Group 1: Company Developments - Affirm Holdings, Inc. announced a deal with Lowe's to provide payment plans for customers both online and through the Lowe's mobile app, enhancing access to Affirm's shopper network [1][6] - Mizuho reduced Affirm's price target to $95 from $114 while maintaining an Outperform rating, citing an exclusive partnership with Intuit and a conservative fiscal 2026 forecast as catalysts [2] - RBC Capital downgraded Affirm's price objective to $77 from $87 while keeping a Sector Perform rating, noting that targeted 0% APR offers drove merchant GMV and unit economics supported profits [3] Group 2: Company Overview - Affirm Holdings operates a platform for digital and mobile commerce, consisting of three main components: a consumer-focused app, merchant commerce solutions, and a point-of-sale payment solution for consumers [4]

As filed with the U.S. Securities and Exchange Commission on February 20, 2026. Registration No: 333-293134 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ––––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––––– MOZAYYX Acquisition Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––––– Cayman Islands 6770 N/A (State or Other J ...

Crypto companies and fintech startups dream of breaking into the mainstream financial system. Some think they may have found a shortcut: Buy a bank. https://t.co/HANhKV8Fuw ...

🔥 BIG: Hyperliquid and Phantom made Forbes’ 11th annual Fintech 50 list of top private U.S. fintech companies. https://t.co/RqCWheJXGD ...

Core Insights - Nu Holdings Ltd. (NU) is effectively challenging traditional banking models through a growing and engaged customer base rather than just digital products [1] Customer Growth - In Q3 2025, Nu Holdings reached 127 million customers, with Brazil's adult population showing over 60% engagement in its banking ecosystem [2] - The company onboarded 4.3 million new customers in the quarter, marking a 16% year-over-year increase [2][8] Revenue Performance - Q3 revenues reached $4.2 billion, reflecting a 39% year-over-year growth, indicating successful scale and monetization strategies [3][8] Competitive Advantage - The compounding effect of customer growth leads to increased cross-selling opportunities and stronger network effects, positioning NU as a financial command center for users [4] - Customer growth is identified as the primary factor in Nu Holdings' success in the competitive fintech landscape [5] Competitive Landscape - Other fintech companies like SoFi Technologies and StoneCo are also significant players, with SoFi focusing on the U.S. market and StoneCo empowering small businesses in Brazil [6] Stock Performance and Valuation - NU's stock has surged 60% over the past year, outperforming the industry's 54% growth [7][8] - The stock trades at a forward price-to-earnings ratio of 19.01X, significantly above the industry average of 11.43X, with a Value Score of D [9]

The eight personal finance startups that made the Forbes #Fintech50 list for 2026 aim to build a better foundation for people’s finances by having access to loans, tools for budgeting and a more tailored banking experience.Learn more: https://t.co/H8yDoIJUy5📸: Monarch https://t.co/PadFpHvtUe ...

Core Insights - Celsior Technologies has joined the Jack Henry Fintech Integration Network (FIN), enabling integration with Jack Henry's core platforms to enhance digital transformation for regulated industries [1][2][3] Company Overview - Celsior Technologies specializes in providing technology and workforce solutions aimed at digital transformation, particularly for financial services [1][6] - The company focuses on delivering customized, outcome-driven technology solutions that optimize operations and drive digital transformation [6] Integration and Collaboration - Through FIN, Celsior can help banks modernize digital workflows, improve operational efficiency, and accelerate technology initiatives that comply with regulatory and security standards [3][4] - The integration with Jack Henry's core platform via jXchange™ allows for secure access to core data and business rules, ensuring data integrity and consistent data exchange [2][3] Strategic Benefits - Celsior's participation in FIN strengthens its capability to provide secure, scalable, and integration-ready technology solutions to financial institutions [4] - The collaboration allows Celsior to work closely with Jack Henry customers, enhancing their platform modernization and improving customer and operational experiences [4]

RT Brandon Millman (@BChillman)🙏 Honored that @phantom was chosen for the 2026 Forbes Fintech 50 list!This is a direct reflection of the insane team we've built. I'm humbled that I get to work with this group of incredibly kind and talented folks who are so dedicated to building the best consumer crypto product in the world.I'm also proud to be representing crypto in the US. There has never been a better time to build crypto company in the US and we're proud to be at the forefront of that moment. If you wan ...

Chrysalis Investment Ltd.’s fund managers have pushed back against a plan that would see them lose control as the London-listed fintech fund sells down its portfolio after years of underperformance. https://t.co/0lYXkDFt5i ...

Core Insights - General Catalyst plans to invest $5 billion in India over the next five years, significantly increasing its commitment from the previously earmarked $500 million to $1 billion [1][2] - The investment will focus on startups in sectors such as artificial intelligence, healthcare, defense technology, fintech, and consumer technology [2] - India is positioning itself as a major AI investment destination, aiming to attract over $200 billion in AI infrastructure investments in the next two years [3] Investment Strategy - General Catalyst sees the largest AI opportunities in India in large-scale real-world deployment rather than in developing frontier models, citing the country's digital infrastructure and vast market [5] - The firm is building its India portfolio across various sectors, including fast delivery e-commerce and health tech, with notable investments in companies like Zepto and PB Health [7] Industry Developments - Major conglomerates in India, such as Adani Group and Reliance Industries, announced plans to invest over $200 billion in AI data center infrastructure [6] - Global tech companies, including Amazon, Google, and Microsoft, have also outlined significant investments in cloud and AI in India [6] Framework for AI Adoption - General Catalyst is developing a framework to accelerate large-scale AI adoption across priority sectors in India, aiming to transition pilot projects into full deployments [8] - The firm's General Catalyst Institute is working on building partnerships between government and industry in India [8]