Michael Burry opposes Stripe's $53B offer as too low
Michael Burry, a PayPal shareholder, posted on Substack that the $60.50/share offer (28% premium but steep discount to year-ago valuation) undervalues the company and he believes…
PayPal framed as distressed value opportunity at 10% FCF yield
PayPal trades at $50B with $5.5B free cash flow (10% yield), 400M consumer accounts with bank data, Venmo P2P brand, and checkout buttons on millions of merchant sites — a rare co…
Apple ruled out as PayPal buyer on culture fit and antitrust
Apple would complement Apple Pay with PayPal's e-commerce penetration and Venmo's social payments, but culture clash with a 25,000-employee legacy fintech and big-tech antitrust s…
Visa and Mastercard face brutal antitrust if they buy PayPal
Visa and Mastercard could afford PayPal and want direct merchant relationships, but acquiring the largest independent online checkout provider would face severe regulatory scrutin…
Visa and Mastercard face brutal antitrust if they buy PayPal
Visa and Mastercard could afford PayPal and want direct merchant relationships, but acquiring the largest independent online checkout provider would face severe regulatory scrutin…
Elon Musk unlikely PayPal buyer despite poetic fit and Stripe stake
Elon co-founded PayPal, holds a rare Stripe angel investment, and has a history of managing multiple companies, but his bandwidth across Tesla, SpaceX, XAI, and X makes a PayPal a…
Elon Musk unlikely PayPal buyer despite poetic fit and Stripe stake
Elon co-founded PayPal, holds a rare Stripe angel investment, and has a history of managing multiple companies, but his bandwidth across Tesla, SpaceX, XAI, and X makes a PayPal a…
JPMorgan seen as most logical PayPal buyer for consumer super app
JPMorgan has spent heavily on payments acquisitions, could stomach a $50B deal, and would gain Venmo's younger-consumer P2P brand plus PayPal's merchant checkout footprint to buil…
Stripe's operational excellence seen as key to PayPal turnaround
Stripe's product innovation and $159B valuation demonstrate operational strength; if they can run PayPal half as efficiently, the asset could be worth double the current price, ma…
OpenAI's first hardware device is a screenless AI companion speaker
OpenAI is developing a movable, screenless AI companion speaker powered by GPT Live real-time voice mode, designed by Jony Ive, targeting 2027 release as a new home computer for t…
Chip Motors unveils $15K autonomous neighborhood EV with personality
Chip Motors' 'Chip' is a cute, fully autonomous neighborhood EV (~$15-30K target) that talks, self-parks, runs errands, and offers factory customization — a tech-forward bet contr…