PayPal Holdings (NASDAQ: PYPL) trades near $51 a share today, down nearly 81% from five years ago. Meanwhile, alumni who left built Tesla, LinkedIn, YouTube, Palantir, and Affirm. That is the paradox at the center of one of fintech’s most striking stories. The PayPal Mafia, Briefly The term “PayPal Mafia” was coined by Fortune in ... The PayPal Mafia Built Tesla, LinkedIn, and YouTube. Why Is PayP...
PayPal Holdings (NASDAQ: PYPL) trades near $51 a share today, down nearly 81% from five years ago. Meanwhile, alumni who left built Tesla, LinkedIn, YouTube, Palantir, and Affirm. That is the paradox at the center of one of fintech’s most striking stories. The PayPal Mafia, Briefly The term “PayPal Mafia” was coined by Fortune in ... The PayPal Mafia Built Tesla, LinkedIn, and YouTube. Why Is PayPal Stock Still Down 81%?
Love Employee/iStock via Getty Images Representative Commentary — 1Q26 Performance Annualized Annualized Annualized Annualized Annualized 1Q26 1YR 3YR 5YR 7YR 10YR TimesSquare U.S. Small Cap Growth Composite (Gross) -6.47% 10.37% 8.06% 1.56% 7.01% 10.10% TimesSquare U.S. Small Cap Growth Composite (Net) -6.71% 9.29% 6.99% 0.55% 5.95% 9.02% Russell 2000® Growth Index -2.81% 23.58% 12.25% 1.62% 7.67...
Love Employee/iStock via Getty Images Representative Commentary — 1Q26 Performance Annualized Annualized Annualized Annualized Annualized 1Q26 1YR 3YR 5YR 7YR 10YR TimesSquare U.S. Small Cap Growth Composite (Gross) -6.47% 10.37% 8.06% 1.56% 7.01% 10.10% TimesSquare U.S. Small Cap Growth Composite (Net) -6.71% 9.29% 6.99% 0.55% 5.95% 9.02% Russell 2000® Growth Index -2.81% 23.58% 12.25% 1.62% 7.67% 9.78% Click to enlarge Please see the important performance and other related disclosures at the end of this Commentary, which are an integral part of this quarterly Commentary Newsletter. In the first quarter, markets navigated a complex backdrop of geopolitical tensions and economic resilience, alongside temporary global tariffs following a Supreme Court decision. Prior to the Iran conflict, markets had reached all-time highs with lower volatility, a dynamic that reversed following U.S. and Israeli engagement. Oil prices spiked, supply chains were disrupted, financial conditions tightened, and investors shifted toward defensive business models, AI capital expenditure beneficiaries, as well as chemical and energy businesses positioned to benefit from higher commodity prices. The conflict in Iran further underscored the growing importance of national resilience, prompting a re-evaluation of global supply chains and energy dependencies. Central banks largely held policy steady in response to energy-driven inflation, with both the Federal Reserve and the ECB adopting a wait-and-see approach. Meanwhile, Japan’s snap election delivered political stability and a mandate for fiscal expansion, despite ongoing concerns around long-term debt sustainability. Amidst first-quarter volatility, the portfolio underperformed the Russell 2000® Growth Index. A market rotation towards Energy, Materials, Regional Banks, and Utilities and out of Software created an unfavorable backdrop for portfolio performance. Our preferences in the consumer-oriented sectors lean toward value-oriented or sp...
Getty Images The rise of AI-powered agents inside business organizations has quickly evolved from an intriguing possibility into an inevitable next step in enterprise computing. Not surprisingly, the companies building the technologies to power those agents - including Google ( GOOG , GOOGL ) - have accelerated their efforts accordingly. At last year’s Cloud Next event, Google focused on early ado...
Getty Images The rise of AI-powered agents inside business organizations has quickly evolved from an intriguing possibility into an inevitable next step in enterprise computing. Not surprisingly, the companies building the technologies to power those agents - including Google ( GOOG , GOOGL ) - have accelerated their efforts accordingly. At last year’s Cloud Next event, Google focused on early adopters with the release of its Agent Development Kit and the debut of its A2A (Agent-to-Agent) protocol. Then, last fall, the company unveiled Gemini Enterprise, providing a framework and set of tools designed to help make agents a practical reality. Now, at Cloud Next 2026, Google has taken a much bigger step forward. In fact, what the company revealed makes it clear that it is no longer simply offering a handful of agent-related tools. It is trying to build a broad enterprise platform for creating, deploying, managing, securing, and scaling agents across an organization. That is a big and ambitious move. At the same time, it also highlights one of Google’s biggest remaining challenges: making all these new capabilities digestible and accessible to a broader base of enterprise customers. At the center of the announcements was Gemini Enterprise Agent Platform, an overhaul of the company’s Vertex AI toolset that brings together a comprehensive suite of capabilities for building, running, and securing agents in enterprise environments. Google also expanded Gemini Enterprise itself, positioning it as an entry point for both developers and end-users who want to create and use agentic applications. From an agent creation perspective, the company is clearly trying to broaden the audience. Developers can take advantage of the enhanced Agent Development Kit, while more advanced business users, comfortable with low-code and no-code tools, can leverage a new Agent Designer. Together, these offerings are intended to make it easier to build AI-powered agents that can automate workflows,...
RapidScale, a Cox Business company and leading provider of enterprise managed and professional services for public, private, and hybrid cloud environments, today announced the availability of Gemini Enterprise, enabling enterprises to operationalize AI with Google Cloud.
RapidScale, a Cox Business company and leading provider of enterprise managed and professional services for public, private, and hybrid cloud environments, today announced the availability of Gemini Enterprise, enabling enterprises to operationalize AI with Google Cloud.
Getty Images The rise of AI-powered agents inside business organizations has quickly evolved from an intriguing possibility into an inevitable next step in enterprise computing. Not surprisingly, the companies building the technologies to power those agents - including Google ( GOOG , GOOGL ) - have accelerated their efforts accordingly. At last year’s Cloud Next event, Google focused on early ado...
Getty Images The rise of AI-powered agents inside business organizations has quickly evolved from an intriguing possibility into an inevitable next step in enterprise computing. Not surprisingly, the companies building the technologies to power those agents - including Google ( GOOG , GOOGL ) - have accelerated their efforts accordingly. At last year’s Cloud Next event, Google focused on early adopters with the release of its Agent Development Kit and the debut of its A2A (Agent-to-Agent) protocol. Then, last fall, the company unveiled Gemini Enterprise, providing a framework and set of tools designed to help make agents a practical reality. Now, at Cloud Next 2026, Google has taken a much bigger step forward. In fact, what the company revealed makes it clear that it is no longer simply offering a handful of agent-related tools. It is trying to build a broad enterprise platform for creating, deploying, managing, securing, and scaling agents across an organization. That is a big and ambitious move. At the same time, it also highlights one of Google’s biggest remaining challenges: making all these new capabilities digestible and accessible to a broader base of enterprise customers. At the center of the announcements was Gemini Enterprise Agent Platform, an overhaul of the company’s Vertex AI toolset that brings together a comprehensive suite of capabilities for building, running, and securing agents in enterprise environments. Google also expanded Gemini Enterprise itself, positioning it as an entry point for both developers and end-users who want to create and use agentic applications. From an agent creation perspective, the company is clearly trying to broaden the audience. Developers can take advantage of the enhanced Agent Development Kit, while more advanced business users, comfortable with low-code and no-code tools, can leverage a new Agent Designer. Together, these offerings are intended to make it easier to build AI-powered agents that can automate workflows,...
My top 10 things to watch Wednesday, April 22 1. Stocks are headed for a higher open following back-to-back losses for the S & P 500 and the Nasdaq . After yesterday's close, President Donald Trump extended the Iran ceasefire. With the war in a holding pattern, investors are turning to solid numbers from Dow stock and Club name Boeing, which is soaring more than 3.5% this morning. 2. Boeing 's fir...
My top 10 things to watch Wednesday, April 22 1. Stocks are headed for a higher open following back-to-back losses for the S & P 500 and the Nasdaq . After yesterday's close, President Donald Trump extended the Iran ceasefire. With the war in a holding pattern, investors are turning to solid numbers from Dow stock and Club name Boeing, which is soaring more than 3.5% this morning. 2. Boeing 's first-quarter numbers look really good. Top and bottom line beats, with record backlog levels across its commercial, defense, and services segments. While free cash flow was still negative in Q1, it was much improved from a year ago. Still expecting certifications for the 737 Max 7 and Max 10 this year. Positive steps for CEO Kelly Ortberg's turnaround. 3. GE Vernova turned in a complete blowout first quarter and raised its guidance. The Club stock is jumping nearly 8% after the print. Natural gas turbines are basically sold out through 2028, thanks to the AI infrastructure buildout. The segment that sells transformers and other electrical grid equipment is also booming to support data centers, booking more orders in Q1 than all of last year. AI needs power, and GEV owns the power layer. 4. Capital One missed on earnings and revenue in a noisy quarter, which included hefty one-time Discover acquisition-related amortization and integration expenses. Barclays, however, raised its price target on the Club stock to $250 from $225, citing strong credit but worrisome spending. We cut our Club price target to $255 from $270 to reflect pressure on the credit card group. 5. Alphabet 's Google announced chips for AI training and inference in latest shot at Nvidia. Google said the changes will come with its eighth generation TPUs, making specialized chips for each task. BMO Capital said Alphabet is "one of the best ways to own AI." The world is short compute, and Nvidia will still get its fair share. 6. Elon Musk's SpaceX said it acquired the rights to buy AI coding assistant Cursor late...
ALT5 Sigma ( ALTS ) on Wednesday said it plans to rebrand as AI Financial Corporation, or AiFi. It also plans to change its Nasdaq ticker symbol to AIFC, saying it is aligning its strategy around payments, tokenization, and automated financial infrastructure. The company said the ticker change is expected to take effect in the near term, while its CUSIP number, a unique nine-character alphanumeric...
ALT5 Sigma ( ALTS ) on Wednesday said it plans to rebrand as AI Financial Corporation, or AiFi. It also plans to change its Nasdaq ticker symbol to AIFC, saying it is aligning its strategy around payments, tokenization, and automated financial infrastructure. The company said the ticker change is expected to take effect in the near term, while its CUSIP number, a unique nine-character alphanumeric code that identifies North American financial instruments, will remain unchanged. "The rebrand reflects the Company's intention to align its long-term strategy with the emerging shift in financial activity driven by advances in digital infrastructure, digital assets, and artificial intelligence," the company said in the statement. ALT5 said its existing businesses, including ALT5 Pay, ALT5 Prime, and Stradacarte, will remain its core operations across payment processing, trading, settlement, and card-based services. The company is evaluating opportunities to expand API-based transactions, extend payment rails into tokenized assets, and invest in systems to improve scale and automation. It added that any future AI-related initiatives remain exploratory and would depend on development, capital availability, and regulatory considerations. ALT5 ( ALTS ) generated about $24.8M in fintech revenue in fiscal 2025 and processed about $3.5B in transaction volume, bringing cumulative processed volume since inception to more than $8B, the company said. Shares were up +3.4% in premarket trading. More on ALT5 Sigma ALT5 Sigma GAAP EPS of -$5.86, revenue of $24.8M misses by $0.81M ALT5 Sigma sets up to $100M stock buyback program Seeking Alpha’s Quant Rating on ALT5 Sigma Historical earnings data for ALT5 Sigma Financial information for ALT5 Sigma
SBA Communications ( SBAC ) was raised to Buy from Hold, with the price target upped to $247.00 from $193.00, at Truist Securities on "multiple paths to upside in shares". Shares were 0.75% higher at $214.70 during Wednesday pre-market trading. The upgrade considers a potential sale of the company. The telecom tower REIT was said to have attracted acquisition interest from KKR ( KKR ) and Brookfie...
SBA Communications ( SBAC ) was raised to Buy from Hold, with the price target upped to $247.00 from $193.00, at Truist Securities on "multiple paths to upside in shares". Shares were 0.75% higher at $214.70 during Wednesday pre-market trading. The upgrade considers a potential sale of the company. The telecom tower REIT was said to have attracted acquisition interest from KKR ( KKR ) and Brookfield ( BAM ), among other funds. "While we do not take a view on the merits of a sale, we simply note publicly discussed price points (~$250 per share) imply ~17% upside relative to current levels," said analyst Matthew Niknam. "We believe SBA is set to see positive inflections in AFFO per share growth next year, as churn abates and debt refi headwinds moderate," said Niknam. "We see +3% AFFO per share growth in 2027 estimate, and a re-acceleration back to high single-digit growth (+8%) by 2028," said the analyst. Truist's rating aligns with the average sell-side analysts and Seeking Alpha authors rating of Buy. Meanwhile, SA's Quant Rating system grades the stock as Sell.
shaunl/E+ via Getty Images Seadrill ( SDRL ) said Wednesday it won two contract awards with Harbour Energy's LLOG Exploration subsidiary , adding ~$260M to its contract backlog. Seadrill ( SDRL ) said the West Neptune ultra-deepwater drillship was awarded a 365-day contract extension, with operations to begin in September, while the ultra-deepwater drillship West Vela was awarded a program with a ...
shaunl/E+ via Getty Images Seadrill ( SDRL ) said Wednesday it won two contract awards with Harbour Energy's LLOG Exploration subsidiary , adding ~$260M to its contract backlog. Seadrill ( SDRL ) said the West Neptune ultra-deepwater drillship was awarded a 365-day contract extension, with operations to begin in September, while the ultra-deepwater drillship West Vela was awarded a program with a duration of 270 days, which is expected to begin in August, for deployment in the U.S. Gulf. The company said recently the West Neptune is "entering its second decade under continuous contract" with LLOG and looks forward to "extending what has already been an exceptional long-term partnership built on performance." "Securing this backlog enhances revenue visibility and supports free cash flow generation as we navigate near-term softness in the U.S. Gulf," Sadrill ( SDRL ) President and CEO Samir Ali said. "The West Vela and West Neptune are positioned favorably for availability in 2027 as global floater utilization is expected to improve." More on Seadrill Seadrill Q4 2025 Earnings Call Transcript Overbought In A Tight Market: Seadrill's Valuation Overshadows Favorable Dynamics Seeking Alpha’s Quant Rating on Seadrill
(RTTNews) - Pratt & Whitney, an RTX Corp. (RTX) business, announced Wednesday an investment of $100 million in its facility in Rzeszow, Poland to expand production capacity and add advanced capabilities.
(RTTNews) - Pratt & Whitney, an RTX Corp. (RTX) business, announced Wednesday an investment of $100 million in its facility in Rzeszow, Poland to expand production capacity and add advanced capabilities.