10-Q

Weekly 10-Q: Affirm – Stripe deal is a big challenge to other BNPL companies

  • BNPL companies are going to face more pressure as competition in the space intensifies with the Affirm – Stripe partnership.
  • Also, while JPMorgan claims that its 'communities of color' initiative is on the path to progression, critics say otherwise.
close

Email a Friend

Weekly 10-Q: Affirm – Stripe deal is a big challenge to other BNPL companies

 


subscription wall for TS Pro

0 comments on “Weekly 10-Q: Affirm – Stripe deal is a big challenge to other BNPL companies”

10-Q

The Week in Market Moves | July 9-16, 2026

  • This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.
  • Last week’s prominent moves came from Goldman Sachs, Deutsche Bank, Wells Fargo, Citigroup, and BNY.
Sara Khairi | July 21, 2026
10-Q, Member Exclusive

Why PayPal makes sense for Stripe now

  • Stripe understands how businesses sell. PayPal understands how consumers buy. Combined, they could become one of the few platforms that sees the entire transaction from end to end.
  • That could put the company in a strong position because, in AI-driven commerce, context is becoming just as important as execution.
Sara Khairi | July 20, 2026
10-Q

The Week in Market Moves | July 2-9, 2026

  • This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.
  • Last week’s prominent moves came from Coinbase, U.S. Bank, J.P. Morgan Chase, Block, and Robinhood
Sara Khairi | July 14, 2026
10-Q, Member Exclusive

What Robinhood’s June product blitz was really about

  • Robinhood's story has largely been one of investing – every new product strengthened that core business. June's product launches marked a noticeable departure.
  • The firm has spent years broadening its product lineup. June marked the shift from product expansion to platform integration.
Sara Khairi | July 13, 2026
10-Q

The Week in Market Moves | June 18-25, 2026

  • This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.
  • Last week’s prominent moves came from Green Dot, American Express, J.P. Morgan Chase, Alphabet, and NVIDIA.
Sara Khairi | June 30, 2026
More Articles