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Beyond the Storm: Analysts Press American Airlines on Cost Control and Strategy After Disruptive Q4

American Airlines' fourth-quarter earnings fell short of expectations, with management blaming historic disruptions from Winter Storm Fern. While revenue met targets, profit margins took a significant hit. The subsequent analyst call revealed pressing questions on the carrier's long-term strategy beyond the immediate weather impact.

Feb 3, 2026

Business

MicroStrategy's High-Stakes Bet: Bitcoin's Slide Tests the Limits of a Leveraged Strategy

As Bitcoin retreated from recent highs, MicroStrategy's massive holdings briefly slipped into unrealized loss territory, casting fresh doubt on the company's aggressive, debt-fueled crypto accumulation strategy and sending its shares tumbling.

Feb 3, 2026

Business

Beyond the Showroom: How RH's Experiential Strategy is Fueling Growth and Winning Market Share

Amid a challenging home furnishings market, luxury retailer RH is posting resilient results and gaining ground on competitors. A closer look reveals a strategy pivoting on international expansion, high-margin experiential offerings, and disciplined inventory management, setting the stage for ambitious long-term growth.

Feb 3, 2026

Business

MicroStrategy's Massive Bitcoin Bet Becomes a Market Fulcrum as Price Nears Its $76K Cost Basis

The company's 713,502 BTC hoard, now valued at its average purchase price, has transformed from a corporate treasury strategy into a critical technical level that could dictate broader market movements.

Feb 3, 2026

Business

MicroStrategy's Bitcoin Bet Sinks Underwater, Raising Questions on Funding Strategy

MicroStrategy's massive Bitcoin holdings have fallen below their average purchase price, resulting in over $900 million in paper losses. This development intensifies scrutiny on the company's reliance on equity markets to fund its crypto acquisitions as financial conditions tighten.

Feb 2, 2026

Business

MicroStrategy's Bitcoin Bet Slips Underwater: A Stress Test for Saylor's High-Stakes Strategy

For the first time since its aggressive accumulation began, MicroStrategy's massive Bitcoin treasury is valued below its average purchase price, incurring over $900 million in unrealized losses. The milestone tests the resilience of CEO Michael Saylor's leveraged conviction play as analysts debate the company's financial fortitude and Bitcoin's near-term path.

Feb 2, 2026

Business

MicroStrategy's Market Cap Dips Below Bitcoin Holdings Value: A Buying Opportunity or a Red Flag?

MicroStrategy's stock has plunged, trading below the market value of its massive Bitcoin treasury. While some analysts see deep value, the company's heavy debt load and reliance on crypto's volatile fortunes raise significant risks for investors.

Feb 2, 2026

Business

Bitcoin's Slide Puts MicroStrategy's Massive Bet—and Michael Saylor—Under Scrutiny

As Bitcoin plunges to 10-month lows, approaching MicroStrategy's average purchase price, the company's aggressive accumulation strategy and its executive chairman face intense market pressure and skepticism.

Feb 2, 2026

Business

MicroStrategy's Massive Bitcoin Bet Briefly Turns Red as It Continues $56 Billion Accumulation

The enterprise software firm's unprecedented Bitcoin treasury position fell below its average cost basis over the weekend, marking a rare paper loss event, even as the company continues its aggressive acquisition strategy.

Feb 2, 2026

Business

MicroStrategy Adds $75M in Bitcoin Ahead of Market Dip, Holding Steady at 713,502 BTC

The business intelligence firm, led by Michael Saylor, continued its Bitcoin acquisition strategy with a modest $75.3 million purchase last week, bringing its total holdings to 713,502 BTC. Despite a recent price correction, the company's average purchase price remains below current market levels.

Feb 2, 2026

Business

FMC Corporation Shares Slide as Pzena's Value Strategy Cites Disappointing Performance

Pzena Investment Management's latest quarterly commentary reveals its Focused Value Strategy lagged behind the broader value index in Q4 2025, with agricultural sciences firm FMC Corporation highlighted as a key underperformer amid a market dominated by AI and mega-cap stocks.

Feb 2, 2026

Business

Saylor's Bitcoin Bet Hits a Wall: MicroStrategy's Cost Basis Breached as Crypto Rally Stalls

MicroStrategy, the corporate world's largest Bitcoin holder, sees the token's price dip below its average purchase cost for the first time since 2023, testing the resilience of Michael Saylor's high-conviction, leverage-fueled strategy amid a shifting market landscape.

Feb 2, 2026

Business

Skyworks Solutions Shares Slump in Q4 as Value Strategy Underperforms Broader Market

Pzena Investment Management's Focused Value Strategy lagged behind its benchmark in Q4 2025, with semiconductor firm Skyworks Solutions cited as a key detractor. The fund's commentary highlights the challenges for value investing in a market dominated by AI and mega-cap stocks.

Feb 2, 2026

Business

Nvidia's Strategic Expansion: A $2 Billion CoreWeave Investment Highlights Broader AI Portfolio Strategy

Nvidia continues its aggressive investment strategy with a major stake in cloud provider CoreWeave, signaling a calculated approach to consolidating its AI ecosystem amid market volatility and shifting valuations.

Feb 2, 2026

Business

MicroStrategy Doubles Down: $75 Million Bitcoin Purchase Amid Market Turmoil Signals Unwavering Conviction

MicroStrategy, led by Michael Saylor, has added another 855 Bitcoin to its corporate treasury, a $75.3 million acquisition that solidifies its position as the world's largest public holder of the cryptocurrency despite recent market volatility.

Feb 2, 2026

Business

Treasury's Debt Strategy in Focus: Will Bessent Hold the Line on Bond Sales?

As the U.S. Treasury prepares its quarterly debt issuance update, bond dealers are on high alert for any shift in strategy aimed at managing soaring yields. While major changes are seen as unlikely, the administration's broader financial interventions have markets questioning the long-held "regular and predictable" borrowing mantra.

Feb 2, 2026

Business

Bitcoin's Billion-Dollar Dip: MicroStrategy's Paper Losses and ETF Exodus Test Market Conviction

A sharp correction in Bitcoin prices has left corporate giant MicroStrategy nursing over $1 billion in unrealized losses and triggered massive outflows from spot ETFs. Despite the sell-off, CEO Michael Saylor signals unwavering commitment, framing the downturn as a strategic buying opportunity.

Feb 2, 2026

Business

MicroStrategy's Massive Bitcoin Bet Turns Sour as Price Dips Below Key Threshold

The business intelligence firm, the world's largest corporate holder of Bitcoin, is now sitting on nearly $1 billion in paper losses after the cryptocurrency's recent slump below its average acquisition cost, raising questions about its high-stakes treasury strategy.

Feb 2, 2026

Business

Bitcoin's Fate Hinges on U.S. Labor Data and MicroStrategy Earnings This Week

As Bitcoin grapples with volatility below $80,000, a packed U.S. economic calendar—featuring key jobs reports and MicroStrategy's Q4 earnings—is poised to dictate the cryptocurrency's near-term trajectory by shaping Federal Reserve policy expectations.

Feb 2, 2026

Business

Bitcoin's Slide Below $75K Puts MicroStrategy's Billion-Dollar Bet in the Red

A sharp correction in Bitcoin prices has pushed MicroStrategy's massive holdings into significant paper losses, testing the resolve of the corporate sector's most vocal crypto advocate and raising questions about the sustainability of its accumulation strategy.

Feb 2, 2026