💎 Trump-Backed Bitcoin, AI Interest Cools and Quantum Breakthrough ⚛️
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Market Summary
Equities lower.
Bond yields lower.
Oil up. Gold up.
Bitcoin down.
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.
Crypto Power Play
Hut 8 has launched American Bitcoin, a new subsidiary focused on large-scale Bitcoin mining and strategic Bitcoin reserve development. The move follows Hut 8’s contribution of most of its ASIC miners in exchange for an 80% stake in American Data Centers Inc., a company backed by investors including Eric Trump and Donald Trump Jr. The company has now been renamed American Bitcoin.
Why investors should care:
Strategic Realignment: Hut 8’s decision to spin off its Bitcoin mining operations into a majority-owned subsidiary signals a focused growth strategy, potentially unlocking greater value through specialization.
High-Profile Backing: With Eric Trump as chief strategy officer and Donald Trump Jr. involved, the venture brings political and public attention that could attract capital, partnerships, and retail investor interest.
Operational Leverage for Hut 8: Hut 8 retains control through its 80% stake while generating steady, contracted revenue via infrastructure, colocation, and management services—strengthening its Power and Digital Infrastructure segments.
Brand Differentiation: Operating under the new American Bitcoin name allows for clearer segmentation of mining assets, positioning the brand to attract investors specifically focused on crypto mining.
Enhanced Market Visibility: This move aligns with a broader trend of institutional interest in Bitcoin and infrastructure plays, giving Hut 8 a fresh narrative and potential catalysts for revaluation.
CoreWeave Faces Headwinds
CoreWeave's IPO closed at its initial price of $40, reflecting muted investor enthusiasm despite Nvidia’s backing and Microsoft accounting for 62% of its revenue. Microsoft’s decision to decline a $12 billion capacity deal raised concerns, especially as OpenAI reportedly accepted the offer instead. Slowing AI spending and a potential pullback in capital expenditure add pressure to CoreWeave and other AI-focused companies. Despite these near-term challenges, long-term growth in AI infrastructure demand remains a key theme. CoreWeave’s CEO addressed concerns about client concentration, noting Microsoft’s revenue share has dropped below 50% following a major contract with OpenAI.
Why investors should care:
Market Sentiment: Flat IPO performance reflects broader investor caution and economic headwinds.
Leverage Risk: $8 billion in debt and $1 billion in annual servicing costs raise financial red flags.
Customer Concentration: Heavy reliance on Microsoft (62% of revenue) increases revenue vulnerability.
Technology Exposure: CoreWeave's bet on specific Nvidia chips could backfire if newer models outpace them.
Demand Outlook: CEO emphasizes strong, ongoing infrastructure demand despite short-term market doubts.
PRESENTED BY MEDICUS PHARMA LTD.
Medicus Pharma Ltd (NASDAQ: MDCX) offers a rare chance to invest in breakthrough cancer technology in a $15B market. They are advancing a patent-protected skin cancer patch through Phase 2 trials with promising clinical progress! This skin cancer patch offers a non-invasive treatment with strong growth potential, targeting 5M+ skin cancer cases yearly in the United States.
Future-Focused Innovation
A team of researchers from JPMorgan Chase, Quantinuum, and leading U.S. national labs has shown how quantum computing can start solving real-world problems. In their experiment, they used Quantinuum’s 56-qubit trapped-ion quantum computer to generate random numbers that are not only unpredictable but can also be mathematically verified.
This kind of certified randomness is a major step forward since it removes the need to simply trust that random numbers are truly random—a key issue in online security, digital transactions, and fair systems like lotteries or gaming. As the technology becomes faster and more reliable, it could help bring stronger security and greater transparency to many digital services, moving quantum computing from theory to everyday impact.
Discover why investing in quantum computing stocks is gaining popularity: Quantum Computing Stocks: An Investment in the Future
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
Chewy Inc.
In fiscal year 2024, Chewy Inc. (CHWY) reported net sales of $11.86 billion, a 6.4% increase from the previous year. In the fourth quarter of fiscal 2024, Chewy reported adjusted earnings of 28 cents per share, significantly surpassing analysts' expectations of 3 cents. The company's net sales reached $3.25 billion, a 14.9% year-over-year increase, exceeding the anticipated $3.19 billion. CEO Sumit Singh credited this success to robust active customer growth and strong loyalty among Autoship customers. Autoship lets you schedule repeat deliveries from Chewy and save on frequently bought items.
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!
Top Reads
👑 With gold hitting all-time highs and 'uncertainty,' the general theme related to many industrial commodities, Sprott discusses what's affecting critical markets like uranium. Navigating Metals Markets in 2025.
☢️ U.S. states are positioning themselves to compete for newer, cheaper nuclear reactors being developed as communities and tech giants compete in a race for electricity. Policymakers consider expanding subsidies and paving over regulatory obstacles.
🦾 Elon Musk has sold social media site X to his own xAI artificial intelligence company in a $33 billion all-stock deal. The deal values xAI at $80 billion and X at $33 billion. Musk sells X to xAI for $33 billion in all-stock deal.