High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Klarna keeps sliding weeks after a guidance cut rattled investors, while Affirm moves in the opposite direction as traders rally around its AI underwriting push. The widening gap between two of fintech's biggest names raises a pointed question about which side of this trade holds up.
Investing.com -- In a note on Thursday, Mizuho floated the possibility that Affirm shares could more than double to above $200, arguing Wall Street is significantly underestimating the buy-now-pay-later company's long-term earnings power.
Stocks took a beating Tuesday as surging oil prices and looming inflation data rattled every corner of the market, and now Wall Street analysts are reshuffling their calls on names ranging from nuclear energy upstart Oklo to retail giants Abercrombie and Ulta Beauty.
Inflation is prompting consumers to turn to Affirm’s zero-interest buy now, pay later loans, the company’s latest financial results suggest.
Affirm just posted one of its strongest quarters in years, yet its stock is sliding twice as fast as the broad market to start the week. The disconnect between the numbers and the price action points to something happening beneath the surface that every investor in the name needs to understand.
CEO Levchin shifts focus to next-gen products as card adoption accelerates.
Revenue climbed 33% to $1.17 billion in the fiscal fourth quarter, while gross merchandise volume rose 36% to $14.1 billion
Stocks are off to a mixed start as all eyes turn toward Jackson Hole, where Kevin Warsh is set to give his first keynote speech as chairman of the Federal Reserve.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
Affirm reports its most profitable quarter ever, driven by strong services growth and expanding network effects.
Affirm (NASDAQ:AFRM) said its fiscal fourth quarter was its most profitable ever, excluding the release of a tax valuation allowance, as the buy now, pay later company pointed to continued momentum in its core business and outlined product, merchant and international expansion priorities. Founder a
Affirm Holdings posted stronger-than-expected quarterly results as gross merchandise volume (GMV) jumped 36%, while active consumers and transactions per user also grew.
Affirm stock rose amid fiscal Q4 earnings that topped estimates while fiscal 2027 guidance for a key e-commerce metric came in above views.
Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.
Morgan Stanley raised the price target on Affirm to $80 from $79 and kept an ‘Equal Weight’ rating on the shares, implying an upside of about 4.6% from its last close.
The options market believes Affirm stock is headed for a post-earnings dip. Here’s what might be the reason why traders are bearish heading into AFRM’s earnings event.
Buy now, pay later company Affirm (NASDAQ:AFRM) will be reporting results this Thursday afternoon. Here’s what to look for.
Klarna posted a Q2 beat and raised its profit outlook, yet the stock cratered while rivals shrugged. The reason behind that split tells a very different story than the headline numbers suggest.
Klarna stock plunged after the consumer financing firm reported Q2 earnings that topped views but the company lowered guidance.
Klarna shares are shedding gains right before the BNPL firm's most watched earnings release since its IPO, and the moves rippling through Sezzle, Affirm, and PayPal tell very different stories about where investor conviction actually sits.
President Donald Trump is still pushing the Federal Reserve for rate cuts, which would be better than a rate increase for Affirm.
SoFi crushed revenue estimates and raised its top-line outlook, yet shares cratered 10% anyway as sellers zeroed in on one number management refused to budge on.
Payments company Stripe and private equity firm Advent International reportedly made an offer to acquire PayPal at $60.50 per share in a deal that would value the payments giant at more than $53 billion.
Investing.com -- Morgan Stanley downgraded Affirm Holdings to Equal-weight from Overweight in a note on Thursday and removed the stock from its Top Pick list, arguing that the key concerns underpinning its bullish thesis have largely been resolved and the shares now reflect fair value.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
