Blockonomi

TLDR:

梅沃科技向SEC提交424B4文件，以註冊38000000普通股進行納斯達克公開募股。

公司披露了中國監管監督對海外上市和運營的廣泛風險。

文件警告政府幹預可能導致股值顯著下降或變得毫無價值。

監管不確定性圍繞中國證券監管委員會（CSRC）和網絡安全審查辦公室（CAC）對中國境外發行人的合規要求。



梅沃科技有限公司已向美國證券交易委員會提交424B4文件，註冊38000000普通股進行出售。

TLDR

American Bitcoin, supported by the Trump family, increased its bitcoin reserves to 5,843 BTC.

The company ranks as the 18th-largest corporate holder of bitcoin globally.

American Bitcoin achieved a bitcoin yield of 116% from its Nasdaq debut through January 2026.

The company’s bitcoin reserves grew by over 1,800 BTC since its Q3 2025 earnings report.

American Bitcoin’s shares rose by 2% in premarket trading despite a year-to-date decline of 11%.

American Bitcoin, the cryptocurrency mining company backed by the Trump family, has raised its bitcoin holdings to approximately 5,843 BTC. This increase has solidified the company’s position as one of the largest corporate holders of cryptocurrency worldwide. The company, which went public in 2025, continues to grow its bitcoin reserves amid a volatile market.

Bitcoin Yield Rises After Nasdaq Debut

American Bitcoin‘s Bitcoin yield reached about 116% between its Nasdaq debut on September 3, 2025, and January 25, 2026. The company’s bitcoin holdings have grown steadily during this period, despite the broader fluctuations in the cryptocurrency market. Bitcoin yield reflects how much a company’s bitcoin holdings have increased, including coins mined or purchased over time.

American Bitcoin has increased its total Bitcoin reserve to ~5,843 BTC and achieved a BTC Yield of ~116% from its Nasdaq debut on September 3, 2025 through January 25, 2026. pic.twitter.com/xt095jZUNC

— American Bitcoin (@ABTC) January 27, 2026

The yield suggests that American Bitcoin has managed to efficiently grow its balance sheet without issuing additional capital. This indicates that the firm has increased its exposure to bitcoin without raising new funds, a move that investors view as financially efficient.

“A higher yield signals strong performance in asset growth,” said a market analyst.

American Bitcoin’s Growing Reserve

American Bitcoin’s recent acquisition places it as the 18th-largest corporate holder of the cryptocurrency globally. The company now holds more bitcoin than other major firms such as Nakamoto Inc. and GameStop. The company’s shares saw a 2% increase in premarket trading recently, as reported by Yahoo Finance, although it has faced a slight 11% decline year-to-date.

The surge in reserves follows a period of strong operational growth for the company, which recently reported a return to profitability. In its Q3 2025 earnings, American Bitcoin noted a sharp increase in revenue and mining capacity. At that time, the company’s bitcoin holdings were just over 4,000 BTC, showing the growth in reserves since then.

American Bitcoin’s strategy involves positioning Bitcoin on its balance sheet as a long-term asset, rather than a liquid asset for immediate use. This shift reflects a broader trend among publicly listed bitcoin miners, who are holding on to their crypto assets for future growth.

The post American Bitcoin Expands Bitcoin Reserves to Nearly 5,900 Coins appeared first on Blockonomi.

TLDR

Standard Chartered predicts that $500 billion in bank deposits will move to stablecoins by 2028.

The shift in deposits poses a growing risk to traditional banks’ earnings and net interest margins.

Regional banks are more vulnerable to the potential deposit outflow caused by stablecoin adoption.

Lawmakers are debating the Digital Asset Market Clarity Act, which could regulate stablecoins and their ability to offer yield.

Stablecoin issuers may reduce deposit flight if they hold a significant portion of reserves in bank deposits.

Standard Chartered’s Geoff Kendrick has warned that $500 billion in bank deposits could shift into stablecoins by 2028. This forecast is significantly lower than his previous $1 trillion estimate from October. Despite this, Kendrick’s assessment highlights a growing risk for traditional banks as stablecoins continue to gain traction.

As lawmakers in Washington debate the Digital Asset Market Clarity Act (CLARITY Act), the future of stablecoins remains uncertain. The proposed bill would create a federal regulatory framework for digital assets, possibly limiting the ability of stablecoin issuers to offer yield. If stablecoins are allowed to offer yield, this could draw a large portion of deposits away from the banking system.

The Impact of Stablecoins on Net Interest Margin (NIM)

Stablecoins could affect U.S. banks by draining deposits that are crucial to net interest margin (NIM) income. NIM represents the difference between what banks earn from loans and what they pay on deposits. As Kendrick explains, a decrease in deposits would directly result in reduced NIM, a key driver of bank earnings.

Regional banks may be particularly vulnerable to this shift. Kendrick’s analysis reveals that regional banks like Huntington Bancshares, M&T Bank, and Truist Financial rely on NIM for over 60% of their revenue. In contrast, investment banks such as Goldman Sachs and Morgan Stanley depend less on NIM, with this revenue stream contributing to less than 20% of their total income.

Kendrick Optimistic About Stablecoin Regulation Progress

The potential for stablecoins to offer yield could exacerbate the shift in deposits from traditional banks. Kendrick noted that if stablecoins begin to offer attractive returns, the transfer of funds away from banks could increase. However, he also pointed out that the impact might not be as severe if stablecoin issuers keep their reserves in bank deposits.

In such a scenario, stablecoins would still rely on banks to hold a large portion of their reserves. This would reduce the overall flight of deposits, as stablecoin issuers would essentially be circulating the funds back into the banking system. This could mitigate some of the pressure on banks, particularly in terms of deposit loss.

Despite concerns over the future of stablecoins and their potential impact on the banking system, Kendrick remains optimistic that progress will continue. He believes that a regulatory framework for digital assets will be finalized by the end of Q1, with the CLARITY Act potentially making its way to President Donald Trump for approval.

The post Stablecoins: A Rising Threat to US Banks as $500 Billion Departs appeared first on Blockonomi.

TLDR

Meta is set to report its fourth-quarter earnings after the bell on Wednesday with traders expecting a substantial move in its stock price.

Options pricing suggests Meta stock could shift by 6% in either direction by the end of this week with shares potentially reaching $712 or dropping to $633.

Analysts are focused on Meta’s 2026 outlook and capital expenditures particularly related to its AI investments which could influence the stock’s movement.

Meta’s earnings per share for the fourth quarter are expected to reach $8.17 with a record $58.43 billion in revenue marking a 21% increase from the previous year.

The company’s strong ad business momentum is anticipated to drive a positive earnings report with a focus on new revenue streams like ads on Threads and premium subscriptions.

Meta Platforms (NASDAQ: META) is set to report its fourth-quarter earnings after the bell on Wednesday. Traders expect a substantial movement in Meta stock as the company’s financial results are released. Analysts predict a potential 6% shift in the stock price, with Meta’s shares possibly moving to either $712 or $633, depending on the company’s financial outlook and the results of its capital expenditures.

Expected Impact on Meta Stock Price

Meta stock is experiencing anticipation ahead of its earnings report. Options pricing indicates a potential 6% shift in either direction by the end of this week. Recent trading levels around $672 suggest that a move upwards could push the stock to $712, while a drop might take it down to $633, as seen earlier this month.

Traders are focused on how Meta’s earnings report will address capital expenditures, particularly its investment in AI. The company’s 2026 outlook will be under scrutiny, as investors are watching for any signs of overspending. If Meta’s capital expenditure guidance is more conservative than expected, it could lead to a positive stock price response.

Meta’s Potential Earnings and Ad Business Momentum

Meta is projected to report a strong fourth-quarter earnings per share of $8.17. This would represent a 21% year-over-year revenue increase, reaching a record $58.43 billion. Analysts believe that the company’s ad business, which is the bulk of its revenue, will continue to show momentum and could exceed expectations.

The rollout of ads on Meta’s Threads platform is also likely to be a key point of discussion. Analysts are eager to hear about Meta’s strategy for generating additional ad revenue through its newer platforms. Additionally, Meta may share details about its efforts to test premium subscriptions across various apps, which could further bolster investor confidence.

Wall Street analysts remain largely bullish on Meta stock. All 21 analysts covering the stock have issued “buy” recommendations. The consensus target price for Meta stock is approximately $841, suggesting a 25% upside from Monday’s closing price of $672.

With a solid ad revenue forecast and expected progress on monetizing new platforms, analysts believe there is further room for Meta stock to grow. The company’s earnings report on Wednesday could confirm the positive outlook and potentially drive the stock higher.

The post Meta Stock Could See 6% Move Following Wednesday’s Earnings Release appeared first on Blockonomi.

TLDR

Amazon’s stock saw a modest 5% rise in 2025 but could present a strong investment opportunity.

The holiday season is expected to boost Amazon’s sales with increased e-commerce spending.

Amazon controls around 40% of the U.S. e-commerce market and stands to gain from more retail shifting online.

Amazon Web Services (AWS) continues to grow with a 20% increase in sales in the third quarter of 2025.

The company’s heavy investments in artificial intelligence are expected to drive future growth.

Amazon (AMZN) faced a tough year in 2025, trailing the S&P 500’s 18% gain with a modest 5% rise. However, this downturn may present a strong opportunity for investors to buy shares. With the holiday season approaching and significant growth in its AI and cloud segments, Amazon is set to see potential growth. Below are three key reasons why investors should consider buying AMZN stock today.

Holiday Season Boost Expected for Amazon

The fourth quarter of the year is crucial for Amazon. This period, which includes the holiday season, typically sees the highest sales volume of the year. Preliminary results from Visa show that e-commerce spending rose 7.8% year over year in 2025. Amazon controls around 40% of U.S. e-commerce, so this increase bodes well for its upcoming earnings report.

Physical retail accounted for 73% of total holiday spending. This is encouraging news for Amazon, as it indicates a large opportunity to shift more retail spending to online platforms. As more consumers choose to shop online, Amazon’s market share could expand, driving future growth for the company.

Growth in Cloud and AI Drives AMZN Stock Potential

Amazon Web Services (AWS) is the largest cloud provider globally, holding about 29% of the market share. AWS experienced a 20% year-over-year increase in sales during the third quarter of 2025. As demand for artificial intelligence (AI) solutions grows, AWS is poised to benefit, especially with its heavy investments in AI.

Amazon is dedicating substantial resources to developing its AI capabilities. The company spent about $125 billion in 2025 to expand its AWS cloud infrastructure and plans to increase this in 2026. As more clients migrate to the cloud and adopt AI tools, AWS sales are expected to keep growing, which will likely drive further growth in AMZN stock.

AMZN Stock Appears Undervalued at Current Price

Despite Amazon’s strong performance, its stock has not risen significantly over the past year. The stock is trading at a price-to-earnings (P/E) ratio of 33. While this is not particularly low, it seems fair given Amazon’s market dominance and growth potential in both e-commerce and cloud services.

CEO Andy Jassy is confident that the move to the cloud and increased use of AI will fuel growth over the next decade. With this long-term growth potential, the current stock price may be seen as an opportunity for investors looking for strong returns in the future.

The post 3 Key Reasons Why AMZN Stock Is a Smart Buy Right Now appeared first on Blockonomi.

摘要

地球實驗室的股票在與斯洛文尼亞政府達成新協議的公告後上漲了7.8%。

該協議重點支持斯洛文尼亞的農業、城市規劃和災害管理等關鍵領域。

這一協議增強了對地球實驗室衛星技術及其獲得重要政府合同能力的信心。

儘管股票波動，市場將這一消息視爲地球實驗室未來前景的積極發展。

地球實驗室今年迄今已上漲39.1%，其股票交易接近每股28.78美元的52周高點。

簡要

Tether推出了USA₮，這是一個符合美國聯邦法規的美元支持的穩定幣，依據GENIUS法案框架。

USA₮由安克雷奇數字銀行發行，這是美國首個受聯邦監管的穩定幣發行機構。

該穩定幣旨在滿足美國法規設定的透明度、安全性和合規標準。

USA₮旨在針對美國本土金融機構，提供一種適用於機構使用的受監管數字美元解決方案。

USA₮將在美國交易所上市，例如Bybit、Crypto.com、Kraken、OKX和Moonpay。

TLDR

Cathie Wood 將比特幣最近的回調與因 Binance 軟體故障造成的 280 億美元去槓桿事件聯繫起來。

2025 年 10 月 10 日的「閃崩」對市場產生了影響，尤其是對比特幣的流動性。

ARK Invest 認為去槓桿事件的主要影響已經過去，為比特幣的恢復鋪平了道路。

Wood 預計比特幣將在 80,000 美元和 90,000 美元之間整合，然後進入下一個上升階段。

儘管近期遇到挫折，ARK Invest 仍對比特幣的長期增長潛力和機構支持保持信心。

TLDR

Trump’s speech today on energy policy could influence inflation expectations and market sentiment.

The Fed will announce its decision tomorrow, with focus on Powell’s tone rather than a rate change.

Tesla, Meta, Microsoft, and Apple earnings could sway investor risk appetite and overall market direction.

Thursday’s PPI inflation data may affect the Fed’s rate outlook and impact crypto liquidity.

A potential U.S. government shutdown on Friday could disrupt markets and pressure crypto prices further.

Crypto markets enter a critical 72-hour stretch as economic signals, earnings, and government decisions converge. The market is watching closely as political speeches, central bank moves, corporate earnings, and economic data collide.

Trump Speech and Fed Decision to Set Early Tone

President Donald Trump will speak at 4 PM ET today on the U.S. economy and energy policy. His comments on energy prices could influence inflation expectations, which the Federal Reserve monitors closely. As it was reported by Blockonomi two weeks ago, Trump criticized Fed Chair Jerome Powell over interest rates and inflation handling.

The Fed will announce its rate decision tomorrow, with no change expected in policy direction. However, attention will shift to Powell’s post-decision remarks for any hawkish cues. Traders anticipate high volatility if Powell reiterates inflation concerns or mentions tariff-related risks.

Tensions rose recently after Powell cited political pressure around rate decisions. If Powell emphasizes inflation persistence, rate cuts could be delayed longer. Any such stance would reduce liquidity and weigh on crypto market sentiment.

Tech Earnings and Inflation Data Add Volatility

Earnings from Tesla, Meta, and Microsoft are due on the same day as the Fed decision. These companies carry influence on overall market sentiment and investor risk appetite. Missed earnings expectations may trigger wider market pullbacks.

Thursday will bring fresh PPI inflation data that reflects supply-side pricing pressures. A higher PPI print would reinforce the Fed’s cautious stance on easing. Apple will also release earnings that day, adding another layer of market exposure.

If inflation remains elevated and tech results disappoint, broader markets could face liquidity pressure. That environment would likely ripple into risk assets like crypto. Thus, each report adds to the market’s pressure buildup this week.

Shutdown Deadline Caps High-Risk Window

Friday marks the deadline for a possible U.S. government shutdown, adding further stress to financial markets. Previous shutdowns have caused abrupt market downturns and risk-off moves. A prolonged shutdown could interrupt federal payments and economic activity.

Lawmakers have not yet confirmed a resolution as the deadline approaches. Political standoffs on spending bills and immigration terms remain unresolved. Crypto markets reacted negatively during the last shutdown, with prices falling sharply.

With no deal in place, investors face a weekend risk that may extend volatility into the next week. Combined with Fed policy and earnings news, the shutdown threat intensifies macro uncertainty. The next 72 hours could shape short-term crypto market momentum.

The post Crypto Market Braces for 72 Hours of Macro Pressure: Trump, Fed, Earnings, and Shutdown All in Focus appeared first on Blockonomi.

TLDR:

Animoca Brands Japan 和 Rootstock 簽署了基本協議，以適應日本機構的 BTCfi 解決方案。

Rootstock 機構項目提供以比特幣支持的穩定幣借貸和鏈上收益管理服務。

合作伙伴關係滿足了日本公司對合規數字資產財務管理日益增長的需求。

2026年2月26日的獨家活動將聚集機構投資者和 TradFi 利益相關者，地點靠近 GFTN 論壇。



Animoca Brands Japan 與 Rootstock 達成戰略合作伙伴關係，以開發針對日本市場機構投資者的比特幣金融解決方案。

摘要：

美國美元指數同比下降10.7%，對瑞士法郎特別急劇下降14.1%。

美國總債務達到38.5萬億美元，加上利率差縮小，削弱了美元的強度。

持有標準普爾500指數的歐洲投資者在過去一年中看到貨幣損失完全抵消了他們的股票收益。

美元疲軟的情況下通常有利於黃金和大宗商品等硬資產，同時減輕了對新興市場的壓力。

 

TLDR:

GTreasury 在 90 天內將工程能力翻倍，並收購了 Solvexia 以增強對賬功能。

該平臺在 75 個以上的司法管轄區運營，實時支付通道 24/7 持續運行。

組織消除了預融資要求，釋放了被困在 nostro 賬戶結構中的運營資金。

統一的界面通過單一管理系統提供對傳統現金和數字資產的可見性。



Ripple Treasury 由 GTreasury 提供支持，正式推出全球首個綜合財務平臺，將企業專業知識與數字資產基礎設施相結合。

摘要：

施夫認爲，與黃金的工業用途和歷史意義相比，比特幣缺乏內在價值

政治家對加密貨幣的支持源於早期採用者的影響，而不是經濟價值的主張

1971年後美元的法定貨幣轉變導致了不可持續的貿易赤字和貨幣擴張模式

人爲低利率使房價飆升，經濟學家發出嚴重衰退警告



經濟學家彼得·施夫加大了對比特幣的批評，稱這種加密貨幣完全是資本的浪費，同時質疑其作爲全球儲備資產的可行性。

摘要：

Mantle Super Portal 通過統一的界面設計實現以太坊和索拉納之間的直接 $MNT 橋接。

Byreal 爲索拉納的 MNT-USDC 流動性池參與者提供 96,000 $MNT 的激勵，爲期三個月。

Bybit Alpha 整合了索拉納的存款和取款，連接了集中交易與 DeFi 收益機會。

跨鏈基礎設施將 $MNT 定位爲多鏈資產，連接 Layer 2、索拉納和交易平臺。



Bybit、Mantle 和 Byreal 已推出 Mantle Super Portal，以促進 $MNT 在區塊鏈網絡之間的流動。

TLDR:

中國的實物白銀交易價格爲每盎司141美元，比全球紙市場價格高出26%的溢價。

包括摩根大通在內的主要銀行持有數十億美元的白銀空頭頭寸，如果價格繼續上漲，面臨破產風險。

紙市場因協調賣盤而下跌，而實物交易商的庫存在較低價格下仍然不可用。

黃金和白銀的市場總值在數小時內增加了1.6萬億美元，暴露了衍生品市場的脆弱性。

 

貴金屬市場經歷了前所未有的波動，黃金和白銀的估值在數小時內飆升了1.6萬億美元。

TLDR:

Mesh secures $75M Series C, total funding exceeds $200M, valued at $1B globally.

Network reaches 900M users, expanding into Latin America, Asia, and Europe.

SmartFunding tech allows any crypto to be spent, merchants settle instantly.

Part of Series C funded in stablecoins, proving enterprise-ready blockchain settlement.

 

Mesh, the global crypto payments network, announced it raised $75 million in a Series C round, bringing total funding to over $200 million and valuing the company at $1 billion.

The round was led by Dragonfly Capital, with participation from Paradigm, Moderne Ventures, Coinbase Ventures, SBI Investment, and Liberty City Ventures.

Mesh plans to use the funding to expand its global presence and enhance infrastructure for borderless, tokenized payments.

Global Expansion and Market Reach

Mesh’s Series C round supports its expansion into regions such as Latin America, Asia, and Europe. The company aims to provide faster and more cost-efficient crypto payment solutions across borders.

Previously, Mesh launched operations in India, citing the country’s young population and $125 billion in annual remittances as key drivers.

The network already serves over 900 million users worldwide, and the new funding will strengthen partnerships with Ripple, Paxos, and Rain.

Mesh positions itself as the single network capable of connecting multiple blockchain protocols and wallets. Its unified platform simplifies payments that traditionally required navigating fragmented crypto systems.

Crypto payments network Mesh has raised $75 million in a Series C round, bringing total funding to over $200 million and valuing the company at $1 billion. The round was led by Dragonfly Capital, with participation from Paradigm, Moderne Ventures, Coinbase Ventures, SBI…

— Wu Blockchain (@WuBlockchain) January 27, 2026

Bam Azizi, Co-founder and CEO of Mesh, explained the company’s mission: “Crypto is crowded by design, with new tokens and new protocols emerging every day. That fragmentation creates real friction in the customer payment experience. We are focused on building the necessary infrastructure now to connect wallets, chains, and assets, allowing them to function as a unified network.”

The funding also reflects investor confidence. Rob Hadick, General Partner at Dragonfly Capital, commented: “Payments are entering a new era where value moves as software. Mesh is building the interoperability layer that makes crypto practical at scale: consumers can spend any asset, merchants can settle instantly in the stablecoin or fiat they want, and the complexity stays under the hood.”

Solving Fragmentation and Stablecoin Integration

The growth of stablecoins to a $300 billion market cap in 2025 has led to isolated pockets of liquidity, making transactions complex for users and businesses.

Mesh addresses this fragmentation by providing a neutral layer that allows any asset to be spent universally. This design ensures that all blockchains and digital assets can interoperate seamlessly.

Mesh leverages proprietary SmartFunding technology to enable instant settlement in stablecoins such as USDC or PYUSD, or in local fiat currencies.

Users can pay with Bitcoin, Solana, or other assets while merchants receive their preferred settlement instantly. This system demonstrates how blockchain infrastructure can replace traditional card rails with more efficient networks.

A portion of the $75 million round was completed using stablecoins, showcasing Mesh’s platform for high-volume, real-world financial transactions.

This confirms that enterprise-grade settlement is feasible using blockchain while maintaining auditability and compliance. Institutions can now adopt crypto-native payments with confidence in execution and controls.

Mesh remains asset-agnostic, connecting wallets, chains, and assets into a single system. The Series C round will accelerate product development and adoption, positioning Mesh as a universal network for global payments.

The network’s growth reflects increasing capital investment in infrastructure rather than speculative token markets.

The post Mesh Raises $75M Series C, Achieves $1B Valuation to Build Universal Crypto Payments appeared first on Blockonomi.

TLDR

Bank of America highlights Nvidia, Broadcom, AMD, and Credo as undervalued chip stocks despite AI boom

Four stocks expected to grow sales 42% and earnings 49% between 2025 and 2027

Current valuations at 24x 2027 earnings represent 0.5x PEG ratio, below historical averages

Cloud infrastructure spending projected to grow 38% in 2026, possibly reaching 50% by year-end

Nvidia’s March GTC conference expected to boost investor interest in compute sector

Bank of America identified four semiconductor companies as compelling investment opportunities in the compute space. The bank’s analyst Vivek Arya pointed to Nvidia, Broadcom, AMD, and Credo Technology Group as stocks with attractive valuations.

The analysis came in a note released Monday. Arya described the broader chip sector as mixed, with some stocks overextended while compute names offer better value.

The four companies are forecast to deliver strong growth over the next two years. Sales are projected to increase an average of 42% from 2025 to 2027.

Adjusted earnings per share are expected to grow even faster at 49% over the same period. Despite these projections, the stocks trade at just 24 times 2027 earnings.

This pricing represents a 0.5x price-to-earnings growth ratio. Arya considers this valuation compelling relative to other semiconductor stocks.

The low valuations persist even as artificial intelligence investment continues to expand. Major technology companies are increasing spending on AI infrastructure and computing power.

Strong Cloud Spending Supports Growth Outlook

Large cloud service providers continue to prioritize computing infrastructure investments. Bank of America expects this spending to drive double-digit revenue growth for chip companies.

The bank tracks cloud capital expenditure trends across major providers. Current data suggests cloud spending could rise 38% year over year in 2026.

BofA believes this growth rate may accelerate throughout the year. The firm sees potential for spending increases to approach 50% by December 2026.

Rising investment levels are not expected to strain cloud provider finances. The bank projects aggregate free cash flow will remain positive across the sector.

This financial stability allows cloud companies to maintain their infrastructure spending pace. The continued investment benefits semiconductor suppliers providing computing hardware.

Upcoming Events May Drive Stock Performance

Bank of America expects renewed attention on compute stocks in coming months. Cloud company earnings reports scheduled for the first quarter could provide positive momentum.

Nvidia’s annual GTC conference takes place March 16-19. Arya believes anticipation around this event will help energize the compute chip sector.

The conference typically features product announcements and technology demonstrations. Industry participants watch the event closely for insights into AI computing trends.

BofA maintains that compute-focused chip stocks offer superior value compared to other semiconductor categories. Current market prices do not fully reflect the projected growth rates through 2027.

The bank characterizes the semiconductor landscape as divided between stretched valuations in some areas and compelling opportunities in compute. The four recommended stocks fall into the latter category based on their growth prospects and current pricing.

The post BofA Analyst Identifies Nvidia, AMD, Broadcom, Credo as Attractive Investments appeared first on Blockonomi.

TLDR

SanDisk stock jumped over 3% in pre-market trading after Morgan Stanley raised its price target by 75% from $273 to $483

Analyst Joseph Moore cited strong NAND market fundamentals driven by enterprise solid-state drive demand

Two major cloud customers ordered nearly 10% of global NAND supply for 2025, tightening the market

Moore increased his March quarter revenue estimate to $2.94 billion and non-GAAP EPS forecast to $5.71

Wall Street expects Q2 FY26 earnings per share of $3.58, up from $1.23 in the year-ago quarter

SanDisk shares climbed more than 3% in pre-market trading Tuesday after Morgan Stanley analyst Joseph Moore dramatically increased his price target on the data storage company. Moore, who holds a five-star rating, lifted his target from $273 to $483 while maintaining his Buy rating.

The move comes just days before SanDisk reports its Q2 FY26 earnings on January 29. Wall Street analysts are expecting earnings per share of $3.58, a sharp increase from $1.23 in the same quarter last year.

Moore pointed to strong fundamentals in the NAND market as the key driver behind his optimistic outlook. Enterprise solid-state drives are seeing a surge in demand that’s reshaping the entire supply chain. Two major cloud customers have already locked in nearly 10% of global NAND supply for 2025.

That buying spree has created tighter supply conditions across the board. Consumer segments are feeling the pinch too. The result is upward pressure on NAND prices throughout the market.

NAND flash memory powers storage devices from SSDs to smartphone storage to USB drives. SanDisk ranks among the top producers of NAND flash memory chips.

Revenue Estimates Get a Major Boost

Moore didn’t just raise his price target. He also sharply increased his financial projections for SanDisk’s March quarter. His new revenue estimate stands at $2.94 billion with non-GAAP EPS of $5.71.

The revised figures reflect Moore’s updated assumptions about NAND pricing. He now expects NAND average selling prices to jump 20% quarter-over-quarter. That’s double his previous estimate of a 10% increase.

Moore also adjusted his outlook for bit shipments. He now forecasts a 6% sequential decline, less severe than his earlier projection of an 8% drop.

Price Target Still Below Current Trading Price

Even with the 75% increase, Moore’s new price target sits below SanDisk’s current trading price around $473. His forecasts remain in line with management’s guidance for the December quarter. Moore suggested this conservative stance could leave room for upside surprises.

Wall Street maintains a Moderate Buy rating on SNDK stock. Over the past three months, analysts assigned 11 Buy ratings and four Hold ratings. The average price target of $384.20 implies roughly 18% downside from current levels.

The consensus price target trails well behind the stock’s recent performance. SanDisk posted a 1,255% gain over the last 12 months. Most of that rally occurred since early September.

SanDisk joined the S&P 500 in November after its remarkable run. The stock claimed the title of best performer in the index for the year. What was once known primarily as a USB thumb drive maker has transformed into a key player in the AI data center boom.

Enterprise solid-state drives use more NAND than other storage products. These bulky data storage devices have consumed massive amounts of chip supply as AI infrastructure expands.

The post SanDisk (SNDK) Stock: Morgan Stanley Goes All In With 75% Price Target Hike appeared first on Blockonomi.

TLDR

Boeing delivered 600 planes in 2025, the most since 2018, with 737 MAX production hitting 42 jets monthly

Revenue jumped 57% to $23.95 billion in Q4, beating analyst expectations of $22.6 billion

Company posted $8.22 billion profit in Q4, driven by $10.6 billion sale of Jeppesen navigation software business

Boeing acquired Spirit AeroSystems for $4.7 billion in December to improve quality control

Despite growth, the company burned $1.9 billion in cash for the year due to certification delays

Boeing posted revenue of $23.95 billion in the fourth quarter, marking a 57% jump from the previous year. The aerospace manufacturer delivered 600 commercial aircraft in 2025, its highest count since 2018.

#Boeing $BA, Q4-25.

Results:
Adj. EPS: $9.92
Revenue: $23.9B
Net Income: $8.2B
Results boosted by $9.6B gain from the sale of Digital Aviation Solutions. Backlog reached a record $682B. pic.twitter.com/69xVoV0B01

— EarningsTime (@Earnings_Time) January 27, 2026

The company swung to a profit of $8.22 billion in Q4 compared to a loss of $3.87 billion in the same period last year. The turnaround came largely from selling its Jeppesen navigation software business to Thoma Bravo for $10.6 billion in cash.

737 MAX production reached 42 planes per month by year-end. The Federal Aviation Administration loosened production limits in September after Boeing demonstrated improved safety checks. Regulators also allowed the company to perform some final safety inspections on its own.

Boeing shares dropped about 1% in premarket trading despite beating revenue expectations. Analysts had projected sales of $22.6 billion for the quarter.

The company’s order backlog reached a record $682 billion. CEO Kelly Ortberg told employees that customers and investors “are going to expect more from us this year.”

Boeing burned through $1.9 billion in cash during 2025. Certification delays on the 737 MAX and 777X programs contributed to the cash drain. The company aims to generate positive free cash flow in 2026.

Manufacturing Changes Take Effect

Boeing completed its acquisition of Spirit AeroSystems in December for $4.7 billion in stock. Spirit owns the Wichita factory that handles key stages of 737 MAX production. Boeing had spun off Spirit in 2005 as part of an outsourcing strategy.

The January 2024 door plug blowout on an Alaska Airlines flight exposed quality control problems. This incident prompted Boeing to reverse course and bring Spirit back in-house.

U.S. and foreign regulators approved the acquisition after Boeing agreed to sell some overseas factories. The company also committed to separating its defense business from Spirit’s operations.

The commercial airplane unit lost $632 million in Q4 despite higher deliveries. Boeing’s defense and space division posted a $507 million loss. The defense unit took a $565 million charge on the KC-46 tanker program due to supply chain costs.

Production Targets and Competition

Boeing is working to increase 787 Dreamliner production to eight planes monthly. The company needs faster output to meet its cash flow goals. Executives said reaching $10 billion in annual free cash flow could take several years.

Airbus delivered more planes than Boeing in 2025. The European manufacturer faced its own quality issues with panels from a Spanish supplier. These problems forced Airbus to delay some A320 deliveries.

Boeing held roughly a 20-year head start in the narrow-body jet market. Airbus closed that gap as Boeing dealt with the 737 MAX crisis and manufacturing problems.

Ortberg emphasized the need to certify the 737-7, 737-10, and 777X variants. The company must also address cost overruns on fixed-price defense contracts. A seven-week machinist strike in late 2024 had paralyzed 737 MAX production in Seattle.

Boeing raised over $24 billion in 2024 to shore up its finances. The company settled criminal charges with the Justice Department related to two fatal 737 MAX crashes. It also resolved a labor strike in its defense business during 2025.

The post Boeing (BA) Stock: Plane Deliveries Hit 7-Year High as Revenue Surges 57% appeared first on Blockonomi.

TLDR

特斯拉 (TSLA) 的歐洲銷量在2025年下降了27%，降至238,656輛

比亞迪註冊量在同期激增268.6%，達到187,657輛

12月，特斯拉註冊量下降20%，而比亞迪的註冊量增長了三倍以上

特斯拉結束了一次性全自動駕駛購買，轉向99美元的每月訂閱

電池電動汽車在歐盟市場佔有率達17.4%，高於13.6%

特斯拉在2025年的歐洲表現受到影響，因爲中國競爭對手比亞迪取得了重大進展。數據顯示，歐洲電動車市場發生了戲劇性的變化。