3 days ago
SAN FRANCISCO, Calif. — New PayPal (PYPL) CEO Enrique Lores doesn't sound like a guy running toward the exit after inking a huge deal to sell the company he just started leading. He sounds like a veteran top executive who's head-down trying to reinvent a fintech icon.
"First of all, we have said that we are totally open and objective to evaluating the plan that we have versus external offers," Lores told Yahoo Finance from the Goldman Sachs Communacopia & Tech Conference (video above). "We will always choose whatever provides more value. We have three growing businesses, three businesses where we can increase the value and the profit that we generate. We believe we have a strong plan to execute. We have the right team, and we think that we are going to be creating a lot of value for shareholders."
Payments player Stripe (STRI.PVT) and private firm Advent International walked away in late August from trying to acquire PayPal for a reported $53 billion, or $60.50 per share, after the board rejected their overture.
It has been speculated that PayPal's board was looking for $70 per share.
PayPal stock has since plunged to $53.20 as investors become more cautious again about the pace of a turnaround. The stock is down 81% over the past five years.
#value #like
"First of all, we have said that we are totally open and objective to evaluating the plan that we have versus external offers," Lores told Yahoo Finance from the Goldman Sachs Communacopia & Tech Conference (video above). "We will always choose whatever provides more value. We have three growing businesses, three businesses where we can increase the value and the profit that we generate. We believe we have a strong plan to execute. We have the right team, and we think that we are going to be creating a lot of value for shareholders."
Payments player Stripe (STRI.PVT) and private firm Advent International walked away in late August from trying to acquire PayPal for a reported $53 billion, or $60.50 per share, after the board rejected their overture.
It has been speculated that PayPal's board was looking for $70 per share.
PayPal stock has since plunged to $53.20 as investors become more cautious again about the pace of a turnaround. The stock is down 81% over the past five years.
#value #like
10 days ago
PayPal (PYPL) trades at 9.8 times earnings while the S&P 500 trades at 23.2. The profitability underneath is ordinary: an 18.4% operating margin against 18.5% for the market. The discount is not about whether the company makes money. It is about what each dollar it moves is worth.
Why Does PayPal Take In Less On Every Dollar It Moves?
In fiscal Q2 2026 the company moved $486 billion of payment volume, up 9% on a currency-neutral basis. Revenue on the same basis grew 3%. The transaction take rate fell 7 basis points to 1.61%, and by the company's own account the drop came from branded co-marketing investments and mix dynamics, including faster Venmo growth.
The PayPal ***** on itself, branded checkout, grew 2% currency-neutral for a second straight quarter. Venmo and Braintree both grew in the mid-teens. The growth is real, and it is arriving through the doors that pay less.
Who Is Bringing PayPal That Volume Now?
#volume #trades
Why Does PayPal Take In Less On Every Dollar It Moves?
In fiscal Q2 2026 the company moved $486 billion of payment volume, up 9% on a currency-neutral basis. Revenue on the same basis grew 3%. The transaction take rate fell 7 basis points to 1.61%, and by the company's own account the drop came from branded co-marketing investments and mix dynamics, including faster Venmo growth.
The PayPal ***** on itself, branded checkout, grew 2% currency-neutral for a second straight quarter. Venmo and Braintree both grew in the mid-teens. The growth is real, and it is arriving through the doors that pay less.
Who Is Bringing PayPal That Volume Now?
#volume #trades
12 days ago
Peter Thiel is a billionaire investor who co-founded PayPal and Palantir. He was the first outside investor in Facebook, and he runs Founders Fund, the venture firm that put the first institutional money into ******* eX.
Thiel Macro LLC, the fund run by the PayPal and Palantir co-founder, recently filed its second-quarter 13F. The filing shows the fund bought 308,617 shares of American Electric Power Company, Inc. (NASDAQ:AEP) and 839,319 shares of FirstEnergy Corp. (NYSE:FE) in the second quarter. The AEP stake was worth $42.22 million at the end of the quarter, and the FirstEnergy stake was worth $39.90 million.
In this article, we will focus on AEP.
For decades, American Electric Power was just a major utility company providing electricity to American households, with no prospects of explosive growth. But the AI boom changed everything. Training and running large models need enormous amounts of round-the-clock electricity, and hyperscalers are racing to build data centers wherever they can get power. Demand is now coming to AEP faster than it can serve it. Why? Because it runs a major transmission network in the US across 11 states. The company now has 69 gigawatts of contracted load additions through 2030, up 6 gigawatts in the second quarter alone. Around 90% of that is data centers. Texas customers alone have put up nearly $2 billion in cash and collateral. If a customer walks away, termination fees and minimum demand clauses protect the shareholder.
AEP locks customers in with letters of agreement, electric service agreements and large-load tariffs that require minimum demand after ramp, plus collateral and termination fees.
#power #company #thiel
Thiel Macro LLC, the fund run by the PayPal and Palantir co-founder, recently filed its second-quarter 13F. The filing shows the fund bought 308,617 shares of American Electric Power Company, Inc. (NASDAQ:AEP) and 839,319 shares of FirstEnergy Corp. (NYSE:FE) in the second quarter. The AEP stake was worth $42.22 million at the end of the quarter, and the FirstEnergy stake was worth $39.90 million.
In this article, we will focus on AEP.
For decades, American Electric Power was just a major utility company providing electricity to American households, with no prospects of explosive growth. But the AI boom changed everything. Training and running large models need enormous amounts of round-the-clock electricity, and hyperscalers are racing to build data centers wherever they can get power. Demand is now coming to AEP faster than it can serve it. Why? Because it runs a major transmission network in the US across 11 states. The company now has 69 gigawatts of contracted load additions through 2030, up 6 gigawatts in the second quarter alone. Around 90% of that is data centers. Texas customers alone have put up nearly $2 billion in cash and collateral. If a customer walks away, termination fees and minimum demand clauses protect the shareholder.
AEP locks customers in with letters of agreement, electric service agreements and large-load tariffs that require minimum demand after ramp, plus collateral and termination fees.
#power #company #thiel
16 days ago
Marvell (MRVL) stock was under significant pressure on Aug. 28 even though the custom chip specialist posted a market-beating Q2, featuring a 37% year-on-year increase in revenue.
Crucially, the semiconductor giant also raised its guidance for fiscal 2028 to around $18 billion, which would represent 50% growth on a year-over-year basis.
HP, Inc. Delivers Strong Earnings, Revenue and FCF - Short-Put Plays Still Have High Yields
BAC, CHWY, SONY: Play Unusual Options Activity in These 3 Low-Cost Call Options Under $100
PayPal Stock Drops as Buyout Plans Fall Through. Where Barchart Options Data Says PYPL Could Be Headed Next.
#marvell
Crucially, the semiconductor giant also raised its guidance for fiscal 2028 to around $18 billion, which would represent 50% growth on a year-over-year basis.
HP, Inc. Delivers Strong Earnings, Revenue and FCF - Short-Put Plays Still Have High Yields
BAC, CHWY, SONY: Play Unusual Options Activity in These 3 Low-Cost Call Options Under $100
PayPal Stock Drops as Buyout Plans Fall Through. Where Barchart Options Data Says PYPL Could Be Headed Next.
#marvell
17 days ago
As one of the most important investors of our time, David Einhorn is a legend on Wall Street that many investors pay close attention to, and for good reason. I'm one such investor who follows the 13-F filings of Einhorn's DME Capital Management, and when there's a big move, I want to dive in. In addition to adding stakes in Warner Bros. Discovery (WBD), PayPal (PYPL) and Fortune Brands (FBIN) during the second quarter, Einhorn completely exited his position in Peloton (PTON) in Q2.
Let's dive into what may be behind this move, and what investors should make of Peloton moving forward.
Why Options Traders Are Betting That Marvell Technology Stock Could Soon Hit $300
Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes **** eX, Intel, CoreWeave, and More
Nvidia's Equity Portfolio Is Now Worth Over $63 Billion. 3 Top Stocks the Jensen Huang-Led Company Is Buying.
#peloton #billion #dive
Let's dive into what may be behind this move, and what investors should make of Peloton moving forward.
Why Options Traders Are Betting That Marvell Technology Stock Could Soon Hit $300
Nvidia Reports $7.8 Billion in Q2 Gains on Equity Portfolio That Includes **** eX, Intel, CoreWeave, and More
Nvidia's Equity Portfolio Is Now Worth Over $63 Billion. 3 Top Stocks the Jensen Huang-Led Company Is Buying.
#peloton #billion #dive
18 days ago
US stocks moderated from earlier gains in midday trading on Friday as investors digested Kevin Warsh's first keynote address at the annual Jackson Hole Symposium, with the Fed chairman's comments interpreted as mildly hawkish in the near term.
The Dow Jones Industrial Average (^DJI) slipped below the flat line, while the S&P 500 (^GSPC) slide 0.2%. The Nasdaq Composite (^IXIC) declined by 0.4% after rising by as much as 0.5% earlier in the day.
In his speech, Warsh stated that inflation was running too high and that price stability would be the Fed's predominant focus. Even if market participants didn't necessarily get all of the clarity they were looking for, Warsh's comments were taken as hawkish enough to send yields on short-term Treasurys higher by several basis points.
In the equities market, investors continued to digest Nvidia's (NVDA) blowout earnings report and growth projections from Wednesday, while shares in Marvell Technology (MRVL) fell on its own second quarter figures. PayPal (PYPL) lost more than 10% on the news that Advent and Stripe have backed out of a proposed $50 billion takeover.
Upward revisions in the University of Michigan's consumer sentiment readings, released at 10 a.m. ET, provided a lightly positive note for the economy.
#investors
The Dow Jones Industrial Average (^DJI) slipped below the flat line, while the S&P 500 (^GSPC) slide 0.2%. The Nasdaq Composite (^IXIC) declined by 0.4% after rising by as much as 0.5% earlier in the day.
In his speech, Warsh stated that inflation was running too high and that price stability would be the Fed's predominant focus. Even if market participants didn't necessarily get all of the clarity they were looking for, Warsh's comments were taken as hawkish enough to send yields on short-term Treasurys higher by several basis points.
In the equities market, investors continued to digest Nvidia's (NVDA) blowout earnings report and growth projections from Wednesday, while shares in Marvell Technology (MRVL) fell on its own second quarter figures. PayPal (PYPL) lost more than 10% on the news that Advent and Stripe have backed out of a proposed $50 billion takeover.
Upward revisions in the University of Michigan's consumer sentiment readings, released at 10 a.m. ET, provided a lightly positive note for the economy.
#investors
18 days ago
The Wall Street Journal reported on August 14, 2026, that PayPal Holdings, Inc. (NASDAQ:PYPL) is in talks to sell itself to a group including Stripe and private equity firm Advent International after Stripe and Advent's initial July offer of $60.50 a share was rejected as too low, with the two sides now negotiating a higher price.
PayPal's market value has collapsed from a 2021 peak of about $360 billion to as low as roughly $36 billion this year. Now the company built by early digital-payments pioneers is negotiating its own sale.
That raises the real question: does a Stripe-Advent deal rescue PayPal Holdings, Inc. (NASDAQ:PYPL)'s business at a fair price, or does it confirm the company simply couldn't turn around its slowing growth alone?
The initial $60.50-per-share offer represented roughly a 28% premium to PayPal Holdings, Inc. (NASDAQ:PYPL)'s prior closing price and was backed by about $50 billion in committed bank financing. William Blair ****** yst Andrew Jeffrey said PayPal's new CEO likely would not accept a "low-ball offer." Blair predicated Stripe and Advent could go as high as $70 a share. Combining Stripe's merchant-focused business with PayPal's more than 430 million consumer accounts would create a combined payments giant processing about $3.7 trillion in annual volume. PayPal CEO Enrique Lores has already split the company into three units, checkout, Venmo, and payments and crypto, since taking over in March as part of a big recovery effort.
PayPal Holdings, Inc. (NASDAQ:PYPL)'s own struggles are exactly why a sale is on the table. Rivals like Apple Pay and Google Pay have taken. As of July, PayPal has lost more than 40% of its market value over just the past 12 months, and its market cap is still roughly one-tenth of its 2021 peak. There's no guarantee talks result in a deal at all, since PayPal already rejected the first offer as insufficient.
#NASDAQ #price
PayPal's market value has collapsed from a 2021 peak of about $360 billion to as low as roughly $36 billion this year. Now the company built by early digital-payments pioneers is negotiating its own sale.
That raises the real question: does a Stripe-Advent deal rescue PayPal Holdings, Inc. (NASDAQ:PYPL)'s business at a fair price, or does it confirm the company simply couldn't turn around its slowing growth alone?
The initial $60.50-per-share offer represented roughly a 28% premium to PayPal Holdings, Inc. (NASDAQ:PYPL)'s prior closing price and was backed by about $50 billion in committed bank financing. William Blair ****** yst Andrew Jeffrey said PayPal's new CEO likely would not accept a "low-ball offer." Blair predicated Stripe and Advent could go as high as $70 a share. Combining Stripe's merchant-focused business with PayPal's more than 430 million consumer accounts would create a combined payments giant processing about $3.7 trillion in annual volume. PayPal CEO Enrique Lores has already split the company into three units, checkout, Venmo, and payments and crypto, since taking over in March as part of a big recovery effort.
PayPal Holdings, Inc. (NASDAQ:PYPL)'s own struggles are exactly why a sale is on the table. Rivals like Apple Pay and Google Pay have taken. As of July, PayPal has lost more than 40% of its market value over just the past 12 months, and its market cap is still roughly one-tenth of its 2021 peak. There's no guarantee talks result in a deal at all, since PayPal already rejected the first offer as insufficient.
#NASDAQ #price
19 days ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using **** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a leading technology platform that provides digital payment solutions for merchants and consumers. On August 26, 2026, PayPal Holdings, Inc. (NASDAQ:PYPL) closed at $61.68 per share. Over the past month, Primo Brands Corporation (NYSE:PRMB) returned 6.92%, while its shares have declined 12.02% in the last 52 weeks. Primo Brands Corporation (NYSE:PRMB) has a market capitalization of $52.88 billion, and its stock has traded within a 52-week range of $38.46 to $79.22.
Greenlight Capital stated the following regarding PayPal Holdings, Inc. (NASDAQ:PYPL) in its Q2 2026 investor letter:
"PayPal Holdings, Inc. (NASDAQ:PYPL) is a consumer-facing payments platform with over 400 million active customers around the world. PYPL has long been viewed as being on the wrong side of the shift toward newer payment methods like Apple Pay, Shop Pay and Buy-Now-Pay-Later. After disappointing fourth-quarter results and a CEO transition, the stock sold off, creating an opportunity for us to acquire our position at an average price of $43.53. We believe PYPL's collection of payment **** ets is worth substantially more than the 8x earnings we paid. PYPL ended the quarter at $43.18. Subsequent to quarter-end, Stripe and Advent International reportedly made a joint offer to buy PYPL for $60.50 per share."
#pypl #NASDAQ #positions
In its second-quarter 2026 investor letter, Greenlight Capital highlighted PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL). PayPal Holdings, Inc. (NASDAQ:PYPL) is a leading technology platform that provides digital payment solutions for merchants and consumers. On August 26, 2026, PayPal Holdings, Inc. (NASDAQ:PYPL) closed at $61.68 per share. Over the past month, Primo Brands Corporation (NYSE:PRMB) returned 6.92%, while its shares have declined 12.02% in the last 52 weeks. Primo Brands Corporation (NYSE:PRMB) has a market capitalization of $52.88 billion, and its stock has traded within a 52-week range of $38.46 to $79.22.
Greenlight Capital stated the following regarding PayPal Holdings, Inc. (NASDAQ:PYPL) in its Q2 2026 investor letter:
"PayPal Holdings, Inc. (NASDAQ:PYPL) is a consumer-facing payments platform with over 400 million active customers around the world. PYPL has long been viewed as being on the wrong side of the shift toward newer payment methods like Apple Pay, Shop Pay and Buy-Now-Pay-Later. After disappointing fourth-quarter results and a CEO transition, the stock sold off, creating an opportunity for us to acquire our position at an average price of $43.53. We believe PYPL's collection of payment **** ets is worth substantially more than the 8x earnings we paid. PYPL ended the quarter at $43.18. Subsequent to quarter-end, Stripe and Advent International reportedly made a joint offer to buy PYPL for $60.50 per share."
#pypl #NASDAQ #positions
20 days ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
You know the old saying, "you've gotta spend money to make money?"
Historically, that plays out in one of two ways: you spend money and make more, or you go broke. Alibaba, like U.S. hyperscalers Meta and Amazon, is figuring it out the hard way.
Alibaba, China's Amazon, AWS, and PayPal all rolled into one, decided the best way to raise money for AI infrastructure is to dilute its shares: The company announced a $10.2 billion capital raise Monday morning.
Alibaba will sell 710 million shares at HK$112.70 (about $15). The stock immediately fell 10% on the news. Settlement and delivery should be completed in the next couple of days.
#money #shares #NVIDIA
You know the old saying, "you've gotta spend money to make money?"
Historically, that plays out in one of two ways: you spend money and make more, or you go broke. Alibaba, like U.S. hyperscalers Meta and Amazon, is figuring it out the hard way.
Alibaba, China's Amazon, AWS, and PayPal all rolled into one, decided the best way to raise money for AI infrastructure is to dilute its shares: The company announced a $10.2 billion capital raise Monday morning.
Alibaba will sell 710 million shares at HK$112.70 (about $15). The stock immediately fell 10% on the news. Settlement and delivery should be completed in the next couple of days.
#money #shares #NVIDIA
22 days ago
Buy now, pay later products provider Affirm Holdings, Inc. (NASDAQ:AFRM) is one of Cramer's favorite stocks. The shares are down by 3% over the past year and are up by 4% year-to-date. On multiple occasions, the CNBC TV host has praised the firm's CEO. For instance, in January, Cramer predicted that the shares would touch the $100 mark. The latest closing price for Affirm Holdings, Inc. (NASDAQ:AFRM) is $77. Here is what he said about the firm on August 17th:
"I think that Workday, that was a good run. How about that. That was a very good run. And I noticed that Salesforce already started coming down. We do have a Salesforce conference coming up and I know Marc Benioff's going to say that everyone's just dead wrong. Can everyone be dead wrong? Conceivably. But, what I don't like is, I didn't put Affirm in this group. And the reason I didn't put Affirm in this group because that one should be at a hundred. That one is real. That one has the growth that I want. That one has the CEO that I liked. That one has short sellers and people who don't really understand that Levchin, he's brilliant. Max is brilliant. And I just think that that one is the only one I would buy right here."
As is with most stocks, the debate for Affirm Holdings, Inc. (NASDAQ:AFRM) surrounds its valuation as well. The stock currently trades at a forward P/E ratio of 39.84, which is more than twice that of JPMorgan and more than thrice that of PayPal. As a result, the growth expectations for Affirm Holdings, Inc. (NASDAQ:AFRM) appear to be rather high. They are a strong gross merchandise volume (GMV) growth of 35% annually, revenue less transaction costs growth of 41% (to outpace GMV growth) and active customer growth of 22%. Consequently, the firm appears to be feeding its merchant growth into customer growth.
Additionally, Affirm Holdings, Inc. (NASDAQ:AFRM)'s point of sale algorithmic data also enables it to adjust and avoid defaults. Yet, at the end of the day, the firm nevertheless relies on consumer spending and interest rates, and economic turmoil stemming from inflation could generate headwinds through both of these. Additionally, funding costs are also trickier due to the firm's reliance on private credit markets.
Shifting towards Salesforce Inc. (NYSE:CRM), the shares are down by 17.5% year-to-date. Over multiple appearances, Cramer has discussed the split in the firm's AI and non-AI businesses. This split is also at the heart of the debate surrounding the firm. Salesforce Inc. (NYSE:CRM)'s Agentforce, which is its AI platform, marked 205% annual ARR growth, $260 million sequential growth, 152% sequential token processed growth and 111% in sequential work unit growth to indicate that AI-related tailwinds are in place. Yet, at the same time, overall contribution by Agentforce remains muted as it represented two points of Q1 revenue growth. Additionally, the AI and data ARR also includes figures from Informatica, which makes it difficult to ****** yse the impact of Ag
"I think that Workday, that was a good run. How about that. That was a very good run. And I noticed that Salesforce already started coming down. We do have a Salesforce conference coming up and I know Marc Benioff's going to say that everyone's just dead wrong. Can everyone be dead wrong? Conceivably. But, what I don't like is, I didn't put Affirm in this group. And the reason I didn't put Affirm in this group because that one should be at a hundred. That one is real. That one has the growth that I want. That one has the CEO that I liked. That one has short sellers and people who don't really understand that Levchin, he's brilliant. Max is brilliant. And I just think that that one is the only one I would buy right here."
As is with most stocks, the debate for Affirm Holdings, Inc. (NASDAQ:AFRM) surrounds its valuation as well. The stock currently trades at a forward P/E ratio of 39.84, which is more than twice that of JPMorgan and more than thrice that of PayPal. As a result, the growth expectations for Affirm Holdings, Inc. (NASDAQ:AFRM) appear to be rather high. They are a strong gross merchandise volume (GMV) growth of 35% annually, revenue less transaction costs growth of 41% (to outpace GMV growth) and active customer growth of 22%. Consequently, the firm appears to be feeding its merchant growth into customer growth.
Additionally, Affirm Holdings, Inc. (NASDAQ:AFRM)'s point of sale algorithmic data also enables it to adjust and avoid defaults. Yet, at the end of the day, the firm nevertheless relies on consumer spending and interest rates, and economic turmoil stemming from inflation could generate headwinds through both of these. Additionally, funding costs are also trickier due to the firm's reliance on private credit markets.
Shifting towards Salesforce Inc. (NYSE:CRM), the shares are down by 17.5% year-to-date. Over multiple appearances, Cramer has discussed the split in the firm's AI and non-AI businesses. This split is also at the heart of the debate surrounding the firm. Salesforce Inc. (NYSE:CRM)'s Agentforce, which is its AI platform, marked 205% annual ARR growth, $260 million sequential growth, 152% sequential token processed growth and 111% in sequential work unit growth to indicate that AI-related tailwinds are in place. Yet, at the same time, overall contribution by Agentforce remains muted as it represented two points of Q1 revenue growth. Additionally, the AI and data ARR also includes figures from Informatica, which makes it difficult to ****** yse the impact of Ag
22 days ago
Financial technology firms' SoFi Technologies, Inc. (NASDAQ:SOFI) and PayPal Holdings, Inc. (NASDAQ:PYPL)'s shares have diverged in performance in 2026. SOFI is down by 31% year-to-date while PYPL is up by 5.9%. PayPal Holdings, Inc. (NASDAQ:PYPL)'s stock has gained primarily on the back of takeover news, but Cramer has remained unconvinced. In his previous remarks about the firm, the CNBC TV host remarked that he was hesitant to recommend the stock on the basis of takeover news. In his morning appearance on August 17th, Cramer admonished **** ysts for recommending the stocks even though they were struggling:
"One of the more irritating parts of this market is, the insistence of loving fintech. The **** ysts just love fintech. And the three that they love are SoFi, Klarna, and now PayPal. Look, I totally understand it. But you don't need to reiterate every day people. We understand. PayPal maybe a takeover candidate. Klarna is doing really great. SoFi, it's going to come back. Just stop. **** ysts stop recommending these. Let them go to where they are on the downside. And then you can recommend them. . .I really think that's what happened is that, thatPayPal, when we heard that it might get a takeover bid, it made everything really exciting to people. But I just think, no, just go buy Wells Fargo. Go buy JPMorgan over Klarna. Okay. Or over PayPal."
SoFi Technologies, Inc. (NASDAQ:SOFI)'s narrative surrounds its valuation. The firm's forward P/E ratio is 31.55, which is nearly double that of banking giant JPMorgan and more than 2x of PYPL's 11.79. The risk to SoFi Technologies, Inc. (NASDAQ:SOFI)'s valuation comes from its transformation into a digital bank from a student loan company. Therefore, the firm's Financial Services and Technology platforms are at the center of the narrative.
On this front, SoFi Technologies, Inc. (NASDAQ:SOFI)'s second quarter saw its two businesses grow net revenue by 29% and drop by 23% annually. Technology suffered as a large client transitioned away from the platform. SoFi Technologies, Inc. (NASDAQ:SOFI)'s management added that the two businesses should account for more than 50% of overall revenue over the long term. To sum it up, the firm's headwinds could stem from high deposit costs of sizable amount of funds, such as $45 billion in the latest quarter, while the capital light Financial Services business and fee-driven Technology Services could lead the way to growth.
Shifting towards PayPal Holdings, Inc. (NASDAQ:PYPL), it's all about turnaround versus acquisitions. The turnaround camp, of which its management is also a part of, hinges on improved checkout performance, AI modernization, cost savings and Venmo growth. Through these, PayPal Holdings, Inc. (NASDAQ:PYPL) aims to save $400 million in costs in 2026 and streamline headcount in 2027. Therefore, the firm could experience tailwinds should it achieve the stated $1.5 billion in gross run rate savings and generate earnings power.
#NASDAQ #paypal
"One of the more irritating parts of this market is, the insistence of loving fintech. The **** ysts just love fintech. And the three that they love are SoFi, Klarna, and now PayPal. Look, I totally understand it. But you don't need to reiterate every day people. We understand. PayPal maybe a takeover candidate. Klarna is doing really great. SoFi, it's going to come back. Just stop. **** ysts stop recommending these. Let them go to where they are on the downside. And then you can recommend them. . .I really think that's what happened is that, thatPayPal, when we heard that it might get a takeover bid, it made everything really exciting to people. But I just think, no, just go buy Wells Fargo. Go buy JPMorgan over Klarna. Okay. Or over PayPal."
SoFi Technologies, Inc. (NASDAQ:SOFI)'s narrative surrounds its valuation. The firm's forward P/E ratio is 31.55, which is nearly double that of banking giant JPMorgan and more than 2x of PYPL's 11.79. The risk to SoFi Technologies, Inc. (NASDAQ:SOFI)'s valuation comes from its transformation into a digital bank from a student loan company. Therefore, the firm's Financial Services and Technology platforms are at the center of the narrative.
On this front, SoFi Technologies, Inc. (NASDAQ:SOFI)'s second quarter saw its two businesses grow net revenue by 29% and drop by 23% annually. Technology suffered as a large client transitioned away from the platform. SoFi Technologies, Inc. (NASDAQ:SOFI)'s management added that the two businesses should account for more than 50% of overall revenue over the long term. To sum it up, the firm's headwinds could stem from high deposit costs of sizable amount of funds, such as $45 billion in the latest quarter, while the capital light Financial Services business and fee-driven Technology Services could lead the way to growth.
Shifting towards PayPal Holdings, Inc. (NASDAQ:PYPL), it's all about turnaround versus acquisitions. The turnaround camp, of which its management is also a part of, hinges on improved checkout performance, AI modernization, cost savings and Venmo growth. Through these, PayPal Holdings, Inc. (NASDAQ:PYPL) aims to save $400 million in costs in 2026 and streamline headcount in 2027. Therefore, the firm could experience tailwinds should it achieve the stated $1.5 billion in gross run rate savings and generate earnings power.
#NASDAQ #paypal
22 days ago
David Einhorn just placed a big bet on PayPal (PYPL). The legendary hedge fund manager added a new stake in PYPL stock during the second quarter, which quickly caught investors' attention.
Einhorn is no ordinary investor. He's known for spotting value where others see only problems. His firm, DME Capital Management, bought 1.42 million shares of PayPal during Q2 worth $61.5 million as of June 30. That's a serious vote of confidence.
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A $28.7 Billion Reason to Buy SK hynix Stock Now
#paypal #pypl #capital #Third
Einhorn is no ordinary investor. He's known for spotting value where others see only problems. His firm, DME Capital Management, bought 1.42 million shares of PayPal during Q2 worth $61.5 million as of June 30. That's a serious vote of confidence.
Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2
Nvidia Q2 Preview: Strong Earnings and Low Valuation Set the Stage for Upside
A $28.7 Billion Reason to Buy SK hynix Stock Now
#paypal #pypl #capital #Third
22 days ago
Nvidia (NVDA) will release its second-quarter fiscal 2027 financial results on Wednesday, Aug. 26. Given the company's dominant position in the artificial intelligence (AI) infrastructure ******* e, Nvidia appears well-positioned to deliver robust revenue and earnings growth in Q2. Further, Nvidia's current valuation looks attractive relative to its earnings growth potential and peers, setting the stage for meaningful upside.
The broader AI investment cycle remains a significant tailwind for Nvidia. Hyperscalers continue to increase capital expenditures, while AI is expanding demand for advanced computing infrastructure across industries. These trends suggest that AI-related spending could remain elevated, supporting Nvidia's financials.
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#Growth #looks #infrastructure
The broader AI investment cycle remains a significant tailwind for Nvidia. Hyperscalers continue to increase capital expenditures, while AI is expanding demand for advanced computing infrastructure across industries. These trends suggest that AI-related spending could remain elevated, supporting Nvidia's financials.
Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2
David Einhorn Just Bet $61.5 Million on PayPal. Why PYPL Looks Cheap Again.
Powerful Growth, Multiple Endorsements Bode Well for Oracle Stock
#Growth #looks #infrastructure
23 days ago
Minnesota United was putting the final touches on a 5-1 win over the Earthquakes on Saturday when the MLS match was interrupted by cuteness.
"Oh, there's a baby on the field," said Apple TV commentator Kyndra de St. Aubin said from PayPal Park in San Jose, Calif.
A toddler had escaped seats along the sideline and wandered onto the field, with a stadium staff member shown picking up the smiling kid and delivering him back to an adult. A woman who grabbed him appeared to say, "I'm so sorry."
With the game in hand during stoppage time, Loons head coach Cameron Knowles wondered what the commotion was and looked away from the game to see what it was.
"Oh, man, it's a little bit too early to get a lifetime ban from a stadium," Knowles joked.
#stadium
"Oh, there's a baby on the field," said Apple TV commentator Kyndra de St. Aubin said from PayPal Park in San Jose, Calif.
A toddler had escaped seats along the sideline and wandered onto the field, with a stadium staff member shown picking up the smiling kid and delivering him back to an adult. A woman who grabbed him appeared to say, "I'm so sorry."
With the game in hand during stoppage time, Loons head coach Cameron Knowles wondered what the commotion was and looked away from the game to see what it was.
"Oh, man, it's a little bit too early to get a lifetime ban from a stadium," Knowles joked.
#stadium
26 days ago
Tired of bonds falling or tying your cash up in "high yield" savings accounts paying just 3.4%? The bank of Elon Musk's X is pitching an alternative — with a catch.
X Money, the financial section launched in July of Musk's "super-app" tied to the social media platform, is offering to pay 6% annual yields on some cash deposits. That's considerably higher than you'll find at most savings accounts and even certificates of deposit. X Money also includes FDIC insurance up to $250,000.
The difference is vast, especially for investors who hold large amounts of cash. A $100,000 deposit in X Money would pay roughly $6,000 in the first year. That's nearly $2,000 more than you'd earn in Year One in the highest-yielding high-yield bank in the U.S., says Bankrate.com.
Tapping his roots as cofounder of PayPal, Musk is working to turn his X into a super-app. Rather than simply being a way to access the X social media platform, he's working to make it into a go-to source for AI and banking, too.
X Bank isn't a bank, per se. But it has a partnership with a real bank: Cross River Bank in New Jersey. Interestingly, X Bank is paying even more on deposits than Cross River is. Cross River is paying just 3.3% on savings balances of $1 million or more.
#bank #money #paying #yield
X Money, the financial section launched in July of Musk's "super-app" tied to the social media platform, is offering to pay 6% annual yields on some cash deposits. That's considerably higher than you'll find at most savings accounts and even certificates of deposit. X Money also includes FDIC insurance up to $250,000.
The difference is vast, especially for investors who hold large amounts of cash. A $100,000 deposit in X Money would pay roughly $6,000 in the first year. That's nearly $2,000 more than you'd earn in Year One in the highest-yielding high-yield bank in the U.S., says Bankrate.com.
Tapping his roots as cofounder of PayPal, Musk is working to turn his X into a super-app. Rather than simply being a way to access the X social media platform, he's working to make it into a go-to source for AI and banking, too.
X Bank isn't a bank, per se. But it has a partnership with a real bank: Cross River Bank in New Jersey. Interestingly, X Bank is paying even more on deposits than Cross River is. Cross River is paying just 3.3% on savings balances of $1 million or more.
#bank #money #paying #yield
26 days ago
Venmo and PayPal will no longer just be the apps you use when you owe your friend gas money or make an online purchase. The brands just announced that college students and their families will now be able to use these payment platforms to make tuition payments at select universities.
Bellarmine University, Butler University, Kansas State University, Michigan State University and Texas Tech University are some of the schools on board so far, and more are expected throughout the year.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
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#venmo
Bellarmine University, Butler University, Kansas State University, Michigan State University and Texas Tech University are some of the schools on board so far, and more are expected throughout the year.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#venmo
1 month ago
On CNBC's Mad Money's August 3 episode, host Jim Cramer highlighted PayPal Holdings, Inc. (NASDAQ:PYPL) as one of the standout performers in the S&P 500 during July as it gained 32.5%. While noting operational improvements under Chief Executive Officer Enrique Lores, Cramer focused on the market reaction surrounding a reported buyout proposal from private fintech competitor Stripe and private equity partner Advent International:
Third best performing in the S&P 500… in July… PayPal. That's up 32.5%. Now, while the company's certainly doing much better under Enrique Lores than its previous CEO. The stock roared because PayPal apparently got a takeover overture from the giant private fintech company called Stripe, with the backing also of a big private equity firm. Now, they haven't agreed to anything, but it hasn't been shot down. Quizzical.
Reports of a joint buyout offer from Stripe and Advent International valued PayPal Holdings, Inc. (NASDAQ:PYPL) at approximately $53 billion, or $60.50 per share, a significant premium over its pre-announcement trading price. The acquisition attempt represents a rare role reversal, in which a private fintech firm, backed by major financial investors, is trying to buy out an established market leader.
While both platforms dominate online commerce processing, PayPal Holdings, Inc. (NASDAQ:PYPL) and Stripe represent contrasting business architectures and growth trajectories within fintech. PayPal operates as a consumer-facing ecosystem with hundreds of millions of active digital wallets alongside its merchant services. That dual-sided model gives PayPal deep brand recognition, yet leaves it exposed to changing consumer payment preferences and margin pressure in basic checkout processing.
Stripe functions as developer-first infrastructure, embedding payment capabilities directly into application software, SaaS platforms, and enterprise marketplaces. While PayPal Holdings, Inc. (NASDAQ:PYPL) relies on legacy brand equity and consumer wallet engagement, Stripe built its market share by serving software engineers and digital businesses. Combining the two firms would pair PayPal's massive global network and consumer base with Stripe's strength among software developers, though clearing regulatory scrutiny and merging their massive tech systems would pose major challenges.
#holdings #pypl #Equity
Third best performing in the S&P 500… in July… PayPal. That's up 32.5%. Now, while the company's certainly doing much better under Enrique Lores than its previous CEO. The stock roared because PayPal apparently got a takeover overture from the giant private fintech company called Stripe, with the backing also of a big private equity firm. Now, they haven't agreed to anything, but it hasn't been shot down. Quizzical.
Reports of a joint buyout offer from Stripe and Advent International valued PayPal Holdings, Inc. (NASDAQ:PYPL) at approximately $53 billion, or $60.50 per share, a significant premium over its pre-announcement trading price. The acquisition attempt represents a rare role reversal, in which a private fintech firm, backed by major financial investors, is trying to buy out an established market leader.
While both platforms dominate online commerce processing, PayPal Holdings, Inc. (NASDAQ:PYPL) and Stripe represent contrasting business architectures and growth trajectories within fintech. PayPal operates as a consumer-facing ecosystem with hundreds of millions of active digital wallets alongside its merchant services. That dual-sided model gives PayPal deep brand recognition, yet leaves it exposed to changing consumer payment preferences and margin pressure in basic checkout processing.
Stripe functions as developer-first infrastructure, embedding payment capabilities directly into application software, SaaS platforms, and enterprise marketplaces. While PayPal Holdings, Inc. (NASDAQ:PYPL) relies on legacy brand equity and consumer wallet engagement, Stripe built its market share by serving software engineers and digital businesses. Combining the two firms would pair PayPal's massive global network and consumer base with Stripe's strength among software developers, though clearing regulatory scrutiny and merging their massive tech systems would pose major challenges.
#holdings #pypl #Equity
1 month ago
The digital payments giant sent a fortune back to its owners, yet the stock fell far behind the market. Here is the accounting of what that cash really bought.
PayPal (PYPL) operates the digital wallet and payment network millions use for everything from online shopping to splitting a dinner bill. But while its service is familiar, its stock, trading around $59.78, has been a source of frustration, sitting about 34% below its two-year high. Against that backdrop, the company has executed one of the largest capital returns in the market. Over the last five years, it handed back nearly $26 billion to shareholders, a figure equal to 51% of its entire current value. The company paid owners a fortune while the stock lagged; was holding worth it, and is it now?
A $26 Billion Payout Fueled Almost Entirely by Buybacks
The cash return machine is powered by the fees PayPal collects on its large payment volume, generating a free cash flow yield of 12.6%. The company then directs that cash back to its owners. The method, however, has been overwhelmingly one-sided. Of the total returned over five years, a huge $26 billion came from share repurchases, with just $252 million paid out as dividends.
This buyback-heavy strategy is designed to shrink the share count and boost earnings per share. It is a vote of confidence from management, using company cash to buy its own stock. But for the individual investor, the real measure is total return, which accounts for both price movement and dividends.
#back #fortune
PayPal (PYPL) operates the digital wallet and payment network millions use for everything from online shopping to splitting a dinner bill. But while its service is familiar, its stock, trading around $59.78, has been a source of frustration, sitting about 34% below its two-year high. Against that backdrop, the company has executed one of the largest capital returns in the market. Over the last five years, it handed back nearly $26 billion to shareholders, a figure equal to 51% of its entire current value. The company paid owners a fortune while the stock lagged; was holding worth it, and is it now?
A $26 Billion Payout Fueled Almost Entirely by Buybacks
The cash return machine is powered by the fees PayPal collects on its large payment volume, generating a free cash flow yield of 12.6%. The company then directs that cash back to its owners. The method, however, has been overwhelmingly one-sided. Of the total returned over five years, a huge $26 billion came from share repurchases, with just $252 million paid out as dividends.
This buyback-heavy strategy is designed to shrink the share count and boost earnings per share. It is a vote of confidence from management, using company cash to buy its own stock. But for the individual investor, the real measure is total return, which accounts for both price movement and dividends.
#back #fortune
2 months ago
San Jose, California-based PayPal Holdings, Inc. (PYPL) operates a technology platform that enables digital payments on behalf of merchants and consumers. Valued at $51.4 billion by market cap, the company offers online payment solutions worldwide.
Shares of this fintech giant have notably underperformed the broader market over the past year. PYPL has declined 18.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 16.3%. In 2026, PYPL stock is down marginally, compared to the SPX's 8.5% rise on a YTD basis.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
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#pypl #Stock #market #broader
Shares of this fintech giant have notably underperformed the broader market over the past year. PYPL has declined 18.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 16.3%. In 2026, PYPL stock is down marginally, compared to the SPX's 8.5% rise on a YTD basis.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock
#pypl #Stock #market #broader
2 months ago
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Mobile payment apps such as Venmo, PayPal, and Cash App have grown in popularity in recent years. More than three-quarters of Americans have used these types of apps to send or receive money from individuals.
Yet despite the convenience and growing use of P2P apps, there are risks you should be aware of as well. In particular, the Consumer Financial Protection Bureau (CFPB) warns consumers that storing cash in apps like PayPal, Cash App, and Venmo is a habit you should avoid. Here's why.
A peer-to-peer payment app is a type of digital payment platform that allows you to transfer money to another individual using a mobile device or computer. When you register for a P2P service, you start by connecting your bank account, credit card, or digital wallet. From there, you can send or receive cash to other users who are registered with the same P2P service.
Depending on the P2P payment app, you may incur fees when you send money. Other services may charge you fees to transfer funds to your bank account — especially if an international transfer is involved. Many P2P apps, however, offer free payment options for sending cash between friends and family members. Non-expedited domestic bank transfers may be free as well, depending on the app.
#apps #transfer
Mobile payment apps such as Venmo, PayPal, and Cash App have grown in popularity in recent years. More than three-quarters of Americans have used these types of apps to send or receive money from individuals.
Yet despite the convenience and growing use of P2P apps, there are risks you should be aware of as well. In particular, the Consumer Financial Protection Bureau (CFPB) warns consumers that storing cash in apps like PayPal, Cash App, and Venmo is a habit you should avoid. Here's why.
A peer-to-peer payment app is a type of digital payment platform that allows you to transfer money to another individual using a mobile device or computer. When you register for a P2P service, you start by connecting your bank account, credit card, or digital wallet. From there, you can send or receive cash to other users who are registered with the same P2P service.
Depending on the P2P payment app, you may incur fees when you send money. Other services may charge you fees to transfer funds to your bank account — especially if an international transfer is involved. Many P2P apps, however, offer free payment options for sending cash between friends and family members. Non-expedited domestic bank transfers may be free as well, depending on the app.
#apps #transfer
2 months ago
US tech stocks regained their footing on Tuesday as a sell-off in chip stocks underscored concerns about AI circular financing deals, countering a drop in oil prices and earnings optimism.
The Nasdaq Composite (^IXIC) bounced back from earlier losses to hover near the flat line. The S&P 500 (^GSPC) rose nearly 0.4%, while the Dow Jones Industrial Average (^DJI) climbed 1.2% as investors weighed the latest quarterly results.
Stocks generally moved higher as the earnings deluge continued. Boeing (BA), PayPal (PYPL), and Coca-Cola (KO) all rose after reporting results, with Coca-Cola stock on track for its best day since 2009. Investors will be watching SK Hynix's results due around 8 p.m. ET for insight into the memory trade as AI worries swirl.
That helped offset souring sentiment in the chip sector amid reports that Nvidia (NVDA) is exploring a $250 billion funding backstop for OpenAI (OPAI.PVT), further intertwining the two companies and heightening worries about circular financing. Tech traders also grew nervous that Chinese competition is narrowing the AI gap with US companies, undermining prospects for a payoff.
Oil prices, meanwhile, continued to retreat after the US and Iran halted active fighting and President Trump said the two sides were in diplomatic talks. "There's a good chance that something could happen, and if it does, good," Trump said aboard Air Force One on Monday. "If it doesn't, we go back to doing what we were doing."
#investors
The Nasdaq Composite (^IXIC) bounced back from earlier losses to hover near the flat line. The S&P 500 (^GSPC) rose nearly 0.4%, while the Dow Jones Industrial Average (^DJI) climbed 1.2% as investors weighed the latest quarterly results.
Stocks generally moved higher as the earnings deluge continued. Boeing (BA), PayPal (PYPL), and Coca-Cola (KO) all rose after reporting results, with Coca-Cola stock on track for its best day since 2009. Investors will be watching SK Hynix's results due around 8 p.m. ET for insight into the memory trade as AI worries swirl.
That helped offset souring sentiment in the chip sector amid reports that Nvidia (NVDA) is exploring a $250 billion funding backstop for OpenAI (OPAI.PVT), further intertwining the two companies and heightening worries about circular financing. Tech traders also grew nervous that Chinese competition is narrowing the AI gap with US companies, undermining prospects for a payoff.
Oil prices, meanwhile, continued to retreat after the US and Iran halted active fighting and President Trump said the two sides were in diplomatic talks. "There's a good chance that something could happen, and if it does, good," Trump said aboard Air Force One on Monday. "If it doesn't, we go back to doing what we were doing."
#investors
2 months ago
PayPal (PYPL) stock rose more than 4% on Tuesday after the payments giant defended its multiyear turnaround plan without completely closing the door to a potential merger.
"While there is still significant work ahead, I have strong conviction in our direction and in our ability to execute," PayPal president and CEO Enrique Lores said.
"At the same time, we remain open and objective in evaluating opportunities," he added. "If we see levers or a path that we believe would create superior value for our shareholders that execute in our current strategy, we would, of course, carefully consider them."
Earlier this year, Stripe and private equity firm Advent offered to acquire PayPal for around $60 per share, according to a report from Reuters earlier this month. The news sent PayPal's stock surging.
"For now, while we remain open, our focus is on executing our own strategic plan," Lores added.
#paypal #lores #earlier #execute
"While there is still significant work ahead, I have strong conviction in our direction and in our ability to execute," PayPal president and CEO Enrique Lores said.
"At the same time, we remain open and objective in evaluating opportunities," he added. "If we see levers or a path that we believe would create superior value for our shareholders that execute in our current strategy, we would, of course, carefully consider them."
Earlier this year, Stripe and private equity firm Advent offered to acquire PayPal for around $60 per share, according to a report from Reuters earlier this month. The news sent PayPal's stock surging.
"For now, while we remain open, our focus is on executing our own strategic plan," Lores added.
#paypal #lores #earlier #execute
2 months ago
US tech stocks regained their footing on Tuesday as a sell-off in chip stocks underscored concerns about AI circular financing deals, countering a drop in oil prices and earnings optimism.
The Nasdaq Composite (^IXIC) bounced back from earlier losses to hover near the flat line. The S&P 500 (^GSPC) rose nearly 0.4%, while the Dow Jones Industrial Average (^DJI) climbed 1.2% as investors weighed the latest quarterly results.
Stocks generally moved higher as the earnings deluge continued. Boeing (BA), Ford (F), PayPal (PYPL), and Coca-Cola (KO) all rose after reporting results, with Coca-Cola stock on track for its best day since 2009. Investors will be watching SK Hynix's results due around 8 p.m. ET for insight into the memory trade as AI worries swirl.
That helped offset souring sentiment in the chip sector amid reports that Nvidia (NVDA) is exploring a $250 billion funding backstop for OpenAI (OPAI.PVT), further intertwining the two companies and heightening worries about circular financing. Tech traders also grew nervous that Chinese competition is narrowing the AI gap with US companies, undermining prospects for a payoff.
Oil prices, meanwhile, continued to retreat after the US and Iran halted active fighting and President Trump said the two sides were in diplomatic talks. "There's a good chance that something could happen, and if it does, good," Trump said aboard Air Force One on Monday. "If it doesn't, we go back to doing what we were doing."
#circular
The Nasdaq Composite (^IXIC) bounced back from earlier losses to hover near the flat line. The S&P 500 (^GSPC) rose nearly 0.4%, while the Dow Jones Industrial Average (^DJI) climbed 1.2% as investors weighed the latest quarterly results.
Stocks generally moved higher as the earnings deluge continued. Boeing (BA), Ford (F), PayPal (PYPL), and Coca-Cola (KO) all rose after reporting results, with Coca-Cola stock on track for its best day since 2009. Investors will be watching SK Hynix's results due around 8 p.m. ET for insight into the memory trade as AI worries swirl.
That helped offset souring sentiment in the chip sector amid reports that Nvidia (NVDA) is exploring a $250 billion funding backstop for OpenAI (OPAI.PVT), further intertwining the two companies and heightening worries about circular financing. Tech traders also grew nervous that Chinese competition is narrowing the AI gap with US companies, undermining prospects for a payoff.
Oil prices, meanwhile, continued to retreat after the US and Iran halted active fighting and President Trump said the two sides were in diplomatic talks. "There's a good chance that something could happen, and if it does, good," Trump said aboard Air Force One on Monday. "If it doesn't, we go back to doing what we were doing."
#circular
2 months ago
Thiel loaded PayPal (PYPL) and Palantir (PLTR) founder shares into a self-directed Roth IRA, turning $2,000 into $5 billion completely tax-free.
A self-directed Roth, unlike a standard Schwab (SCHW) account, lets you hold private startups, real estate, and LLC interests tax-free.
Triggering IRC Section 4975's prohibited transaction rules collapses your entire Roth into a taxable distribution, plus a 10% penalty if under 59½.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
If you own a Roth IRA, you own the same tax shelter Peter Thiel used to turn $2,000 into roughly $5 billion. This is the exact same account type, governed by the exact same tax code, sitting in millions of ordinary brokerage logins right now. The buried feature: a Roth IRA can hold far more than index funds. It can hold private startup shares, LLC interests, real estate, and other alternative ******* ets, and every dollar of growth comes out tax-free after age 59½.
#hold #same #self #directed
A self-directed Roth, unlike a standard Schwab (SCHW) account, lets you hold private startups, real estate, and LLC interests tax-free.
Triggering IRC Section 4975's prohibited transaction rules collapses your entire Roth into a taxable distribution, plus a 10% penalty if under 59½.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
If you own a Roth IRA, you own the same tax shelter Peter Thiel used to turn $2,000 into roughly $5 billion. This is the exact same account type, governed by the exact same tax code, sitting in millions of ordinary brokerage logins right now. The buried feature: a Roth IRA can hold far more than index funds. It can hold private startup shares, LLC interests, real estate, and other alternative ******* ets, and every dollar of growth comes out tax-free after age 59½.
#hold #same #self #directed
2 months ago
Soon-to-be former Amazon (AMZN) Web Services (AWS) veteran Dave Brown will be joining Facebook parent Meta (META) to bolster the latter's cloud ambitions. Brown, who was with AWS for 19 years, will leave his post in July, according to internal communications at AWS.
Notable broker Wedbush has given this a thumbs up and has opined that Meta's desire to be a material player in the cloud industry is serious. In a note to clients, Matt Bryson of the firm said, "This addition builds on the narrative that Meta is serious in building out its own AI cloud offering (though ostensibly Dave Brown's expertise could be used to support the build-out of infrastructure for internal Meta use as well)."
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#cloud #internal
Notable broker Wedbush has given this a thumbs up and has opined that Meta's desire to be a material player in the cloud industry is serious. In a note to clients, Matt Bryson of the firm said, "This addition builds on the narrative that Meta is serious in building out its own AI cloud offering (though ostensibly Dave Brown's expertise could be used to support the build-out of infrastructure for internal Meta use as well)."
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#cloud #internal
2 months ago
With a market cap of $233.5 billion, Linde plc (LIN) is a global leader in industrial gases and engineering, delivering innovative technologies and high-quality solutions across diverse industries worldwide. Committed to making the world more productive, the company helps customers improve efficiency while supporting sustainability through decarbonization, clean energy, and advanced gas processing solutions.
The Woking, the United Kingdom-based company is set to unveil its fiscal Q2 2026 results before the market opens on Friday, Jul. 31. Ahead of the event, ******* ysts forecast LIN to post an adjusted EPS of $4.49, a growth of 9.8% from $4.09 in the same quarter last year. It has surpassed Wall Street's bottom-line projections in the past four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #billion #committed #united
The Woking, the United Kingdom-based company is set to unveil its fiscal Q2 2026 results before the market opens on Friday, Jul. 31. Ahead of the event, ******* ysts forecast LIN to post an adjusted EPS of $4.49, a growth of 9.8% from $4.09 in the same quarter last year. It has surpassed Wall Street's bottom-line projections in the past four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #billion #committed #united
2 months ago
Alibaba (BABA) shares gained pace this week after the Chinese tech giant confirmed a major update to its artificial intelligence push, one that ties its Qwen models directly to hundreds of millions of Apple (AAPL) devices in China. The Chinese tech giant has spent more than a year and billions of dollars building out its AI business, and this latest move shows that bet starting to pay off in a very visible way.
Over the past year, Alibaba has shifted its cloud division away from basic storage and computing services and toward artificial intelligence.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #Tech #artificial #baba
Over the past year, Alibaba has shifted its cloud division away from basic storage and computing services and toward artificial intelligence.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#Stock #Tech #artificial #baba
2 months ago
The S&P 500 Index ($SPX) (SPY) today is down -0.09%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.29%. September E-mini S&P futures (ESU26) are down -0.07%, and September E-mini Nasdaq futures (NQU26) are down -0.22%.
Stock indexes are under modest today amid weakness in software and cybersecurity stocks. The markets are waiting for earnings results after the close today from Alphabet to see evidence that the company's investments in artificial intelligence are generating returns, as it plans to more than double capital spending from 2025 to as much as $190 billion this year. On the positive side, energy producers and service providers are moving higher with today's rally in WTI crude oil to a 6-week high.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#mini
Stock indexes are under modest today amid weakness in software and cybersecurity stocks. The markets are waiting for earnings results after the close today from Alphabet to see evidence that the company's investments in artificial intelligence are generating returns, as it plans to more than double capital spending from 2025 to as much as $190 billion this year. On the positive side, energy producers and service providers are moving higher with today's rally in WTI crude oil to a 6-week high.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#mini
2 months ago
With a market cap of $35.9 billion, Kimberly-Clark Corporation (KMB) is a global consumer goods company whose trusted brands improve the lives of people in more than 175 countries and territories. With a purpose of delivering "Better Care for a Better World," the company combines market-leading products with a strong commitment to sustainability, community well-being, and long-term business growth.
The Dallas, Texas-based company is expected to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, ***** ysts predict KMB to report an EPS of $2, up 4.2% from $1.92 in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#long
The Dallas, Texas-based company is expected to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, ***** ysts predict KMB to report an EPS of $2, up 4.2% from $1.92 in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#long
2 months ago
Zimmer Biomet Holdings, Inc. (ZBH) is a global medical technology company specializing in musculoskeletal healthcare. It designs and manufactures innovative orthopedic implants, surgical instruments, and digital solutions for joint reconstruction, trauma, and sports medicine. The company operates internationally with a corporate headquarters in Warsaw, Indiana. It has a market capitalization of $17.20 billion.
Zimmer Biomet is expected to report its second-quarter results for fiscal 2026 on Aug. 5, before the market opens. Ahead of the release, Wall Street **** ysts are tepid about the company's bottom-line trajectory.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #zimmer
Zimmer Biomet is expected to report its second-quarter results for fiscal 2026 on Aug. 5, before the market opens. Ahead of the release, Wall Street **** ysts are tepid about the company's bottom-line trajectory.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #zimmer
