Research notes across crypto equity, filings, insider activity, ETF wrappers, and market context, written from the records outward.
Palo Alto Networks completed its acquisition of CyberArk on February 11, 2026, and the closing mechanics created a direct financial obligation that now sits on PANW's balance sheet.
COIN's February 12 results filing arrives with both its Filing Risk Score and Event Momentum at the ceiling, while the latest revenue metric and a fear-dominated crypto tape set the stakes for what comes next.
Palo Alto Networks filed an earnings-trigger 8-K on February 17, 2026, disclosing operating results at a moment when the stock has already run more than 45% in the past month.
MARA's February 8-K formalized RSU and PSU award agreements that vest through 2028, with PSU performance conditions anchored to two specific 2026 operating metrics.
NVIDIA's latest results filing shows record quarterly revenue and a materially updated risk-factor section, with the Filing Risk Score at the ceiling.
MARA filed an Item 2.02 results disclosure on February 26, flagging operating performance before the 10-Q lands.
A new strategic agreement with Starwood Capital gives MARA a path into high-performance computing and AI workloads, but the deal terms leave most of the financial commitment undefined.
WULF filed an 8-K on February 26 covering operating results and a Regulation FD presentation, but the primary document text is almost entirely boilerplate, leaving the actual performance data in an exhibit investors have to pull separately.
CORZ drew the full amount of a new Morgan Stanley term loan on March 5, 2026, one day after signing, committing the proceeds explicitly to data center development.
CORZ exercised the accordion feature on its bridge credit agreement, pulling down $500 million in new term loan commitments on March 18.
HOOD's Fifth Amended Credit Agreement with JPMorgan gives the broker meaningfully more liquidity headroom than the $2.65 billion facility it replaced a year ago.
The March 24 8-K/A puts numbers on the compensation package for HOOD's incoming principal financial officer, formalizing a transition first disclosed in February.
NOW's April 1 8-K discloses two new financing facilities that together give the company up to $5 billion in short-term and revolving liquidity.
The April 10 8-K discloses PSU and GSU grants for Ashkenazi, Porat, Schindler, and Walker under Alphabet's 2021 Stock Plan.
The April 13 8-K shows Strategy's STRC ATM running at full speed, converting preferred equity into Bitcoin at $71,902 per coin.
The April 13-19 ATM update shows Strategy running its capital machine at full speed, with STRC preferred stock doing most of the heavy lifting.
NOW's April 8-K discloses a short-dated unsecured term loan that financed part of the Armis Security acquisition, creating a refinancing clock that investors should track.
META filed its April 29 results 8-K with Item 2.02 disclosures and Event Momentum at 100, while the stock sits roughly 10% below its 52-week high.
Strategy's board declared the STRC cash dividend on April 30, a routine preferred obligation that tells you more about capital structure discipline than about Bitcoin strategy.
The May 4 8-K shows Strategy sold 492,210 shares of common stock last week but made zero Bitcoin purchases, leaving 818,334 BTC on the balance sheet unchanged.
Strategy's May 5 earnings 8-K lands against a disclosed Bitcoin fair market value of $64.04 billion, making the treasury position the dominant read on every quarterly result.
Strategy filed an 8-K on May 15 covering a May 4 event, and the item-level detail is not yet available, which makes the filing category the only confirmed signal.
NVDA's April 2026 10-Q shows quarterly revenue at $81.6 billion, a number that reframes the data-center demand story and sets a new baseline for the AI accelerator category.
Nvidia filed its May 20 8-K covering fiscal first-quarter results, and the revenue number confirms the data-center demand story is still running.