Samsara (IOT) Shows Sticky Growth and Operating Leverage as Strategy (MSTR) Buys 10,645 More Bitcoin: Key Updates for Dec. 15, 2025
Dec. 15, 2025 — Investors tracking “data economy” winners are watching two very different playbooks this week: Samsara (NYSE: IOT), which sells connected-operations software to fleets and physical enterprises, and Strategy (NASDAQ: MSTR), an analytics software company whose balance sheet has become one of the market’s biggest corporate bets on Bitcoin. On Monday, the broader market is also trying to stabilize after a bruising stretch for parts of the AI trade, with attention turning to key economic data and year-end positioning—an environment where “quality growth” narratives and balance-sheet-driven trades can both move quickly. Reuters Below is a roundup of the