Emerging industries and investment insights…
Bloomberg exclusive: OpenAI is preparing legal action against Apple. The 23-month ChatGPT-Siri partnership is at breaking point. Revenue shortfall, Jony Ive’s $6.5B hire, 40+ Apple engineers defecting, iOS 27 multi-AI Extensions. Three scenarios, WWDC June 8 as the pivot, and five signals for investors.
The CLARITY Act passed the US Senate Banking Committee 15-9 bipartisan on May 14, 2026. Full analysis: XRP as the largest beneficiary, four stocks (CRCL, COIN, HOOD, BMNR), 60-vote floor passage variables, July 4 signing target, and five signals for investors.
Circle CRCL stock analysis: $122 (-59% from 52-week high) with 3 simultaneous catalysts — Q1 EPS +72% beat, ARC token $222M presale (a16z lead), Clarity Act 15-9 Senate committee pass. USDC $77B at 40% CAGR, 80% US digital dollar share. Full bull/bear scenarios and monitoring checklist.
CRCL 2026 calendar: the May 14 Senate Banking markup is the hinge. CLARITY Act, quarterly earnings, ownership, lockups, and RSU vesting in eight pivots.
CRCL stock buyer’s guide — at $112 and 99.8× P/E, is it expensive? A peer-set valuation (vs Visa, Mastercard, Coinbase), Bull/Base/Bear scenarios, and a Korea-specific DCA strategy close out the stablecoin series.
Circle Arc blockchain decoded — the Layer-1 backed by 100+ institutions (Goldman, Visa), the CPN global payment network, $0.000001 AI-agent nanopayments, and the $4T RWA opportunity driving Circle’s next leg of growth.
Circle financial statements — FY2025 revenue jumped 64% to $2.74B and adjusted EBITDA doubled to $582M, yet GAAP net loss hit $70M. Decoding the IPO one-off behind the gap.
USDC revenue structure decoded — Circle (CRCL) earns 96% of revenue from US Treasury interest, with Coinbase taking 54% via the distribution agreement. Full breakdown using S-1 filing data.
Stablecoin market hit $317B in 2026 with $33T annual volume — surpassing Visa and Mastercard combined. Korea’s Danal-Shinhan PoC marks Asia’s entry. Series EP1 of 5.