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Payment Stocks Surge: Dolev's Picks and Consumer Insights
Manage episode 482301112 series 3645668
Dan Dolev discusses the payment space and breaks down the recent gains in payment stocks, such as Block (XYZ) and Affirm (AFRM), following the tariff announcement and whether the fundamentals have changed. Dolev explains why he prefers Mastercard (MA) over Visa (V). He also talks about the state of the consumer, noting pressure on the low-end side but stability at the high end.
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4663 episodes
Manage episode 482301112 series 3645668
Dan Dolev discusses the payment space and breaks down the recent gains in payment stocks, such as Block (XYZ) and Affirm (AFRM), following the tariff announcement and whether the fundamentals have changed. Dolev explains why he prefers Mastercard (MA) over Visa (V). He also talks about the state of the consumer, noting pressure on the low-end side but stability at the high end.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
4663 episodes
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