This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.

The Big Bank Theory Awards by Tearsheet recognize the companies driving that evolution, from established and challenger banks ...

Fintechs are moving from unbundling banking to owning more of the infrastructure, licenses, and customer relationships around their businesses.

Fiserv’s next phase is about making its sprawling infrastructure work as one system – a high-stakes task given how deeply ...

Fiserv’s next phase is about making its sprawling infrastructure work as one system – a high-stakes task given how deeply ...

SoFi Coach keeps members' long-term goals in view as they make everyday decisions about spending, saving, and debt.

NVIDIA, Revolut, and Citi are facing new questions around AI safety, going public, and cybersecurity as their businesses evolve.

Affirm is betting that extracting new signals from existing data can turn its transaction-level consumer view into a competitive advantage.

This analysis tracks recent specific company developments and how markets responded, anchored to Thursday's close.

The deeper integration of tech vendors creates new questions around dependency, differentiation, and how much control banks need to retain.

NVIDIA’s acquisition of Hugging Face could give banks greater control and flexibility over the AI models they use. But as AI models become more open, dependency could shift to the infrastructure ...