PayPal

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Senior executives from PayPal and Google Cloud said at the Consensus Miami conference that AI agents will drive the next wave of internet commerce on cryptocurrency rails. They cited technical barriers preventing agents from using traditional bank accounts. The discussion focused on new protocols and merchant preparations needed for this shift.

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A Seeking Alpha analyst has rated PayPal Holdings (NASDAQ:PYPL) as Sell with a 12-month price target of $59. The rating cites a lack of catalysts for re-rating despite cheap valuation, driven by stagnating core revenue and aggressive buybacks. FY26 guidance anticipates EPS declines, the first since the eBay separation.

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