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Affirm has shown strong execution and growth in the BNPL sector, with 36% YoY GMV growth. The company's solid balance sheet, partnerships with Amazon and Shopify, and positive GAAP net income round out a compelling investment setup. Market skepticism around AFRM's ability to sustain growth and profitability amidst economic downturns presents both risks and buying opportunities.
Affirm Holdings, Inc. (NASDAQ:AFRM ) J.P. Morgan 53rd Annual Global Technology, Media, and Communications Conference May 13, 2025 4:30 AM ET Company Participants Michael Linford – Chief Operating Officer Conference Call Participants Reginald Smith – JPMorgan Reginald Smith Good afternoon.
Which AI-powered fintech stock, Upstart Holdings or Affirm Holdings, offers the better investment opportunity at present? Let's find out.
The charismatic host of CNBC's Mad Money Jim Cramer has long been a polarizing figure in the investment world.
The deal positions AFRM well for the summer shopping season by offering consumers more payment flexibility at a time of increased spending.
Affirm (AFRM 15.80%) is worrying stock market investors after it reported an increase in default rates among borrowers.
Affirm (AFRM) stock is gaining, rebounding from earlier post-earnings losses when the company issued fourth quarter guidance that was weaker than expected. The buy now, pay later (BNPL) company's COO, Michael Linford, joins Catalysts with Madison Mills to discuss the earnings print, the health of the consumer, and the state of retail.
Madison Mills is joined by guest host, Charles Schwab senior investment strategist Kevin Gordon, as they cover the morning's top economic and market stories on Catalysts. UBS Asset Management portfolio manager and head of multi-asset strategy Evan Brown addresses the market (^DJI, ^IXIC, ^GSPC) rally being seen Monday morning after US and China officials agree to a 90-day tariff truce.
Close Key Takeaways Retail and credit card data shows Americans continue to spend, but a few aspects of their behavior have some analysts concerned about a potential slowdown.New retail numbers and an earnings report from Walmart slated to come out this week may offer clarity on the health of the consumer.Higher-income customers have been relying more on Walmart—and its delivery service—in recent months, executives have said. Americans haven’t stopped spending despite broad economic uncertainty. But a close look at recent data and trends has fed concerns about a slowdown. The unemployment rate is relatively low, and job creation is holding steady. Retail spending shot up 6.8% year-over-year in April, the National Retail Federation said, exclusive of car and gas purchases. But Americans are increasingly uneasy, several measures suggest. Consumer sentiment fell in April for a fourth straight month, according to the Michigan Consumer Sentiment Index. Quick-service restaurants and co
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