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3 Stocks Building the Future of Agentic AI Payments
Written by Chris Markoch. Publication Date: 6/26/2026.
Key Points
- Agentic AI could require blockchain-based payment systems that allow autonomous software agents to transact securely and efficiently.
- Coinbase, Circle, and PayPal are developing digital payment infrastructure that could benefit from the growth of AI-driven commerce.
- Stablecoins and programmable payment networks may become essential building blocks for the next generation of AI applications.
- Special Report: SpaceX is offering you shares. Don't take them.
The SpaceX (NASDAQ: SPCX) IPO and the space sector itself are a useful reminder of the power of a story in driving stock growth. Whether an investor can visualize the space economy of 2040 or not, every investor has to understand that the story of space is still in its early stages. The same is true of quantum computing.
Yet in both cases, the underlying technology has been around for years. The same can be said about artificial intelligence and blockchain. Both ideas are mature on their own, but it’s the convergence of the two that could become a defining technological shift.
Defining the Roadmap
What really happened in Beijing? (Ad)
Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors?
Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.
Watch the full documentary and see which assets are positioned to benefitSomeday, humanoid robots may handle a variety of daily tasks for a large swath of the population. For now, enterprise customers and even some small and mid-size businesses have agentic AI, or AI agents. These agents allow users to outsource and automate tasks.
But for many retail users of AI, the experience is still in a generative stage. A large language model (LLM) can answer questions, write code, or generate images. In the future, though, consumers will be able to have AI serve as both a personal shopper and a concierge. It will find the best flight and hotel and book the reservations for you.
That will require a level of trust and infrastructure that’s still being built. But as with much of technology, change is coming fast. The good news for investors is that there’s still time to get in on stocks that are key to this buildout.
The Purest Play on AI Agent Payments
Coinbase Global (NASDAQ: COIN) is one of the world’s largest cryptocurrency exchanges. That makes it a proxy for Bitcoin and other digital assets. Not surprisingly, COIN is down more than 50% in the last 12 months as the crypto winter waits for a thaw.
But this is where the opportunity lies for patient investors. That’s because Coinbase holds a unique position in the digital asset ecosystem.
Coinbase has been pushing directly into "agentic commerce" territory, including work on payment protocols designed to let AI agents transact autonomously using stablecoins.
Coinbase is the most direct publicly traded proxy for AI agents that need blockchain rails—payments, wallets, and digital assets—to transact, and it’s likely to be at the forefront of that space.
The Coinbase analyst forecasts on MarketBeat give COIN a consensus price target of around $250, which would be upside of more than 60% from the stock’s closing price on June 24.
Built From the Ground Up for the Agentic Economy
If Coinbase is the exchange layer, Circle Internet Group (NYSE: CRCL) may be the rails themselves. Circle is the issuer of USDC, the world's second-largest stablecoin, with approximately $77 billion in circulation as of Q1 2026—a 28% year-over-year increase.
In May 2026, Circle launched its Agent Stack, a full suite of developer tools designed specifically for the agentic economy. The product lineup includes a Nanopayments protocol capable of facilitating high-frequency, sub-cent, machine-to-machine payments, which is simply not possible on traditional banking rails. It’s one way Circle is rebuilding a financial infrastructure that was built for people, with manual onboarding and approval flows that software acting autonomously cannot navigate.
The business fundamentals back the thesis. In Q1 2026, Circle reported $694 million in revenue, up 20% year over year. USDC on-chain transaction volume surged 263% year over year to $21.5 trillion in the quarter. That’s an indication of the stablecoin economy at scale.
CRCL went public in 2025 at $31 per share and briefly traded above $260 before pulling back. Shares were trading near $80 as of mid-June 2026. The Circle analyst forecasts on MarketBeat have a consensus price target near $134, implying roughly 85% upside from current levels.
The stock doesn’t come without risks. Circle's reserve income is tied to the Fed's rate policy. Plus, the company faces competition from Tether as well as regulatory uncertainty around stablecoin legislation.
A Sleeping Giant Wakes Up to Agentic Commerce
PayPal Holdings (NASDAQ: PYPL) operates a two-sided network connecting more than 430 million active consumer and merchant accounts worldwide. It also issues its own stablecoin, PayPal USD (PYUSD), now available in 70 countries and deployed across 13 blockchain networks.
In October 2025, PayPal launched its Agentic Commerce Services suite, including "Agent Ready," a payment solution designed to let AI shopping agents transact on behalf of consumers, and "Store Sync," which makes merchant catalogs discoverable by AI agents.
PayPal also acquired Cymbio, a multi-channel orchestration platform, to deepen that capability. The company has since partnered with Hey Savi to launch the first agentic commerce app in the U.K.
PayPal's PYUSD stablecoin is also being extended into AI infrastructure finance.
Through a partnership with USD.AI, PYUSD is being used to fund GPU purchases and data center development—denominated in stablecoin and disbursed directly into PayPal accounts.
The PayPal analyst forecasts on MarketBeat show a consensus Hold, with a consensus price target around $56. That suggests healthy upside from current levels, but it may underweight PayPal's optionality in the agentic commerce buildout. The risk here is execution: PayPal is a large company attempting a significant pivot in a competitive market. Patient investors may find the risk/reward compelling.
The Risk Investors Need to Understand
In fairness, many people would consider AI’s current limitations when it comes to making payments a good sign. There will be resistance to the idea and likely regulation.
However, many consumers once swore they would never do online banking. Meanwhile, at least one generation is likely to go through life without writing a single check or knowing how to do so. That's the way technological shifts work.
Along the way, many stocks made investors significant profits, including investors who didn’t “trust” the technology. This is why investors with a long time horizon should look at stocks leading the way in building the financial infrastructure for agentic AI. The future will be here before we know it, whether we can see it or not.
Abivax: Wall Street Catches Up to the Data
Written by Chris Markoch. Publication Date: 7/7/2026.
Key Points
- Abivax shares rose more than 40% in a month after positive Phase 3 trial results for Obefazimod, a proposed ulcerative colitis maintenance treatment, and a subsequent $920 million share offering.
- Despite a cancer-related safety signal that caused a 44% single-day drop, follow-up data on June 29 showed malignancy rates within the expected range for ulcerative colitis patients generally.
- Underwriters fully exercised their option on the share offering, signaling strong institutional demand, while Abivax's rising valuation and prior acquisition talks raise questions about a possible buyout.
- Special Report: SpaceX is offering you shares. Don't take them.
Shares of Abivax (NASDAQ: ABVX) were up more than 40% in the month ending July 6 after the company announced positive results from its late-stage Phase 3 trial of lead candidate Obefazimod, which is being developed as a long-term maintenance treatment for ulcerative colitis (UC). The rally pushed ABVX close to its all-time high of $146.41, set in December 2025.
The 40% move wasn’t a single, straight-line reaction to the clinical trial results. Instead, it reflects two distinct catalysts hitting in succession.
What really happened in Beijing? (Ad)
Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors?
Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.
Watch the full documentary and see which assets are positioned to benefitThe first catalyst was the Phase 3 readout. The second was a $920 million share offering. In many cases, share offerings are sell-the-news moments because they dilute the value of existing shares. However, in this case, Wall Street treated it as a vote of confidence rather than a red flag.
Abivax Passed an Important Test
Positive clinical trial results are important for even the most established biotechnology companies. But when a company is still in the clinical stage, these moments can be make-or-break.
The results from Abivax's late-stage Phase 3 trial showed that about half of patients on the drug (50.8% at the 25mg dose and 51.3% at the 50mg dose) achieved clinical remission, compared with just 10.4% on placebo. That's roughly a 40-percentage-point advantage over placebo—a result several analysts called the best ever seen for a long-term UC treatment.
Despite those strong results, the stock dropped about 44% in a single day after the trial revealed a cancer-related safety signal among patients on the higher dose. Shares later recovered somewhat, settling in the $101 to $102 range—a swing that set up the case for using a call spread options strategy targeting July 2026.
The bullish argument is that the cancer scare is being overblown. Supporters point out that most of the reported cases were non-melanoma skin cancers, a less serious and more common form of skin cancer, occurring in older patients—the average age of those affected was notably higher than the trial's overall patient population. They also note that the reported colon cell changes (dysplasia) are consistent with what you'd expect from ulcerative colitis itself, not necessarily a drug side effect, and that trial investigators didn't attribute several of these cases to the drug at all.
That bull case was reinforced about four weeks later. On June 29, Abivax released a follow-up dataset (Part 2 of the same Phase 3 maintenance trial) covering a harder-to-treat patient population that hadn't responded to initial treatment or had relapsed. Alongside continued efficacy in that tougher group, the company pooled safety data across its full clinical program (1,704 patient-years of exposure) and reported that malignancy rates were within the range expected for UC patients generally, regardless of treatment.
Why Analysts Are Bullish About the Share Offering
It’s not uncommon for clinical-stage biotech companies to conduct share offerings. Unlike established companies, these companies don’t have cash reserves to fund the development and commercialization of new drugs. That’s precisely what Abivax plans to do with the funds from this share offering.
That said, it’s still uncommon for the announcement of a share offering to cause a stock to climb so sharply that it causes a pause in trading. Normally, the opposite is true.
The details tell the story. The announcement clearly notes that underwriters had fully exercised their option to purchase an additional 960,000 shares, increasing the deal from 6.4 million to 7.36 million American Depositary Shares at $125 each.
Having the option fully exercised is typically a signal that institutional demand exceeded the company's initial offer. In effect, the sell side put real capital behind the bull case at the same time it was forming. That's the second, separate leg of this rally, distinct from the trial data that got the stock moving in the first place.
Understanding the Ulcerative Colitis Market
In biotechnology, total addressable market matters. Many investors can get tripped up chasing clinical-stage companies that treat rare diseases. While this can give companies a period of market exclusivity, that advantage won’t matter much if the market isn’t large enough to move the needle on revenue and, more importantly, earnings.
Abivax’s lead candidate is aimed at the ulcerative colitis market. This market is currently dominated by AbbVie (NYSE: ABBV), which holds over 21% market share with drugs like Humira, Rinvoq, and Skyrizi. The company doesn’t break down revenue by indication, but the three drugs, which also have indications for several other conditions including Crohn’s disease and psoriasis, delivered over $7 billion in Q1 2026.
Could Abivax Be an Acquisition Target?
Acquisitions are common in the biotech space. When a company like Abivax advances a drug deep into clinical trials, it can become a target for established biotech companies looking to add to their portfolios.
In fact, the decision to raise capital followed talks with potential buyers in mid-June, when the company's market capitalization was about $7 billion. The decision to raise capital doesn’t mean Abivax won’t be acquired. However, it does reduce the likelihood of a rushed deal.
That said, while estimates differ, Global Market Insights expects the total addressable market (TAM) for UC to reach $8.7 billion in 2026, then grow to $14.5 billion by 2035. That’s a compound annual growth rate (CAGR) of 5.8%.
What the Chart Says About Timing
Technically, ABVX is now trading back near the $148.83 all-time high it set in December 2025 after round-tripping through a violent V-shaped move: a spike down to roughly $70 in early June, a base built in the $100 to $102 range, and a sharp reclaim of the prior trading channel that held between roughly $110 and $140 from November through May.
Shares have paused just under that all-time high, closing at $143.99 in the most recent session. That’s a level worth watching, since a decisive break above $146 to $148 would put the stock into uncharted territory with no prior resistance to reference. However, a rejection there would put it back in a familiar consolidation zone investors have seen before.
The setup is clear, but the results require continued execution. As with any pre-revenue biotech name, the position size and time horizon an investor chooses should reflect the fact that binary regulatory outcomes, not just quarterly execution, will ultimately decide where this stock trades from here.
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