Stocks

On January 15, 2026, TD Cowen lowered Strategy's 12-month price target to $440 from $500, citing dilution from ongoing share issuance. In the week ending January 11, 2026, the firm raised around $1.25 billion by selling approximately 6.8 million common and 1.2 million STRC preferred shares to buy 13,627 Bitcoins; analysts project roughly 155,000 BTC in fiscal 2026 with a 7.1% yield.

On January 14, 2026, Nvidia's NVDA was down 2.6% year to date, with Q4 earnings slated for February 26. Analysts from Freedom Capital Markets, Wolfe Research, Baird, and Bernstein cited weak AI sentiment, competition, and rotation from growth stocks, while still highlighting price targets and valuation. According to TradingView, Alphabet (+77% YTD), AMD (+91%), and Broadcom (+51%) have outperformed.

On January 14, 2026, Coinbase CEO Brian Armstrong said he cannot back the current draft of the Clarity Act after a 48-hour review. He called the Senate Banking text worse than the status quo, citing a de facto ban on tokenized equities, DeFi and privacy concerns, diminished CFTC authority, and restrictions on stablecoin rewards.

In the week of January 14, 2026, Meta began eliminating more than 1,000 roles, or about 10% of its Reality Labs workforce, and shutting several VR game studios after the division accumulated over $70 billion in losses since 2020. The company is reallocating billions in spending from VR to AI and Ray-Ban-branded smart glasses, even as it keeps pushing Horizon Worlds toward mobile platforms despite modest user numbers and weak VR headset sales.

On January 14, 2026, Bitwise and VettaFi released their eighth annual survey of financial advisors. It reported that 99% of advisors who allocated to crypto in 2025 intend to maintain or increase exposure in 2026, with allocation sizes rising and access expanding across client accounts.

According to Bitwise and VettaFi, 32% of financial advisors allocated to crypto in client accounts in 2025, up from 22% in 2024. The survey gathered 299 responses between Oct. 31 and Dec. 8, 2025, and noted Bitcoin’s $126k all-time high and progress on U.S. rules, including the GENIUS Act, as context.

BitMine Immersion Technologies added 186,560 ETH to its staking position on the Beacon Chain, taking its total staked Ether holdings to 1,530,784 ETH valued at roughly $5.13 billion. The firm now has about 37% of its more than 4 million ETH staked, while its stock price rose 3.8% in after-hours trading to $32.35 as Ether itself climbed 7% on the day.

On 14 January 2026, Strive said it will acquire Semler Scientific in an all-stock deal approved by Semler shareholders. The move transfers more than 5,000 BTC and follows a 123 BTC purchase at slightly above $91,500, lifting standalone holdings near 7,750 BTC, with the combined total expected close to 12,800 BTC.

China ended 2025 with a $1.19 trillion trade surplus, which markets rounded to $1.2 trillion, after a strong December export performance and relatively weak imports. Official customs data showed December exports rising 6.6% year-on-year in U.S. dollar terms, with imports up 5.7%, while full-year exports grew 5.5% and imports were flat, widening the surplus by 20% from 2024. Trade with the United States contracted sharply over the year, as shipments fell and officials in Washington and global institutions voiced concern over the growing imbalance.

On January 5, 2025, Cango said it mined 569 BTC in December, lifting total holdings to 7,528.3 BTC. With Bitcoin near $93,000, its treasury is valued around $700 million, exceeding an NYSE market cap of over $568 million; shares rose 16% pre‑market on January 6. The company entered crypto mining in November 2024 and reports double‑digit stock gains since the move.