Hut 8 Corp. delivers large-scale energy infrastructure and high-performance computing for digital assets and AI workloads.On February 12, 2026, Oasis Management Co Ltd. disclosed a buy of 2,004,953 shares of Hut 8 Corp. (HUT +5.49%) for the quarter ended December 31, 2025, with an estimated transaction value of $88.38 million based on quarterly average pricing.What happenedAccording to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Oasis Management Co increased its holding in Hut ...

Core Viewpoint - Halper Sadeh LLC is investigating potential breaches of fiduciary duties by certain officers and directors of Hut 8 Corp, which may impact shareholder rights and corporate governance [1]. Group 1: Investigation Details - The investigation focuses on whether Hut 8 Corp's officers and directors have acted in the best interests of shareholders [1]. - Long-term shareholders of Hut 8 may seek various forms of relief, including corporate governance reforms and financial incentives [2]. Group 2: Importance of Shareholder Participation - Shareholder involvement is crucial for improving company policies and practices, leading to enhanced transparency and accountability, which can ultimately increase shareholder value [3]. Group 3: Legal Representation - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having successfully implemented corporate reforms and recovered significant funds for defrauded investors [4].

Core Viewpoint - Pizza Hut has partnered with Backstreet Boys' Nick Carter and Howie Dorough to celebrate the return of its Heart-Shaped Pizza for Valentine's Day, leveraging the band's iconic status and their song "Shape of My Heart" to enhance brand visibility and customer engagement [1]. Company Overview - Pizza Hut, a subsidiary of Yum! Brands, Inc., was founded in 1958 and operates nearly 20,000 restaurants in over 110 markets globally, establishing itself as a leader in the pizza category [1]. - The brand is recognized for its innovative products, including the Original Pan® and Original Stuffed Crust® pizzas, and was the first to offer online food ordering in 1994 [1]. - Over half of Pizza Hut's transactions worldwide are now digital, reflecting its commitment to technology and digital ordering [1]. Marketing Campaign - The collaboration with Nick Carter and Howie Dorough includes a series of social media spots that feature a playful generational debate on hand-heart gestures, culminating in a shared experience of enjoying the Heart-Shaped Pizza [1]. - The Heart-Shaped Pizza is available for a limited time, with prices starting at $11.99 for a medium one-topping pizza, aimed at promoting sharing and celebrating love during Valentine's Day [1]. Community and Environmental Commitment - Pizza Hut is dedicated to positively impacting restaurant employees, communities, and the environment through initiatives focused on equity, carbon reduction, and better packaging [1].

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 0.04%, the Nasdaq up 0.9%, and the S&P 500 up 0.47% [1] - Major technology stocks saw significant gains, with Oracle rising over 9%, Microsoft and Broadcom up over 3%, and Nvidia and Meta up over 2% [1] Sector Performance - Cryptocurrency mining companies, precious metals, and non-ferrous metals led the gains, with Vista Gold up over 14%, Hut 8 up over 7%, and Pan American Silver up over 6% [1] - Other notable performers included Alcoa and Royal Gold, both rising over 5%, and Southern Copper up over 4% [1] - Retail and insurance brokerage sectors faced declines, with Macy's and Kohl's both down over 5%, and the American Reinsurance Group down over 2% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index rose 0.12%, with notable gains in Chinese concept stocks such as Kingsoft Cloud, Pony.ai, and JinkoSolar, which rose up to 3.79% [1] - Other gainers included Zai Lab up 2.44%, Huazhu up 1.66%, while companies like Yum China, XPeng, Ctrip, Bilibili, NIO, Li Auto, and New Oriental experienced declines, with New Oriental down 4.24% [1]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Hut 8 Corp. following a class action complaint filed on February 7, 2024, regarding alleged breaches of fiduciary duties by the board of directors during the Class Period from November 9, 2023, to January 18, 2024 [1][5]. Company Overview - Hut 8 was formed in November 2023 through the merger of Hut 8 Mining Corp. and U.S. Data Mining Group, Inc. (USBTC), which included a 50% interest in a joint venture bitcoin mining facility in King Mountain, Texas [5]. Allegations and Financial Impact - A report by J Capital Research on January 18, 2024, claimed that Hut 8's merger with USBTC was based on misstatements, including undisclosed related party interests and operational failures of USBTC's core asset [5]. - Following the report, Hut 8's stock price dropped by $2.16, or 23.3%, closing at $7.12 per share on January 18, 2024, amid heavy trading volume [5]. Class Action Details - The class action complaint alleges that Hut 8's management made materially false and misleading statements and failed to disclose adverse facts about the company's business and operations, including issues related to USBTC's largest shareholder and the profitability of its assets [5].

Group 1: Market Recovery - Cryptocurrency-exposed stocks experienced a recovery in premarket trading after significant losses, with Bitcoin rebounding 7.86% to $65,760.87 [1] - Mining stocks led the recovery, with MARA Holdings Inc surging 7.88% to $7.26 after an 18.72% decline on Thursday [2] - Strategy Inc, known for its substantial Bitcoin holdings, jumped 8.36% to $115.93 following a 17.12% selloff despite beating analyst estimates [2] - Hut 8 Corp led the recovery with an 8.68% gain to $48.34 after a 17.89% decline [2] Group 2: Market Concerns - Bitcoin approached critical levels, touching $60,074.20, raising concerns among market watchers [3] - Investor Michael Burry warned that miners could go bankrupt and be forced to sell their Bitcoin reserves if BTC falls below $50,000 [3] Group 3: Broader Market Trends - U.S. stock futures advanced, with the SPDR S&P 500 ETF Trust up 0.37% at $680.10 in premarket trading [4]

Group 1 - Hut 8 Corp. experienced a significant drop in share prices, falling by 17.89% to $44.48, influenced by negative investor sentiment due to the Treasury department's inability to support the cryptocurrency market [1][2] - The decline in Hut 8's stock was part of a broader trend affecting other cryptocurrency-related companies, including MARA Holdings and Riot Platforms, following Treasury Secretary Scott Bessent's statement regarding the lack of authority to intervene in the cryptocurrency market [2] - Bitcoin's price fell sharply to around $62,000, representing a 50% decrease from its all-time high of $126,000, which further impacted investor confidence in cryptocurrency assets [2] Group 2 - Michael Burry, a well-known investor, expressed concerns about Bitcoin's weakness, warning that a drop to the $50,000 level could lead to a "death spiral" for Bitcoin investors [3] - Hut 8 Corp. is recognized as a leading player in the Bitcoin mining industry and is currently transitioning towards artificial intelligence services [3] - The company holds a majority stake in American Bitcoin Corp., co-founded by Eric Trump, indicating its strategic positioning within the cryptocurrency sector [4]

Core Viewpoint - The AI sector remains promising, with significant growth potential and opportunities for investment despite recent volatility in stock prices [7][40][67]. Market Overview - The AI stocks experienced a sell-off similar to previous market declines, with the S&P 500 dropping approximately 15% during a recent period [8]. - The current market is characterized by confusion, with geopolitical events influencing investor behavior and leading to volatility in both tech and safe haven sectors [17][22]. AI Sector Insights - The global AI market is projected to grow from $539 billion in 2026 to over $3 trillion by 2033, driven by investments from major tech companies and increasing demand for data centers [40][42]. - Adoption of AI technologies is expanding across various sectors, including healthcare and manufacturing, indicating a long-term trend rather than a temporary phase [15][20]. Stock Recommendations - The top 10 AI stocks recommended show an average revenue growth rate of 38% and an EPS growth rate of 99%, significantly outperforming the S&P 500 and the Magnificent Seven stocks [66][67]. - Specific stocks highlighted include: - **Lumentum Holdings (LITE)**: Up 402% in the last year, with a long-term growth rate of 61% [70]. - **Micron Technology (MU)**: Up 387% in the last year, with a long-term growth rate of 51% [72]. - **Ciena (CIEN)**: Up 215% in the last year, with a long-term EPS growth CAGR of 44% [74]. - **General Motors (GM)**: Up 76% in the last year, utilizing AI for enhanced vehicle connectivity [79]. - **Taiwan Semiconductor Manufacturing (TSM)**: Up 71% in the last year, with strong growth metrics [80]. - **Credo Technology (CRDO)**: Despite recent declines, it has strong growth potential with a forward EPS growth rate of 248% [97]. - **AppLovin (APP)**: Up almost 1000% within Alpha Picks, with a long-term growth rate of 48% [98]. - **Globus Medical (GMED)**: In the healthcare sector, showing strong growth metrics [100]. Investment Strategy - The strategy emphasizes buying on dips, particularly for stocks with strong fundamentals that have recently experienced price declines [35][106]. - The quant model used for stock selection focuses on multiple factors, including growth, value, and profitability, ensuring a diversified approach to investment [51][60].

Market Overview - The market has experienced significant volatility, with geopolitical events and economic uncertainties contributing to fluctuations. January saw a rotation between safe haven stocks and technology stocks, with commodities initially rising before pulling back [8][9][12]. - The AI sector is facing challenges, with fears of overvaluation leading to sell-offs, particularly among major technology stocks. The Nasdaq index was down nearly 2% at one point, driven by concerns surrounding NVIDIA and other AI-related investments [10][24]. AI Market Insights - The global AI market is projected to reach $3 trillion by 2033, driven by the demand for AI infrastructure and the rapid adoption of AI technologies. ChatGPT has seen a surge in active users, growing from 200 million to over 1 billion in just two years [16][17]. - AI stocks have outperformed traditional sectors, with chipmakers and technology firms leading the way. The demand for AI infrastructure has outpaced supply, particularly for memory chips [22][37]. Top AI Stocks for 2026 - The top 10 AI stocks identified have a forward revenue growth rate of 38% and a forward EPS growth rate of 99%, significantly outperforming the S&P 500's growth rates of 6% and 10.6% respectively [39]. - The stocks were selected from major AI-focused ETFs and analyzed using a quantitative model to identify strong performers based on various metrics [36][37]. Individual Stock Highlights - **Lumentum Holdings (LITE)**: Market cap of $27 billion, ranked 1st in its sector. The stock has increased by 402% over the past year, with strong growth metrics [41][43]. - **Micron Technology (MU)**: Market cap of $466 billion, ranked 1st in the semiconductor industry. The stock is up 387% over the past year, with a forward EPS growth rate of 222% [46][52]. - **Ciena (CIEN)**: Market cap of $35 billion, ranked 2nd in communications equipment. The company has a long-term growth rate of 44% [54][55]. - **General Motors (GM)**: Market cap of $1.46 trillion, recognized for its integration of AI in automotive technology. The stock is up 76% over the past year [57][59]. - **Taiwan Semiconductor (TSM)**: Market cap of $1.46 trillion, ranked 2nd in semiconductors. The company has a long-term EPS growth rate of 30% [60][61]. - **Hut 8 Corp (HUT)**: Market cap of $6 billion, ranked 1st in application software. The stock has returned 160% over the past year [62][63]. - **Celestica (CLS)**: Market cap of $32 billion, ranked 2nd in electronic manufacturing services. The stock is up 136% over the past year [64][66]. - **Credo Technology Holding (CRDO)**: Ranked 4th in semiconductors, with a long-term EPS growth rate of 69% [70][71]. - **AppLovin Corporation (APP)**: Despite a rocky year, the stock is up 31% and has strong growth metrics [72][74]. - **Globus Medical (GMED)**: Market cap of $12 billion, focused on AI and robotics in healthcare. The stock is up 68% over the past six months [78][80].

Group 1 - Cryptocurrency concept stocks experienced significant declines, with mining companies leading the drop [1] - IREN Ltd (IREN.US) fell nearly 11%, Hut8 (HUT.US) dropped over 9%, Cipher Mining (CIFR.US) decreased nearly 9%, and TeraWulf (WULF.US) declined over 8% [1] - Other stocks such as MicroStrategy (MSTR.US) and Bitmine Immersion Technologies (BMNR.US) also saw declines of over 3% [1] Group 2 - Bitcoin plummeted over 4%, falling below $75,000 [1] - Ethereum dropped more than 5%, trading at $2,181.25 [1]