Affirm (AFRM) CEO Max Levchin isn't buying the recession talk. "I think the news of the American demise are greatly exaggerated, if we're honest here," Levchin told Yahoo Finance following the company's fiscal 2026 second quarter earnings release. He pointed to "tremendous" shopping and demand for the company's services, such as buy now, pay later (BNPL), as evidence that the US consumer remains resilient. Levchin, co-founder of PayPal (PYPL), anchored this optimism in Affirm's internal data, citing " ...