
Something's definitely brewing at PayPal Holdings Inc (NASDAQ:PYPL)—and this time, it's not just fintech talk. After a five-day, 11% rally that's pushed shares near $76, traders are revisiting a theory that refuses to die: PayPal could be the hidden payments engine in OpenAI's coming wave of AI-driven shopping experiences.
The catalyst? A new surge of product rollouts and bullish analyst calls just as chatter reignites around PayPal's role in powering agentic commerce—the idea that AI tools like ChatGPT will not just recommend products, but buy them for you.