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[Stock market trading growth graph]

Michael Burry highlighted on his Substack on Friday that the stock market continues to punish the stocks of large, well-established businesses with significant owners earnings, little debt, and large buybacks, which are accretive to intrinsic value per share at current levels.

He noted the companies are suffering due to AI capital flows as well as to extrapolated maximum-AI scenarios that are seen as unlikely.

Burry added to his position in Adobe (ADBE [https://seekingalpha.com/symbol/ADBE]) as he pointed to deep value, with the company's gross margin rate near the all-time highs. He also snapped up more shares of Alibaba (BABA [https://seekingalpha.com/symbol/BABA]), PayPal (PYPL [https://seekingalpha.com/symbol/PYPL]), and Veeva Systems (VEEV [https://seekingalpha.com/symbol/VEEV]).

On Alibaba (BABA [https://seekingalpha.com/symbol/BABA]): "It is the most advanced company in China as far as AI strategy goes, and it has been buying back stock. The value continues to accrete to common shareholders even if the market does not reward such accretion of late. The stock is well off recent highs. When the time comes, the stock will launch fast and fly high. I continue to hold other Hong Kong stocks as well."

On PayPal (PYPL [https://seekingalpha.com/symbol/PYPL]): "Same chart metrics/color scheme as above. Management turnover is hurting the stock as well. Has to look attractive to both PE firms and strategic acquirers at this level, 7-8x earnings, and buying back stock hand over fist. The market has been attending PayPal’s wake for years now, though the body has yet to show."

On Veeva Systems (VEEV [https://seekingalpha.com/symbol/VEEV]): "It has come back to lows, with its price/earnings and price/sales far below historical levels. The Salesforce threat is only relevant to a small part of its business. The significance has been far overstated."

MORE ON BURRY'S FAVORITES

* Adobe: The Post-Earnings Selloff Is A Massive Opportunity [https://seekingalpha.com/article/4914612-adobe-the-post-earnings-selloff-is-a-massive-opportunity]
* Adobe Inc. 2026 Q2 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4914624-adobe-inc-2026-q2-results-earnings-call-presentation]
* Adobe: Do Not Touch This AI Show-Me Story [https://seekingalpha.com/article/4914600-adobe-do-not-touch-this-ai-show-me-story]
* Adobe's leadership transitions and freemium push create uncertainty: analysts [https://seekingalpha.com/news/4602933-adobes-leadership-transitions-and-freemium-push-create-uncertainty-analysts]
* Alibaba bids $1.5B for China grocer Pupu in fight with Meituan: report [https://seekingalpha.com/news/4602824-alibaba-bids-15b-for-china-grocer-pupu-in-fight-with-meituan-report]

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PayPal Holdings PYPL stock has plunged 8.6% in the past three months, weighed down by weaker guidance, macroeconomic uncertainty and heightened competition in the digital payments space.

Rivalry in the digital payments space remains intense, with payment giants Visa Inc. V and Mastercard Incorporated MA continuing to expand their capabilities and presence across digital commerce, posing a growing challenge to PayPal. Visa stock has gained 5.6%, while Mastercard stock has fallen 2% in three months.

Investors are now questioning whether PayPal’s struggles represent a deeper problem or an opportunity to buy into a long-term recovery story. Let’s delve deeper into this.Zacks Investment Research

Image Source: Zacks Investment Research

Why Do PYPL Shares Fall?

Although PayPal’s online branded checkout total payment volume (TPV) growth improved in the first quarter of 2026, increasing 2% on a currency-neutral basis from the prior quarter, management expects growth to remain subdued. For full-year 2026, PayPal is guiding online branded checkout TPV growth to be slightly positive to low single digits, reflecting a cautious outlook despite early signs of stabilization in the business.

In the second quarter of 2026, the company expects low-single-digit revenue growth on a currency-neutral basis, a low single-digit or approximately 3% decline in TM$, a low single-digit or approximately 2% decline in TM$ excluding interest, and a decline of high single digits or approximately 9% in non-GAAP EPS. The company reiterated 2026 guidance, under which TM$ is expected to decline slightly. Non-GAAP EPS is expected range from a low-single-digit decline to slightly positive.

Macroeconomic headwinds and intense competition in the global payments industry make PYPL susceptible to volatility. Additionally, the nature of the business makes it vulnerable to foreign exchange fluctuations.

PayPal’s Strategic Partnership & Next-Gen Transformations

In May 2026, PayPal signed a multi-year partnership with the Seattle Seahawks to become the team’s Official Fan-to-Fan Payments and exclusive digital ticket payment processing partner. This marks PayPal’s first individual NFL club partnership. The partnership integrates PayPal into Ticketmaster for seamless season-ticket checkout and makes PayPal the presenting partner of the “Seahawks Gameday Experience Program”.

PayPal is expanding its AI-powered commerce initiatives through agentic commerce, enabling autonomous AI assistants to help consumers identify, evaluate and purchase products more efficiently. To strengthen this effort, the company has partnered with Microsoft through Copilot Checkout, OpenAI via ChatGPT and Perplexity through its Perplexity Pro platform, creating smarter, more secure and scalable shopping experiences for both merchants and customers.

Story Continues

PayPal is also making dollar-backed stablecoin, PayPal USD, available in 70 markets worldwide in the PayPal account. It enables users to send funds globally with faster settlement and lower cost than traditional payment methods.

PayPal’s Venmo Drives Growth

Venmo continues to strengthen its position as a leading digital payments platform among younger and digitally native consumers. As adoption of Venmo for everyday purchases increases, it is becoming a more meaningful contributor to PayPal’s overall revenue mix. In the first quarter of 2026, Venmo’s TPV grew 14% year over year, accelerating from the prior quarter and reaching a new record level. The performance marked the sixth straight quarter of double-digit TPV growth.

The platform also continues to expand its scale, with more than 100 million active accounts. In March 2026, Venmo announced its largest expansion since launch, enabling global peer-to-peer payments through PayPal’s network. Venmo users can now send and receive money with hundreds of millions of PayPal customers across 90 markets, significantly broadening the platform's international reach and addressable market.

PayPal Shares Trading Cheap

However, with the decline, PayPal shares are trading cheaply, as suggested by the Value Score of A. In terms of forward 12-month P/E, PYPL stock is trading at 7.48X compared with the Zacks Financial Transaction Services industry’s 16.72X.

The stock is also cheaper than competitors, including Visa and Mastercard. Shares of Visa and Mastercard are currently trading at P/E ratios of 22.32X and 23.21X, respectively.Zacks Investment Research

Image Source: Zacks Investment Research

PYPL’s Estimate Revision Remains Unchanged

For full-year 2026, PayPal’s estimate revision remains unchanged. The Zacks Consensus Estimate for PYPL’s 2026 earnings per share is pegged at $5.30 over the past two months.Zacks Investment Research

Image Source: Zacks Investment Research

How to Play the PYPL Stock?

PayPal's strategic partnerships, transformation initiatives and Venmo expansion provide solid grounds for optimism in its recovery path. The stock trades at a significant discount compared to its industry multiples and competitors such as Visa and Mastercard, presenting a compelling entry opportunity into this global payment leader.

However, short-term challenges like macroeconomic uncertainty and rising competition, along with weaker 2026 guidance, remain concerns. PYPL’s strong fundamentals and growth initiatives support patience. Therefore, it is better to wait before adding this stock to the portfolio, while long term investors who already have it, should hold.

PayPal currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Mastercard Incorporated (MA) : Free Stock Analysis Report

Visa Inc. (V) : Free Stock Analysis Report

PayPal Holdings, Inc. (PYPL) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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June 12 (Reuters) - SpaceX made its stock market debut on Friday,as investors backed CEO Elon Musk's vision for an empire stretching from reusable rockets to orbital AI at a valuation that ranks among the world's biggest.

Here is a timeline of SpaceX's journey ‌to the blockbuster IPO:

March 2002 - Elon Musk starts SpaceX using money he made from the sale of PayPal.

March 2006 - SpaceX launches its ‌first rocket, the Falcon 1, which fails.

September 2008 - Falcon 1 launched successfully and becomes the first privately developed liquid-fuel rocket to reach Earth's orbit.

December 2008 - SpaceX secures its first major contract ​with NASA to ferry cargo and supplies to the International Space Station.

May 2012 - A Dragon capsule is taken to space by a Falcon 9 rocket, making it the first private spacecraft to dock at the ISS.

June 2015 - Falcon 9 explodes mid-air.

December 2015 - First successful vertical landing of Falcon 9, marking the first controlled recovery by a large rocket after delivering a payload into orbit.

February 2018 - The first Falcon Heavy launch carries Musk's Tesla Roadster and its mannequin driver, Starman, ‌into space.

April 2019 - Crew Dragon test vehicle explodes during ⁠ground test.

May 2019 - SpaceX starts launching Starlink satellites, a constellation capable of beaming signals for high-speed internet service to paying customers around the globe.

October 2020 - SpaceX completes the 100th successful flight of a Falcon rocket since Falcon 1 first ⁠flew to orbit in 2008.

November 2020 - SpaceX Crew-1 mission — the first operational mission under NASA's Commercial Crew Program.

April 2021 - NASA awards SpaceX the contract for the first commercial human lander on the moon, part of its Artemis program.

September 2021 - SpaceX launches the first all-civilian crew ever to circle the Earth from space.

November 2021 - NASA's Double ​Asteroid ​Redirection Test mission launched into an interplanetary transfer orbit aboard a SpaceX rocket, marking ​the world's first test of a planetary defense system designed ‌to prevent a potential asteroid collision with Earth.

April 2023 - First Starship rocket explodes after losing control.

November 2023 - Starship launch fails minutes after reaching space.

November 2023 - A U.S. judge blocks the U.S. Department of Justice from pursuing an administrative case accusing SpaceX of illegally refusing to hire refugees and asylum recipients.

September 2024 - The SpaceX Polaris Dawn mission carries out its first privately managed spacewalk.

Story Continues

January 2025 - SpaceX's Starship rocket breaks up in space minutes after launching from Texas, forcing flights over the Gulf of Mexico to alter course to avoid falling debris.

June 2025 - Starship explodes during a ground test.

February 2026 - SpaceX acquires Musk's ‌AI startup xAI in a record deal worth $250 billion, unifying the world's richest man's ​AI and space ambitions by combining the rocket-and-satellite company with the maker of the Grok ​chatbot.

February 2026 - SpaceX shifted its focus from Mars to building a "self‑growing ​city" on the moon, Musk says.

March 2026 - NASA official says the Starship has accumulated at least two years of development ‌delays since NASA picked the rocket as an astronaut moon ​lander in 2021, and is expected to ​require more time to clear remaining hurdles before landing on the moon.

April 2026 - SpaceX confidentially files for its blockbuster U.S. initial public offering, laying the groundwork for what could be the biggest stock market flotation ever.

May 2026 - SpaceX publicly files for its long-awaited U.S. IPO.

June ​2026 - SpaceX sets its IPO price at $135 a share, ‌seeking to raise a record-breaking $75 billion.

June 2026 - SpaceX agrees a multi-year cloud services deal with Alphabet's Google.

June 2026 - SpaceX raises record $75 ​billion in biggest-ever U.S. IPO.

June 2026 - SpaceX begins trading on the Nasdaq at a valuation of about $1.96 trillion.

(Reporting by Prakhar Srivastava ​and Arasu Kannagi Basil in Bengaluru; Editing by Sahal Muhammed and Joyjeet Das)

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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.

PayPal Holdings (NasdaqGS:PYPL) has partnered with Hey Savi Limited to power the UK's first agentic commerce experience with native in-app checkout. The collaboration supports AI powered, intent driven shopping journeys inside Hey Savi's platform, with PayPal handling end to end checkout. Debenhams Group is involved in the rollout, connecting established retail branding with this new AI driven commerce channel.

For PayPal, best known for its global online payments platform, this move pushes the company deeper into embedded commerce inside next generation shopping apps. Agentic AI tools that interpret shopper intent and execute purchases are gaining attention across retail, as merchants look for ways to cut friction between discovery and checkout. This partnership positions PayPal within that shift, not just at the payment button but also inside the full purchase flow.

For investors watching NasdaqGS:PYPL, the development highlights how the company is seeking relevance in AI focused commerce rather than relying only on traditional web checkout. The key questions from here are how widely these agentic experiences get adopted by merchants and consumers, and how much transaction volume ultimately runs across PayPal's rails within these new channels.

Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page.NasdaqGS:PYPL Earnings & Revenue Growth as at Jun 2026

We've flagged 1 risk for PayPal Holdings. See which could impact your investment.

Quick Assessment

✅ Price vs Analyst Target: At US$41.24, the stock sits about 20% below the analyst consensus target of US$51.54. ✅ Simply Wall St Valuation: Shares are flagged as trading around 67.2% below an estimated fair value, suggesting a wide valuation gap. ❌ Recent Momentum: The price has declined 9.2% over the past 30 days, showing weak short term sentiment around the stock.

There's only one way to know the right time to buy, sell or hold PayPal Holdings. Head to Simply Wall St's company report for the latest analysis of PayPal Holdings's Fair Value.

Key Considerations

📊 The Hey Savi partnership puts PayPal directly inside AI powered, intent driven shopping flows. This could influence how investors think about its role in future online payments. 📊 Watch transaction volumes, merchant adoption of these agentic journeys, and any disclosure on how much of that traffic runs through PayPal's rails. ⚠️ Analysts currently expect earnings to decline by an average of 1.3% per year over the next three years. Consider whether this new AI channel offsets those forecasts or not.

Story Continues

Dig Deeper

For the full picture including more risks and rewards, check out the complete PayPal Holdings analysis. Alternatively, you can check out the community page for PayPal Holdings to see how other investors believe this latest news will impact the company's narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include PYPL.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Elon Musk's SpaceX (SPAX.PVT) is on the launchpad, just one day away from its scheduled IPO.

TrueCar Founder Scott Painter — an early Tesla (TSLA) advisor who sold Musk his Bel-Air mansion in 2020 — discusses his first-hand experiences witnessing Musk's leadership and vision as he seeks to expand his corporate empire.

SpaceX is expected to go public on the Nasdaq this Friday, June 12, under the ticker SPCX, with the space operator aiming for an IPO price of $135 per share.

Video Transcript

00:00 Speaker A

I've known Elon for almost 25 years. He uh he bought my house here in Los Angeles when he moved to LA after his days of PayPal. And um, not just, you know, how he negotiated the the purchase of the house, we became friendly. I was an early advisor at Tesla. Um, and I've I've known him for a long time. I've watched him lead from the front where he stayed with his teams all through the night putting together Model X's and showing them exactly how to do it and you know, reinforcing that the engineering was done right, but

00:30 Speaker A

this is a very authentic human through and through.

00:33 Speaker B

Scott, I think I've heard you refer to Musk. I think you put it like this. You said, the king of the big idea. What did you mean by that, Scott?

00:46 Speaker A

Well, I don't think anybody thinks bigger than Elon. Um, you know, he is an engineer at heart. So engineers fundamentally look for problems to solve. He's a hammer looking for a nail everywhere, but his breadth is enormous. I mean, he really does like thinking about civilization scale problems. Um he's thinking about humanity being a multi-planetary species. Um this this whole thing about um, you know, Twitter and then X is really about saving freedom of speech. He's thinking about things much much more broadly than a traditional executive might. And, you know, your your lead into the story is, you know, this is I think much more about um the uniqueness of Elon Musk. He's not just a generation generational entrepreneur. He is truly one of a kind, a totally unique human.

01:29 Speaker B

When you look at SpaceX, Scott, I'm curious, how much of that company, how much of that culture is about Musk himself, in your opinion?

01:38 Speaker A

Well, you know, there's a lot of ways to describe what's happening at SpaceX, but clearly they are bending light in the sense that they don't work against normal time constraints. Much of that is because of his first principles principles orientation to problem solving. You know, I try to emulate a lot of what I learned from Elon into my businesses and I may, you know, a three-time public company CEO and I'm uh right now running a company and going through a turnaround. We talk about first principles. It's not an easy thing for most people to understand.

02:07 Speaker A

First principles is largely misunderstood. It's about getting to the essence of a thing, understanding what is its truth and then refocusing all of your priorities on solving those fundamental problems first, and only once you solve those problems can you move on to the other things. That is a massive radical shift in terms of how we are taught to uh prioritize as executives, as entrepreneurs, and so he's really rewriting the rules of business and I think it's definitely proven that he can do things that nobody would be able to do in the time that he's able to do them.

02:37 Speaker A

and he just sees most problems, almost anything, impossible for him is really the beginning of an engineering problem.

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Mastercard Incorporated MA is expanding its push into AI-powered commerce with the launch of Agent Pay for Machines (AP4M), a payment service designed to support transactions executed by AI agents and machines. More than 30 industry participants are supporting the adoption of the platform. Designed for the emerging machine-to-machine economy, the service enables AI agents to securely execute automated transactions and interact with other services on behalf of businesses.

AP4M builds on Mastercard's Agent Pay program launched in 2025. The platform credentials AI agents through a new Verifiable Intent framework, enforces spending controls and authorization rules, and supports settlement through cards, bank accounts and stablecoins. To enhance transparency, human-granted permissions for AI agents will initially be recorded on the Polygon blockchain.

Mastercard envisions a future where AI agents buy and sell services on behalf of businesses, transacting continuously at machine speed. These agents could execute chains of transactions, including microtransactions worth fractions of a cent. AI agents are evolving beyond decision-support tools and can increasingly coordinate services and complete transactions automatically. As payments become more embedded and automated, infrastructure capable of handling large volumes of low-value transactions will become increasingly important.

The launch underscores Mastercard's efforts to prepare its network for growing automated payment activity. By enabling transactions across multiple payment rails, the company is positioning itself to capitalize on the increasing adoption of AI-powered commerce and machine-driven transactions. As AI-driven transactions increase, the platform could help Mastercard expand the reach of its network into new payment flows.

How Are Competitors Faring?

Some of MA’s competitors in the payments space like Visa Inc. V and PayPal Holdings, Inc. PYPL are also advancing their AI-commerce capabilities.

Visa recently expanded its Visa Intelligent Commerce initiative, enabling AI agents to securely shop and complete purchases on behalf of consumers using tokenized credentials, spending controls and authentication tools. Visa has also partnered with OpenAI to integrate Visa's payment capabilities into ChatGPT-powered shopping experiences.

PayPal launched Agentic Commerce Services, a suite of agent-enabled payment, catalog and order-management tools that enables AI agents to discover products, facilitate checkout and complete purchases across merchant networks. The offering is designed to help merchants participate in AI-driven shopping experiences while leveraging PayPal's payment infrastructure.

Story Continues

Mastercard’s Price Performance, Valuation & Estimates

Over the past year, MA’s shares have lost 17% compared with the industry’s decline of 26.7%.Zacks Investment Research

Image Source: Zacks Investment Research

From a valuation standpoint, MA trades at a forward price-to-earnings ratio of 23.34, above the industry average of 15.91. MA carries a Value Score of D.Zacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Mastercard’s 2026 earnings implies 15.2% growth from the year-ago period’s level.Zacks Investment Research

Image Source: Zacks Investment Research

Mastercard currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Mastercard Incorporated (MA) : Free Stock Analysis Report

Visa Inc. (V) : Free Stock Analysis Report

PayPal Holdings, Inc. (PYPL) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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Visa Inc. V is reinforcing its position at the center of the evolving payments landscape through a series of artificial intelligence, stablecoin and tokenization initiatives unveiled at its Payments Forum 2026. It announced a strategic partnership with OpenAI to enable secure Visa payments within AI-powered commerce experiences. As AI agents increasingly assist consumers with purchasing decisions and transaction execution, V is working to ensure its network remains embedded in the next generation of commerce flows.

The OpenAI partnership strengthens Visa's Intelligent Commerce platform by combining the company's payment network, tokenization technology and security capabilities with OpenAI. It is designed to allow AI agents to initiate transactions while operating within user-defined controls such as spending limits, merchant restrictions and approval requirements. If adoption accelerates, the collaboration could create new transaction opportunities for V while reinforcing trust and security in AI-driven commerce.

V is also expanding the infrastructure supporting this emerging ecosystem. New offerings such as Agent Score, Agentic Directory and the Large Transaction Model are designed to improve merchant readiness, establish trusted participants and enhance fraud detection. It is also enriching its token technology with additional identity and behavioral signals, enabling smarter authorization decisions while reducing friction and false declines. These capabilities further differentiate Visa's network as commerce becomes increasingly digital and automated.

Beyond AI, V continues to advance its stablecoin strategy through expanded settlement programs, tokenized deposits and stablecoin-linked card initiatives. By investing simultaneously in AI-driven commerce and next-generation settlement infrastructure, Visa appears to be widening its competitive moat and creating additional avenues for long-term transaction and revenue growth.

How Are Competitors Faring?

Some of V's competitors in the fintech space include Mastercard Incorporated MA and PayPal Holdings, Inc. PYPL.

Mastercard recently expanded its Agent Pay strategy with the launch of Agent Pay for Machines, a platform designed for machine-to-machine and AI-agent payments. The solution enables autonomous agents to execute, authorize and settle transactions at machine speed, positioning Mastercard to support emerging AI-driven business models and automated commerce ecosystems.

PayPal is investing in agentic commerce through its Agentic Commerce Services, which includes Agent Ready and Store Sync. These capabilities allow AI-powered assistants to support product discovery and purchase decisions. The effort leverages PayPal's extensive merchant and wallet ecosystem, potentially creating new opportunities to drive payment volume and user engagement.

Story Continues

Visa's Price Performance, Valuation & Estimates

Over the past year, shares of Visa have declined 13% compared with the industry's 26.7% fall.Zacks Investment Research

Image Source: Zacks Investment Research

From a valuation standpoint, V trades at a forward price-to-earnings ratio of 22.60, above the industry average of 15.91. V carries a Value Score of D.Zacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Visa's fiscal 2026 earnings implies a 14.1% jump from the year-ago period.Zacks Investment Research

Image Source: Zacks Investment Research

Visa stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Mastercard Incorporated (MA) : Free Stock Analysis Report

Visa Inc. (V) : Free Stock Analysis Report

PayPal Holdings, Inc. (PYPL) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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[Metallic 3d Number Ten On Smooth Blue Surface With Soft Reflection] sankai/iStock via Getty Images

Wall Street’s recent pullback has pushed a growing number of S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) constituents into oversold territory, highlighting areas of the market that have experienced some of the sharpest selling pressure since the benchmark index peaked at a record 7,620.

The S&P 500 has declined approximately 4.6% from its high, falling to around 7,265 as investors navigated a period of heightened volatility and broad-based weakness across equities. The retreat has weighed heavily on several individual stocks, driving technical indicators to levels often associated with stretched downside momentum.

One of the most closely watched measures of market sentiment, the relative strength index, suggests that a number of large-cap names have become deeply oversold. An RSI reading below 30 is commonly viewed by technical analysts as a signal that selling pressure may have become excessive.

Among the S&P 500 stocks showing the weakest momentum, Trimble (TRMB [https://seekingalpha.com/symbol/TRMB]) currently ranks as the most oversold member of the S&P 500, posting an RSI reading of 25.85.

Outlined below are the top 10 most oversold names in the benchmark index:

* Trimble (TRMB [https://seekingalpha.com/symbol/TRMB]) — RSI 25.85
* PayPal Holdings (PYPL [https://seekingalpha.com/symbol/PYPL]) — RSI 27.16 
* Mosaic (MOS [https://seekingalpha.com/symbol/MOS]) — RSI 27.29
* Tyson Foods (TSN [https://seekingalpha.com/symbol/TSN]) — RSI 28.02 
* Albemarle (ALB [https://seekingalpha.com/symbol/ALB]) — RSI 28.30
* Gilead Sciences (GILD [https://seekingalpha.com/symbol/GILD]) — RSI 29.25
* Jack Henry & Associates (JKHY [https://seekingalpha.com/symbol/JKHY]) — RSI 29.34
* GE Vernova (GEV [https://seekingalpha.com/symbol/GEV]) — RSI 29.35 
* Global Payments (GPN [https://seekingalpha.com/symbol/GPN]) — RSI 29.47
* Corteva (CTVA [https://seekingalpha.com/symbol/CTVA]) — RSI 29.59 

S&P 500 FUNDS: (SPY [https://seekingalpha.com/symbol/SPY]), (VOO [https://seekingalpha.com/symbol/VOO]), (IVV [https://seekingalpha.com/symbol/IVV]), (RSP [https://seekingalpha.com/symbol/RSP]), (SSO [https://seekingalpha.com/symbol/SSO]), (UPRO [https://seekingalpha.com/symbol/UPRO]), (SH [https://seekingalpha.com/symbol/SH]), (SDS [https://seekingalpha.com/symbol/SDS]), (SPXU [https://seekingalpha.com/symbol/SPXU]), (FXAIX [https://seekingalpha.com/symbol/FXAIX]), (VFIAX [https://seekingalpha.com/symbol/VFIAX]), (VFFSX [https://seekingalpha.com/symbol/VFFSX]), and (SWPPX [https://seekingalpha.com/symbol/SWPPX]).

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* Market pullback is viewed as a healthy pause, Morgan Stanley says [https://seekingalpha.com/news/4602221-market-pullback-is-viewed-as-a-healthy-pause-morgan-stanley-says]
* 15 dividend stocks to watch as downward momentum grips Wall Street [https://seekingalpha.com/news/4602204-15-dividend-stocks-to-watch-as-downward-momentum-grips-wall-street]
* Gold sinks to its lowest recorded level since November [https://seekingalpha.com/news/4602152-gold-sinks-to-its-lowest-recorded-level-since-november]
* Silver falls below 200-day MA, down 45% from its record high set earlier this year [https://seekingalpha.com/news/4601860-silver-falls-below-200-day-ma-down-45-percent-from-its-record-high-set-earlier-this-year]

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This article first appeared on GuruFocus.

Visa (NYSE:V) and OpenAI are expanding their push into AI-powered commerce, allowing artificial-intelligence agents to make online purchases after users give approval. Under the expanded pact, Visa's payment services will be built into OpenAI's platform, giving online retailers a way to accept agent-driven transactions. A customer could ask an AI agent to pay a bill or buy everyday items such as paper towels, showing how payments could possibly move from manual checkout toward AI-assisted execution.

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Visa framed the move as a major shift in digital commerce, with Chief Product and Strategy Officer Jack Forestell saying AI will transform commerce more profoundly than the internet or mobile technology. The company said its focus is making AI-agent transactions trusted, secure, and seamless as agents become more active participants in the economy. Visa and OpenAI also plan to develop enterprise applications for AI-driven payments, suggesting the partnership could extend beyond consumer shopping into business use cases.

For investors, the announcement points to a payments industry preparing for a new phase of online spending. Visa previously announced AI collaborations with Anthropic and Microsoft (NASDAQ:MSFT) last year ahead of this week's official launch, while Mastercard (NYSE:MA) and PayPal (NASDAQ:PYPL) are exploring similar efforts. Visa's Oliver Jenkyn said in December that 2026 will be the year for AI-assisted shopping, though the more advanced stage of agentic commerce, where agents fully complete search and purchase for consumers, may take more time.

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Shopware has launched Shopware Payments, a native payment system powered by PayPal, for merchants on its ecommerce platform. The product lets retailers manage and offer a broad range of PayPal checkout options directly within Shopware. Shopware Payments is initially available in Germany and Austria, with plans to roll it out across the EU and US.

For PayPal Holdings (NasdaqGS:PYPL), this product launch adds another embedded channel inside a well known ecommerce platform, giving merchants an easier way to use PayPal without extra plugins or integrations. It comes at a time when the stock has faced sustained pressure, with the share price at $41.46 and declines of 28.7% year to date and 44.1% over the past year. Over the past 5 years the stock is down 84.6%, which frames how differently the market is currently valuing the company compared with earlier periods.

The planned expansion of Shopware Payments across the EU and US reflects a longer runway for PayPal to deepen its role inside merchant platforms rather than just at checkout. For investors, the key question is how much volume and stickiness this type of embedded integration can add over time relative to PayPal's wider ecommerce and wallet ecosystem.

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3 things going right for PayPal Holdings that this headline doesn't cover.

Quick Assessment

✅ Price vs Analyst Target: At $41.46, the stock trades about 19% below the consensus analyst target of $51.35. ✅ Simply Wall St Valuation: Simply Wall St estimates the stock is trading about 67% below its assessed fair value, pointing to a large valuation gap. ❌ Recent Momentum: The share price is down 8.6% over the past 30 days, so sentiment has been weak despite this partnership news.

There's only one way to know the right time to buy, sell or hold PayPal Holdings. Head to Simply Wall St's company report for the latest analysis of PayPal Holdings's Fair Value.

Key Considerations

📊 The Shopware Payments launch increases PayPal's embedded presence inside merchant workflows in Germany and Austria, with potential for wider usage as the rollout broadens. 📊 Watch adoption metrics such as merchant uptake on Shopware, transaction volumes routed through these embedded checkouts, and any impact on PayPal's overall payment volumes. ⚠️ Analysts currently expect earnings to decline by an average of 1.4% per year over the next 3 years, so monitor whether integrations like this are enough to offset that pressure.

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Dig Deeper

For the full picture including more risks and rewards, check out the complete PayPal Holdings analysis. Alternatively, you can check out the community page for PayPal Holdings to see how other investors believe this latest news will impact the company's narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include PYPL.

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