--- title: "U.S. Stock Market Midday Update: Next Tech up 26.46%, Bitcoin strategy disclosure sparks market discussion, financial transparency boosts confidence" type: "News" locale: "en" url: "https://longbridge.com/en/news/281382463.md" description: "Next Tech rose 26.46%; Palantir Tech fell 0.48%, with a trading volume of USD 857 million; Circle fell 2.22%, with a trading volume of USD 419 million; Strategy fell 1.41%, with a trading volume of USD 341 million; SAP fell 0.64%, with a market capitalization of USD 198.5 billion" datetime: "2026-04-01T13:58:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281382463.md) - [en](https://longbridge.com/en/news/281382463.md) - [zh-HK](https://longbridge.com/zh-HK/news/281382463.md) --- # U.S. Stock Market Midday Update: Next Tech up 26.46%, Bitcoin strategy disclosure sparks market discussion, financial transparency boosts confidence **U.S. Stock Market Midday Update** Next Tech rose 26.46%. Based on recent key news: 1. On March 31, Next Technology Holding Inc. disclosed in its 10-K filing with the SEC that its strategy of actively accumulating Bitcoin as a digital asset significantly impacted non-operating results and affected liquidity strategies and operational cash planning. The disclosure of this strategy raised market concerns about the company's future financial health, driving a substantial increase in stock price. Source: SEC announcement 2. On March 31, Next Technology Holding Inc. released original content through the EDGAR system, further enhancing market confidence in its financial transparency, boosting the stock price. Source: EDGAR system 3. No other significant news recently. The digital asset strategy has attracted market attention. **Stocks with High Trading Volume in the Industry** Palantir Tech fell 0.48%, with increased trading volume. Based on recent key news: 1. On March 30, Palantir announced a five-year renewal and expansion of its cooperation agreement with Stellantis. This move demonstrates the company's continued growth potential in the data and artificial intelligence sectors, which may boost investor confidence. 2. On March 31, analysts expected Palantir's government revenue growth to significantly slow down, with the growth rate dropping to 42% by 2026. This expectation may lead to investor concerns about the company's future growth, affecting stock performance. 3. On April 1, Michael Burry's AI short trade attracted market attention, causing fluctuations in Palantir's stock price. Burry's remarks were seen as a negative signal for the company's performance, potentially exacerbating market uncertainty. AI-themed stock holdings increased, drawing high market attention. Circle fell 2.22%, with increased trading volume. Based on recent key news: 1. On March 30, a U.S. Senate draft proposed banning passive stablecoin yields, leading to a significant drop in Circle's stock price. The draft raised market concerns about Circle's business model, with the stock price falling from $126 on March 24 to $93.6, a decline of about 26%. Source: NS3.AI 2. On March 31, Circle minted approximately 750 million USDC on Solana, demonstrating its activity in the stablecoin market. This move may be aimed at enhancing liquidity and market confidence. Source: Jinse Finance 3. On March 30, Alkemia Capital Partners increased its stake in Circle to over 5%, strengthening institutional support. This move may have a positive impact on the confidence of Circle's long-term investors. Source: BlockBeats The volatility in the stablecoin market is increasing, and policy changes need to be monitored Strategy fell by 1.41%. Based on recent news, 4. On April 1st, Strategy was in a rolling financing state, and investors were concerned whether new financing could cover old costs. The market's confidence in its high yield promises weakened, leading to a drop in stock prices. Source: Jinse Finance 5. On March 30th, Strategy suspended its regular weekly Bitcoin purchases, marking the first pause in over a year, indicating adjustments in the company's financing and Bitcoin purchasing strategy. Source: Jinse Finance 6. On March 31st, the preferred stock STRC issued by Strategy raised funds to purchase over 250 Bitcoins within just 25 minutes of opening, highlighting the market's focus on its financing capabilities. Source: BlockBeats The demand for Bitcoin in the market is highly concentrated on Strategy, increasing the overall market demand structure risk. **Stocks ranked among the top in industry market capitalization** SAP fell by 0.64%, with increased trading volume. Based on recent key news: 1. On March 31st, Jin10 Data reported that SAP's stock price plummeted by about 30%, primarily impacted by industry sluggishness and new competitive threats. The European stock market has evaporated €420 billion this quarter, with SAP being one of the major contributors. 2. On March 31st, JP Morgan downgraded SAP's stock rating from overweight to neutral due to concerns over slowing growth in its cloud business. Analysts pointed out that SAP's cloud backlog growth is expected to slow slightly, which may reduce the predictability of future revenue growth. 3. On March 30th, Bank of America reiterated its buy rating on SAP, emphasizing its advantages in AI assets, but also noted that intensified competition may require higher investment intensity, potentially leading to margin compression. Industry competition is intensifying, and cloud business growth is slowing ### Related Stocks - [NXTT.US](https://longbridge.com/en/quote/NXTT.US.md) ## Related News & Research - [Strategy curbs bitcoin buying but may start selling](https://longbridge.com/en/news/286822197.md) - [Should you invest $1,000 in AGNC Investment right now?](https://longbridge.com/en/news/286802595.md) - [TGT Stock Alert: What to Know as Target Taps Former Walmart Exec](https://longbridge.com/en/news/286957668.md) - [14:53 ETLegendary Racecar Driver, Kurt Busch to Compete in the HSR 2026 NASCAR Classic presented by Goodyear at Le Mans](https://longbridge.com/en/news/286955280.md) - [Are Wall Street Analysts Predicting International Flavors & Fragrances Stock Will Climb or Sink?](https://longbridge.com/en/news/286903399.md)