Circle Internet Group (CRCL 1.79%) was one of several crypto businesses to go public last year. Its initial public offering (IPO) coincided with surging enthusiasm about the potential for stablecoins, and investors saw Circle stock as a relatively safe way to get exposure to this evolving sector. The issuer of USD Coin (USDC +0.00%) went public at $31 per share on June 5. By June 23, it had soared...
Circle Internet Group (CRCL 1.79%) was one of several crypto businesses to go public last year. Its initial public offering (IPO) coincided with surging enthusiasm about the potential for stablecoins, and investors saw Circle stock as a relatively safe way to get exposure to this evolving sector. The issuer of USD Coin (USDC +0.00%) went public at $31 per share on June 5. By June 23, it had soared to almost $300. The stock couldn't sustain those gains. It finished the year at about $80 -- a 73% decline from its summer high. This year, things have swung in the other direction. As of March 20, the stock is trading at about $125, having gained almost 60% year to date. Long term, I think it could rally further. Expand NYSE : CRCL Circle Internet Group Today's Change ( -1.79 %) $ -2.30 Current Price $ 126.03 Key Data Points Market Cap $31B Day's Range $ 122.91 - $ 132.38 52wk Range $ 31.00 - $ 298.99 Volume 53K Avg Vol 14M Gross Margin 5.88 % 1 reason Circle will grow Stablecoin adoption continues apace. That's good for Circle because it earns interest on the reserves that back the stablecoins it issues. The more USDC in circulation, the larger Circle's yield-generating reserve base. Circle generated $2.6 billion from its reserve income last year. According to its full-year earnings report, the amount of USDC issued rose to $75.3 billion in 2025, up 72% from the year before. Circle's reserve earned a yield of 4.1%, although some of that income goes to Coinbase (COIN 2.66%) as part of their partnership agreement. Research from The Motley Fool shows that USDC is the second-biggest stablecoin, accounting for about a quarter of the $315 billion in circulating stablecoins. Some predict the total market could expand to $2 trillion in the coming years. If USDC maintains the same market share, Circle's reserves could grow increase $500 billion. That kind of stratospheric growth may sound unrealistic. A lot depends on whether stablecoins become an everyday vehicle for things like...
Key Points Circle Internet Group is a compliance-friendly face for the stablecoin industry. Issuance of USDC soared by 72% last year to $75 billion. Regulatory clouds linger. 10 stocks we like better than Circle Internet Group › Circle Internet Group (NYSE: CRCL) was one of several crypto businesses to go public last year. Its initial public offering (IPO) coincided with surging enthusiasm about t...
Key Points Circle Internet Group is a compliance-friendly face for the stablecoin industry. Issuance of USDC soared by 72% last year to $75 billion. Regulatory clouds linger. 10 stocks we like better than Circle Internet Group › Circle Internet Group (NYSE: CRCL) was one of several crypto businesses to go public last year. Its initial public offering (IPO) coincided with surging enthusiasm about the potential for stablecoins, and investors saw Circle stock as a relatively safe way to get exposure to this evolving sector. The issuer of USD Coin (CRYPTO: USDC) went public at $31 per share on June 5. By June 23, it had soared to almost $300. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The stock couldn't sustain those gains. It finished the year at about $80 -- a 73% decline from its summer high. This year, things have swung in the other direction. As of March 20, the stock is trading at about $125, having gained almost 60% year to date. Long term, I think it could rally further. 1 reason Circle will grow Stablecoin adoption continues apace. That's good for Circle because it earns interest on the reserves that back the stablecoins it issues. The more USDC in circulation, the larger Circle's yield-generating reserve base. Circle generated $2.6 billion from its reserve income last year. According to its full-year earnings report, the amount of USDC issued rose to $75.3 billion in 2025, up 72% from the year before. Circle's reserve earned a yield of 4.1%, although some of that income goes to Coinbase (NASDAQ: COIN) as part of their partnership agreement. Research from The Motley Fool shows that USDC is the second-biggest stablecoin, accounting for about a quarter of the $315 billion in circulating stablecoins. Some predict the total market could expand to $2 trillion in the coming years. If USDC main...
On Feb. 22, Citrini Research dropped a piece titled "The 2028 Global Intelligence Crisis" that rattled investor confidence in the market and economy. It highlights the possible negative results if artificial intelligence (AI) rapidly progresses. Just days after the report, fintech powerhouse Block added to the worries when it announced layoffs of 40% to its staff. Since the research memo was relea...
On Feb. 22, Citrini Research dropped a piece titled "The 2028 Global Intelligence Crisis" that rattled investor confidence in the market and economy. It highlights the possible negative results if artificial intelligence (AI) rapidly progresses. Just days after the report, fintech powerhouse Block added to the worries when it announced layoffs of 40% to its staff. Since the research memo was released, the S&P 500 index is down more than 4% (as of March 19). Financial stocks tied to spending activity, like American Express and Capital One, are off by double digits. The turmoil and uncertainty point to this crashing cryptocurrency being a once-in-a-decade buying opportunity. Counting on the government to step in and provide support The main takeaway from the Citrini report is that AI productivity enhancements will lead to a wave of corporate layoffs, particularly for white-collar workers. This will result in a drastic reduction to incomes earned and spending power, which will reduce demand across the economy. In this scenario, unemployment soars and wages tank. Despite how scary this sounds, people can count on the government to step in and provide support. This would actually introduce a powerful tailwind for a scarce asset like Bitcoin, which is 44% off its peak. Cutting interest rates, and keeping them near zero, and printing money are the tools. Plus, a wave of regulations could be introduced to protect workers in various industries. Providing support is exactly what the U.S. did on two separate occasions in the past couple of decades. During the time of the Great Recession, the government injected trillions of dollars of stimulus into the economy through different programs. Then, during the COVID-19 pandemic in 2020, the government stepped in again, only this time with more firepower and at a faster pace. Bitcoin, which was created and launched on the heels of the Great Recession, is up 9,000,000% in 15 years. It has been a direct beneficiary of the government's ...
Anna Edwards, Lizzy Burden, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
Anna Edwards, Lizzy Burden, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
Got story updates? Submit your updates here. › Cyndeo Wealth Partners LLC, an institutional investor, significantly increased its position in Micron Technology, Inc. (NASDAQ:MU) by 242.5% in the fourth quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 7,279 shares of the semiconductor manufacturer's stock, valued at $2.08 million. Why it matte...
Got story updates? Submit your updates here. › Cyndeo Wealth Partners LLC, an institutional investor, significantly increased its position in Micron Technology, Inc. (NASDAQ:MU) by 242.5% in the fourth quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 7,279 shares of the semiconductor manufacturer's stock, valued at $2.08 million. Why it matters Micron Technology is a major player in the semiconductor industry, producing memory and storage solutions for a wide range of computing and electronic devices. Institutional investors closely monitor and adjust their positions in companies like Micron, as these moves can signal broader market trends and investor sentiment. The details According to the 13F filing, Cyndeo Wealth Partners increased its Micron Technology holdings by adding 5,154 shares during the fourth quarter. The firm's total position in Micron is now valued at $2.08 million. Micron's stock has seen significant volatility in recent months, reaching a 52-week high of $471.34 in March 2026 before pulling back to current levels around $422. Cyndeo Wealth Partners increased its Micron Technology position in the fourth quarter of 2025. The players Cyndeo Wealth Partners LLC An institutional investment firm that manages assets for clients. Micron Technology, Inc. A global semiconductor company that designs and manufactures memory and storage solutions for a wide range of computing and electronic devices. Got photos? Submit your photos here. ›
Global stock markets dropped sharply on Monday after Donald Trump threatened to “obliterate” Iran’s power plants unless the strait of Hormuz is opened. Stock markets in Asia and Europe slumped at the start of the week. Japan’s Nikkei share index dropping by 3.4%, China’s CSI 300 down 2.8%, and the South Korean Kospi fell 6.5%. In Europe, Spain’s Ibex was off 1.9%, France’s CAC 40 index declined 1....
Global stock markets dropped sharply on Monday after Donald Trump threatened to “obliterate” Iran’s power plants unless the strait of Hormuz is opened. Stock markets in Asia and Europe slumped at the start of the week. Japan’s Nikkei share index dropping by 3.4%, China’s CSI 300 down 2.8%, and the South Korean Kospi fell 6.5%. In Europe, Spain’s Ibex was off 1.9%, France’s CAC 40 index declined 1.5%, Germany’s Dax dropped 1.9% and the FTSE 100 fell nearly 1.5%. The US president said on Saturday that he was giving Iran 48 hours – until shortly before midnight GMT on Monday – to open the strait, which carries about a fifth of global oil and liquefied natural gas supplies. Tehran has said it will “irreversibly destroy” essential infrastructure across the Middle East, including vital water systems, if the US follows through on Trump’s threat. Iranian attacks have effectively closed the strait, triggering a global energy crisis that the head of the International Energy Agency, Fatih Birol, has said is equivalent to the combined force of the twin oil shock of the 1970s and the fallout of Russia’s invasion of Ukraine. The global economy is now bracing for much higher oil prices owing to disruption in the strait, with Goldman Sachs forecasting Brent crude, the international benchmark, to average at $85 a barrel this year, up from previous expectations of $77 a barrel. On Monday, oil rose 1.2% at $113.34 a barrel, still short of the record highs of $199 a barrel recorded earlier this month. The UK month-ahead gas prices rose 3.1% at 155p a therm, nearly double their levels before the Iran conflict began. The spike in energy prices has spooked investors, with the price of gold also sliding on Monday. Its spot price fell 5.8% to $4,226.16 an ounce, as the prospect of higher inflation feeds expectations of interest rate hikes. Gold becomes relatively less appealing when interest rates are elevated, as the metal does not pay a yield. Keir Starmer will hold an emergency Cobra mee...
When OpenAI publicly released ChatGPT on Nov. 30, 2022, shares of Palantir Technologies (PLTR 3.29%) were trading for $6. Today, the stock hovers around $150 -- a nearly 2,000% gain in just three years. With a market cap of $368 billion, Palantir is almost worth the combined value of legacy enterprise software stocks Salesforce and SAP. It's obvious by now that demand for artificial intelligence (...
When OpenAI publicly released ChatGPT on Nov. 30, 2022, shares of Palantir Technologies (PLTR 3.29%) were trading for $6. Today, the stock hovers around $150 -- a nearly 2,000% gain in just three years. With a market cap of $368 billion, Palantir is almost worth the combined value of legacy enterprise software stocks Salesforce and SAP. It's obvious by now that demand for artificial intelligence (AI) is the core tailwind fueling Palantir's parabolic rise. The question some are asking is whether Palantir's soaring valuation is sustainable. Below, I'll break down why smart investors continue to buy the stock hand over fist -- despite the appearance of an overvalued name benefiting from AI-driven tailwinds. Why does Palantir stock look so expensive? When I was an investment banking analyst, I spent countless hours putting together comparable company analyses. In layman's terms, this means that I benchmarked our client against a peer set of comparable businesses in the same industry to derive a valuation range. Broadly speaking, analysts will look at price-to-sales (P/S), price-to-earnings (P/E), or enterprise value-to-EBITDA multiples depending on the company and industry in question. As far as software stocks are concerned, the P/S ratio is a good metric to start with. Many SaaS businesses are not consistently profitable, and so measuring a cohort on a revenue basis levels the playing field. If you were to base an investment in Palantir purely off of the figures above, you'd come to the quick conclusion that Palantir stock is absurdly overvalued relative to other leading SaaS enterprises. While I understand that logic, it's flawed. A once-in-a-generation opportunity: Palantir is actually dirt cheap Smart investors understand that peer analysis has its shortcomings. While companies like Snowflake, ServiceNow, Databricks, and MongoDB each represent high-growth players in their respective software verticals, none are true, direct competitors to Palantir. This raises the ...
Artificial intelligence accelerators developed by companies like Nvidia and Broadcom require more memory than traditional processors. That has made memory chip manufacturer Micron Technology (MU 4.89%) one of the hottest stocks on the market. Demand for memory chips has led to an unprecedented supply shortage, causing prices to skyrocket. Indeed, dynamic random access memory (DRAM) prices have nea...
Artificial intelligence accelerators developed by companies like Nvidia and Broadcom require more memory than traditional processors. That has made memory chip manufacturer Micron Technology (MU 4.89%) one of the hottest stocks on the market. Demand for memory chips has led to an unprecedented supply shortage, causing prices to skyrocket. Indeed, dynamic random access memory (DRAM) prices have nearly tripled over the past year, according to The Wall Street Journal. And Micron stock has advanced 350% to $423 per share over the same period. Here's my prediction: Micron will trade around $554 per share after the company delivers its fourth-quarter financial report in late 2027. That implies 31% upside from its current share price. Micron reported exceptional financial results in the second quarter Micron is a semiconductor company that develops memory and storage solutions for personal computers, mobile devices, data center servers, and automotive systems. It is the third-largest manufacturer of DRAM memory products, including the high-bandwidth memory (HBM) and NAND flash memory products behind South Korean companies Samsung Electronics and SK Hynix. Micron reported exceptional financial results in the second quarter of fiscal 2026 (ended Feb. 26). Revenue increased 196% to $23.8 billion, driven by record sales in DRAM, HBM, and NAND memory products. Non-GAAP net income increased 682% to $12.20 per diluted share. But the stock declined following the report because investors are uncertain how long the good times will last. The memory chip industry is defined by boom-and-bust cycles Memory chips are commodities in that little differentiation exists between products from different suppliers. That means memory chip manufacturers compete primarily on price, which itself is determined by supply and demand. Historically, the memory chip industry has oscillated between supply shortages that drive prices higher and supply gluts that drive prices lower. That happens because sup...