FinTech
The Signal's coverage of FinTech stocks — sharp analysis on earnings, contracts, and market-moving catalysts.
Robinhood's CEO Asked Washington to Rebuild the Stock Market. Wall Street Just Answered With $12 Billion.
Robinhood CEO Vlad Tenev spent the week publicly urging US regulators to set a framework for tokenized stocks — real equities on blockchain rails that trade 24/...
Bitcoin's $3 Billion Short Squeeze Just Reminded Everyone Why Coinbase Matters
Bitcoin bolted past $72,000 Thursday after the Treasury announced long-term bond buybacks, vaporizing close to $3 billion in short positions — the biggest squee...
Reddit's AI Data Standoff: Google Deal on the Brink, Anthropic in Court, and a Record Quarter Nobody's Celebrating
Reddit's Q2 was a record — revenue up 61%, net margins at 31%, guidance raised. Yet the stock is down more than 40 percent from its highs as the $130M/year Goog...
The Trade Desk Reports Q2 After the Close — Here's the Setup
The Trade Desk reports Q2 results after the close, testing whether its guided $750 million floor and 40 percent full-year margin target can survive another roun...
Shopify’s AI Engine Is Firing on All Cylinders — and the Margins Prove It
Shopify blew past Q2 expectations with 34% revenue growth and an 18% FCF margin — proof that its AI investments are delivering top-line growth and margin expans...
SoFi Delivered a Record $1.2B Quarter. Why Is Wall Street Still Selling the Stock?
SoFi Technologies just posted its strongest operational quarter ever, with record revenue, member expansion, and net income. Yet short-term market expectations ...
Coinbase Isn't a Crypto Exchange Anymore. It's the Everything Platform.
Coinbase (COIN) is undergoing a structural transformation from crypto brokerage to multi-asset financial platform. With regulatory tailwinds, an ETF custody mon...
Shopify's Agentic Commerce Bet Is the Most Important Story in Retail Tech
Shopify has staked its future on agentic commerce — a world where AI agents, not humans, do the shopping. Sidekick adoption is up 385% and the Universal Commerc...
Robinhood Tripled Revenue, Turned a $1B Loss Into $1.9B Profit, and the Stock Is Down 35%. Make It Make Sense.
Robinhood Markets (HOOD) has executed one of the most dramatic turnarounds in fintech history — revenue tripling from $1.36B to $4.47B in three years, net incom...
SoFi Is Down 46% From Its High — And the Business Has Never Been Stronger
SoFi trades at $17.61, down 46% from its $32.73 high, despite posting record Q1 revenue of $1.1B, GAAP profitability, a national bank charter fueling $40.2B in ...
Binance Just Got Kicked Out of Europe. Coinbase Is Sitting at $163. Something's Off.
Coinbase (COIN) trades at $163.51, down 63% from its 52-week high, even as its biggest competitor Binance exits the European Union entirely. The surface story i...
SoFi's Stock Got Cut in Half. The Business Never Printed Better Numbers.
SoFi Technologies (SOFI) is down 34% year-to-date despite posting record Q1 2026 results — $3.94B in trailing revenue, 14.7M members, and a 134% net income surg...
SoFi Just Added 1.1 Million Members in a Quarter — And the Stock Is Still Down 32%
SoFi Technologies delivered record revenue of $1.1 billion and 1.1 million new members in Q1 2026, yet SOFI stock is down 32% YTD. The Galileo overhang is real,...
SoFi Is Down 36% YTD While Printing Record Profits. Someone's Getting This Wrong.
SoFi Technologies ($SOFI) is down 36% YTD despite 10 consecutive GAAP-profitable quarters, record Q1 revenue of $1.1B (+43% YoY), and 14.7M members. With a forw...