partners.

The Nvidia partnership matches this scale of ambition. Meta intends to roll out millions of Nvidia’s next-generation Blackwell and Rubin GPU architectures, complemented by Grace and Vera central processing units, plus Spectrum-X networking infrastructure. Notably, this represents Nvidia’s first major standalone deployment of Grace CPUs with any client.

Collectively, these three partnerships demonstrate Meta’s aggressive capital deployment strategy aimed at narrowing the competitive gap in artificial intelligence capabilities.

Google Challenges Nvidia’s Market Position

For Google, securing Meta as a TPU client represents a significant milestone in its campaign to challenge Nvidia’s overwhelming market leadership in AI accelerators.

Nvidia shares declined more than 5% following the announcement, while AMD fell over 3%. Alphabet stock dropped approximately 1.76%. Meta, conversely, posted gains of 0.51%.

Previous reporting this week suggested Google has been actively pursuing strategies to broaden TPU adoption, with several startups already onboard. Nevertheless, the company has encountered manufacturing constraints and tepid interest from major cloud service providers.

Meta’s participation offers Google an opportunity to showcase TPU performance on enterprise-scale, computationally intensive AI applications.

Alphabet’s joint venture with an unnamed institutional partner aims to facilitate TPU leasing operations—a framework that could provide the capital necessary to expand production capacity in response to rising demand.

From an investment perspective, META currently carries a Strong Buy consensus rating on TipRanks, supported by 39 Buy recommendations against 4 Hold ratings. The consensus price target of $864.62 suggests approximately 31.6% appreciation potential from present trading levels.

The post Meta Expands AI Chip Strategy with Google TPU Partnership Following Nvidia and AMD Deals appeared first on Blockonomi.

TLDR

Intel (INTC) declined approximately 3% on Thursday, closing at $45.46 with volume 41% below average

Kevin O’Buckley, the SVP and general manager of Intel Foundry Services, departed to join Qualcomm as VP of global operations and supply chain

The company revealed a partnership with AI chip startup SambaNova focused on the SN50 inference chip

Wall Street consensus remains at “Hold/Reduce” with price targets ranging from $45.74 to $48.21

Q4 earnings showed EPS of $0.15, surpassing expectations, though margins remain negative with cautious forward outlook

Shares of Intel (INTC) slipped nearly 3% during Thursday’s session, settling at $45.46 compared to the prior close of $46.88. Volume registered approximately 71 million shares, representing a 41% decline from typical daily levels.

The decline was primarily attributed to a significant personnel change: Kevin O’Buckley, who served as senior vice president and general manager of Intel Foundry Services, has exited the company.

O’Buckley is transitioning to Qualcomm, where he’ll assume the position of vice president of global operations and supply chain. The lateral move between two semiconductor powerhouses triggered immediate market reaction.

Intel acted swiftly to calm investor concerns. The chipmaker emphasized that Intel Foundry continues to be “one of Intel’s highest strategic priorities” and will operate under Naga Chandrasekaran’s leadership, who assumed the top foundry position last year.

The company publicly acknowledged O’Buckley’s contributions and extended best wishes. Official reasons behind his departure remain undisclosed.

Speculation suggests O’Buckley may have previously held a direct reporting relationship with CEO Lip-Bu Tan. Following Intel Foundry’s reorganization, his reporting structure shifted to Chandrasekaran. Whether this organizational change influenced his decision remains unclear.

Intel’s AI Inference Push

The week brought positive developments as well. Intel unveiled a partnership with AI chip startup SambaNova centered on the company’s latest SN50 inference chip. Intel is also contributing to SambaNova’s current funding round.

This collaboration positions Intel more competitively in the AI inference space, which industry analysts identify as a rapidly expanding, higher-margin segment. The partnership demonstrates Intel’s strategic efforts to establish stronger positioning in AI hardware beyond its core CPU operations.

Regarding financial performance, Intel delivered Q4 EPS of $0.15, exceeding the consensus forecast of $0.08. Revenue reached $13.67 billion, topping analyst projections of $13.37 billion. However, revenue declined 4.2% compared to the previous year.

The forward outlook presents challenges. Intel projected Q1 2026 EPS at zero, while analysts anticipate -$0.11 EPS for the complete fiscal year. The company continues facing negative net margins and negative return on equity.

Nvidia Eyes Intel’s Turf

Additional competitive dynamics are emerging. Nvidia, following its $5 billion Intel investment in December, is now advancing into the CPU sector — territory Intel has traditionally dominated.

As artificial intelligence firms transition from model training to deployment phases, CPU requirements are increasing. Nvidia aims to capture market share in this segment.

Analyst opinions show divergence. Tigress Financial maintains a Buy rating with a $66 price objective. Conversely, Wedbush holds a Neutral stance with a $30 target. UBS established a $51 target. MarketBeat’s consensus stands at “Reduce” with a $45.74 price target, while TipRanks reports an average of $48.21 based on recent analyst coverage.

Insider transactions show mixed signals. EVP David Zinsner acquired approximately $250,000 in stock during late January. EVP April Miller disposed of $981,000 worth of shares in early February.

Institutional ownership accounts for 64.53% of INTC shares. The stock’s 50-day moving average stands at $44.26, while the 200-day moving average registers at $37.07.

The consensus analyst price target of $48.21 suggests approximately 6.67% potential upside from current trading levels.

The post Intel (INTC) Shares Slide 3% Following Foundry Leader’s Move to Qualcomm appeared first on Blockonomi.

TLDR

Shares of CoreWeave (CRWV) declined 8-9% in extended trading after releasing Q4 2025 results

Fourth quarter revenue reached $1.57B (up 110% YoY) and topped forecasts, though losses per share of $0.89 exceeded the $0.49 consensus

First quarter 2026 revenue outlook of $1.9B-$2.0B fell short of the $2.29B Street estimate

Fiscal 2026 revenue guidance of $12B-$13B aligned with expectations; capital spending planned at $30B-$35B

Contracted revenue backlog expanded to $66.8B; total debt obligations approximate $30B

Shares of CoreWeave tumbled 8-9% during after-hours trading Thursday following the release of fourth-quarter earnings that presented a mixed picture, with investor attention quickly shifting to forward-looking guidance rather than recent performance.

The cloud infrastructure company specializing in AI workloads delivered Q4 revenue of $1.57 billion, surpassing the Street’s $1.55 billion projection. Revenue climbed 110% compared to the same period last year.

That represents the positive takeaway.

However, the per-share loss of $0.89 significantly exceeded analyst predictions of a $0.49 loss. This wider-than-anticipated deficit surprised market participants.

CoreWeave, $CRWV, Q4-25.

Hypergrowth, backlog exploding.

Adj. EPS: -$0.56
Revenue: $1.57B
Net Loss: $452M

Revenue +110% YoY, backlog at $66.8B.
Adjusted EBITDA margin 57% as AI demand intensifies. pic.twitter.com/3zHJWvqLf1

— EarningsTime (@Earnings_Time) February 26, 2026

The company’s adjusted EBITDA reached $898 million, falling short of the $929 million StreetAccount consensus figure.

Yet the primary catalyst for the stock decline centered on forward guidance.

CoreWeave issued Q1 2026 revenue guidance ranging from $1.9 billion to $2.0 billion. Analysts had anticipated $2.29 billion. The shortfall at the midpoint approaches $290 million—a substantial miss.

Full-Year Outlook and Spending Plans

For fiscal 2026, CoreWeave forecasted revenue between $12 billion and $13 billion, generally matching the $12.09 billion analyst consensus.

The capital spending trajectory, however, demands attention. The firm anticipates capital expenditures of $30 billion to $35 billion in 2026, representing a sharp increase from $10.31 billion in 2025. This signals aggressive infrastructure expansion.

CEO Mike Intrator defended the accelerated buildout strategy as deliberate. “Our clients are desperate to get access to more infrastructure faster,” he explained to CNBC, noting his willingness to accept near-term margin pressure.

CoreWeave closed 2025 with 850 megawatts of operational power capacity and 3.1 gigawatts secured under contract. The company aims to exceed 1.7 gigawatts of active capacity by year-end 2026, surpassing analyst forecasts of 1.59 gigawatts.

The contracted revenue backlog expanded to $66.8 billion from $55.6 billion at Q3’s conclusion. Average contract duration lengthened to five years, compared to four years at the end of 2024.

CoreWeave carried $21.37 billion in debt as of December 31. Including lease commitments, aggregate borrowings approach $30 billion—with interest expenses pressuring profitability.

Supply and Demand Still Tight

Nvidia GPU availability continues facing constraints, Intrator acknowledged during the earnings call. H100 pricing during Q4 remained within 10% of year-start levels. Interestingly, legacy A100 chips saw price appreciation throughout 2025.

Intrator indicated demand diversification beyond hyperscale cloud providers and foundation model developers, now encompassing enterprise clients and sovereign entities.

Throughout the quarter, CoreWeave unveiled a partnership with AI developer Poolside, introduced an object storage offering, and expanded its credit facility to $2.5 billion from $1.5 billion.

Notwithstanding the after-hours decline, CRWV shares remained up 36% year-to-date through Thursday’s market close.

Analyst sentiment currently reflects a Moderate Buy rating, comprising nine Buy recommendations and eight Hold ratings. The consensus price target stands at $118.57.

The post CoreWeave Shares Plunge on Disappointing Q1 Revenue Forecast Despite Strong Q4 Performance appeared first on Blockonomi.