--- title: "U.S. stock night market volatility: Strategy fell 3.15% in night trading, Bitcoin holdings losses intensified, analysts lowered the target price to $350" type: "News" locale: "en" url: "https://longbridge.com/en/news/282490938.md" description: "Strategy night session fell 3.15%; Palantir Tech night session rose 0.17%, with a transaction volume of USD 707.1 million; IREN night session fell 3.76%, with a transaction volume of USD 128.8 million; Circle night session fell 2.53%, with a transaction volume of USD 127.3 million" datetime: "2026-04-13T05:42:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282490938.md) - [en](https://longbridge.com/en/news/282490938.md) - [zh-HK](https://longbridge.com/zh-HK/news/282490938.md) --- # U.S. stock night market volatility: Strategy fell 3.15% in night trading, Bitcoin holdings losses intensified, analysts lowered the target price to $350 **U.S. Stock Night Market Movements** Strategy fell 3.15% in the night market. Based on recent key news: 1. On April 11, TD Cowen lowered the target price for Strategy from $440 to $350 due to the impact of falling Bitcoin prices on the company's valuation. Analysts expect Bitcoin earnings to decline to $7.87 billion in 2026, a decrease from 2025. Source: Jinse Finance 2. On April 13, Strategy reported an unrealized loss of approximately $14.5 billion on its Bitcoin holdings. The company recently purchased 4,871 Bitcoins, bringing its total holdings to 766,970. Source: NS3.AI 3. On April 10, Strategy launched a $42 billion ATM plan to solidify its position as a leading corporate Bitcoin holder. Source: BitcoinTreasuries.net The volatility in the crypto market has intensified, and risks need to be monitored. **Stocks with High Trading Volume in the Industry** Palantir Tech rose 0.17% in the night market. Based on recent key news: 1. On April 10, analyst Dan Ives maintained a buy rating on Palantir with a target price of $230, indicating a 76% upside potential. Ives believes Palantir continues to show strong growth in U.S. commercial and government sectors, with increased market confidence in its AI platform. 2. On April 10, concerns about competition from Anthropic intensified, leading to a decline in Palantir's stock price. Investors are worried that Anthropic's AI tools may pose a threat to Palantir, affecting its defensive capabilities against high valuations. 3. On April 11, Trump publicly supported Palantir on social media, stating it has strong operational capabilities. Nevertheless, the market reacted lukewarmly, with the stock price dropping about 14% this week. The intensifying AI competition has led to significant market volatility. IREN fell 3.76% in the night market. There has been no significant news recently; trading is active, and capital flows are evident. Considering the sector and industry trends, the stock shows notable volatility, and specific reasons need further observation. no\_news Circle fell 2.53% in the night market. Based on recent key news: 1. On April 10, Compass Point analysts downgraded Circle's rating from neutral to sell and lowered the target price from $79 to $77, causing a significant drop in the stock price. Analysts pointed out that the growth in USDC supply mainly comes from lower-margin areas, and the first-quarter financial report may fall short of market expectations. 2. On April 10, Circle's stock price dropped nearly 10% due to news of a legal investigation related to Drift Protocol. The investigation involves crypto vulnerabilities, increasing market concerns about Circle On April 11th, Circle minted an additional 250 million USDC, bringing the total minted on Solana to 10.5 billion USDC over the past month. Although USDC is pegged to the US dollar, increased on-chain activity has boosted the circulation of the stablecoin. Market sentiment is improving but faces challenges from geopolitical issues and technological transformation ### Related Stocks - [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md) - [SMST.US](https://longbridge.com/en/quote/SMST.US.md) - [MSTZ.US](https://longbridge.com/en/quote/MSTZ.US.md) - [07799.HK](https://longbridge.com/en/quote/07799.HK.md) - [07399.HK](https://longbridge.com/en/quote/07399.HK.md) ## Related News & Research - [Saylor 'Selling' Bitcoin Is A Ruse, Analysts Argue—Better Watch His 'Flywheel' Pumping BTC](https://longbridge.com/en/news/286580397.md) - [MSTR stock: Why this Bitcoin whale just took a risky turn](https://longbridge.com/en/news/286822444.md) - [Strategy curbs bitcoin buying but may start selling](https://longbridge.com/en/news/286822197.md) - [Michael Saylor floated Bitcoin sales idea to avoid 'impairing' the asset](https://longbridge.com/en/news/286662274.md) - [‘Big dot energy’: Michael Saylor’s Strategy buys another 24,869 BTC for $2 billion as total holdings top 4% of bitcoin supply](https://longbridge.com/en/news/286768718.md)