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