This week's dividend activity included increased payouts from Microsoft (NASDAQ:MSFT) and JPMorgan (NYSE:JPM) as well as declarations from companies such as Mastercard (NYSE:MA) and CVS Health (CVS). Additionally, looking towards next week, industry players such as Broadcom (NASDAQ:AVGO) and ...

European Union finance ministers will seek to reach a common position on Friday on how to set up a digital euro currency that could become an alternative to the now dominant U.S.-based Visa and Master... ...

Key Points American Express is a payment processing company with an iconic name. The company's customer base tends to be wealthier and financially resilient. American Express' stock, long owned by Warren Buffett's Berkshire Hathaway, is near all-time highs. 10 stocks we like better than American Express › American Express (NYSE: AXP) is a very well-positioned business. It has a very famous supporter in Warren Buffett, the legendary investor and chief executive officer of Berkshire Hathaway (NYSE: ...

行业竞争格局 - 三家金融科技巨头正布局机构资金和稳定币专用区块链 与Ripple的XRP形成直接竞争 [5] - Alphabet通过Google Cloud部门试点GCUL区块链 旨在成为银行和金融机构可用的中立平台 管理代币化资产和处理批发支付 [1] - Stripe开发Tempo支付优先链 具备高吞吐量和EVM兼容性 合作伙伴包括Visa、OpenAI和Anthropic等知名企业 [2] - Circle推出Arc链 使用USDC支付费用以提供美元计价成本 专注于交易结算、可编程货币和企业级合规功能 [3] 市场规模与增长 - 稳定币总规模达2809亿美元 过去30天增长53% 显示市场快速扩张 [6] - 尽管竞争加剧 但稳定币市场增长迅速 足以容纳多个成功项目共存 [11] XRP技术优势 - XRP账本具备原生去中心化交易所(DEX)和协议级自动化做市商(AMM) 支持代币化资产和发行货币的链上交易结算 [8] - 拥有资产发行方级控制功能 包括授权信任线和交易撤回工具 满足大型金融机构的合规要求 [8] - 交易费用极低且交易确认速度极快 平台经过验证高度可靠 而新链尚未经过实际性能测试 [9] 竞争影响分析 - 新竞争对手可能分流部分原本会流向XRP链的稳定币余额和支付量 [10] - GCUL的银行友好定位可能吸引高质量抵押品留在其链上 [10] - XRP的增长基础案例可能会放缓 但不仅依赖稳定币领域 [10][11] 投资价值评估 - XRP仍是受监管跨境结算和代币化金融的合理长期配置选择 [12] - 尽管竞争可能限制该资产的部分上行空间 但仍值得投资 [12] - XRP的投资论点比稳定币领域更广泛 涉及受监管资金流动和代币化资产管理操作 [7]

Mastercard Incorporated (NYSE:MA) is among the 15 Stocks ChatGPT Predicts Could Make You Wealthy in 5 Years. On September 11, the company announced a collaboration with NCR Atleos and ITCARD to enhance contactless experiences for cardholders at ATMs. Mastercard Incorporated (MA) Announces Collaboration with NCR Atleos and ITCARD to Enhance Contactless ATM Experience The new innovation will allow users to securely withdraw cash using a mobile device, without requiring a plastic card or PIN. While multiple ...

货币政策与市场反应 - 美联储宣布降息25个基点 将联邦基金利率目标区间设定在4.00%至4.25% [2] - 这是自2024年12月以来的首次降息 联邦公开市场委员会以11比1的投票结果通过 [2] - 摩根大通公司随后将其最优惠贷款利率下调至7.25% 自9月18日起生效 [3] 知名投资者观点 - DoubleLine Capital首席执行官Jeffrey Gundlach认为25个基点的降息是正确举措 但警告若美联储过度宽松将带来更高通胀风险 [4] - Gundlach指出 2年期美国国债收益率与联邦基金利率之间不断扩大的差距是进一步宽松政策的明确信号 [4] - 他预计收益率曲线将继续陡峭化 并预计美元可能因外国投资撤出而持续贬值 [4] 科技行业合作 - PayPal与Google Cloud宣布达成多年战略合作 旨在革新商业支付 [5] - 合作内容包括将PayPal的支付解决方案整合到各种Google产品中 PayPal Enterprise Payments将成为Google Cloud、Google Ads和Google Play的关键卡支付处理器 [5] - PayPal将利用Google Cloud实现其技术基础设施的现代化 并合作开发新的人工智能驱动的购物体验 [5] 地缘政治与贸易 - 欧盟提出一项新的战略议程 旨在深化与印度的关系 合作领域包括国防、贸易、技术和互联互通 [6] - 欧盟承诺在年底前最终达成双边自由贸易协定 [6] - 欧盟官员承认印度与俄罗斯之间持续的军事演习和石油采购等关系对更深入的合作构成障碍 [6]

I gave a buy rating to Adyen ( OTCPK:ADYEY ) in February, as I expected growth to start above 20% for the foreseeable future given it has a better solution vs. incumbents. Fast forward to today, new data points—particularly the acceleration in new merchantI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth ...

With a market cap of $20.4 billion, Global Payments Inc. (GPN) is a leading provider of payment technology and software solutions worldwide. The company operates primarily through its Merchant Solutions and Issuer Solutions segments, offering businesses and financial institutions secure, seamless, and innovative payment processing and software services. Companies valued over $10 billion are generally described as “large-cap” stocks, and Global Payments fits right into that category. With a global presence ...

投资业绩 - 美国大型成长股在第二季度强劲反弹 投资组合回报率达277% 超越罗素1000成长指数178%的涨幅[1] - 季度表现由通胀温和 企业盈利强劲 以及人工智能和全球贸易情绪改善推动[1] Visa公司表现 - Visa股价在过去一个月下跌099% 但在过去12个月上涨1629%[2] - 截至2025年9月15日 Visa股价收于33905美元 市值达6580760亿美元[2] - 2025财年第三季度净收入达102亿美元 同比增长14%[4] 行业地位与业务 - Visa运营全球最大零售电子支付网络[3] - 在第二季度对冲基金持股数量从165家增至167家 在对冲基金最受欢迎股票榜单中排名第6位[4] 稳定币影响评估 - 6月份因稳定币相关新闻导致卡网络股票遭抛售 Visa股价下跌[3] - 稳定币在跨境企业间交易中可能具有效用 但不太可能 disrupt 消费者对商家的支付[3] - 卡网络可通过提供规则 保护和服务来增强稳定币的采用[3] - 卡支付提供奖励 流动性 普遍性 买家保护和信任等价值主张[3]

U.S. companies are lining up to borrow in euros with bond sales hitting a record $100 billion so far this year, reflecting attractive European funding conditions and a growing willingness among issuer... ...