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PayPal Draws Takeover Interest, Circle Surges on Earnings

Market update for Wednesday February 25, 2026

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In today’s episode:

Stripe reportedly considers acquiring PayPal after its stock slump

Circle stock surges after crushing earnings and strong USDC growth

Cava jumps on surprise same-store sales growth

Lucid slides after a wide earnings miss and continued cash burn

Apple plans to manufacture Mac Mini in Houston

The skinny

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