Forget MicroStrategy. The Company Taking a Cut Every Time Bitcoin Traders Panic Is Up 7% This Year and Pays a $5 Dividend
Key takeaways
- CME Group (CME) posted Q1 2026 revenue of $1.88B (up 14.5% YoY), net income up 20% to $1.15B, and returned $3.9B in dividends during 2025, with all six asset classes hitting quarterly highs and operating margin of 69.8%.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and CME Group wasn t one of them.
- MicroStrategy (NASDAQ:MSTR), now operating as Strategy, is once again the loudest ticker in the room, riding a 55.97% one-month rally and a 12.79% weekly pop on the back of yet another bitcoin treasury announcement.
Forget Micro Strategy. The Company Taking a Cut Every Time Bitcoin Traders Panic Is Up 7% This Year and Pays a $5 Dividend Alex Sirois Thu, May 14, 2026 at 11:08 PM GMT+7 4 min read MSTR BTC-USD NVDA XYZ STRC Quick Read Micro Strategy (MSTR) posted a $12.44B net loss in Q4 2025 with quarterly software revenue of just $123M against a $61B market cap, while operating as a leveraged bitcoin proxy that raised $25.3B in capital during 2025 to accumulate digital assets. CME Group (CME) posted Q1 2026 revenue of $1.88B (up 14.5% YoY), net income up 20% to $1.15B, and returned $3.9B in dividends during 2025, with all six asset classes hitting quarterly highs and operating margin of 69.8%.
MicroStrategy’s stock movements are driven by bitcoin holdings and accounting rather than software fundamentals, making CME a structurally superior alternative for investors seeking real earnings, cash returns, and exposure to growing derivatives trading volumes across all asset classes.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and CME Group wasn t one of them. Get them here FREE.