Anonymous25 days ago
SoFi Technologies was widely expected to join the S&P 500 in the March 2026 quarterly rebalance, but the index committee instead selected four AI infrastructure-linked companies — Vertiv, Lumentum, Coherent, and EchoStar. The omission sent SOFI shares tumbling and extended a year-to-date decline past 30%, even as the company posted record revenue of $1 billion in Q4 2025, grew its member base to 13.7 million, and issued aggressive 2026 guidance projecting $4.65 billion in revenue.