Keith Rabois

October 10, 2026

Opendoor shares down 50% in 2026 amid model expansion questions. Opendoor stock has lost half its value in 2026, prompting questions about whether its shift to a capital-light model can expand its reach in the housing market. The stock is currently trading near its 52-week low, with an average analyst target of $4.27. Recent coverage focuses on the company's strategic adjustments rather than immediate price movements.

October 17, 2026

Affirm Shares Drop 10% as Inflation Data Lifts Interest Rates. Affirm stock fell 10% following an inflation report that pushed interest rates higher, a move that often pressures consumer lending companies. This decline contrasts with recent analyst notes suggesting the stock has room to grow, though the immediate reaction to rising yields dominated trading. The drop highlights how sensitive the company's valuation is to macroeconomic factors like inflation and interest rate expectations.