PYPL

Mastercard announced expanded stablecoin settlement support, adding USDC, PYUSD, and RLUSD to its payments network across multiple blockchains. The move broadens Mastercard's existing crypto infrastructure to include additional stablecoin options for settlement. No financial terms or partnership specifics were disclosed in the announcement.

Representatives from PayPal and Google spoke at Consensus Miami, stating that agentic commerce — autonomous AI-driven transactions — will be built on cryptocurrency infrastructure. The comments signal growing institutional interest in crypto as a payments layer for AI-to-AI commerce. No specific product launches or financial commitments were announced.

PayPal is reportedly planning to spin out Venmo as a standalone business unit, according to a report cited by SeekingAlpha. The news sent PayPal shares higher on the day. No further details on the structure or timeline of the reorganization were provided in the report.

PayPal is highlighted as trading at its lowest-ever valuation, with its upcoming earnings report framed as a potential inflection point. The article also includes earnings analysis for Netflix and Taiwan Semiconductor Manufacturing Company. No specific financial figures or confirmed outcomes are cited.

Peter Thiel holds approximately a 4% stake in Palantir Technologies, valued at over $13 billion, and continues to serve as chairman following the company's 2020 IPO. The article frames his maintained position as a signal of insider confidence in Palantir's growth in defense, intelligence, and commercial AI markets. Demand drivers cited include geopolitical tensions and broader AI adoption fueling data integration needs.