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Fed's limited master account proposal opens 60-day comment period, giving crypto firms direct access to central bank payment rails without a full bank charter. Kraken already secured access. The final rule could arrive in months.

Missouri AG sues CoinFlip over crypto ATM scams and deceptive fees. The lawsuit could trigger broader state-level regulatory action against the industry.

The $1.25B/month compute deal through 2029 locks Anthropic into a $15B annual cost, raising cash burn questions. Next catalyst: SEC disclosure on prepayment terms.

Visa makes Trip.com a global anchor for Visa Destinations, targeting the 72% of APAC travelers planning trips. Embedded travel discovery is the real play.

Fed's payment account proposal gives crypto firms limited Fedwire and FedNow access but excludes ACH and discount window. Final rule could reshape stablecoin competition and banking-as-a-service revenue.

CAE's Q4 EPS consensus of $0.30 is down 36% YoY. The real signal is whether fixed-cost leverage flips as civil training utilization nears a threshold. Guidance is key.

Workday reports Q1 after Thursday's close with consensus EPS of $2.52, up 13% Y/Y. The subscription revenue line and forward guidance will determine the stock's next move.

LiveRamp reports Q4 with EPS estimate up 97% Y/Y. The base effect and revenue quality matter more than headline growth. Alpha Score 66 leaves room for either direction.

CVCO reports Q4 2026 after the close May 21. Revenue up 12.3% but EPS down 1.9%. The backlog trend will determine whether the growth story holds or breaks.

Vox Media CEO Jim Bankoff sells the podcast business and New York Magazine to James Murdoch, keeping the core digital properties. The partial deal reshapes Vox's future and signals a new media consolidation strategy.