Macquarie recommends investors reduce their Bitcoin ETF holdings and increase exposure to Circle, the stablecoin issuer behind USDC, following Circle's recent IPO. This shift reflects a preference for stablecoin infrastructure with more predictable revenue from reserve interest, rather than direct Bitcoin price exposure. The move highlights growing institutional interest in crypto infrastructure companies over pure cryptocurrency assets. Investors should watch USDC growth, interest rates, and Bitcoin ETF flows to assess this strategy's success.
Sodexo has secured a major global contract to provide catering services across more than 130 Meta sites in over 30 countries. This large-scale partnership includes diverse locations such as headquarters, campuses, data centers, and conference centers...
Experian PLC started its 2027 financial year with a 10% revenue increase in the first quarter, driven by strong demand in North America and Latin America. Organic growth was 7%, with North America growing 7% despite a 2% drop in consumer services due...
Gooch & Housego, a UK-listed photonics company specializing in precision optics for aerospace and defence, has agreed to a £345.6 million takeover by US private equity firm Arlington Capital Partners. The offer values the company at a 41.3% premium t...
Aave DAO has proposed an innovative mobile app that integrates fiat currency deposits, self-custody, and decentralized finance (DeFi) lending in one platform. This app allows users to convert fiat to stablecoins and earn yields without needing extern...
Analysts expect Netflix to report $12.6 billion in revenue for Q2 and $51.3 billion for the full year 2026. The operating margin forecast has been revised down from 33% to 32% due to anticipated higher expenses, with an expected operating profit of $...
