BlockBeats news, on September 4, the five stocks most watched by users this week were MSTR, CRCL, DELL, AMC, and FAMI, with market attention spanning BTC treasuries, stablecoins, AI servers, and movie theaters. Among them, Strategy increased its Bitcoin holdings for the first time in two months; MSTR and CRCL both rose over 8% this week. Dell surged approximately 13.24% this week, driven by increased orders and rising backlog demand for AI servers. In contrast, AMC fluctuated downward amid conflicting expectations of box office recovery and high short positions, while FAMI rebounded after a volume-driven spike but subsequently pulled back, showing significantly heightened short-term volatility.
MSTR (up approximately 8.94% this week): Strategy disclosed this week the purchase of 4,603 BTC for approximately $369.7 million. Following Bitcoin’s rebound on expectations of rate cuts, MSTR has once again attracted investor interest as a leveraged proxy.
CRCL (up approx. 8.04% this week): Federal Reserve officials revisited the regulatory framework for digital assets and stablecoins, prompting Circle to join the broader crypto stock rebound; growth in USDC supply and policy expectations supported CRCL's significant rise.
DELL (up approximately 13.24% this week): Dell’s earnings report revealed strong orders and backlog for AI servers, prompting an upward revision of its full-year guidance; the data center hardware sector has been reevaluated, driving the stock to gain for two consecutive days.
AMC (down approximately 3.79% for the week): The theater stock has been caught between expectations of box office recovery and a high short position. AMC saw active trading this week but lacked strong catalysts, leading to a sideways decline in price.
FAMI (up approximately 0.41% this week): Farmmi experienced a volume spike this week, surging on September 2 before quickly retracing; as a low-priced Chinese ADR, it shows clear liquidity-driven movement, with significantly amplified short-term volatility.