Fintech Stacks

Fintech Stacks
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Serving fintech news like pancakes — stacked fresh every morning. 🥞

  1. HÁ 1 DIA

    🖨️ Mastercard Prints Money. Riot Platforms Mines the Future. Shopify Wants to Be Your Bank.

    Yesterday was a big one. Mastercard crushed Q1 earnings and dropped agentic commerce signals that Wall Street is still processing. Riot Platforms officially became a data center company — and it's selling Bitcoin to pay for it. And Shopify quietly filed to become a money transmitter in all 50 states. We break down what all three moves mean for the fintech stack and why the next 90 days could be decisive for each of these names.

    11 min

  2. HÁ 2 DIAS

    🤕 SoFi Beats and Still Gets Grounded. PayPal Finally Cuts Venmo Loose. Better & Stripe Go After HELOCs.

    Fintech stocks are getting wrecked while Big Tech prints money on AI — and today's episode breaks down exactly why. We dig into SoFi's record quarter that somehow still disappointed Wall Street, PayPal's new CEO making the most consequential org move in years, and how Better and Stripe just built a debit card aimed at the largest untapped equity market in America. Buckle up.

    21 min

  3. HÁ 3 DIAS

    🏹 Robinhood Misses on EPS and Revenue. Mercury Earned Its Stripes. Customers Bank Is Building the AI Bank.

    Fintech earnings season kicked off with a thud from Robinhood — Q1 revenue missed after analysts had already lowered the bar 10 times. But the real stories are happening off the tape: Mercury just scored a federal bank charter, and Customers Bank is letting OpenAI run its back office. We break down what all three mean for where fintech is actually headed in 2026.

    19 min

  4. HÁ 4 DIAS

    💡 Intuit Moves Into Claude. Adyen Makes Its First Acquisition. LendingClub Reported Q1 Earnings.

    Intuit just embedded TurboTax, QuickBooks, and Credit Karma directly into Claude — and it's bigger than it sounds. Adyen made its first-ever acquisition, dropping $879M on a loyalty platform that could reshape how merchants win at checkout. And LendingClub crushed Q1 with a 340% EPS jump and a 15% after-hours pop. We break down what all three mean for the future of fintech and your portfolio.

    18 min

  5. HÁ 5 DIAS

    💷 Coinbase Brings the Pound Onchain. Western Union Misses but Bets Big. The M&A Era Is Getting Ruthless.

    Coinbase just listed the first FCA-registered pound-backed stablecoin and launched crypto lending in the UK — all before regulators even finish writing the rules. Western Union badly missed Q1 earnings but dropped a stablecoin roadmap that could actually matter. And the CB Insights Q1 report shows fintech dealmaking at a multi-year low — but the deals that ARE happening are massive. We break down what all three mean for your portfolio heading into the most volatile fintech earnings week of 2026.

    20 min

  6. 24 DE ABR.

    🧳 Amex Bags an AI Startup and a Blowout Quarter. Nasdaq's Machine Keeps Printing. FICO's Monopoly Finally Cracks.

    Yesterday was a big one. American Express beat earnings estimates by 7%, acquired an AI startup that wants to kill the expense report, and reaffirmed it's going on offense in commercial fintech. Nasdaq quietly posted one of its best quarters ever — and nobody's talking about it. And the federal government just cracked open a 30-year credit scoring monopoly that touches every single American who wants to buy a home. We break all three down, what they mean for investors, and who wins and loses as the dust settles.

    16 min

  7. 23 DE ABR.

    🧒 Cash App Goes Kindergarten. Visa Slides Into the Creator Economy. What "Happened" to LendingClub?

    Block just dropped managed accounts for kids as young as six, Visa and TikTok launched a creator debit card that's bigger than it looks, and LendingClub officially retired its name for something called Happen Bank. Today we break down what all three have in common: the race to own customers before anyone else does. Buckle up — fintech just went kindergarten.

    20 min

  8. 22 DE ABR.

    🎱 Synchrony Runs the Table. Capital One Fumbles the Bag. Interactive Brokers Shrugs.

    Three major fintech earnings hit the tape on the same Tuesday — and the results couldn't be more different. Synchrony crushed it with record purchase volume and a $6.5B buyback, Capital One missed estimates while juggling two massive integrations, and Interactive Brokers delivered a 31% account growth quarter the market didn't care about. We break down what each print actually means for the fintech landscape heading into the rest of 2026.

    22 min
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Sobre

Serving fintech news like pancakes — stacked fresh every morning. 🥞

Informações

  • Criado por
    Fintech Stacks
  • Anos de atividade
    2025 - 2026
  • Episódios
    139
  • Classificação
    Livre
  • Copyright
    © Fintech Stacks
  • Site do podcast
    Fintech Stacks

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