MicroStrategy Rebrands to Focus on Bitcoin

CRYPTO
MicroStrategy Rebrands to Focus on Bitcoin

MicroStrategy has officially rebranded as Strategy, reflecting its full commitment to Bitcoin. The move simplifies its brand and aligns with its Bitcoin Treasury Strategy, emphasizing its shift from software to a Bitcoin-focused investment company.

The new Strategy logo features the iconic Bitcoin “B” with an orange color scheme, reinforcing its dedication to Bitcoin accumulation. Founded in 1989 as a software and infrastructure company, MicroStrategy has evolved over the past five years into a Bitcoin-first entity, with its software business now a small part of its overall valuation.

Last year, the company began referring to itself as a Bitcoin Strategy Company, making this name change a natural evolution.

Strategy will report Q4 earnings after the market close on Wednesday, with analysts anticipating a net loss, as the firm continues its long-term Bitcoin accumulation strategy without marking up the value of its holdings.

TECH
Alphabet Reports Strong AI-Driven Growth

Alphabet started 2025 strong, reporting Q4 revenue of $96.5 billion, a 12% year-over-year increase, driven by AI-enhanced Search and Cloud services. The company also quietly removed its AI ethics policy banning AI use in weapons and surveillance, following policy changes under President Trump.

YouTube continued its evolution, becoming the top podcast platform in the U.S., with ad revenue hitting a record $10.5 billion, fueled by political campaign spending, which doubled compared to 2020. Meanwhile, Google introduced ads in AI overviews, reshaping digital search monetization.

CEO Sundar Pichai praised Chinese AI firm DeepSeek, acknowledging its strong innovations, while Waymo, Alphabet’s self-driving division, completed 4 million rides and announced expansions to Austin and Atlanta.

Alphabet’s 2024 revenue hit $350 billion, with net income surging 28% to $26.5 billion. The company returned $70 billion to shareholders, including $15 billion in buybacks and $2.4 billion in dividends.

TECH
Volvo Warns of EV Market Challenges

Volvo Cars reported a 12% rise in full-year operating income and record revenue, but warned of challenges aheaddue to EV competition and global tariffs. The automaker, majority-owned by China’s Geely Holding, saw Q4 profit drop 28%, impacted by a 1.7 billion kronor impairment related to its battery joint venture, Novo Energy.

Despite an 8% sales increase, Volvo expects 2025 to be a transition year, with slower market growth and price discounts affecting profitability. Shares fell 6% following the announcement.

CEO Jim Rowan highlighted concerns over trade tariffs, forcing the company to relocate production from China to Belgium. With U.S. tariffs on China-sourced batteries rising from 7.5% to 25%, Volvo is exploring production and supplier shifts.

Volvo’s EV sales rose to 23%, but it scrapped its 2030 all-EV goal due to slower adoption rates. Rowan expects intensified competition from Chinese brands to impact global markets through 2025.

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