Market Movements

Circle Internet Financial

Circle Internet Financial announced on January 11, 2024, they silently filed a Form S-1 draft registration statement with the SEC for a proposed initial public

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SPX; QQQ

Visa (NYSE: V) is the largest payment card association in the U.S. and is responsible for managing an interconnecting network between Visa branded card issuing

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Bill Holdings (BILL) ; QQQ 

We believe the domestic SMB office automation opportunity is at an inflection point of accelerated adoption and is worthy of continued discussion. BILL Holdings (NTSE:

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AvidExchange (AVDX); QQQ

AvidXchange’s software-as-a-service platform is a leader in offering three critical business processes in one complete solution for AP automation, payment services and payment acceleration.  The

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TOAST, Inc (TOST) ; QQQ

Toast (NYSE: TOST) manages a cloud based, digital platform for enabling all aspects of the restaurant business. Its services include ERP, supply chain, HR, marketing,

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ACI Worldwide (ACIW) ; QQQ

ACI Worldwide (NASDAQ: ACIW) enables banks, merchants and billers with real-time, mission critical, software payments solutions worldwide. ACI boasts the top 10 global banks as

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Deluxe Corp (DLX): SPX: QQQ

Deluxe Corp (NYSE: DLX) is a leading electronic payments and data analytics company which has transformed its operational make-up over the last five years. During

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Cantaloupe (CTLP) : QQQ

Cantaloupe (CTLP: $6.26: NASDAQ) is a leading enabler of electronic payments for the unattended, low dollar value, point-of-sale (POS) transactions at vending machines and self-service

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Coinbase (COIN) :  QQQ 

If the 4Q23 results and following stock price reaction are indicative of future expectations, Coinbase is a turnaround story with improving fundamentals. The company is

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A Banking Stampede for Tech

If I learned anything from this week’s Fintech MeetUp event in Las Vegas, it’s that thousands of fintech, banking, and payments professionals speed dating at

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