PayPal Stock Rises on Report of Takeover Interest. What Wall Street Is Saying. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# PayPal Stock Rises on Report of Takeover Interest. What Wall Street Is Saying.By [Nate Wolf]ShareResize---Reprint ...

Key Takeaways AI disruption fears sparked a broad selloff led by IBM and payment, delivery and software stocks.Energy and tanker shipping ETFs rose on oil strength and higher freight rates.Biotech strength and a bear ETF offered shelter as Wall Street turned volatile.Concerns about the disruptive impact of artificial intelligence resurfaced on Feb. 23, 2026, triggering a selloff in delivery, payments and software stocks. The wave of anxiety pushed International Business Machines (IBM) to its steepest declin ...

BofA lowered the firm’s price target on Block (XYZ) to $75 from $86 and keeps a Buy rating on the shares. The firm cut multiple it applies to its 2027 EPS estimate given lower investor sentiment for payment stocks and lower peer multiples. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s best-performing stocks on TipRanks >> Read More on XYZ: Disclaimer & DisclosureReport an Issue ...

SAN FRANCISCO, Feb. 24, 2026 /PRNewswire/ -- Stable Sea today announced a strategic partnership with dLocal (NASDAQ: DLO), the leading cross-border payment platform connecting global merchants to emerging markets to enable low-cost, high-speed B2B stablecoin-powered international payments for businesses operating across emerging and developed markets. By leveraging dLocal's local payment rails across more than 40 countries, the partnership expands Stable Sea Business's global payout and settlement capabilit ...

Group 1: Global Payments Landscape - The Trump administration's support for digital assets has led to increased regulatory clarity and institutional engagement in the US crypto market, resulting in stablecoins facilitating over $30 trillion in transaction volume by 2025, primarily reflecting trading and treasury flows rather than consumer payments [1] - US foreign policy and the use of financial sanctions have prompted discussions in the Global South regarding trade settlement diversification and partial dedollarisation [1] Group 2: European Payment Sovereignty - As of 2026, European and UK banks are increasingly concerned about geopolitical and operational risks due to reliance on US-based card networks, with 42% of total European card payments processed by Visa and Mastercard in 2025 [2] - In the UK, Visa and Mastercard dominate the market, accounting for 98% of total card payment value, prompting major banks to discuss alternative solutions following warnings from the Bank of England regarding resilience and concentration risks [3] Group 3: Market Fragmentation in Europe - In the eurozone, Visa and Mastercard processed 47% of card payment value in 2025, with 13 out of 19 countries relying on these providers for at least 96% of their card transaction values, indicating a significant dependency on foreign providers [5] - The combined market share of Visa and Mastercard in the eurozone has doubled since 2010, raising concerns about long-term dependency despite improvements in cross-border acceptance and operational standardization [5] - The UK banks are likely to continue collaborating with Visa and Mastercard for supplementary infrastructure and interoperability measures rather than creating a new national scheme, reflecting the absence of a widely adopted national mobile wallet solution [4]

San Francisco, California-based Visa Inc. (V) is a global payments technology company that facilitates digital transactions across more than 200 countries and territories through its secure processing network, VisaNet. With a market cap of $582.6 billion, the company offers a broad portfolio of products and services, including credit, debit, prepaid solutions, digital payment innovations, risk management, and data analytics. Companies worth more than $200 billion are generally labeled as “mega-cap” stock ...

I'll get into that and more below. But first, check out my latest column on why the Fed's next move could be up, not down. Feb 24 - What matters in U.S. and global markets today By Mike Dolan, opens new tab, Editor-At-Large, Finance and Markets Sign up here. The confusion about U.S. tariffs since Friday was compounded by another wave of AI jitters on Wall Street on Monday, with all the main stock indexes dropping back more than 1%. Selling was concentrated once again in the software and payments sectors mos ...

Group 1: Market Reactions to AI Concerns - A renewed sell-off in stocks perceived to be at risk from AI disruption has occurred, particularly affecting software and data companies like Workday, Adobe, and Oracle [1] - The FTSE 100 index has seen a decline, with banks and miners contributing to the drop, as anxiety around AI threats influences market sentiment [13][26] - The AI fear trade has extended to various sectors, including delivery and payment stocks, with significant declines in companies like American Express, Mastercard, and Visa [27][28] Group 2: Company-Specific Updates - Oxford BioMedica shares fell 9% despite a robust trading update, as investors awaited news on a potential takeover from EQT [6] - Unite shares dropped over 9% after reporting earnings at the lower end of guidance for 2025, alongside a softer outlook for 2026 [7] - Croda International reported profits at the top end of guidance, with sales for 2025 rising 4.4% to £1.7 billion, and adjusted operating profit increasing 7.9% to £295.3 million [19] Group 3: Economic and Sectoral Implications - A Citrini Research memo outlined a hypothetical scenario where rapid AI disruption could lead to mass unemployment, potentially undermining consumer demand and investment incentives [28][29] - The market is entering a phase where extreme scenarios generate outsized reactions, particularly concerning capital flows within the software-financing ecosystem [29] - Concerns about liquidity mismatches in private credit markets, particularly related to software-backed loans, have emerged, indicating potential vulnerabilities in the financial system [22][24]

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter. Update: Feb. 25, 2026: Bloomberg News reported Tuesday that the fintech Stripe may be interested in buying PayPal, or some of its assets. A spokesperson for Stripe declined to comment. -------------------------------------------------------------------------- There aren’t many companies in the payments sphere that could digest a $40-billion market-cap company lik ...

Key Takeaways After losing nearly half its market value over the past year, PayPal is reportedly drawing early-stage takeover interest. Social media speculation has linked Ripple to a potential acquisition. Analysts caution that XRP’s price action remains volatility-driven. PayPal’s sharp share-price decline has sparked reports of takeover interest, with market chatter now extending to crypto heavyweight Ripple, even as no formal bid has emerged. The payments giant’s falling valuation has made it ...