Capital One’s Brex deal is ‘compelling.’ Why the stock is falling anyway.

The acquisition supports Capital One’s ambitions in the business payments space, analysts say.

3 Second Order Lessons Of Brex’s Acquisition

Brex launched in 2017 when fintech funding was accelerating. They raised their big rounds in 2021-2022 at peak valuations during the boom. While they are exiting in 2026 as the market normalizes, they ...