📈 Bitcoin-Backed Income, SAP’s Surge, and a New Undersea Threat ➰

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Mar 24, 2025

Market Summary

Equities higher.
Bond yields higher.
Oil up. Gold up.
Bitcoin up.

Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days

We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.

Bitcoin-Fueled Capital Raise

Strategy, the company formerly known as MicroStrategy, recently raised over $700 million by selling STRF, a new type of preferred stock designed to fund more Bitcoin purchases. It originally planned to raise $500 million but ended up with $711 million thanks to strong investor interest. These new shares pay a 10% annual dividend and can’t be converted into regular stock, unlike a previous offering that had an 8% yield and conversion rights.

Why investors should care:

Dividend Appeal: The 10% dividend on STRF shares appeals to income-focused investors, offering a fixed return without the volatility of common stock.
Liquidity Concerns: Strategy owns nearly half a million Bitcoin, but by choosing not to sell any of it, the company has very little cash on hand.
Stronger Balance Sheet: The $711 million raise gives Strategy more firepower to continue accumulating Bitcoin, reinforcing its identity as a Bitcoin proxy for investors.
Bankruptcy Fears Overblown: Even if Bitcoin’s price falls to $30,000 by late 2027, Strategy would only need to sell about 7% of its holdings to cover a major debt payment.
Non-Dilutive Structure: Unlike past offerings, STRF shares don't convert into common stock, protecting existing shareholders from dilution.

Strategy Stock (MSTR): Boosting Investor Income with Perpetual Preferred Shares

SAP Surges Ahead

SAP has overtaken Novo Nordisk to become Europe’s most valuable listed company, with a market valuation of about €312 billion. This milestone follows a 40% rise in SAP's share price over the past year, fueled by strong growth in cloud computing and artificial intelligence services. SAP's growing presence in the US—its largest market—has helped shield it from weaker economic conditions in Europe.

Why investors should care:

Strong cloud and AI momentum: SAP's rapid growth in cloud sales and integration of AI has boosted revenue and positioned the company as a key tech player in Europe.
Robust U.S. exposure: About a third of SAP’s revenue comes from the U.S., providing insulation from Europe’s economic headwinds and adding geographic diversification.
Accelerating growth and profitability: Projected 12% sales growth and rising operating profits mark the company’s fastest performance in a decade, supported by restructuring efforts.
Index-driving performance: SAP has driven nearly 8% of the Stoxx 600’s gains since late 2022 and exceeded the DAX weight cap, highlighting its outsized influence on European equity markets.

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Future-Focused Innovation

Chinese researchers have developed a compact deep-sea device capable of cutting even the most heavily fortified underwater cables, sparking concerns about the potential for sabotage of global communication and power lines. The tool, which can operate at depths of up to 4,000 metres, exceeds the typical range of current subsea infrastructure and features a diamond-coated grinding wheel designed to slice through steel-armoured cables. Officially described as a civilian tool for salvage and seabed mining, it has triggered international alarm due to its military implications, particularly amid rising tensions over Taiwan.

The technology, built by the China Ship Scientific Research Centre and the State Key Laboratory of Deep-sea Manned Vehicles, is designed to integrate with China's fleet of crewed and uncrewed submersibles. Reinforced with a titanium alloy shell and oil-compensated seals, it remains functional under intense deep-sea pressure. Advanced robotic arms and positioning systems enable precise operation in low-visibility conditions. The emergence of this cable-cutting device signals a new phase in undersea threats, where vital global infrastructure could become targets in conflicts that remain just below open warfare.

Investing Data Story

A quarterly reshuffle to the S&P 500 sees four stocks joining and four leaving.
S&P 500 Quarterly Shakeup: 4 Stocks In, 4 Stocks Out.

Earnings Performance

Tencent Music Entertainment Group

Tencent achieved significant revenue and profit growth while stepping up investments in AI development. The focus on AI technology is expected to drive future revenue and enhance user engagement across platforms. Tencent reported an 8% year-on-year increase in total revenues, reflecting strong demand and business expansion.

Other Earnings Updates

Analyst Strong Buy Ratings This Week! 📈

Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.

Whether you’re eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.

🔍 Do your research and see if any of these fit your portfolio!

Investing Intel

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