Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
AFRM's Australia comeback through Shopify's Shop Pay Installments opens a growth channel as GMV, revenues and its user base continue to rise.
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.
By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
Shopify stock nears a new buy point as rising Sidekick usage bolsters views that the e-commerce firm is an artificial intelligence winner.
Affirm (AFRM) is positioned for a potential fiscal Q4 2026 gross merchandise volume beat, but manage
As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the e-commerce software industry, including Shopify (NASDAQ:SHOP) and its peers.
Affirm Holdings is nearing its fourth-quarter results, with merchant momentum and consumer demand offering investors plenty to watch.
Shopify and Deckers Outdoor continue to show excellent long-term prospects.
PayPal (PYPL) trades at $61.55 per share on a $54.0B market cap and 11.0x trailing earnings. Under a conservative 3-year scenario, the math points to roughly 28% upside. Revenue compounding and valuation re-rating split the heavy lifting in our scenario. Here is the baseline data driving the math.
Shopify (NasdaqGS:SHOP) is back in focus after fresh commentary highlighted its role as a core commerce platform for merchants and pointed to expectations for 28% revenue growth over the next year. See our latest analysis for Shopify. Recent trading in Shopify reflects this renewed focus on growth potential, with a 31.21% 1 month share price return and a 42.28% 3 month share price return. The 3 year total shareholder return of 165.05% points to strong longer term momentum despite a small...
The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.
APP's Shopify push could sharpen AXON with transaction data, expand merchant adoption and fuel an e-commerce growth flywheel in late 2026.
A feared disruption could become Shopify's next growth driver
Amazon and Alphabet are among the stocks positioned to benefit as the use of AI shopping accelerates. AI agents are increasingly capable of performing tasks like comparing prices.
Pre-Market Stock Futures: Futures are trading lower after a wild day on Wall Street, as stocks took off after Treasury Secretary Bessent announced the Treasury would double its current bond buyback, targeting 10- to 20-year and 20- to 30-year maturities. That sparked an initial big rally, which tapered by the close; still, all of the ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, ebay, EPR Properties, Etsy, Merck & Co., Shopify, TJX Compan
Zipline says its drones can deliver orders in as little as five to 10 minutes, compared with roughly 30 minutes for typical Uber deliveries.
Wall Street kicked off the week with a flurry of bold calls on some of the market's most closely watched names, and at least one stock just scored a target price hike of more than 50 percent from a major firm.
Shopify stock has delivered a powerful 190.4% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a premium rather than as a clear bargain. A 190.4% gain over three years puts Shopify among the stronger performers in ecommerce related software. This raises the bar for what future cash flows need to justify the current price. Investor optimism around Shopify's AI driven...
Earnings season continues to give strong results, but that doesn’t mean each stock is rising because of the news.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Joshua Kushner's Thrive Capital held Amazon shares worth about $215 million as of the end of June, a regulatory filing showed on Friday, adding to the venture capital firm's list of tech and AI investments. Known for its early investments in companies that have gone on to dominate their sectors, including OpenAI, SpaceX and Stripe, the venture capital firm has been looking for opportunities in large technology companies to expand its public-market holdings. • Thrive held 904,038 Amazon shares valued at $215.5 million as of June 30, the filing showed.
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.
