From Nasdaq

June 27, 2025 11:26:00 AM:

MicroStrategy, trading as MSTR, has launched Strategy Mosaic, an AI-powered Universal Intelligence Layer, to enhance its cloud-first, subscription-based services. The company reported a 61.6% year-over-year increase in Subscription Services revenue to $37.1 million in Q1 2025, projecting positive impacts on revenue and earnings with increased demand for AI solutions.

Riot Platforms, under tickers RIOT, is repurposing 600 MW of capacity into an AI and HPC hosting platform, aiming to attract enterprise clients alongside Bitcoin mining operations. MARA Holdings, trading as MARA, is leveraging its advanced cooling tech for co-located AI inference with Bitcoin mining, positioning itself as an AI infrastructure enabler. Both firms offer physical AI compute infrastructure, contrasting with Strategy’s software analytics focus.

MicroStrategy’s stock has gained 33.5% year-to-date, outperforming the Computer – Software industry return of 13.5%. MSTR currently carries a Zacks Rank #3 (Hold) with a Value Score of F and a Price/Book ratio of 3.21, suggesting a year-over-year loss of $15.73 per share in 2025, indicating a decline of 134.08%.

Read more at Nasdaq: MSTR Expanding AI With Mosaic: Is the Stock Evolving Beyond Bitcoin?