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Great Hill Capital Chairman Thomas Hayes suggested Meta Platforms Inc. should acquire PayPal Holdings Inc. for $90 billion, stating the deal could save Meta “5-10 years” in building a “WeChat super-app” ahead of Elon Musk‘s Xmoney. Strategic Advantage Over Xmoney...

PayPal just landed a checkout deal with Meta and another surprise partnership that sent shares jumping, but the stock is still down more than 20% over the past year and facing real headwinds that could define whether this rally sticks or fades.

Earlier in September 2026, Meta announced a partnership bringing its Muse AI shopping agent to PayPal’s global merchant network, allowing consumers to discover products and complete PayPal-powered checkouts directly through Muse. This move plugs PayPal into a fast-growing consumer AI commerce ecosystem, potentially reinforcing its role as a preferred payment option within emerging agent-based shopping experiences. Next, we’ll examine how PayPal’s integration into Meta’s Muse AI shopping...

PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal rose 0.5% to $52.90 after the announcement. Meta Platforms stock fell 0.4% to $738.53.

The Meta tie-up puts PayPal alongside Shopify and Stripe in Muse’s growing commerce ecosystem as the AI agent rapidly builds a consumer audience.

Investing.com -- Financial sector stocks took a significant hit on Tuesday as investors aggressively rotated capital into the technology space, driven by mounting enthusiasm for Meta’s Muse AI agent. The artificial intelligence frenzy sharply divided the financial landscape: traditional banking and wealth management took the brunt of the selloff, while fintech giant PayPal saw a notable surge following a newly announced integration with Meta. PayPal Climbs on Meta Integration Shares of PayPal Ho

Visa just posted a fifteenfold jump on a new payment rail while its core business hits records, but the real question is whether stablecoins strengthen its network grip or quietly erode the economics that justify trading near all-time highs.

AFRM's new AI model uses 14 years of data to expand credit approvals, boost completed purchases and improve early loan performance.

Venmo's expanded NIL campaign targets college audiences as PYPL pushes the platform beyond P2P payments and builds higher-value engagement.

PayPal (PYPL) has gained 27% over the past three months while the S&P 500 returned 0.7%. Over the trailing twelve months, the stock is still down 18.7%, so the whole gain is recent. A gain that recent still needs an operating reason to hold, and management points to what PayPal lends, not to the checkout button.

Coinbase Global (COIN) stock has gained about 18% over the past month, and it is still down about 44% over the past year. At about $175 a share, the market pays 7.3 times sales against 3.2 for the S&P 500, more than double the market's price for revenue that is shrinking. The question is whether what Coinbase is building is worth more than what it is losing.

Enrique Lores is rejecting multi-billion-dollar takeover bids to chart PayPal's independent future.

Investors need to be aware of the headwinds the stock faces.

PayPal expands into tuition, BNPL and merchant payments, giving the company more ways to reach customers and grow.

PayPal CEO Enrique Lores won't be selling the payments icon for a dime.

The digital payments provider faces formidable challenges.

PayPal Shares Jump as Stripe Takeover Rumors Reignite

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.

Bank of America dropped a fresh price target on Affirm just as yields began to ease, and the combination sent buy-now-pay-later stocks racing ahead of a sleepy broad market. Whether the rally holds depends on a credit question Levchin himself flagged on live television.

On August 28, 2026, Advent International and Stripe ended their roughly $53 billion pursuit of PayPal Holdings, Inc. (NASDAQ:PYPL) after failing to agree on a purchase price. After the pullback, the stock fell about 13% to a $53.6 close, wiping out much of the rally. What’s left is uncomfortable math. The board has turned down […]

The “Big Short” investor says he is redeploying capital from Veeva into “spring-loaded positions” while waiting for PayPal to fall further before adding.

Affirm (AFRM) continues to widen its lead over peers in the buy now, pay later space, RBC Capital Ma

Stripe and Advent have walked away from a massive takeover pursuit.

Stripe and Advent International just walked away from a potential $50 billion PayPal takeover, and the BNPL challengers are celebrating loudly. Here is what the Friday moves actually signal about who wins and who is still exposed.

A collapsed $50 billion buyout sent shockwaves through the buy-now-pay-later sector Friday morning, splitting two of digital payments' biggest names into opposite directions while the broader financials market barely flinched.

Investing.com -- U.S. stock futures slipped slightly Friday morning as investors sifted through a wave of corporate earnings while awaiting remarks from Federal Reserve Chairman Kevin Warsh.

Buy now, pay later company Affirm (NASDAQ:AFRM) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 33% year on year to $1.17 billion. On top of that, next quarter’s revenue guidance ($1.21 billion at the midpoint) was surprisingly good and 3.6% above what analysts were expecting. Its GAAP profit of $4.62 per share was significantly above analysts’ consensus estimates.

The stablecoin trade is escaping the crypto exchanges and hunting for new targets in fintech, and not every fintech name is getting pulled along for the ride. Which ones are catching the bid and why tells a sharper story than the headline moves suggest.

Mobile payments are gaining momentum as digital wallets, instant payments and embedded finance reshape global commerce. RELY, PAY, DLO and MQ could be among the biggest beneficiaries.

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 […]