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ACIW50.27 1.78%ADYEY10.41 0.19%AFRM71.21 1.32%AXP311.56 0.13%BAC57.73 0.77%· ER Oct 14BFH108.53 0.30%C131.77 0.70%· ER Oct 13CHYM30.33 1.27%COF202.43 0.19%· ER Oct 19COIN194.25 11.66%CPAY397.76 1.61%CRCL91.78 7.86%DLO14.21 1.04%EEFT66.03 2.70%· ER Oct 16FICO949.68 1.72%FIS35.62 2.22%FISV47.19 4.28%FLYW17.34 2.20%FOUR38.98 5.73%GDOT13.17 0.08%GPN85.06 0.40%HAPN16.18 0.12%· ER Oct 20HOOD119.82 9.12%IMXI12.07 4.36%JKHY154.85 0.87%JPM349.67 0.10%· ER Oct 13KLAR13.80 1.00%MA565.24 0.09%MELI1787.39 2.07%MQ15.57 1.64%NU13.65 1.37%PAGS9.26 3.14%PAY35.04 3.02%PGY20.42 0.68%PYPL52.41 1.00%RELY21.93 0.92%SEZL116.55 3.07%SHOP128.50 0.08%SOFI16.96 1.37%STNE9.53 2.26%SYF75.04 0.85%· ER Oct 13TBBK50.23 0.83%TOST29.74 2.97%UPST25.00 0.93%USB60.06 0.32%· ER Oct 15V368.29 0.44%WFC86.12 0.89%· ER Oct 13WSE11.45 2.30%WU6.18 5.36%XYZ76.28 0.25%ACIW50.27 1.78%ADYEY10.41 0.19%AFRM71.21 1.32%AXP311.56 0.13%BAC57.73 0.77%· ER Oct 14BFH108.53 0.30%C131.77 0.70%· ER Oct 13CHYM30.33 1.27%COF202.43 0.19%· ER Oct 19COIN194.25 11.66%CPAY397.76 1.61%CRCL91.78 7.86%DLO14.21 1.04%EEFT66.03 2.70%· ER Oct 16FICO949.68 1.72%FIS35.62 2.22%FISV47.19 4.28%FLYW17.34 2.20%FOUR38.98 5.73%GDOT13.17 0.08%GPN85.06 0.40%HAPN16.18 0.12%· ER Oct 20HOOD119.82 9.12%IMXI12.07 4.36%JKHY154.85 0.87%JPM349.67 0.10%· ER Oct 13KLAR13.80 1.00%MA565.24 0.09%MELI1787.39 2.07%MQ15.57 1.64%NU13.65 1.37%PAGS9.26 3.14%PAY35.04 3.02%PGY20.42 0.68%PYPL52.41 1.00%RELY21.93 0.92%SEZL116.55 3.07%SHOP128.50 0.08%SOFI16.96 1.37%STNE9.53 2.26%SYF75.04 0.85%· ER Oct 13TBBK50.23 0.83%TOST29.74 2.97%UPST25.00 0.93%USB60.06 0.32%· ER Oct 15V368.29 0.44%WFC86.12 0.89%· ER Oct 13WSE11.45 2.30%WU6.18 5.36%XYZ76.28 0.25%
Markets · Curated intelligence

Markets that shape the payments stack.

A curated view of public companies, indexes, and infrastructure signals across networks, processors, fintech platforms, banks, and emerging payment rails.

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The Markets Screener

Sort every name in payments by what matters.

Market cap, LTM revenue growth, gross margin, price-to-sales, YTD — sortable across the full payments universe with editorial briefs on every ticker.

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50 namesVMAAXPJPMBACCCOFUSBSYFFISFISVGPNACIWEEFTCPAYMQFOURGDOTPYPLXYZADYEYSHOPTOSTAFRMKLARUPSTSOFIMELINUPAGSSTNEWURELYIMXICOINHOODDLOCHYMPGYCRCLFLYWHAPNWSEWFCFICOJKHYPAYSEZLTBBKBFH
Next 30 days · Earnings
Source-marked · 9 names
Market context
04 INDICES · UPDATED 2026-09-18 · 16:00 ET
S&P 500
SPY
Broad market
$761.69
-0.91-0.12%
1D2026-09-18 · 16:00 ET
Nasdaq-100
QQQ
Tech / growth
$721.45
+4.56+0.63%
1D2026-09-18 · 16:00 ET
Russell 2000
IWM
Small cap
$284.10
-1.32-0.47%
1D2026-09-18 · 16:00 ET
IPAY
PAYMENTS ETF
Payments sector
$47.96
-0.31-0.64%
1D2026-09-18 · 16:00 ET
Payments ecosystem · Signal strip
As of 2026-09-18 · 16:00 ET · Daily movement · simple average
The Pulse · Week ending 2026-09-18

Infrastructure Reprices as Crypto Rails Decouple

The payments sector sold off sharply in the week ending September 18th, with the payments-sector benchmark falling nearly 3 percent against a nearly flat S&P 500 and a modestly positive Nasdaq — a clean decoupling from broad-market conditions. Processing and infrastructure names bore the heaviest losses, while crypto-adjacent rails posted the week's only meaningful gains. The yield curve's short end moved against issuers, tightening the funding math precisely when credit-cost pressures are already visible across consumer lending books.

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SEC EDGAR · Filings

What the universe is filing.

Live index of 10-Ks, 10-Qs, 8-Ks, proxies, and insider trades across the 50 names TPC tracks. Refreshed daily from SEC EDGAR.

Operator Note

Market data provides the signal. The interpretation comes from understanding how payments infrastructure, credit economics, and platform strategy connect.

Data Disclosure

The universe table and index values are end-of-day closing levels sourced from Massive.com. The top ticker tape and Today’s Movers strip show intraday quotes refreshed on a roughly five-minute cadence during market hours and are themselves delayed — they are not real-time and may not reflect current market prices. The 52-week range and 1-month sparkline columns are placeholders pending a follow-up data pass. All information on this page is provided for informational and editorial purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. The Payments Corner is not a registered investment adviser. Past performance is not indicative of future results.