NVIDIA Corporation

Netflix, Inc.

Warner Bros. Discovery, Inc.

PayPal Holdings, Inc.

International Business Machines Corporation

Paramount Skydance Corporation

Nvidia reported a 73% jump in quarterly revenue thanks to demand for data center chips and gave a forecast above market expectations. Revolut is preparing a new round of funding and expects a valuation in excess of $100 billion before a possible IPO. Stripe is considering buying PayPal, while Netflix gave up the fight for Warner Bros. Discovery - it ended up being bought by Paramount Skydance for $110 billion . About the main events from February 23 to 27 - in our review.

Highlights of the week: record Nvidia revenue, a new round of Revolut, and IBM's worst day ever

Shares of Paypal jumped by almost 6% after the publication of Semafor, in which it <a href="https://www.semafor.com/article/02/26/2026/paypal-stripe-not-currently-in-talks">reported</a> that the fintech company is not negotiating its sale with industry giant Stripe or anyone else. By the close of trading, the quotes lost part of the growth and ended the day down 3.8%.

PayPal shares fell after a report that the company does not intend to sell the business

Advanced Micro Devices, Inc.

Novo Nordisk A/S

First Solar, Inc.

The Home Depot, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Nvidia will set the bidding vector

One of the strongest players in the online payment processing market - non-public platform Stripe - is considering acquiring PayPal Holdings or its separate assets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-24/payments-processor-stripe-expresses-interest-in-paypal">reported</a> citing sources.

Fintech giant Stripe has emerged as a contender to take over PayPal - Bloomberg

Fintech company PayPal Holdings has attracted interest from potential buyers after its capitalization nearly halved, <a href="https://www.bloomberg.com/news/articles/2026-02-23/paypal-attracts-takeover-interest-after-stock-slump">sources</a> told Bloomberg.

Bloomberg revealed the takeover bidders for the slumping PayPal. Shares soared

Alphabet Inc.

Pfizer Inc.

Super Micro Computer, Inc.

Merck & Co., Inc.

Morning in New York: investors in search of a foothold

Salesforce, Inc.

Adobe Inc.

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Threat from new AI tools wiped out $300 billion of capitalization in a day

Weak reporting and slowing growth in online payments have added to the pressure on the company

PayPal has replaced its CEO amid a failed report. Shares fell 15%

Shift4 Payments, Inc.

Fiserv, Inc.

Global Payments Inc.

Fidelity National Financial, Inc.

Toast, Inc.

Block, Inc.

Investor Michael Burry, who predicted the collapse of the mortgage market in 2008, has <a href="https://michaeljburry.substack.com/p/the-payments-giants-fee-fi-four-umm">released a review of the</a> fintech sector on his blog: he accuses the industry of using aggressive accounting methods to artificially inflate profits and mask business stagnation.

Burry warned of risks in the fintech sector. What stock is he holding and what is he watching out for?

Payment giant PayPal Holdings received its third downgrade from analysts this month: on December 16, Morgan Stanley (MS) downgraded its recommendation on the company's shares from "neutral" to "sell," SeekingAlpha <a href="https://seekingalpha.com/news/4532910-paypal-gets-another-rating-downgrade-this-time-from-morgan-stanley">writes.</a>

Morgan Stanley advises selling PayPal. This is the third downgrade in a month

Amazon.com, Inc.

Worthington Enterprises, Inc.

Tesla, Inc.

Lennar Corporation

RadNet, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research

Morning in New York: foreign policy news is the market's focus

Ford Motor Company

PayPal has applied to create its own bank to lend to small businesses and launch savings accounts. The Nasdaq exchange decided to switch to round-the-clock trading. The U.S. has collected more than $200 billion since the beginning of 2025 due to import duties imposed by Donald Trump. About these and other topics - in our review of key events for the morning of December 16.