iShares Semiconductor ETF

NVIDIA Corporation

Microsoft Corporation

MSCI Inc.

Adobe Inc.

PayPal Holdings, Inc.

At the same time, Burry recorded an opportunity to sell Nvidia shares 45% cheaper than the current price

A "Downgrade Game" investor has invested in Microsoft and cheapened software developers

Tesla, Inc.

Mizuho analyst Dan Dolev, who has been advising to buy PayPal shares for two years, downgraded them to Neutral due to risks from Elon Musk's new fintech service X Money, MarketWatch <a href="https://www.marketwatch.com/story/elon-musk-was-pushed-out-at-paypal-now-hes-launching-a-rival-that-could-disrupt-it-d4505c6f?mod=home_lead">writes</a>. X Money is a digital wallet and payment platform integrated into the X social network, which Dolev estimates has "the potential to change the payments market in the United States."

"Copy WeChat Pay and Alipay": what Musk's new payment service threatens PayPal with

Salesforce, Inc.

Fiserv, Inc.

Veeva Systems Inc.

Autodesk, Inc.

Michael Burry, known as the prototypical character in the movie "The Downgrade," said he decided to take advantage of the recent drop in stocks of software developers and payment companies. On April 15, he added a new stock to his portfolio and plans to invest in two more. Which companies did he choose and why is he not afraid of the software apocalypse"?

An investor from The Big Short is betting on a reversal after the "soft-apocalypse". What did he buy?

Netflix, Inc.

Warner Bros. Discovery, 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

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.

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.