Bitcoin fell 2.7% to $59,250 as a macro‑level “debasement trade” weighed on the market, according to Stephen Coltman of 21shares. Strategy’s bitcoin treasury now sits at 847,363 BTC, bought at an average $75,651, leaving the holding roughly $14 billion underwater. The fear of forced sales adds pressure on investors.

BlackBerry’s QNX platform is attracting early‑stage interest in the nascent physical‑AI market. Analyst John Shao notes the stock has risen more than 20%, almost tripling its year‑to‑date value, but incremental updates remain limited. He believes QNX’s deterministic performance gives the company a competitive edge in this emerging space.

Micron’s long‑term customer contracts appear insulated from a market downturn, with minimum prices low enough to hold until at least 2029 and likely 2030. Upfront cash payments could total $40‑$50 billion, acting as a break‑fee if demand falters. The stock jumped 11% to $1,167.82, underscoring investor confidence in the deal structure.