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🪓 Block Goes Full Chainsaw. Plaid Raises a Round. Shift4 Beats EPS and Still Eats a 15% Drop.
Published 7Â months, 3Â weeks ago
Description
Block (XYZ) just cut nearly 4,000 employees and says it’s not about weakness — it’s about becoming AI-native. Plaid lands an $8B valuation years after its $5.3B Visa deal was blocked by regulators. And Shift4 (FOUR) beats earnings… then drops 15% anyway.
Today we break down what these moves really signal about fintech’s next chapter: smaller teams, repriced private markets, and why guidance matters more than EPS.
If you care about where money, tech, and markets are headed — this one’s a must-listen.