Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in Nvidia, Block, and Nu Holdings on Monday. Nvidia is viewed as reasonably valued despite its $5.4T market cap, with strong revenue growth expected. Block is trading 72% below its 2021 peak with accelerating revenue growth. Nu Holdings, the cheapest of the three at 13x forward earnings, is expanding rapidly across Latin America with 39% revenue growth.

08/18/2026, 11:23 AM • The Motley Fool

Block Stock Slumps Despite Earnings Rising by 65%

Block's stock fell 6% despite reporting a 65% year-over-year jump in adjusted earnings per share, as investors focused on weakening Cash App user growth (3% YoY). However, the company's AI-driven cost efficiencies from a 40% workforce reduction and expectations for 70% full-year earnings growth could present a buying opportunity at a forward P/E of 20.

08/15/2026, 8:21 AM • The Motley Fool

Block CFO Amrita Ahuja Sells 8,971 Shares for $770,000

Block's CFO Amrita Ahuja sold 8,971 shares worth $770,000 on August 5, 2026, under a pre-planned Rule 10b5-1 trading plan established in March 2026. The sale represents only 2% of her holdings, leaving her with 454,275 shares valued at $38.25 million. The article notes this is routine portfolio management and shouldn't concern investors, highlighting Block's strong business fundamentals including 5.1% YoY revenue growth to $25 billion and 65% YoY adjusted earnings growth.

08/11/2026, 5:25 PM • The Motley Fool

Mobile Payment Market Size Worth $19,864.19 Billion by 2035 | SNS Insider

The global mobile payment market, valued at $3.55 trillion in 2025, is projected to reach $19.86 trillion by 2035, growing at a CAGR of 18.80%. Growth is driven by smartphone penetration, digital wallets, NFC-based contactless payments, and government-led real-time payment initiatives. The U.S. market is expected to grow from $851.37 billion to $4.17 trillion, while Europe is projected to reach $3.45 trillion by 2035.

07/16/2026, 2:30 AM • GlobeNewswire

Why Fiserv Stock Just Popped

Reports of Stripe and Advent offering to acquire PayPal for $53 billion at $60.50 per share sent PayPal stock soaring 16-17%. The article suggests Fiserv could be an even more attractive takeover target, as it trades at cheaper valuations (8.4x trailing earnings vs PayPal's 8.9x) with similar growth prospects, sparking speculation of potential acquisition interest.

07/15/2026, 11:18 AM • The Motley Fool

Why PayPal Stock Just Went to the Moon

PayPal stock surged 17.1% after reports that private companies Stripe and Advent, potentially with Block's assistance, have offered to acquire PayPal for $60.50 per share ($53 billion total). The offer values PayPal at 11.3x earnings, representing a 28% premium to the previous closing price. PayPal's board is scheduled to discuss the offer on July 20.

07/15/2026, 11:00 AM • The Motley Fool

A Block Director Sold 18,000 Company Shares for $1.4 Million. What Does That Mean for Investors?

Block, Inc. board member Anthony Eisen sold 18,000 shares worth approximately $1.4 million between July 6-8, 2026, at a weighted average price of $78.31 per share. The sale was executed under a pre-established Rule 10b5-1 trading plan established in March 2026, indicating non-discretionary transactions. Despite the sale, Eisen maintains a substantial stake of ~1.9 million shares valued at $142.13 million, suggesting alignment with investor interests. The timing coincided with Block's strong Q1 earnings performance and 12.84% one-year stock appreciation.

07/08/2026, 9:09 PM • The Motley Fool

Fintech Stock Block Is Trying to Prove That the Ultimate Cryptocurrency Has a Real Use Case, But Will It Work?

Block's Square segment launched Bitcoin payment acceptance for its 4+ million U.S. merchants in March 2026, with 1 million sellers activating the feature by mid-May. While Bitcoin activities currently represent only 2.3% of Block's gross profit, the move represents a significant step toward establishing cryptocurrency as a practical medium of exchange rather than just an investment asset.

06/13/2026, 4:04 PM • The Motley Fool

Block Shares Climb After Q1 Report — Here's Why

Block Inc. (NYSE:XYZ) reported Q1 earnings of 85 cents per share, beating analyst consensus of 68 cents by 25%, though revenue slightly missed expectations at $6.057 billion versus $6.061 billion estimate. The company raised its full-year outlook, expecting 19% gross profit growth and 62% adjusted diluted EPS growth in 2026. Stock surged 8.35% to $76 in extended trading following the announcement.

05/07/2026, 5:47 PM • Benzinga

PayPal Stock's Bad Year Just Got Even Worse. Is This a Good Time to Buy Shares?

PayPal shares dropped 9% following Q1 2026 earnings despite beating revenue expectations. The company's core branded checkout business grew only 2%, margins contracted, and management warned of further earnings declines in Q2. While the stock trades at a cheap 9x earnings multiple, intense competition from Apple Pay, Block, and Stripe, combined with weak international performance and admitted years of technology underinvestment, suggest the turnaround may take years to materialize.

05/06/2026, 10:03 PM • The Motley Fool

Marqeta Director Cuts Stake by Half: What Investors Should Know

Marqeta Director Paul Elaine sold 17,452 shares (50% of direct holdings) valued at approximately $78,000 on April 21, 2026. The article notes that insider sales often reflect personal financial planning rather than negative company outlook, and suggests investors consider broader fintech ETFs for sector exposure.

05/05/2026, 9:35 PM • The Motley Fool

What to Look for Before Buying a Fintech Stock

When evaluating fintech stocks, investors should consider three key factors: growth potential, profitability, and valuation. High-growth companies like Lemonade, Nu Holdings, Robinhood Markets, SoFi Technologies, and Upstart have shown 35%+ year-over-year revenue growth. More established players like Block and PayPal demonstrate strong profitability, with PayPal offering attractive valuation at a forward P/E of 9.1 after declining 84% from its peak.

04/16/2026, 1:30 PM • The Motley Fool

Meta Stock Rising on Massive Layoff Plans

Meta Platforms shares surged 3.23% in premarket trading on March 16, 2026, following Reuters reports of planned layoffs affecting 20% or more of its 79,000-person workforce. The cuts aim to offset ballooning AI infrastructure costs, including a $600 billion data center investment through 2028. Investors view the restructuring as positive for long-term profitability, though the company called the report 'speculative.' This would be Meta's largest workforce reduction since its 2022-2023 'year of efficiency' restructuring.

03/16/2026, 7:05 AM • Investing

What Is Going on With Block Stock Right Now?

Block's stock surged over 20% following Q4 2025 earnings, driven by the company's announcement of laying off 4,000+ employees (reducing headcount from 10,000 to 6,000) to improve efficiency through AI implementation. Despite strong financial results showing 24% YoY gross profit growth and 20% adjusted operating margin, the layoffs were the primary catalyst for the stock pop. CEO Jack Dorsey predicted similar AI-driven restructuring across the corporate world within the next year. Analysts expect Block's adjusted diluted EPS to soar 50% in 2026, though some question whether the layoffs reflect AI efficiency gains or prior strategic mismanagement.

03/13/2026, 12:15 PM • The Motley Fool

Tech Cost Structures Point To A Single Uncomfortable Solution

Tech companies are using AI as a scapegoat to justify massive layoffs driven by structural cost problems. Years of overhiring during the pandemic boom and paying employees in stock rather than cash created unsustainable business models. Companies like Amazon, Block, and HubSpot are now conducting aggressive workforce reductions to improve cash flow and reduce shareholder dilution, with AI automation serving as the convenient narrative to mask poor business planning.

03/11/2026, 12:53 PM • Benzinga