SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Social media platforms are seeing a surge in speculative chatter as investors debate the legitimacy of tokenized pre-IPO assets, with many users warning of potential scams while others track news regarding a long-rumored SpaceX public offering. Community members are actively analyzing the aerospace sector, focusing on the potential impact of a high-profile IPO and debating whether current market excitement reflects genuine valuation or a bubble driven by retail FOMO.

Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Premium Income ETF

Goldman Sachs ETF Trust - Goldman Sachs Nasdaq 100 Core Premium Income ETF

Investors are actively comparing GPIQ against established Nasdaq-100 income competitors like JEPQ and QQQI, with community debate centered on NAV stability, tax efficiency, and total return performance. The stock is trending as participants weigh its potential for growth and monthly cash flow against other derivative income strategies for long-term portfolio building.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. (EMAT) is gaining significant traction among investors who are actively discussing its potential to benefit from domestic supply chain reshoring and a strategic focus on metals-tech integration. The community sentiment is polarized between those viewing it as a resilient, long-term play in a volatile metals market and skeptics who are cautious about low-volume trading patterns, bot activity, and the inherent risks associated with its recent deSPAC transition.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending due to positive Phase III ReSPECT trial results for its antifungal drug REZZAYO, which met primary endpoints and signals potential expansion into a significant new market. Investors are actively debating the commercial timeline for this new indication, while monitoring the ongoing adoption of its primary product, DefenCath, within major dialysis organizations.

Fresenius Medical Care AG engages in the provision of products and services for individuals with renal diseases. It operates through the Care Enablement and Care Delivery segments. The Care Enablement segment is involved in the healthcare products business including research and development, manufacturing, supply chain, and commercial operations as well as supporting functions, such as regulatory and quality management. The Care Delivery segment focuses on the health care services for the treatment of CKD, ESRD, and other extracorporeal therapies, including value and risk-based care programs. The company was founded on August 5, 1996 and is headquartered in Bad Homburg, Germany.

Fresenius Medical Care AG - ADR

Fresenius Medical Care AG & Co. KGAA

Fresenius Medical Care is trending as investors monitor the company's progress with its DefenCath infection-prevention initiative, which the community highlights for its potential to improve patient outcomes and drive operating efficiency. Discussions are heavily focused on the company's role as a major player in the dialysis sector and how its operational strategies, including potential acquisitions and cost-saving measures, may influence its long-term market position.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Modine Manufacturing is capturing intense investor attention as it positions itself as a pure-play leader in data center thermal management, a critical infrastructure bottleneck for the surging AI and hyperscale compute sector. The community is actively debating the company's valuation against its aggressive growth targets and upcoming spinoff, with many tracking it alongside industry peers as a key play on physical AI infrastructure.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is trending due to the completion of its $6.7 billion acquisition of Terns Pharmaceuticals, a move aimed at bolstering its oncology pipeline and securing new growth avenues ahead of the 2028 patent cliff for Keytruda. Investors are actively discussing the strategy of acquiring mid-stage clinical assets to maintain market dominance, while simultaneously monitoring other biotech entities as potential takeover targets to fill Merck's oncology gap.

Vishay Intertechnology, Inc. engages in the manufacture and distribution of discrete semiconductors and passive electronic components. It operates through the following segments: MOSFET (metal oxide semiconductor field-effect transistor), Diodes, Optoelectronic Components, Resistors, Inductors, and Capacitors. The MOSFET segment offers semiconductors which function as solid state switches to control power. The Diodes segment produces semiconductors which route, regulate, and block radio frequency, analog, and power signals, protect systems from surges or electrostatic discharge damage, and provide electromagnetic interference filtering. The Optoelectronic Components segment includes components that emit light, detect light, or do both. The Resistors and Inductors segment deals with components that impede electric current. The Capacitors segment provides components which store energy and discharge it when needed. The company was founded by Felix Zandman in 1962 and is headquartered in Malvern, PA.

Vishay Intertechnology, Inc.

Vishay Intertechnology is attracting significant investor interest as a foundational semiconductor recovery play, driven by robust call option activity and its strategic positioning in high-growth infrastructure sectors like smart home sensing and grid modernization. The community is actively discussing its potential for structural growth as the company transitions from low-volatility accumulation into a more active trend phase, buoyed by expanding volume and key component demand.

Tidal Trust II - Nicholas Crypto Income ETF

BLOX is currently attracting interest as investors navigate high-yield crypto income ETFs, with community members actively comparing its distribution performance against other similar funds like MSTY, BTCI, and MAGY. Many participants are focused on a "buy the dip" strategy and weekly dividend reinvestment, banking on long-term appreciation in the crypto market.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending as investors debate the impact of AI on enterprise SaaS, with community members weighing in on recent leadership changes and whether AI disruption fears are overblown given the company's resilient role in HR and finance workflows. The stock remains a focal point for institutional capital and trader sentiment as participants track whether its current valuation offers a recovery opportunity amid broader software sector volatility.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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The Zacks Analyst Blog  QQQ, DIA, DRAM, WGMI, EWY, DIME and BKCH

QQQ surged 5.4% as easing Middle East tensions, AI momentum and upbeat earnings fueled a sixth straight winning week for the S&P 500.

5 ETF Winners of Last Week 

AI euphoria, easing Iran tensions and resilient jobs data powered crypto, memory chip and South Korea ETFs higher last week.

<ul class="summary-bullets"><li>Keel Infrastructure posted a Q1 2026 loss of $0.21 a share, missing the analyst target by 400%.</li><li>Revenue declined 23% year-over-year to $37 million, down from $47.65 million, as the company shuttered its Bitcoin mining business, while net loss increased to $145.4 million.</li><li>The company has $533 million in total liquidity to fund its 2.2-gigawatt HPC/AI development pipeline in Pennsylvania, Washington, and Quebec by the time of lease execution in 2026.</li></ul>Keel Infrastructure Corp. (KEEL) reported first-quarter 2026 results on Monday, marking the end of the company’s transition away from Bitcoin (BTC) mining into high-performance computing (HPC) and AI infrastructure.The first quarter (Q1) was the inflection point between the old business and the new, said CEO Ben Gagnon.&nbsp;"Our rebranding to Keel Infrastructure marks the completion of a nearly two-year strategic transformation.” Gagnon said. “We redomiciled to the United States, built out our team from the ground up, exited our Latin American megawatts, and focused our development pipeline on some of the highest-demand and most supply-constrained HPC/AI markets in North America."He added that the company is entering a “new chapter” with “strong momentum” and “clear strategic vision” of how it would like to build out the Panther Creek, Sharon, and Moses Lake developments, through lease execution in 2026.<h2 class="st-heading-2">KEEL Reports Double Miss In Q1</h2>The company, formerly known as Bitfarms,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://earnings-documents-prod.s3.amazonaws.com/c9793ce5-b254-4b35-a0d7-ba9ba56da17c/10-Q.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=ASIAWUJMVP6YRHICCDWY%2F20260511%2Fus-east-1%2Fs3%2Faws4_request&amp;X-Amz-Date=20260511T141459Z&amp;X-Amz-Expires=900&amp;X-Amz-Security-Token=IQoJb3JpZ2luX2VjEE8aCXVzLWVhc3QtMSJIMEYCIQCGGe7G5nrOh2pmqNbcUM4lvX2jk8sxWPH2Ev1t%2B3FNYwIhAKISbCmBFA%2BaxcxS69gPH0XS4mAwSi2h4jj1LvaZ9cdlKvsECBcQBBoMNDU1ODk3MDg3OTIxIgx0YM9jQ%2BaQxi1p5yYq2ARL3scZ%2FUZPdYOrHGIfCgUbTKMFGJH00sMBwafDyIAIDyAHA3Fb%2FPqQn1MBokPUapULjFwjabLucrGuRLY8EgX3KaHkb3O5pwLoj9V4%2FOR0NAavDoLNms1%2FgX0asuj0z5M6Hb0PTxudUfdaOQW5YbrG9pd4hy1VFice0%2FcVOxjI20gULQBtb9mMIJr5w4Xb1xk%2FXqB3cYFatbgRvLsrjCT0MFPzCSASJaPDBF1Max38SO2grOPwKHnaArNT0TKPWAwLdTapP6ojsIsD0LyIJKajVAovZWd1423S%2FeOEUrbHkzgiF0Ip7G54WczZV7XkJG7HBDgjLQ%2BbMJM%2FnveteIumrAbLtcP84UBrAWYMT2ohJTbb5Zc9cL1OhHvewChm56Dmk4c72I%2F%2Fd6u3TFHkRlrO1h4BzB6UvQ4BEBkPNG26xbCEqoPYN7vuc%2Bw1cinI5sTY6Y3P5G%2FB6NoxOHp107oGgWx6bHvpP3v0fzryW3t9vwJXJndsb0sRxgbfHHN5HIyotl4BKn0h6Qa6LMY06dh4Hwwmk%2F3wYG2nva819o%2FXZDo2DjDkbzALm2%2F%2Bv8IkblcykJRNtlqUKHbfge6sk0Xm54jOVai6GE%2BBT6P5kEHdJZZ3G1lK1by2t9S7GhpTppKsz0oZ1qG9rCEDPvxP0g1VVoat6nIzZroiCwLm7J4mH14I8X6R6z8if6uN5MgFQJQYeQIAEfRzTLyaYbhfmosYo4N2ijThDsQCl0Yh82lAyoyUEvFg4R990sM95HgRvwVsg4ilQsT3FgPjiWcKdqBUijRr74EvpOcw48iH0AY6lwEszYM2jf67hnXnZojYPXYjOgpTKGxbPGpZbEF3bZu1DiGhFVlM1dyivZjIYyzIjYPNiuTFG1RHBHFiQDho9Ne0XRS2hYZ6kWVNuZSX5BZiqxmBeWJPSZIq%2BhH82JtcVibSqDFWB1MEeTC%2F8RvW1XH%2Fl2d7PF2RtOevMaSYws%2FISug8poGV2fSASRdhAwSyYul%2FzfLMwBil&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=a4c7c7ede7ccb4a7a00a7446d7513dc6571bd24924c321f8ec52b6dc57485c0f">reported</a> a loss of $0.21 per basic and diluted share, meaning Wall Street analysts’ estimate of $0.07 by 400%, according to FiscalAI.<figure class="image"><img src="https://news.stocktwits-cdn.com/eps_png_05426bf4e0.webp" alt="eps.png" width="1080" height="1080"><figcaption>Analysts have steadily cut KEEL’s long-term EPS estimates. Source: Fiscal.ai</figcaption></figure>Analysts estimated the company to bring in a revenue of around $42 million. However, it missed the mark by 10% as it reported a revenue of $37 million, a decrease of 23% year-over-year, citing the wind-down of the company’s Bitcoin mining business.&nbsp;Additionally, net loss increased to $145.4 million from $55.6 million a year earlier, largely due to a $41 million change in the fair value of digital assets.Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) from continuing operations was negative $17 million, or negative 45% of revenue, down from $7 million, or 14% of revenue, in the&nbsp;first quarter&nbsp;of&nbsp;2025.&nbsp;The decline also incorporates $15 million in higher energy and infrastructure costs, including a $7 million negative shift due to weaker digital asset sales, transitional drag as legacy mining fundamentals erode, and&nbsp;High-Performance Computing (HPC)&nbsp;lease revenue being pre-revenue.<a href="https://stocktwits.com/symbol/KEEL">KEEL’s stock</a> was up over 1% in morning trade. On Stocktwits, retail sentiment around KEEL remained in an ‘extremely bullish’ zone, while chatter stayed at ‘extremely high’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_at_11_22_25_AM_png_8809ea4de9.webp" alt="Screenshot 2026-05-11 at 11.22.25 AM.png" width="1016" height="94"><figcaption>KEEL retail sentiment and message volume on May 11 as of 11:23 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Balance Sheet Funds The AI Pivot</h2>The firm said it would rely on its balance sheet to fill the void between legacy mining revenue streams and future HPC/AI lease income. Total liquidity as of May 8 was approximately $533 million, comprising roughly $336 million in unrestricted cash and roughly $197 million in unencumbered Bitcoin.&nbsp;Between January 1 and May 8, 2026, the company sold a total of 269 Bitcoin for $20 million in proceeds as part of its announced wind-down of the BTC position. The firm's near-term development pipeline is also covered entirely by the cash cushion, according to CFO Jonathan Mir.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/openais-future-ipo-gets-a-crypto-twist-with-bitget/cZXa3NURehe">OpenAI's Future IPO Gets A Crypto Twist With Bitget's New Solana Token</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a smartphone displays the logo of Keel Infrastructure Corp. (Photo illustration by Cheng Xin/Getty Images)

Keel Infrastructure Closes Bitcoin Mining Chapter: Q1 Misses Estimates, But CEO Bets Big On AI Pipeline

CEO Ben Gagnon said the rebrand to Keel Infrastructure completes a two-year transformation that includes a U.S. redomiciliation

Equity

ETFs in Spotlight as Coinbase Shares Slip Post Q1 Earnings Miss

Coinbase shares fall after a first-quarter earnings miss, but ETFs with major COIN exposure may offer diversified access to the crypto market.

<ul class="summary-bullets"><li>Bitmine Immersion Technologies executive chairman Tom Lee said on Thursday that the company may cut back on its pace of buying Ethereum.&nbsp;</li><li>At Consensus Miami 2026, he forecast that if Bitmine continued its current pace of ETH purchases, it would reach its goal of accumulating 5% of Ethereum’s supply in six weeks.</li><li>He said that there were “other things” to be doing in the cryptocurrency industry right now.</li></ul>Bitmine Immersion Technologies (BMNR) chairman Tom Lee said on Thursday that the company may slow down the pace of its Ethereum (ETH) purchases moving forward as “crypto spring” kicks in.&nbsp;“I do think we’re going to slow down our pace of buying,” Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=LkR92epQnU4">said</a> on stage at Consensus Miami 2026. “I’m not sure we want to get to 5% to quickly.” He estimated that if the company continued to accumulate Ethereum at its current pace, it may meet its “<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-bmnr-nears-13-b-after-largest-ethereum-buy/cZBdayzRIzc">alchemy of 5%</a>” goal within six weeks.&nbsp;<blockquote>“I think we’re deciding perhaps we want to accumulate at a somewhat slower pace, because there’s other things to be doing in crypto right now.”&nbsp;– Tom Lee, Chairman, Bitmine Immersion Technologies</blockquote><a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> fell over 4% in midday trade on Thursday. Retail sentiment around the largest corporate holder of Ethereum on Stocktwits trended in ‘bearish’ territory over the past day, accompanied by chatter at ‘low’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_123043_png_3eb05a35c8.webp" alt="Screenshot 2026-05-07 123043.png" width="1256" height="144"><figcaption>BMNR retail sentiment and message volume on May 7 as of 12:05 p.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> dropped 2.66% in the last 24 hours, falling below the key support level of $2,300. Retail sentiment around the leading altcoin trended in ‘neutral’ territory over the past day, with chatter at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_123102_png_e4b7083b32.webp" alt="Screenshot 2026-05-07 123102.png" width="1260" height="132"><figcaption>ETH retail sentiment and message volume on May 7 as of 12:05 p.m. ET | Source: Stocktwits</figcaption></figure>Tom Lee’s comments come after Strategy (MSTR) paused its Bitcoin accumulation last week, and executive chairman Michael Saylor&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-says-buy-more-bitcoin-than-you-can-sell/cZXb09DReQB">said</a> that the company might even sell some of its BTC holdings.&nbsp;<h2 class="st-heading-2">What ‘Other Things’ Does Tom Lee Want To Do In Crypto?</h2>Bitmine is the largest Ethereum treasury with nearly 5.2 million ETH on its balance sheet. Bitmine's latest weekly purchase amounted to 101,745 Ethereum. The company has said it has an aim of acquiring 5% of Ethereum’s total circulating supply. It is currently 86% of the way there, owning around 4.29% of the supply.Pointing to ‘other things,’ Lee said Bitmine recently listed on a major exchange and launched a $4 billion share repurchase authorization, giving the company additional flexibility in capital allocation. “We announced a repurchase program of $4 billion in case that’s a better use of our capital,” Lee said.Lee also highlighted Bitmine’s growing staking operation, which has become a significant contributor to revenue. According to Lee, the Made In America Validator Network (MAVEN) is currently staking approximately $14 billion worth of crypto assets, including Ethereum, Solana (SOL), and Canton-related assets. Around 85% of Bitmine’s own Ethereum holdings are staked.“We have annualized staking revenue of over $300 million now,” Lee said. “So that’s about a million dollars a day.”<h2 class="st-heading-2">‘Crypto Spring’ Ushers In Crypto Bull Market</h2>According to Lee, the “crypto winter” is over and “crypto spring” has kicked in. He said this means that the crypto bull market is starting. He also reiterated that agentic AI and tokenization are likely to be the main drivers of the next crypto rally.&nbsp;Despite Lee’s assertion that digital asset treasuries like Bitmine are meant to outperform the underlying assets, both BMNR’s stock and Ethereum’s price have fallen by over 22% this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-rally-stalls-ahead-of-jobless-claims-as-crude-oil-extends-decline/cZXbB1tReft">Bitcoin Rally Stalls Ahead Of Jobless Claims As Crude Oil Extends Decline: Crypto Market Sees $420M In Liquidations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Tom Lee Says BMNR May Pull Back On Ethereum Buys – ‘There’s Other Things To Be Doing In Crypto Right Now’

Tom Lee’s comments come after Strategy paused its Bitcoin accumulation last week, and executive chairman Michael Saylor said that the company might even sell some of its BTC holdings. 

Tom Lee Says BMNR May Slow Down On Ethereum For ‘Other Things’ In Crypto

Cryptocurrency

<ul class="summary-bullets"><li>MARA announced a $1.5 billion acquisition of Long Ridge Energy &amp; Power on Thursday.</li><li>The company said the new assets are expected to generate approximately $144 million in annualized adjusted EBITDA.</li><li>In an interview with Reuters, Chief Executive Fred Thiel said the company has already attracted interest from potential tenants, including hyperscalers that provide large-scale cloud computing capacity.&nbsp;</li></ul>MARA Holdings (MARA) shares rose in morning trade on Thursday after the company announced it had agreed to acquire Long Ridge Energy &amp; Power for around $1.5 billion, marking another step in the company’s effort to reposition itself beyond Bitcoin (BTC) mining and toward energy and digital infrastructure.The $1.5 billion&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.mara.com/news-events/press-releases/detail/1419/mara-advances-its-optimized-digital-infrastructure-strategy-with-agreement-to-acquire-long-ridge-energy-power">deal</a> includes an assumption of at least $785 million of debt. The acquisition includes a 505-megawatt combined-cycle gas turbine (CCGT) facility and a development campus with more than 1 gigawatt (GW) of potential capacity.&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA’s stock</a> rose over 7% at market open and was among the top trending tickers on Stocktwits at the time of writing. Retail sentiemnt around the company on the platform trended in ‘bearish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_30_093701_png_5c8a8df17e.webp" alt="Screenshot 2026-04-30 093701.png" width="1253" height="148"><figcaption>MARA retail sentiment and message volume on April 30 as of 9:40 a.m. ET | Source: Stocktwits</figcaption></figure>MARA said the assets are expected to contribute roughly $144 million in annualized adjusted earnings before interest, tax, depreciation and ammortization (EBITDA) and increase its owned capacity by about 65%. The company also cited all-in operating costs of about $15 per megawatt-hour (MW/h) and said the deal is expected to close in the second half of 2026, subject to regulatory approvals.Some retail traders on Stocktwits questioned the timing and execution of the company’s moves, particularly the absence of confirmed tenants for its data center plans.<stembedurl>https://www.stocktwits.com/Kenexx23/message/651869027</stembedurl>In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/mara-buy-ohio-gas-plant-operator-long-ridge-15-billion-it-pivots-beyond-bitcoin-2026-04-30/">interview</a> with Reuters, Chief Executive Fred Thiel said the company has already attracted interest from potential tenants, including hyperscalers that provide large-scale cloud computing capacity. He added that MARA expects to have a tenant in place around the time the deal closes, in the second half of the year.<h2 class="st-heading-2">MARA’s Shift Beyond Bitcoin Mining Gains Pace</h2>The Bitcoin miner, like many others in the industry, announced that it was pivoting to AI and digital infrastructure in August last year. The firm has since acquired 64% stake in Exaion, a high performance computing firm, and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-holdings-stock-rallies-despite-caution-from-analysts-around-ai-pivot/cZTcA5VRITs">launched</a> a joint venture with Starwood Digital Ventures.MARA also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-sell-bitcoin-amid-one-billion-net-loss/cZdeZAuRIPZ">sold</a> its Bitcoin holdings in March, divesting 15,133 BTC for around $1.1 billion. CEO Fred Thiel called it a deliberate capital allocation to strengthen the balance sheet, enhance financial flexibility, and fund the pivot to AI/HPC infrastructure and digital energy beyond pure Bitcoin mining.Earlier this week, the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-stock-falls-as-new-foundation-launch-fails-to-lift-retail-sentiment/cZB8DmhRed3">established</a> MARA Foundation, announced at the Bitcoin 2026 conference. It supports Bitcoin ecosystem R&amp;D and addresses post-halving challenges, furthering the infrastructure focus. Retail traders on Stocktwits, at the time, expressed their frustration against the CEO for "giving away" money while the stock price was struggling.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.3% lower in the last 24 hours to around $76,500. Retail sentiment around the apex cryptocurrency on Stocktwits trended in ‘neutral’ territory over the past day, accompanied by chatter at ‘normal’ levels. BTC’s price is down over 12% year-to-date and has slipped nearly 20% over the past 12 months.Meanwhile, MARA shares have gained nearly 30% this year but remain down over 10% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/robinhood-cfo-says-gold-membership-built-on-costco-amazon-playbook/cZBM9AtRe4Z">EXCLUSIVE: Robinhood CFO Says Gold Membership Built On Costco, Amazon Prime, Uber Playbook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com &nbsp;

In this photo illustration, the Marathon Digital Holdings (MARA) logo is displayed on a smartphone screen.

MARA Stock Jumps On $1.5 Billion Long Ridge Deal In Latest Shift Beyond Bitcoin Mining

The deal includes a 505 MW power facility and over 1 GW of development capacity, increasing MARA’s owned capacity by about 65%.

Top-Performing ETFs of Last Week 

ETFs rallied last week on easing Iran war fears, strong earnings and crypto buzz, even as Strait of Hormuz risks linger.

<ul class="summary-bullets"><li>According to Tom Lee, past crypto bear markets have coincided with equity declines of more than 20%, which has not occurred in this cycle.</li><li>He said the current environment is a “mini crypto winter” driven by factors specific to digital assets rather than broader macroeconomic stress.</li><li>He added that Fundstrat believes equities may have already bottomed, which could support a recovery in crypto markets.</li></ul>Bitmine Immersion Technologies (BMNR) chairman Tom Lee said on Wednesday that the current crypto downturn is not a true “crypto winter” and lacks the stock market collapse that has defined past cycles.Presenting at Paris Blockchain Week, Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=gsGJJS5TYzc">said</a> the recent slide in digital assets breaks a decade-long pattern in which major crypto drawdowns have occurred alongside equity bear markets. In prior cycles, when Bitcoin (BTC) and Ethereum (ETH) fell sharply, stocks fell more than 20% during periods of monetary tightening or economic stress.This time around, while cryptocurrencies have retreated from recent highs, the S&amp;P 500 has avoided a comparable drawdown, holding near record levels despite geopolitical tensions and volatility in commodities. “I don't think we have a crypto winter. I think it's a mini crypto winter,” he said. “And the key now is it has the stock market bottomed.”<a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> gained 1.35% in morning trade on Wednesday amid a volatile broader market. On Stocktwits, retail sentiment around the Ethereum-backed digital asset treasury trended in ‘bullish’ territory over the past day. Chatter rose to ‘extremely high’ from ‘high’ levels.&nbsp;<h2 class="st-heading-2">Crypto Selloff Breaks Historical Pattern</h2>“Every Bitcoin top has coincided with an equity top, and every equity bottom has aligned with a Bitcoin bottom,” Lee said. He added that at Fundstrat, where Lee serves as head of research, they believe equities have already found a floor. If that view holds, he expects crypto markets to stabilize and recover in tandem.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> dropped more than 2% in the last 24 hours, falling below $74,000 on Wednesday morning. Retail sentiment around the apex cryptocurrency on Stocktwits trended in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> fell nearly 3% in the last 24 hours, holding above $2,300. Retail sentiment around the leading altcoin trended in ‘bullish’ territory over the past day, accompanied by chatter at ‘high’ levels. According to Lee, Ethereum’s price is slated to cross $60,000 by 2030, driven by tokenization and agentic AI.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-to-74-k-after-trump-claims-iran-war-is-close-to-over/cZJtOIKRIv6">Bitcoin Dips To $74K After Trump Claims Iran War Is ‘Close To Over’ – But Analyst Eyes Rally To $88K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

BMNR’s Tom Lee Says Crypto Pullback Isn’t A True Winter Without Equity Bear Market

At Paris Blockchain Week, Bitmine chairman Tom Lee said the current crypto downturn does not qualify as a traditional “crypto winter” because there has been no stock market crash.

BMNR’s Tom Lee Says The S&P 500 Holds The Key To Crypto’s Next Move

<ul class="summary-bullets"><li>Bitcoin Depot said the incident has not had a “material impact” on operations and that no customer data exposure has been identified so far.</li><li>The company said it is working with cybersecurity experts to strengthen its systems and investigate the breach.</li><li>Retail sentiment on Stocktwits around BTM’s stock shifted to ‘bullish’ over the past day.</li></ul>Shares of one of the world's largest cryptocurrency ATM operators, Bitcoin Depot (BTM), continued to gain in pre-market trade on Thursday after a 15% jump in the previous session, despite $3.7 million being stolen from its crypto wallets.<a href="https://stocktwits.com/symbol/BTM/">BTM’s stock</a> rose as much as 5% in pre-market trade, while retail sentiment on Stocktwits around the company improved to ‘bullish’ from ‘neutral ‘territory over the past day. Chatter remained at ‘high’ levels. The shares have fallen more than 70% this year.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001901799/000119312526147772/btm-20260406.htm">filing</a> with the SEC, Bitcoin Depot reported its IT systems had been breached on March 23, with an attacker taking over credentials tied to the company’s crypto settlement accounts. The company stated that around 50.9 BTC had been stolen, worth around $3.66 million.&nbsp;<h2 class="st-heading-2">Bitcoin Depot Claims No ‘Material Impact’ From Breach</h2>According to Bitcoin Depot, the breach has not had any “material impact” on the company’s operations. Whether or not insurance coverage will be able to compensate for the loss remains uncertain.“The company has not identified evidence that customer personally identifiable information was accessed or exfiltrated in connection with the incident; however, the investigation remains ongoing,” Bitcoin Depot wrote in the filing, adding that it continues to investigate the incident and is working with third-party specialists to do so.&nbsp;The company also stated that it is working with external cybersecurity experts to further strengthen its information technology systems and prevent future unauthorized access.&nbsp;The strength in BTM’s stock comes amid Bitcoin (BTC)&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/can-bitcoin-hold-71-k-doge-xrp-ada-bleed-after-us-iran-ceasefire-rally/cZJW2AkRIrl">holding above</a> $71,000 while the rest of the cryptocurrency market bleeds.&nbsp;<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.8% lower in the last 24 hours to around $71,200 after hitting an intraday high of over $72,600.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-etf-bleed-continues-msbt-31-million-inflows-fails-to-reverse-trend/cZJWPpiRIr8">Bitcoin ETF Bleed Continues: MSBT Fails To Reverse Flows Despite $31 Million Inflows On Debut</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of Bitcoin. (Photo by Andriy Onufriyenko via Getty Images)

Bitcoin Depot Stock Extends Gains Despite $3.7 Million Crypto Wallet Theft

In a filing with the SEC, Bitcoin Depot said a security breach resulted in the theft of 50.9 BTC, worth around $3.66 million.

<ul class="summary-bullets"><li>Bit Digital reported holdings of 155,444 Ethereum valued at $327 million on Tuesday.</li><li>Around 62% of its holdings remained staked&nbsp;after the company reduced its staked position during the month.</li><li>Similar disclosures have emerged from firms holding Ethereum on their balance sheets, including Bitmine Immersion Technologies, which reported total holdings of over $11 billion on Monday.</li></ul>Bit Digital, Inc. (BTBT) reported on Tuesday that the firm held roughly 155,444 Ethereum (ETH), valued at $327 million, with an average acquisition price of $3,045 at the end of last month.&nbsp;Out of the company’s total holdings, about 62% of its holdings, which amounts to 96,322 ETH, remained staked during the time, while it reduced its staked position in March to give management greater flexibility in handling its Ethereum treasury.&nbsp;The firm stated that the proceeds could be used for “other yield opportunities and other capital allocation.”&nbsp;It added that staking operations generated nearly 291.3 ETH in rewards, yielding about 2.9% annually.&nbsp;In addition to its crypto treasury, Bit Digital maintained a majority ownership stake in WhiteFiber (WYFI), an AI infrastructure and high-performance computing (HPC) provider. The firm said it roughly holds 27 million shares of WhiteFiber, valued at over $322 million.<a href="https://stocktwits.com/symbol/BTBT">BTBT's stock</a> was down over 4% on morning trade. On Stocktwits, the retail sentiment around BTBT remained in the ‘bullish’ zone, while chatter around it remained at&nbsp; ‘high’ levels over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_at_10_29_49_AM_png_dfd90815c9.webp" alt="Screenshot 2026-04-07 at 10.29.49 AM.png" width="954" height="104"><figcaption>BTBT retail sentiment and message volume on April 7 as of 10:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Corporate Ethereum Treasury Momentum Builds</h2>The update provides a picture of Bit Digital’s approach to managing its Ethereum holdings, balancing staking activity with liquidity needs. The company reduced the share of staked ETH during March while continuing to generate rewards from its remaining staked position.BTBT referred to itself as a Strategic Asset Company (SAC), which goes beyond passive treasury accumulation by actively engaging in the Ethereum network via validator operations and staking, creating income and promoting network activity&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BitDigital_BTBT/status/2039382162525368718">on X</a> last week.Similar disclosures have emerged from other US-listed firms. For instance, Bitmine Immersion Technologies (BMNR), the largest Ethereum treasury in the world, reported Ethereum holdings as part of its $11.4 billion combined crypto and cash position on Monday.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> went down by 2.5% over 24 hours. On Stocktwits, the retail sentiment around ETH remained in the ‘bearish’ zone, while chatter around it&nbsp;stayed at ‘normal’&nbsp;levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-supply-tugofwar-riot-mara-sell-strategy-buying/cZJJr55RIpj">Bitcoin Faces Supply Tug-Of-War While RIOT, MARA Sell And Strategy Keeps Buying</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Photo Illustrations Of The Cryptocurrency Market Crash. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Bit Digital Cuts ETH Staking To Boost Treasury Flexibility, Holds $322 Million In WYFI Shares 

Bit Digital, the digital asset company, holds roughly 27 million shares of WhiteFiber, providing exposure to AI infrastructure and high-performance computing.

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