计划上市时间：2026年3月12日 交易所：NASDAQ 股票代码：PAYP 回顾：上周3只新股上市，2只为SPAC。如下： MiniMed (MMED)以每股20元，发行了2800万股，募集资金5.6亿美元。 SPAC GalaxyEdge Acquisition(GLEDU)、Kensington Capital Acquisition VI(KCACU)各募集资金1亿美元、2亿美元。 此外，7家公司递交上市申请，含1家中企，为Hyperides(HYRD)，详情请见：IPO速递丨Hyperides 赴美IPO 拟纳斯达克上市 本周，暂有2家公司计划上市，如下： 1、视频流媒体平台——Freecast, Inc. 计划上市时间：2026年3月10日 交易所：NASDAQ FreeCast是一家专注于娱乐内容发现、整合与管理的数字媒体公司，主要向消费者提供其自主研发的 SmartGuide® 数字互动技术，帮助消费者对在线媒体进 行分类整理。 募资规模 该公司计划以直接上市登陆纳斯达克，不发行新股。 财务数据 2025年前九个月，FreeCast营收20万美元，净亏损286万美元。 2、金融科技——PayP ...

Core Insights - CEO Anthony Noto of SoFi Technologies purchased 56,000 shares at an average price of $17.88, totaling over $1 million, amidst a 28% decline in SoFi stock this year and trading 35% below its November highs [1][2]. Group 1: CEO's Actions and Market Context - Noto's purchase reflects his strong personal conviction in SoFi's long-term growth potential, suggesting that he views the current market conditions as an opportunity to buy the dip [2][4]. - The market has been characterized by volatility due to geopolitical tensions, monetary policy changes, and fears of an AI bubble, leading investors to shift away from growth stocks [4]. - Noto has a history of being an aggressive buyer of SoFi stock, indicating his belief that the stock is undervalued [8]. Group 2: Company Performance and Future Outlook - Despite the current stock price being somewhat high, SoFi's management has provided strong guidance for 2026, indicating continued profitability and potential for growth into its valuation as a major fintech provider [9]. - Investors may consider following Noto's investment actions, as he has a vested interest in the company's long-term success and a track record of delivering strong returns [11].

Core Viewpoint - Upstart Holdings Inc. (NASDAQ:UPST) is identified as one of the 10 most undervalued stocks to buy and hold for a decade, despite recent adjustments in price targets by analysts [1]. Group 1: Analyst Ratings and Price Targets - Needham lowered its price target for Upstart Holdings Inc. to $40 from $56 while maintaining a Buy rating, reflecting a change in modeling to incorporate monthly origination data and a compression of growth multiples in the fintech sector [1]. - Morgan Stanley analyst James Faucette maintained a Hold rating on Upstart Holdings Inc. with a price target of $45 [3]. Group 2: Financial Performance - Upstart Holdings Inc. reported February originations of $1.075 billion, marking a 61% year-over-year growth, while January originations increased by 51% year-over-year [2]. - The company achieved a 59% revenue growth over the last twelve months, indicating strong momentum at the start of fiscal year 2026 [2]. Group 3: Company Overview - Upstart Holdings Inc. operates a cloud-based artificial intelligence lending platform that processes various types of loans, including unsecured personal loans, small-dollar loans, HELOCs, and auto refinance and retail loans [4].

Core Viewpoint - Affirm Holdings Inc. (NASDAQ:AFRM) is identified as one of the most undervalued stocks, with a Buy rating and a price target of $82 from BofA Securities, driven by its diversified growth and strong gross merchandise volume momentum [1]. Group 1: Company Performance - BofA Securities highlights Affirm's expanding merchant and consumer networks, along with its efficient multichannel model, as key drivers for above-market growth [1]. - The company has shown consistent unit economics and disciplined credit management, reinforcing confidence in its business model [2]. - Affirm has increased its fiscal 2026 targets, indicating no signs of credit or demand weakness [2]. Group 2: Market Trends - Long-term demand for Affirm's services is bolstered by younger consumers increasingly adopting buy-now, pay-later options and favoring Affirm as their payment choice [2]. - The company operates a payment network across Canada, the United States, and internationally, offering a consumer-focused app, point-of-sale payment solutions, and merchant commerce solutions [4]. Group 3: Strategic Partnerships - Stripe announced support for Affirm's buy-now, pay-later methods as a payment option for Shared Payment Tokens, enhancing Affirm's payment capabilities [3].

Group 1: Jack Dorsey's Influence and Vision - Jack Dorsey is a prominent figure in technology, known for founding Twitter (now X) and Bluesky, and is a strong advocate for Bitcoin [1] - Dorsey believes Bitcoin should have genuine use cases beyond being a "store of value" and predicts its price will reach at least $1 million by 2030 [2] - He emphasizes the need for an open protocol for money transmission, asserting that Bitcoin is the best decentralized protocol for this purpose [4] Group 2: Block's Integration of Bitcoin and Stablecoins - Block, the fintech company founded by Dorsey, has integrated Bitcoin into various products, including Cash App, Bitkey, Proto, and an upcoming point-of-sale system [5] - Despite a strong push for Bitcoin, Dorsey acknowledges the necessity of integrating stablecoins due to customer demand, although he expresses reluctance about this move [6] - The GENIUS Act, signed into law, mandates that stablecoin issuers back their stablecoins with dollar reserves composed of high-quality liquid assets [6]

The latest string of layoff announcements has stoked fears of an AI-powered jobs apocalypse, though the sectors seeing big losses echo a previous warning from tech billionaire Peter Thiel. “It seems much worse for the math people than the word people,” he said in a recently resurfaced clip from a 2024 interview. He added that even in STEM fields currently untouched by AI automation, such as medical care, math skills will be less relevant as a barrier to entry. “If you want to go to medical school, we ...

Core Viewpoint - Truist maintains a Buy rating and a $130 price target on ServiceTitan (TTAN), indicating confidence in the company's long-term growth potential and revenue prospects [1] Group 1: Company Growth and Revenue - The firm is optimistic about ServiceTitan's sustained long-term growth and upside prospects across its subscription and platform revenue businesses [1] - Analysts expect a strong Q4 result for ServiceTitan, reinforcing the positive outlook on the company's performance [1] Group 2: Investment in Technology - New AI investments, such as the Atlas agentic layer and Maximize Program, are highlighted as key factors contributing to ServiceTitan's status as a top choice for vertical SaaS/fintech growth [1]

（来源：吴说） 吴说获悉，Circle CEO Jeremy Allaire 表示，公司已使用 USDC 与 Circle Mint 完成内部企业结算，在 8 家实体之间转移约 6800 万美元资金，用时不到 30 分钟且支持 24/7 结算。Allaire 称，该方式替代了传 统需 1–3 天到账的银行电汇，并实现完整审计与资金控制。 ...

The artificial intelligence boom is syphoning money away from crypto startups, venture capitalists warn. Charles Chong, vice-president of strategy at crypto advisory firm BlockSpaceForce, told DL News that investors have “real alternatives with faster revenue visibility.” “Crypto teams need to work harder,” he said. “That’s pushing founders to be more precise about defensibility, monetisation, and how their models hold up in a slower market.” Chong’s words of caution come as crypto startups raised $128 ...

Toronto, Ontario--(Newsfile Corp. - March 6, 2026) - Tenet Fintech Group Inc. (CSE: PKK) (OTC Pink: PKKFF) ("Tenet" or the "Company"), an innovative analytics service provider, owner and operator of the Cubeler Business Development Platform, today announced that the class action lawsuit, filed in the United States District Court for the Eastern District of New York on October 25, 2023 against the Company, its CEO and CFO alleging four counts of violations of the securities laws of the United States (the "L ...