Research notes across crypto equity, filings, insider activity, ETF wrappers, and market context, written from the records outward.
NVIDIA disclosed up to $5.5 billion in first-quarter charges tied to H20 inventory and purchase commitments, a direct hit from export controls that investors will need to size before the earnings call.
An April 8-K formalizes the payment structure and timeline for any future CFO separation, adding procedural clarity to a leadership arrangement that was already under an amended employment agreement.
The April 23 board action pairs the largest single buyback authorization in Alphabet's history with a quarterly dividend, a capital return combination that resets expectations for how the company deploys its cash.
Riot Platforms signed a secured term loan facility with Coinbase Credit on April 22, putting its Bitcoin holdings on the line for up to $100 million in liquidity.
CORZ filed an 8-K disclosing a base salary increase for Adam Sullivan, a routine compensation action that lands against a backdrop of elevated filing activity and a stock up more than 100% over the past year.
WULF filed an 8-K on May 9 covering operating results and a Reg FD presentation, but the document's forward-looking disclaimers leave the operational detail to the accompanying exhibit.
HUT 8-K filed May 12 discloses a reverse merger that takes American Bitcoin Corp to Nasdaq while keeping HUT as majority owner of the combined company.
The June 2 8-K discloses a planned IPO of 2.5 million shares of Perpetual Stride Preferred Stock, extending Strategy's financing toolkit beyond common equity and convertibles.
The July 21 8-K discloses an intended IPO of 5 million shares of Variable Rate Series A Perpetual Stretch Preferred Stock, extending the company's financing toolkit beyond common equity and convertibles.
Robinhood filed a results 8-K on July 30 as its Filing Risk Score and Event Momentum both sit at the maximum reading, against a stock that has shed roughly a third of its value since January.
The August 15 8-K is a registration mechanics filing, not a capital raise, but the share count and the acquisition backstory are worth reading carefully.
Palo Alto Networks filed an 8-K on August 18 covering quarterly results and the appointment of a new director, with the stock sitting near a 52-week high after a sharp multi-month recovery.
Oracle's September 26 8-K confirms the largest single-day bond issuance in the company's recent history, spanning maturities from 2030 to 2065.
Strategy's October 6 8-K shows a quarter defined by aggressive preferred-stock issuance and zero new Bitcoin purchases in the final week.
WULF filed a Regulation FD disclosure on October 14 tied to a notes offering, putting a capital raise in play for one of the Bitcoin mining sector's more active issuers.
WULF Compute LLC priced a $3.2 billion Rule 144A debt offering at par on October 16, a transaction that dwarfs the company's recent quarterly revenue by a wide margin.
Core Scientific's October 2025 results disclosure lands against a backdrop of maximum filing intensity and a price that has more than doubled over the past twelve months.
AMD completed the equity sale of its manufacturing operations to Sanmina on October 27, collecting $2.4 billion in cash plus Sanmina shares and retaining the right to another $450 million if conditions are met.
The November 3 8-K confirms another weekly accumulation round funded across four ATM programs, with aggregate holdings now at 641,205 BTC.
The November 4 Omnibus Sales Agreement replaces five separate at-the-market offerings with a single coordinated facility, preserving every dollar of remaining capacity across common stock and four preferred series.
A subsidiary linked to TeraWulf just upsized a $1.3 billion debt offering, and the 8-K puts WULF's name on the announcement.
META filed its Q4 2025 operating results on January 28, and the disclosure cadence around it is running hot even as the stock trades well off its 52-week high.
Alphabet's February 13 dual-currency debt offering is one of the largest single-day corporate bond raises on record, and the tranche structure tells you something about how the company is thinking about its cost of capital.
The March 2 8-K confirms another ATM-funded Bitcoin purchase, pushing Strategy's aggregate holdings to a new high.