Vulcan Valve Partners has divested its position in Upstart Holdings, Inc. (NASDAQ:UPST), marking a challenging quarter for the AI-driven loan underwriter despite previously solid results. Conversely, SoFi Technologies, Inc. (NASDAQ:SOFI) has been upgraded to 'Buy' amid a new three-year partnership with Just Herbert, emphasizing its strong market potential. Affirm Holdings, Inc. (NASDAQ:AFRM) continues to thrive, bolstered by investment from Citadel and recognition from Baron Funds, while Coinbase Global, Inc. (NASDAQ:COIN) forges ahead with a partnership to enhance its crypto trading capabilities.
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