Fintech, data and politics are colliding again as Trump Media & Technology Group moves to sell high speed access to Truth Social posts through its new Truth API. For investors, the focus is less on the headlines and more on what paid, millisecond level data feeds could mean for companies that already power financial data and analytics. This article looks at 3 stocks from a fintech and data services screener that appear closely exposed to this trend, and explains why the same news could present opportunities or caution flags depending on how each business is positioned.

CAB Payments Holdings (LSE:CABP)

Overview: CAB Payments Holdings is a London based financial services company that helps banks, fintechs, corporates and international organisations move money across borders by providing wholesale foreign exchange, payments, trade finance and banking services, particularly into harder to reach markets.

Operations: CAB Payments reports £86.1 million in revenue from unclassified services, with flows spread across the UK, Africa, the Americas, Europe, Asia and the Middle East.

Market Cap: £195.5 million

CAB Payments Holdings operates at the intersection of cross border payments and higher speed data driven transaction processing. This is an area where new offerings such as institutional Truth Social feeds can increase demand for robust FX and settlement infrastructure. The company focuses on complex currency corridors and serves banks, fintechs and development agencies that need reliable execution. At the same time, reliance on external funding, recent earnings weakness and a relatively new management team introduce business risk. For investors who want to understand whether the current discount to estimated fair value reflects those trade offs, the full story on CAB Payments goes much deeper.

CAB Payments Holdings looks like a cross border engine that traders may be underestimating, especially if fast data feeds drive more complex FX flows. To see how the current share price lines up with its cash generation, risk profile and growth optionality, start with the DCF valuation analysis for CAB Payments Holdings

DigitalOcean Holdings (DOCN)

Overview: DigitalOcean Holdings runs a cloud platform that helps smaller, fast growing businesses and developers build, run and scale applications, including AI and machine learning workloads, without having to manage their own hardware. Its services range from basic compute, storage and networking to managed databases, Kubernetes, serverless tools and a marketplace of pre configured software.

Operations: DigitalOcean generates US$948.6 million of revenue from internet software and services, with customers spread across Asia, Europe, the United States and the rest of North America and the world.

Market Cap: US$12.5b

DigitalOcean Holdings may be of interest to investors because it operates where AI, real time data and smaller fintech platforms intersect. The Truth Social data feed story illustrates how much demand there is for fast, cost effective cloud infrastructure to process market relevant information. The company focuses on AI native customers and reports winning large multi year commitments for inference and cloud workloads, while remaining profitable with a 25% net margin. At the same time, a high P/E, significant use of debt, insider selling and rapid capacity expansion present execution risk. The balance between these growth signals and the associated funding and competitive risks is a central factor in the current investment debate on DigitalOcean.

DigitalOcean’s accelerating AI and real time data workloads could be masking a very different story about balance sheet pressure and execution risk, so it is worth reading the analysis report for DigitalOcean Holdings

HubSpot (HUBS)

Overview: HubSpot offers a cloud based CRM platform that helps mid sized businesses manage marketing, sales, service, content and commerce in one place, with tools ranging from email and social media campaigns to sales pipelines, customer support and AI assistants that automate routine work.

Operations: HubSpot generates US$3.3b of revenue from internet software and services, with reported segment data including Asia Pacific and a large segment adjustment item.

Market Cap: US$11.0b

HubSpot gives you exposure to two powerful themes in one stock: the shift to integrated cloud CRM and the rise of AI driven customer workflows. The company now runs on a large recurring revenue base, has become profitable with high gross margins and is focusing on AI agents and multi hub adoption, which can deepen customer relationships and support higher spending per client. At the same time, the P/E multiple is high, competition from larger software platforms is intense and its focus on smaller businesses can leave it exposed when budgets tighten. The gap between a rich valuation and strong fundamentals is where some of the most important questions for HubSpot arise.

HubSpot’s AI driven, high margin CRM story appears compelling, but the real question is how much optimism is already priced in. Get the full picture through the analyst forecasts for HubSpot

The three fintech and data services stocks in this article are just a starting point, and the full screener highlights 18 more companies with equally compelling narratives that could benefit from timely financial and alternative data flows through the Financial Technology (Fintech) and Data Services screener. Use Simply Wall St to identify, analyze and filter for the catalysts and storylines that matter to you so you can focus on the highest conviction opportunities in this space.

Take Control of Your Investment Journey

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.