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Cantor Fitzgerald Keeps Overweight Rating on MARA After Strong Revenue

MARA Holdings, Inc. (NASDAQ:MARA) is one of the best meme stocks. On July 30, Cantor Fitzgerald kept an Overweight rating on MARA and held its price target at $39, after the company reported its Q2 2025 results.

MARA posted record revenue of $238.5 million in the second quarter, up 64% from last year. The company’s adjusted EBITDA margin also grew by about 970 basis points, reaching 22.2%.

Stocks

In the second quarter of 2025, the Bitcoin mining company earned about $101,000 for each Bitcoin mined. It expects further growth in the third quarter as Bitcoin trades near $117,000 and the company works to boost its hash rate from 57.4 EH/S to 75 EH/S by the end of the year.

MARA Holdings, Inc. (NASDAQ:MARA) raised $950 million through a convertible offering, giving it funds to use for infrastructure deals or buying more Bitcoin. The company now holds over 50,000 BTC, making it the second-largest corporate holder of Bitcoin.

The company’s management is focusing on developing the company as a load balancing technology for AI and high-performance computing, but Cantor Fitzgerald points out that this plan is still in its early stages.

MARA Holdings, Inc. (NASDAQ:MARA) is a digital asset technology company in the United States that provides solutions to improve data center operations, such as liquid immersion cooling and solutions for Bitcoin miners.

While we acknowledge the risk and potential of MARA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MARA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: Dow 20 Stocks List: Ranked By Hedge Fund Bullishness Index and 10 Unstoppable Dividend Stocks to Buy Now.

Disclosure. None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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