Mixed financial performance with select deterioration in fintech and consumer tech

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Several companies are showing deteriorating financial metrics or shifting growth narratives: SentinelOne's net loss widened, Affirm removed detailed macroeconomic risk discussion while growing direct loan originations and Pay-in-X balance sheet exposure, and Alpha & Omega flagged memory chip shortages harming PC affordability. While not all companies are deteriorating, the pattern suggests selective pockets of financial stress are emerging in fintech and consumer-facing tech.

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