SoFi Technologies

SoFi stock gained about 5% after Bitcoin's breakout pulled capital into retail brokerages and crypto-linked fintechs, with Robinhood jumping ~13% due to its direct crypto trading revenue. SoFi's crypto exposure is secondary—via its SoFiUSD stablecoin and trading product—so the move is smaller and does little to change its 32% year-to-date decline despite strong Q2 loan originations. The report notes crypto sensitivity creates a gradient across fintechs: brokerages lead, platforms with crypto touchpoints lag, and payments/BNPL names like Affirm show limited reaction. » Altro su finance.yahoo.com

SoFi stock rose about 6% midday as fintech peers Upstart and Affirm gained following a sharp drop in 10- and 30-year Treasury yields after the Treasury said it would at least double buybacks of long-dated debt. The rally appears driven by the bond-market move rather than company-specific news; SoFi and Upstart remain down about 33% year to date while Affirm is down roughly 1%. SoFi reported a record Q2 revenue of $1.2 billion and adjusted net income of $160 million, with management projecting strong EPS growth, but the article cautions that a single-session rally does not close the valuation-performance gap. » Altro su finance.yahoo.com

CAZ Investments is making two of its alternative funds available to retail investors through the SoFi Invest platform, thereby providing broader access to private‑market strategies. Offerings include stakes in general partners, professional sports franchises, energy and infrastructure projects, and companies in aerospace and defense. CAZ, founded in 2001, says it manages about $11 billion and serves a network of more than 9,100 investors; SoFi reports 15.8 million members. » Altro su de.investing.com