
About this episode
Market update for Wednesday March 25, 2026
Interview with CFO of Circle (Spotify, YouTube)
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In today’s episode:
- Crypto stocks drop after proposed stablecoin regulation threatens yields
- OpenAI shuts down Sora, ending a potential $1B deal with Disney
- Arm jumps after announcing plans to sell its own AI chips
- Pop Mart plunges as investors worry about slowing Labubu demand
- Costco launches a new Kirkland energy drink that could rival Celsius
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