Affirm Holdings: Inside UBS hype, CFO chat, S&P 500 buzz and state‑level BNPL probes – a deep dive into the facts investors, regulators and consumers need now.
Block Inc. faces regulatory scrutiny over its BNPL services while enjoying a 29% jump in Black Friday‑Cyber Monday transactions, raising growth prospects and risks.
PayPal’s Q4 performance: AI‑driven tools, growing crypto revenue, and modest dividend yield set the stage for cautious upside, but investors must watch price breaks, macro risk and PSD III/CFPB regulatory shifts.
Visa’s 2025 strategy claims AI and crypto will reshape holiday buying, but hidden data gaps, risky PayLater terms, and a costly fraud‑tech deal reveal deeper risks.
Nomura Holdings boosts its outlook with an Indonesian equities upgrade, a 1.0+ P/B milestone, and a 3‑segment growth plan, offering investors fresh value and risk‑mitigation insights.
Partners Group Holding AG’s steady share price reflects its diversified private‑market strategy, delivering 12% CAGR vs. 3.5% SMI, while staying compliant with Swiss and EU regulations.
Huatai Securities keeps a bullish stance on Tianli, Bosideng, and China Gas, citing high‑margin growth, regulatory support, and green‑transition opportunities.