MicroStrategy (MSTR) is under close scrutiny today as the Nasdaq prepares its annual reconstitution of the Nasdaq 100 index. This rebalancing adjusts the index composition to accurately reflect the market. The process often causes significant ripple effects across technology and growth-focused companies.
The Nasdaq schedules the announcement for December 12, 2025. The resulting changes will take effect on December 22, 2025. This reconstitution could lead to shifts in investment fund allocations.
MSTR holds substantial Bitcoin, meaning its stock performance correlates with the broader tech and crypto markets. Any significant change in investor sentiment toward the technology sector, resulting from the rebalancing, could indirectly influence crypto-related stocks like MSTR. This external market event remains a key focus for investors today.