Core Insights - PayPal Holdings Inc. is currently considered one of the most undervalued large-cap stocks, particularly following the launch of new agentic commerce services aimed at enhancing AI-driven shopping experiences [1][4] Group 1: New Services Overview - On October 28, PayPal introduced a suite of agentic commerce services designed to assist merchants in attracting customers in the evolving AI shopping landscape [1] - The initial offerings include an agentic payment solution and a catalog and order management service, which aim to integrate merchants' product data, inventory, and fulfillment with AI-driven discovery and checkout [2] Group 2: Technology and Integration - PayPal's new capabilities are built on an open approach that supports various payment protocols and AI platforms, allowing merchants to integrate across multiple AI ecosystems, such as Perplexity, through a single integration [3] - The services leverage PayPal's established payments infrastructure, identity verification, and buyer protection features to enhance the overall merchant experience [2][3]

Key insight: PayPal's earnings beat Wall Street analysts estimates. What's at stake: The payment company has entered partnerships with high-profile technology firms to compete in agentic AI and generative AI. Forward look: PayPal plans to invest in marketing and technology for AI, which could add to the company's costs in the coming months. PayPal started its second quarter earnings call with two big artificial intelligence announcements, including a partnership with ChatGPT developer OpenAI and the l ...