Circle Shares Drop as Coinbase Eyes Huge New Stablecoin Platform Backed by Stripe, Visa & Mastercard
Circle shares fell as Coinbase may join a new stablecoin platform with Stripe, Visa and Mastercard, raising competition worries.
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Circle Beats Revenue Expectations — USDC Hits $77 Billion
Circle Q1 2026: revenue +20%, USDC hits $77B, transactions soar, profit down slightly, but AI/blockchain tools grow, stock up!
Circle Faces AML Questions After $285M North Korea-Linked Hack
Morgan Stanley maintains Equal Weight rating and $80 price target on Circle despite a $285M hack on Drift Protocol using USDC.
Circle Downgraded to Sell as Margins Shrink and USDC Growth Slows
Circle was downgraded as USDC profits may shrink, margins fall in 2026, and growth expectations look too optimistic.
Circle Stock Drops as Clarity Act Limits Stablecoin Rewards
Circle Internet stock plunged after the latest Clarity Act draft banned rewards on stablecoin balances. Narrow yield rules spark sell-off.
Beyond the Tweets: How CLARITY Bill Changes Favor Circle Over Coinbase
Monness Crespi calls Trump's Truth Social stablecoin support mere saber rattling. CLARITY bill shift favors Circle over Coinbase. Firm adds to COIN shorts, stays long CRCL.