10-Q

Weekly 10-Q: PayPal backpedals on misinformation policy — faces blowback, stock dips

  • Last week, PayPal apologized for the confusion over a new policy that threatened to fine users for "promoting misinformation" -- but is it too late for damage control?
  • In other news, is Apple becoming a bank?
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Weekly 10-Q: PayPal backpedals on misinformation policy — faces blowback, stock dips

 


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The uneven geography of modern finance: AI, branches, and BNPL

  • PayPal wants SMBs to become comfortable operating through AI; JPM is doubling down on physical presence; meanwhile, Klarna is turning payments into a recurring engagement mechanism.
  • These approaches highlight a deeper truth, financial relationships don't follow the same playbook anymore. Adapting to a respective customer base seems to be the best way.
Sara Khairi | May 27, 2026
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The Week in Market Moves | May 14โ€“21, 2026

  • This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.
  • Last weekโ€™s prominent moves came from Klarna, Intuit, NVIDIA, American Express, and J.P. Morgan Chase.
Sara Khairi | May 26, 2026
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The Week in Market Moves | May 7โ€“14, 2026

  • This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.
  • Last weekโ€™s prominent moves came from SoFi, Remitly, Coinbase, Affirm, and Chase.
Sara Khairi | May 19, 2026
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BNPL moves into the conversation layer of commerce

  • Affirm and Klarna are embedding installment payments into Google Search and the Gemini app through Google Pay.
  • Agentic commerce is growing rapidly, affecting consumption habits with each improvement. The tools assisting this consumption need to transform alongside these developments.
Sara Khairi | May 18, 2026
10-Q

The Week in Market Moves

  • This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.
  • Last weekโ€™s prominent moves came from Chime, Robinhood, Intuit, American Express, and Chase.
Sara Khairi | May 12, 2026
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