Market Signals Stream

Follow the developments that change your market view.

Explore reported company developments across advertising, media and technology. Read the event, examine its source and open the company context before drawing a conclusion.

Read market signals Methodology & sources

Reported developments.

All AdTech MarTech CTV & Streaming Retail Media AI & Data Gaming SaaS & Enterprise

Verified market signals· Filtered by "Payments / Fintech"

Lead DevelopmentFACT · 4/5•23 Jul '26•Via CNBC Investing

Josh Brown Adds Jack Dorsey’s Block to Best Stocks

CNBC Pro contributors Josh Brown and Sean Russo placed Block (formerly Square) on their "Best Stocks" list despite past concerns about Jack Dorsey-led side projects. The column highlights Block's refocus on its core payments businesses (Square and Cash App), recent cost cuts including a ~40% workforce reduction, and improving Q1 results: Cash App gross profit rose 38% year-over-year to $1.91 billion, monthly active users hit 59 million, and hardware gross payment volume grew 13% to $61.2 billion. Management raised full-year 2026 guidance with gross profit of $12.33 billion, adjusted operating income of $3.34 billion, and adjusted EPS of $3.85. The piece also notes Block’s reported earlier involvement with a Stripe/Advent bid for PayPal, which could have strategic implications for the Cash App vs. Venmo competitive landscape.

•Block (formerly Square) was added to Josh Brown and Sean Russo's "Best Stocks" list.
•Block laid off about 40% of its employees; headcount fell from over 10,000 to just under 6,000.
•In Q1 2026, Cash App gross profit grew 38% year-over-year to $1.91 billion; monthly active users reached 59 million; Cash App Borrow originations grew 175%.

Entities:Block TIDAL Afterpay Stripe Advent International PayPal Thomson Reuters X

Read full signal analysis Original source

Real-Time Intelligence

Track market developments in real time

Receive verified signals, competitor movements, and executive briefings directly in your custom Watchlist.

Get started free Create Watchlist

A public stream is the starting point.

A Watchlist defines the company scope for your monitoring. Briefings connect relevant new findings back to that scope.

Explore Monitoring & Briefings

Before you explore.

Understanding reported signals and cadence.

Is every signal a confirmed strategic shift?: No. A reported event and an interpretation of its significance are different things. Check the original source and distinguish the facts from the analysis.
Will a Watchlist send a briefing every day?: Monitoring runs daily by default. If no relevant new findings are available, Polaris7 does not create or send an empty briefing.

Make the stream relevant to your company scope.

Create a Watchlist to focus monitoring on the companies you follow. Monitoring runs daily by default; briefings appear when relevant new findings are available.

Start free in Explorer Explore monitoring