Browsing Tag
Visa
43 posts
Circle Internet Group company profile: How USDC became a $73bn stablecoin business and what Arc changes next
Circle Internet Group, Inc. has built USDC into one of the world’s largest regulated dollar stablecoins, generating hundreds of millions of dollars each quarter from the reserves backing it. But falling reserve yields, substantial distribution costs and a volatile CRCL valuation mean the next phase depends increasingly on Arc, Circle Payments Network, tokenized assets and new fee-generating infrastructure.
Why Visa is paying Permira nearly double for BioCatch after only two years
Visa's $2.4 billion BioCatch acquisition targets fiscal Q2 2027 close, testing whether behavioural biometrics can outrun the AI-driven banking fraud surge.
Exodus Movement (EXOD) restructures after receivership deal for Monavate and Baanx reshapes the group
Exodus Movement cuts 25 percent of its workforce to fund a payments pivot, but execution during Monavate and Baanx integration will decide the outcome.
IBM (NYSE: IBM) Q2 miss triggers 25% drop as mainframe cycle wrap bites
IBM (NYSE: IBM) drops up to 25% after preliminary Q2 revenue of $17.2bn misses by $660m; Krishna concedes execution slip before the July 22 earnings call.
Rezolve Ai expands into card-linked offers through Mashreq and Visa partnership
Find out how Rezolve Ai’s Mashreq and Visa cashback launch could affect RZLV stock, AI commerce, banking rewards and payments innovation.
Digital Asset raises $355m as a16z crypto anchors Canton Network’s institutional push
Digital Asset raises $355M led by a16z crypto at a ~$2B valuation as HSBC, Citadel and Apollo back Canton Network's institutional push. Read the full analysis.
Circle stock sinks as Stripe, Visa, and Mastercard move on the $319bn stablecoin market
Stripe, Visa, and Mastercard are reportedly building a joint stablecoin platform, per CoinDesk, sending Circle down ~11% as incumbents move to control stablecoin rails.
Project Lightwell: IBM and Red Hat build a clearinghouse to patch open source at scale
IBM and Red Hat are wagering $5 billion that open source security is a subscription business. What Project Lightwell means for the supply chain, inside.
Circle Internet Group (NYSE: CRCL) jumps 16% on CLARITY Act stablecoin yield compromise
Tillis-Alsobrooks broke the stablecoin yield deadlock. CLARITY now has a path to law and Circle has a stacked catalyst week ahead of May 11 earnings.
Visa beats Q2 2026 estimates with $11.2bn revenue as NYSE: V trades 11% below December high
Visa beat Q2 2026 estimates and authorised a $20B buyback, but NYSE: V remains 11% down YTD as the Credit Card Competition Act overhang refuses to lift.