Stocks

Solana Company (NASDAQ: HSDT) said on Friday it introduced a way for institutions to borrow against natively staked SOL while keeping tokens in custody through Anchorage Digital and Kamino. The announcement sent the stock up roughly 17% to about $2.30 after hitting an all-time low near $1.80 earlier this week.

On February 13, 2026, IREN said it will be added to the MSCI USA Index, with inclusion slated for February 27. The stock rose roughly 7% after the announcement, alongside an AI-focused pivot that includes a five-year $9.7 billion Microsoft deal covering 200 MW. The firm is building toward 4.5 GW of secured power and has outlined annual recurring revenue targets.

On Feb 13, 2026, Truth Social said it filed registration statements with the U.S. SEC for two digital asset ETFs. One product would hold BTC and ETH, with the ETH portion staked; the other would hold and stake Cronos (CRO). The announcement also identified Crypto.com as the expected custodian, liquidity provider, and staking services provider, pending approvals.

On February 13, 2026, Pinterest shares fell more than 20% after a fourth-quarter earnings miss and softer Q1 guidance. CEO Bill Ready said tariff pressures hurt spending by major retail advertisers, while CFO Julia Donnelly highlighted a larger-than-expected headwind. As of 10:22 AM EST, PINS traded at $14.67 after an intraday low of $13.84.

January 2026 U.S. CPI slowed to 2.4% year-on-year, down from 2.7% in December and below the 2.5% forecast; core was 2.5%, with monthly changes of 0.3% for headline and 0.2% for core. Stocks and crypto rallied, as S&P 500 futures rose 0.8%, Nasdaq 1.2%, 2-year yields fell to 4.1%, and Bitcoin approached $66,000.

Palantir Technologies shares fell as much as 6.7% on February 12 and continued lower in premarket trading on February 13 after Michael Burry released a 10,000-word newsletter criticizing the durability of the current AI investment cycle and warning the stock could decline sharply. While Burry outlined potential downside of up to 66%, other analysts highlighted Palantir's rapid growth, strong cash position and premium valuation, underscoring the divide over how sustainable its AI-driven momentum really is.

Coincheck Group N.V. reported Q3 revenue of $915 million and net income of $2.6 million, reversing a $98.5 million loss. According to the company, CEO Gary Simanson will resign on March 31, with 3iQ's Pascal St-Jean to take over on April 1. The quarter included $83 million from its Aplo acquisition.

The White House has paused planned restrictions on China Telecom, TP‑Link routers, and Chinese hardware in U.S. data centers ahead of President Donald Trump's April trip to Beijing. The shift follows late‑2025 changes to Nvidia H200 sales and a January 2026 TikTok deal, while China's October 2025 rare‑earth export controls increased leverage. The Pentagon has invested $400 million in MP Materials to mitigate supply risks.

SoftBank recorded a quarterly profit of ¥248.6 billion, coming in under the ¥336.7 billion market expectation and reflecting uneven performance across its business lines. For the April–December period, net income jumped to ¥3.17 trillion, largely supported by a ¥3.6 trillion rebound in Vision Fund gains and sizeable investment profits. Over 2025, SoftBank committed $40 billion to OpenAI through its Vision Fund structure while simultaneously selling major stakes in T-Mobile and Nvidia and announcing multi‑billion‑dollar deals in DigitalBridge and ABB’s robotics unit to deepen its AI and ASI exposure.

Alphabet on Tuesday sold a £1 billion sterling century bond maturing in 2126, attracting £9.5 billion in investor bids at a coupon of about 6%. Analysts warn the deal, part of a $20 billion multi-currency funding push tied to roughly $185 billion in planned AI and data center spending, echoes the borrowing surge seen before the 1990s dotcom and telecom busts. Some market observers see the wave of long-dated debt for AI infrastructure as a potential sign of overheating if future demand fails to match current investment.