Tyler Technologies ( TYL ) announced repurchase of up to $200M of its common stock. Share repurchases under the plan may begin March 16, 2026, and run through April 30, 2026. The plan operates under the company’s $1.0B share buyback authorization approved by its board on Feb. 3, 2026. The new authorization replaced all previous buyback programs dating back to October 2002. As of March 13, 2026, ab...
Tyler Technologies ( TYL ) announced repurchase of up to $200M of its common stock. Share repurchases under the plan may begin March 16, 2026, and run through April 30, 2026. The plan operates under the company’s $1.0B share buyback authorization approved by its board on Feb. 3, 2026. The new authorization replaced all previous buyback programs dating back to October 2002. As of March 13, 2026, about $734.4M remains available under the repurchase authorization. Buybacks are expected to be funded through existing cash and borrowings under the company’s credit facility. More on Tyler Technologies Tyler Technologies, Inc. (TYL) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript Tyler Technologies, Inc. (TYL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Tyler Technologies, Inc. (TYL) Presents at Citizens JMP Technology Conference 2026 Transcript Tyler Technologies outlines 8.3% revenue growth target for 2026 while accelerating SaaS adoption and strategic share repurchases Tyler Technologies Non-GAAP EPS of $2.64 misses by $0.09, revenue of $575.2M misses by $15.93M
Key Points The Iranian blockade of the Strait of Hormuz sent oil prices soaring this week. Energy stocks rose but make up less than 4% of the S&P 500, limiting their impact. Goldman Sachs and Home Depot each dropped 6%, dragging down the Dow. 10 stocks we like better than Dow Jones Industrial Average › The stock market is ending a rough week. The leading stock indexes rose on Monday and Tuesday as...
Key Points The Iranian blockade of the Strait of Hormuz sent oil prices soaring this week. Energy stocks rose but make up less than 4% of the S&P 500, limiting their impact. Goldman Sachs and Home Depot each dropped 6%, dragging down the Dow. 10 stocks we like better than Dow Jones Industrial Average › The stock market is ending a rough week. The leading stock indexes rose on Monday and Tuesday as the conflict in Iran seemed destined for a quick resolution. But the fighting only intensified from there, including an Iranian blockade of oil shipments through the critical Strait of Hormuz, which led to skyrocketing oil prices. That's bad news in an era when AI data centers are consuming more electricity than ever, often generated by burning oil or natural gas. The combination of intense energy demand and limited supply also raises questions about the global economy. So the Iranian crisis is weighing on tech stocks, banks, and consumer goods giants alike. The only winners this week have been -- you guessed it -- energy producers and utility services. 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 » ^SPX data by YCharts Energy stocks can't carry the market alone As expected, most market indexes ended the week on a low note. Sure, energy stocks with limited operations in the Persian Gulf rose significantly but that wasn't enough to outweigh the secondary effects of high oil prices. After all, the entire energy sector accounts for just 3.4% of the S&P 500's (SNPINDEX: ^GSPC) total market value. Most of the energy giants trade on the New York Stock Exchange, so the energy footprint on the Nasdaq Composite (NASDAQINDEX: ^IXIC) index works out to just 1% of the tech-heavy stock list. And the only energy stock in the Dow Jones Industrial Average (DJINDICES: ^DJI) is Chevron (NYSE: CVX). With a share price jus...
The worst supply disruption in the history of the oil market is showing no signs of abating anytime soon, offering the global economy little respite from crude prices that have surged 40% since the Iran war began. In the first few days after the US and Israel bombed Iran, some traders said they thought the closure of Strait of Hormuz, for years the oil market’s worst-case scenario, could be brief....
The worst supply disruption in the history of the oil market is showing no signs of abating anytime soon, offering the global economy little respite from crude prices that have surged 40% since the Iran war began. In the first few days after the US and Israel bombed Iran, some traders said they thought the closure of Strait of Hormuz, for years the oil market’s worst-case scenario, could be brief. Now, fully two weeks in, they’re bracing for longer disruption and one that with every passing day is reducing supply. Mojtaba Khamenei used his first comments as Iran’s new leader this week to say his country should keep the waterway closed. At the same time, US President Donald Trump posted on social media that stopping Iran from having nuclear weapons was more important to him than high oil prices - even as his country led a record global release of emergency stockpiles. For shipowners, who are almost all avoiding Hormuz, their comments will reinforce wariness about transits after a week that included multiple attacks on commercial vessels, one of which left three crew members unaccounted for. There have also been reports — contested by the US — that Iran is starting to lay mines in the maritime chokepoint. Norway, among the world’s top maritime nations, has told its fleet to stay away. “We understand that the situation has deteriorated further, and that we are now experiencing a greater degree of insecurity,” Alf Tore Sorheim, the country’s director of maritime affairs, said. “Conditions remain very dangerous for commercial shipping.” For Trump, allowing Hormuz to stay shut is a high-stakes decision that’s already driven up gasoline prices at the pump to the highest of any point in his presidency — with midterm elections taking place later this year. If hostilities did stop, and Iran assured ships of safe passage, then millions of barrels would flood back into global markets, and help to bring oil and fuel prices crashing back down. Instead, traders have been grappling...
Nir Kaissar, Bloomberg Opinion columnist and founder of Unison Advisors, joins Emily Graffeo and Matt Miller on "Bloomberg Real Yield." They discuss the safe haven status of Treasuries. (Source: Bloomberg)
Nir Kaissar, Bloomberg Opinion columnist and founder of Unison Advisors, joins Emily Graffeo and Matt Miller on "Bloomberg Real Yield." They discuss the safe haven status of Treasuries. (Source: Bloomberg)
中東局勢｜公共交通成本上升 陳美寶：加價申請有機制協調 確保票價可負擔 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】運輸及物流局局長陳美寶指已向公共交通營辦商了解中東局勢對運作成本的影響，強調有機制協調加價壓力...
中東局勢｜公共交通成本上升 陳美寶：加價申請有機制協調 確保票價可負擔 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】運輸及物流局局長陳美寶指已向公共交通營辦商了解中東局勢對運作成本的影響，強調有機制協調加價壓力。 運輸及物流局局長陳美寶：「如果有個別營運商提出申請就着票價要調整。其實我們都有一個機制去處理，考慮整體營運收入、成本和預期乘客增長，我們都有機制去處理，當然這方面會確保市民是有可負擔能力支付票價。另一方面都要希望營辦商在財政上可以持續。」
The theory isn't new. When gas prices surge, the transition to electric vehicles should accelerate. Whether that theory will translate into action during the current surge in gas prices, however, is still up in the air. The logic seems straightforward. If gas becomes expensive enough, drivers will naturally look for alternatives. Electric vehicles (EVs), which cost significantly less per mile to o...
The theory isn't new. When gas prices surge, the transition to electric vehicles should accelerate. Whether that theory will translate into action during the current surge in gas prices, however, is still up in the air. The logic seems straightforward. If gas becomes expensive enough, drivers will naturally look for alternatives. Electric vehicles (EVs), which cost significantly less per mile to operate, offer a clear solution. But the relationship between oil prices and EV adoption isn't quite that simple. The latest spike in fuel prices, driven by renewed tensions in the Middle East, has once again piqued investor interest. Will this moment in time finally push EV adoption into its next growth phase? The answer is more nuanced than some headlines suggest. The devil is in the details For most people, the decision to purchase an electric vehicle isn't driven by fuel prices alone. Several other factors play a significant role. Average gas prices Price Regular Price Mid-Grade Price Premium Price Diesel March 13 $3.630 $4.133 $4.496 $4.892 Month-ago $2.940 $3.455 $3.817 $3.665 Year-ago $3.079 $3.555 $3.908 $3.619 First, EVs typically have higher upfront costs than comparable gasoline vehicles, even though their operating costs are lower over time. Second, charging infrastructure remains uneven. While urban areas increasingly offer robust charging networks, rural regions and smaller cities still present challenges for EV owners. Third, the number of models available in the United States remains relatively limited compared with traditional internal combustion vehicles. Taken together, these factors mean that higher gasoline prices may influence consumer thinking, but they do not automatically translate into immediate EV purchases. That said, if gas prices continue to climb and remain elevated throughout the year, we may see increased interest in EV ownership. Certainly, we saw some evidence of this following Russia's invasion of Ukraine in February 2022. In Q2, 2021, EVs...
Key Points The Strait of Hormuz is a crucial shipping route that can impact international trade. Oil prices have already been spiking due to the conflict in the Middle East. The last time oil prices rose significantly, inflation also spiked, and the S&P 500 went into a deep tailspin. 10 stocks we like better than S&P 500 Index › The war in Iran is a major concern for the markets in 2026, one that ...
Key Points The Strait of Hormuz is a crucial shipping route that can impact international trade. Oil prices have already been spiking due to the conflict in the Middle East. The last time oil prices rose significantly, inflation also spiked, and the S&P 500 went into a deep tailspin. 10 stocks we like better than S&P 500 Index › The war in Iran is a major concern for the markets in 2026, one that can have a significant impact on how the S&P 500 (SNPINDEX: ^GSPC) performs. As of Friday, the broad index, which encompasses the 500 leading companies in the world, was down around 3% since the start of the year. That's notable when you consider that in each of the past three years, its annual return has been more than 16% -- well above its long-run average of just 10%. But the conflict is ongoing, and things could get worse. A new issue that has arisen that could weigh heavily on oil prices and the market's performance is the closing of the Strait of Hormuz. Here's why that can be a crucial development to monitor, and what it might mean for the stock market this year. 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 » Why the closure of the Strait of Hormuz could have a big impact on the markets in 2026 As a way to put pressure on the U.S. in the ongoing conflict, Iran has blocked the Strait of Hormuz, which is a key shipping route in the Middle East. It connects the Persian Gulf to the Arabian Sea, and ultimately, to the Indian Ocean. An estimated 20% of the world's oil supply goes through here. Hence, you may not be surprised to see that oil prices have been surging to levels not seen since 2022. The price of oil has been volatile, but right now it's around $100 per barrel. Back in 2022, not only were oil prices high, but so too was inflation, which at one point reached more than 9% -- an almost unheard-...
56% Of Americans Now Suspect COVID-19 'Vaccines' Caused Mass-Deaths Authored by Nicolas Hulscher, MPH , Public opinion is shifting... and they want action. A new Rasmussen survey of 1,158 likely U.S. voters - conducted September 7–9, 2025, with a ±3% margin of error - reveals that 56% believe side effects from the COVID-19 shots have likely caused a significant number of unexplained deaths . Nearl...
56% Of Americans Now Suspect COVID-19 'Vaccines' Caused Mass-Deaths Authored by Nicolas Hulscher, MPH , Public opinion is shifting... and they want action. A new Rasmussen survey of 1,158 likely U.S. voters - conducted September 7–9, 2025, with a ±3% margin of error - reveals that 56% believe side effects from the COVID-19 shots have likely caused a significant number of unexplained deaths . Nearly one-third (32%) say it’s very likely . Only 35% still dismiss the idea. This shows that what was once called a “conspiracy theory” has become the mainstream view. The majority of Americans now believe vaccine harms are real and widespread. Support for HHS Secretary Robert F. Kennedy Jr . reflects this shift. Half of voters (50%) say government health officials deserve criticism for their handling of the pandemic, while 42% even think CDC employees should be fired for their role in misleading the public. Among those who strongly believe the shots caused deaths, over 70% want CDC firings. Partisan divides remain—70% of Republicans, 46% of Democrats, and 54% of independents think the vaccines likely caused deaths—but the skepticism crosses party lines and racial groups. In fact, black (64%) and Hispanic (57%) voters are even more likely than white voters (54%) to suspect deadly vaccine effects . According to the survey, RFK Jr. is viewed favorably by 45% of voters, with strong support among Republicans and independents, even as Democrats turn sharply against him. The takeaway: A credible, nationally representative poll now confirms most Americans believe COVID-19 shots have killed many people, and they want accountability from the CDC and government health leaders. Tyler Durden Fri, 03/13/2026 - 14:20
A capacity crowd had squeezed into the grandstands on Friday hoping to see a football legend lift the festival’s biggest prize, but the greatest trainer in National Hunt history had other ideas. The Gold Cup was one of the last races at the meeting to elude Willie Mullins until his first win in 2019. Now, he has five, joining Tom Dreaper, Arkle’s trainer, as the co-holder of the all-time record, a...
A capacity crowd had squeezed into the grandstands on Friday hoping to see a football legend lift the festival’s biggest prize, but the greatest trainer in National Hunt history had other ideas. The Gold Cup was one of the last races at the meeting to elude Willie Mullins until his first win in 2019. Now, he has five, joining Tom Dreaper, Arkle’s trainer, as the co-holder of the all-time record, after Gaelic Warrior’s relentless charge up the hill to an eight length success. Paul Townend, meanwhile, is now out on his own as the only rider to win five Gold Cups, one more than Pat Taaffe, who steered Arkle to all three of his Gold Cup victories in the 1960s. Gaelic Warrior is a different brand of steeplechaser to Al Boum Photo and Galopin Des Champs, who both recorded a pair of victories for Mullins and Townend. Those were French-breds, while Gaelic Warrior was foaled in Germany, sired by a Group One winner on the Flat. But his victory was perhaps the most decisive of the five, and all the more commendable as he was pulling for his head in the early stages and running over the Gold Cup trip of three-and-a-quarter miles for the first time. The race was effectively over from the moment that Townend sent Gaelic Warrior into the lead before the second-last fence. The familiar pink colours of the former banker, Rich Ricci, had moved steadily towards the lead on the run down the hill, as Haiti Couleurs, the Welsh Grand National winner, cut out the running under Sean Bowen with The Jukebox Man – Harry Redknapp’s runner – in close attendance. Both Haiti Couleurs and The Jukebox Man were out of the running soon afterwards, however. Haiti Couleurs made a mistake at the top of the hill and was running on empty soon afterwards, while The Jukebox Man was dropped away soon after turning into the straight. Jango Baie, closely matched with Gaelic Warrior on their form in a blanket finish to the King George VI Chase on Boxing Day, was alongside Gaelic Warrior in the pre-race betting t...
The UK has signed a “rebooted” defence agreement with Dublin that could mean the Royal Navy responding to hostile ships and other issues in Irish waters. The deal, announced at the second post-Brexit Ireland-UK summit, held in Cork on Friday, updates a 2016 agreement to include cyber-threats and the sabotage of critical internet and electricity undersea cables. In 2024 a Russian spy ship was escor...
The UK has signed a “rebooted” defence agreement with Dublin that could mean the Royal Navy responding to hostile ships and other issues in Irish waters. The deal, announced at the second post-Brexit Ireland-UK summit, held in Cork on Friday, updates a 2016 agreement to include cyber-threats and the sabotage of critical internet and electricity undersea cables. In 2024 a Russian spy ship was escorted out of the Irish Sea after it entered and patrolled an area containing critical energy and internet submarine pipelines and cables. In an apparent reference to Russia, the taoiseach, Micheál Martin, said: “We know what’s happened in other seas where there has been interventions, we know that certain elements have been observing the cables and other vital infrastructure, and so that’s the context, and it’s to protect that and to make sure we can respond effectively if an event was to happen.” Asked if it would involve the Royal Navy patrolling Irish waters, he said he “would not get into specifics” but “it’s not patrolling”. The UK defence secretary, John Healey, said: “This rebooted memorandum of understanding modernises our framework for cooperation on areas critical to both our nations’ security, in particular to counter the growing undersea and cyber-threats we share.” Ireland’s poor defence has been the subject of criticism domestically and internationally, partly because 75% of all transatlantic cables go through or close to Ireland, giving it an outsized strategic importance in Europe. Its defence capabilities are also in the spotlight as it takes up the presidency of the EU in July. Ireland is not in Nato, has no submarines and operates a policy of neutrality, with one of the smallest defence forces in Europe. Last month it emerged that Dublin would benefit from enhanced security courtesy of the French during the EU presidency. It also announced it hoped to link up with the Joint Expeditionary Force (JEF), a UK-led alliance focused on maritime security involving ...
Traders are now fully pricing in the next quarter-point rate reduction in mid-2027, and a growing chorus of Wall Street economists have also pushed their calls for the next cut further out the calendar. Priya Misra, portfolio manager JPMorgan asset management Core Plus Bond ETF, speaks with Emily Graffeo and Matt Miller on "Bloomberg Real Yield." (Source: Bloomberg)
Traders are now fully pricing in the next quarter-point rate reduction in mid-2027, and a growing chorus of Wall Street economists have also pushed their calls for the next cut further out the calendar. Priya Misra, portfolio manager JPMorgan asset management Core Plus Bond ETF, speaks with Emily Graffeo and Matt Miller on "Bloomberg Real Yield." (Source: Bloomberg)
Brian Carbaugh spent years living and traveling abroad in a variety of alias personas as a CIA officer. Now he’s fronting investor meetings and raising capital as CEO of Andesite, a Virginia-based data analytics startup, one of several recently retired spies taking their field experience from the CIA to the C-suite. Former CIA officer Brian Carbaugh, co-founder of the data analytics startup Andesi...
Brian Carbaugh spent years living and traveling abroad in a variety of alias personas as a CIA officer. Now he’s fronting investor meetings and raising capital as CEO of Andesite, a Virginia-based data analytics startup, one of several recently retired spies taking their field experience from the CIA to the C-suite. Former CIA officer Brian Carbaugh, co-founder of the data analytics startup Andesite joined to discuss on Balance of Power. (Source: Bloomberg)
Both Schwab U.S. Dividend Equity ETF (SCHD +0.26%) and iShares Core High Dividend ETF (HDV +0.75%) are designed to give investors access to U.S. companies with a track record of paying dividends, though they differ in methodology and market coverage. SCHD is lower-cost and more diversified, while HDV has delivered stronger recent returns with a greater sector concentration. This comparison looks a...
Both Schwab U.S. Dividend Equity ETF (SCHD +0.26%) and iShares Core High Dividend ETF (HDV +0.75%) are designed to give investors access to U.S. companies with a track record of paying dividends, though they differ in methodology and market coverage. SCHD is lower-cost and more diversified, while HDV has delivered stronger recent returns with a greater sector concentration. This comparison looks at their fees, performance, portfolio makeup, risk profile, and other key factors to help investors decide which may fit their goals. Snapshot (cost & size) Metric SCHD HDV Issuer Schwab iShares Expense ratio 0.06% 0.08% 1-yr return (as of 3/11/26) 16.12% 17.6% Dividend yield 3.4% 2.93% Beta 0.65 0.42 AUM $83.7 billion $13.2 billion HDV charges a slightly higher fee than SCHD, though the gap is small. SCHD also offers a higher dividend yield, so cost-conscious income seekers may find it more affordable with a stronger payout profile. Performance & risk comparison Metric SCHD HDV Max drawdown (5 y) -16.82% -15.39% Growth of $1,000 over 5 years $1,294 $1,430 What's inside HDV tracks a basket of 74 high-dividend-paying U.S. stocks, with a notable tilt toward energy (27%) and consumer staples (27%) sectors, and a strong presence in healthcare (17%). Its top holdings — ExxonMobil, Chevron, and Johnson & Johnson — make up a sizable portion of the portfolio, reflecting a more concentrated approach. The fund has a 15-year track record, which may appeal to those seeking a longer operating history. Expand NYSEMKT : HDV iShares Trust - iShares Core High Dividend ETF Today's Change ( 0.75 %) $ 1.02 Current Price $ 136.24 Key Data Points Day's Range $ 135.66 - $ 136.51 52wk Range $ 106.00 - $ 140.89 Volume 457K SCHD spreads its assets across 101 holdings, with greater diversification and sector allocations focused on energy (21%), consumer defensive (19%), and healthcare (16%). Its top positions — Lockheed Martin, ConocoPhillips, and Chevron — are each under 5% of assets, supporting a le...
Artificial intelligence (AI) has quietly become the backbone of many businesses that investors rarely talk about. Most headlines focus on the obvious winners like chipmakers and the developers of large language models that form the backbone of this latest AI revolution, but some of the most interesting opportunities are showing up in companies using AI to solve very specific, real-world problems. ...
Artificial intelligence (AI) has quietly become the backbone of many businesses that investors rarely talk about. Most headlines focus on the obvious winners like chipmakers and the developers of large language models that form the backbone of this latest AI revolution, but some of the most interesting opportunities are showing up in companies using AI to solve very specific, real-world problems. I've been digging into a few smaller companies that are doing exactly that. They're not building chatbots or competing with the big tech platforms. Instead, they're applying AI to areas like lending, healthcare administration, and physical security. Here are three under-the-radar AI-driven companies that I think deserve a closer look. 1. Weave Communications Weave Communications (WEAV +0.63%) sells software to dentists, optometrists, and specialty medical practices. Weave is the kind of small healthcare business that still manages scheduling by hand and answers phones with a front desk receptionist. Its platform handles calls, texts, email, scheduling, insurance verification, and payments from a single interface. In 2025, revenue hit $239 million (up 17%), with $12.9 million in free cash flow. Weave serves over 39,000 healthcare locations and recently expanded its addressable market by $7 billion to $22 billion through new product launches. Expand NYSE : WEAV Weave Communications Today's Change ( 0.63 %) $ 0.03 Current Price $ 4.78 Key Data Points Market Cap $374M Day's Range $ 4.66 - $ 4.95 52wk Range $ 4.66 - $ 12.19 Volume 39K Avg Vol 1.9M Gross Margin 71.95 % The catalyst for me is AI. Weave acquired TrueLark and is launching an omnichannel AI receptionist. This product answers patient calls, books appointments, and handles routine questions without human intervention. Nothing frustrates me more than calling an office and being greeted by a robotic AI voice. It usually feels clunky and impersonal. But at the same time, it's hard to ignore how quickly AI is improving in ...
Giselleflissak Consumer staple ( XLP ) companies are poised to lose their pricing power as rising energy costs from Middle East tensions squeeze the sector, according to Nik Modi, RBC Capital Markets co-head of global consumer and retail research. In an interview with CNBC, Modi warned that the sector’s recent defensive rally was built on shaky fundamentals, and the conflict’s economic fallout wil...
Giselleflissak Consumer staple ( XLP ) companies are poised to lose their pricing power as rising energy costs from Middle East tensions squeeze the sector, according to Nik Modi, RBC Capital Markets co-head of global consumer and retail research. In an interview with CNBC, Modi warned that the sector’s recent defensive rally was built on shaky fundamentals, and the conflict’s economic fallout will pressure both margins and volumes across the industry. The sector is up 9.4% year-to-date, although it is down about -0.1% on the week. While consumers are feeling the pinch of higher gas prices and home energy bills immediately, food price increases may take longer to materialize due to corporate hedging strategies that typically extend six to nine months. “If this sustains, they’re going to go up,” Modi said, noting that the Middle East accounts for 35%-40% of global fertilizer exports. However, even if input costs rise, companies will have far less room to pass those costs along to already-pressured consumers. Packaged food stocks ( SP500-30202030 ) are particularly vulnerable in this environment because they are already experiencing declining sales volumes. Modi explained that these companies face “less pricing latitude” than in prior inflationary cycles, putting them squarely “in the crosshairs.” Names like J. M. Smucker Co. ( SJM ), Newell Brands ( NWL ), and Traeger ( COOK ) also face additional margin pressure from rising logistics and shipping costs. Major multinational corporations, including PepsiCo ( PEP ), Mondelez International ( MDLZ ), Coca-Cola ( KO ), and Procter & Gamble ( PG ) face specific risks due to their exposure to the Middle East region. “There’s going to be a lot less latitude to take pricing than what we’ve seen in prior cycles where this has happened,” Modi cautioned, highlighting how the conflict disrupts supply chains for companies reliant on international trade routes. Despite the broad sector weakness, Modi identified two names he believe...
Both Circle Internet Group (CRCL 0.42%) and Coinbase (COIN +0.90%) have been down recently, particularly in light of the market's bearishness since last fall. It's a buying opportunity for both, but does that mean both are equally good buys? Let's find out. Crypto exchange meets stablecoin minter Circle and Coinbase are closely related, both operating in the crypto space. Coinbase is a major crypt...
Both Circle Internet Group (CRCL 0.42%) and Coinbase (COIN +0.90%) have been down recently, particularly in light of the market's bearishness since last fall. It's a buying opportunity for both, but does that mean both are equally good buys? Let's find out. Crypto exchange meets stablecoin minter Circle and Coinbase are closely related, both operating in the crypto space. Coinbase is a major crypto exchange. Most revenue comes from transaction-based fees from crypto trading, with recurring subscriptions accounting for a smaller but growing share. Circle mints stablecoins through a process of tokenization. Circle takes a real asset, like the US dollar, and create a token of it on the blockchain. Its primary product is USDC and earns revenue from short-term interest on the real USD it keeps in reserve. USDC is the second-largest USD stablecoin, after USDT. With these things in common, Coinbase was one of Circle's first major distributors, and it shares in the interest earned on USD. Both provide software-based financial services and benefit from wider adoption of blockchain technology. Why both were down recently Their stocks began to decline in the fall of 2025 and continued to do so into 2026. The initial catalyst was President Trump's announcement of new tariffs on China on October 10, 2025. It triggered a sharp reaction in the crypto market. As this drove many out, there has been less activity and optimism, which has kept the prices of Bitcoin and other cryptocurrencies from rising. Coinbase, in particular, depends on trading activity for most of its revenue. January also saw debate emerge over the CLARITY Act. Coinbase CEO Brian Armstrong has been highly critical of early drafts of the bill, as current law does not allow stablecoin issuers to pass through interest to customers, much as banks do with savings accounts. Sharing interest income means less near-term revenue for Circle, but it could also greatly accelerate adoption. Why CRCL Should Outperform COIN I be...
Key Points Circle and Coinbase are both down in price coming into 2026. Both operate profitable businesses related to crypto and blockchain. Circle's revenue, being less volatile and more accretive, makes it more likely to benefit from growth of blockchain-based finance 10 stocks we like better than Circle Internet Group › Both Circle Internet Group (NYSE: CRCL) and Coinbase (NASDAQ: COIN) have be...
Key Points Circle and Coinbase are both down in price coming into 2026. Both operate profitable businesses related to crypto and blockchain. Circle's revenue, being less volatile and more accretive, makes it more likely to benefit from growth of blockchain-based finance 10 stocks we like better than Circle Internet Group › Both Circle Internet Group (NYSE: CRCL) and Coinbase (NASDAQ: COIN) have been down recently, particularly in light of the market's bearishness since last fall. It's a buying opportunity for both, but does that mean both are equally good buys? Let's find out. Crypto exchange meets stablecoin minter Circle and Coinbase are closely related, both operating in the crypto space. Coinbase is a major crypto exchange. Most revenue comes from transaction-based fees from crypto trading, with recurring subscriptions accounting for a smaller but growing share. 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 » Circle mints stablecoins through a process of tokenization. Circle takes a real asset, like the US dollar, and create a token of it on the blockchain. Its primary product is USDC and earns revenue from short-term interest on the real USD it keeps in reserve. USDC is the second-largest USD stablecoin, after USDT. With these things in common, Coinbase was one of Circle's first major distributors, and it shares in the interest earned on USD. Both provide software-based financial services and benefit from wider adoption of blockchain technology. Why both were down recently Their stocks began to decline in the fall of 2025 and continued to do so into 2026. The initial catalyst was President Trump's announcement of new tariffs on China on October 10, 2025. It triggered a sharp reaction in the crypto market. As this drove many out, there has been less activity and optimism, which has kept the pr...