QoQ

February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025

February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025

Artificial intelligence startup Cohere has told investors that it's seeing momentum with enterprise customers, even as rivals like Google …

Galaxy Digital reports Q3 net income up 1,546% QoQ to $505M and total assets up 27% QoQ to $11.5B, including $1.9B in cash and stablecoins and $3.2B in equity

Blockworks :

TrendForce: Q2 global chip foundry revenue surged 14.6% QoQ to $41.7B, with TSMC securing a 70% market share, followed by Samsung with 7.2% and SMIC with 5.1%

Luke James / Tom's Hardware :

TheMinerMag: the median cost of mining bitcoin is set to rise 9.4% QoQ in Q2 2025 to $70K, up from $52K in Q4 2024, shrinking margins for less efficient miners

Brayden Lindrea / Cointelegraph :

Palantir reports Q1 revenue up 39% YoY to $884M, below $863M est., US commercial sales up 71% to $255M, and raises 2025 sales guidance to ~$3.9B; PLTR falls 5%+

Our interest in arming the United States of America, in ensuring that its defense … Proactive : Palantir shares drop sharply after results fail to justify lofty valuation Arsheeya Bajwa / Reuters : Pa...

BlackRock's crypto ETFs saw $3B in net inflows in Q1 2025, down 83% QoQ; BlackRock had ~$50.3B in digital assets at the end of Q1, or 0.5% of its total assets

Helene Braun / CoinDesk :

PitchBook: despite a friendlier US regulatory environment, crypto VC investments in the US fell 22% QoQ to ~$1.3B in Q1 2025, but rose slightly YoY from $1.1B

Teresa Xie / Bloomberg :

CoinGecko: crypto trading volume on India's four largest exchanges more than doubled QoQ to $1.9B in Q4 2024, as many young Indians trade to supplement income

Jaspreet Kalra / Reuters :

ASML reports Q4 net profit of €2.69B on €9.26B net sales, net bookings up 169% QoQ to €7.09B, and expects 2025 net sales of €30B to €35B, up from €28.3B in 2024

Dutch semiconductor giant ASML on Wednesday reported a big jump in fourth-quarter net bookings …