Fintech Stacks

Nubank just posted its first-ever billion-dollar quarterly profit, DLocal proved growth and spending discipline don't always show up together, and Robinhood cracked open venture capital to everyday investors. We break down what each move means for where fintech is headed next.

Bank of America just committed a quarter-trillion dollars to the AI infrastructure race, Riot Platforms turned a bitcoin mining campus into a $9 billion Anthropic data center deal, and BitGo's revenue exploded while its losses widened. We break down what each move signals for where fintech capital is actually flowing in the back half of 2026.

eToro just posted a monster quarter and the market punished it anyway — we get into why. Plus, Green Dot is quietly turning grocery checkouts into bank branches, and Mercury just gave AI agents their own company cards (with a serious leash attached).

Adyen just followed Toast into the US, the OCC just told Bunq to try again, and Venmo is officially your new game-buying money. We break down what each move actually means for the fintech landscape — and why "getting rejected by regulators" is becoming a whole genre this year.

Klarna just plugged into $2.6 trillion worth of merchant plumbing, a boring card-printing company posted a 294% profit jump nobody saw coming, and Nubank's Mexican arm leveled up into a full-blown bank. We break down why the quietest stories this week might be the biggest ones.

Fiserv missed guidance, Shift4 slashed its outlook over travel headwinds, and Sezzle beat on every single metric — and still got crushed. We break down why "good" isn't good enough in this market, plus the Revolut yacht lawsuit you didn't see coming and Chime's monster rally.

Three fintech earnings, three totally different stories: Chime crushes Q2 and immediately loses its CFO, Circle's stablecoin growth hits the brakes as real competition shows up, and Block proves that cutting 40% of your staff can actually work. We break down the numbers behind all three and what they signal for the rest of earnings season.

Three fintechs, three totally different August stories. Upstart clawed back to GAAP profitability with an all-time-high contribution profit, FIS beat estimates but somehow still talked its own stock down, and Toast just keeps adding restaurants like the economy isn't a thing. We break down what actually moved each stock and why the "beat but cut" playbook is the sneakiest trap in earnings season.

Robinhood wants to make you feel like a venture capitalist — for a price — a budgeting app landed on the Lakers' jersey, and Ripple bought the boring infrastructure behind tokenized finance. We break down whether any of these bets actually pay off for the people writing the checks.

Chime cuts 10% of its workforce days before its first public earnings report, T. Rowe Price beats on profit but bleeds billions in outflows, and WisdomTree quietly turns its crypto bet into a 57% revenue jump. We break down what each move signals for the rest of fintech earnings season.