Circle announced it will acquire Singapore-based Tazapay, a B2B cross-border payments company, to enhance adoption of its USDC stablecoin. The acquisition leverages Tazapay's extensive banking network and payout infrastructure across over 100 markets, accelerating near-instant, 24/7 global payments. This move aims to make USDC the preferred payment method for cross-border commerce, especially in regions like APAC and Latin America where stablecoins help reduce costs and currency risks. The deal is expected to close next year, expanding Circle's global payment capabilities significantly.
Global Net Lease (GNL) has seen its dividend coverage decline following several dividend cuts in 2023, despite offering an attractive 8.33% dividend yield. The company maintains an investment-grade BBB- credit rating and has engaged in stock buybacks...
CoreWeave has shifted its business model to focus on long-term, take-or-pay contracts backed by a $129 billion contracted order book, providing high revenue visibility and durability. Currently, only 36% of its contracted GPU capacity is active, indi...
Uber's profits doubled and free cash flow surpassed $10 billion, yet its stock price remains flat and down over the past year. The market appears to be pricing in risks from autonomous vehicle rivals like Waymo, which could disrupt Uber's dominance i...
XYZ's Square and Cash App segments are experiencing accelerating growth, driven by a richer ecosystem that boosts seller and user adoption as well as repeat engagements. The strong first half of 2026 results have led to twice-raised full-year 2026 gu...
Oracle's stock has fallen nearly 28% in the past year, but its cloud infrastructure business is booming, especially for AI workloads. Oracle Cloud Infrastructure (OCI) grew 93% in Q4 FY2026, with GPU utilization at 97.5%, signaling high demand. The c...
