I give a buy rating for Global Payments Inc. (NYSE: GPN ) as I believe the business is at an inflection point. The launch of Genius and the reset of GTM are already showing tangible results, while the upcoming Worldpay acquisitionI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit e ...

I give a buy rating for Global Payments Inc. (NYSE: GPN ) as I believe the business is at an inflection point. The launch of Genius and the reset of GTM are already showing tangible results, while the upcoming Worldpay acquisitionI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit e ...

Relay Payments has signed up its third-largest customer with a deal for convenience store giant Circle K to accept its payment system at what it refers to as its “truck-accessible locations.” The significance of the deal can be seen in the numbers: Relay Payments says its payment service is accepted at more than 3,000 locations. Circle K is bringing about 500 new outlets to the universe of outlets that accept Relay Payments. Meghann Erhart, an executive vice president at Relay, said in an interview with ...

A version of this article appeared in our The Roundup newsletter on September 12. Sign up here. Hi, Eric here. It’s about to get harder to see where crypto ends and traditional finance starts. On Thursday, Binance, the crypto industry’s largest exchange by trading volume, announced a new tokenisation mashup with the almost 80-year-old Wall Street stalwart, Franklin Templeton. “There is a significant market opportunity as traditional and crypto markets merge,” a Binance spokesperson told me as the crypto ...

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter. Enactment of the Genius Act this year unleashed a stablecoin era, with fintech players racing to develop new tools in that realm. PayPal CEO Alex Chriss views stablecoins as an opportunity more than a threat. Speaking at a Goldman Sachs conference this week, he dismissed the suggestion from an analyst interviewing him that stablecoins might threaten the existing pa ...

Klarna Group plc (NYSE:KLAR) is one of the stocks Jim Cramer talked about. Cramer talked about the stock before its IPO. He said: “The highlight of the week by far is Klarna, a buy now, pay later lending platform. It’s… [been] flirting with going public for years. Frankly, its deal should price Tuesday night. Right now, Klarna is on track to raise between 1.2 and $1.3 billion.” Photo by Roberto Júnior on Unsplash Klarna Group plc (NYSE:KLAR) is a payments technology company that provides advertising, ...

A neon financial tableau shows a sharp monthly downturn alongside a rising quarterly arc, with capital streams feeding DeFi, AI, payments, gaming, cybersecurity, and stablecoin infrastructure icons Crypto protocols raised $1.9 billion in August, down 30% from July’s $2.67 billion, according to DefiLlama data. Despite the monthly drop, August numbers for raises from venture capital funds align with the numbers recorded in July, with $600 million captured from PUMP’s public sale last month. DeFi protocols ...

The payments provider has tried to make its marketing more educational in the lead-up to its initial public offering this week. ...

Key Takeaways Mastercard launches AI tools, partnerships and services to lead in agentic commerce.Cardholders will access Mastercard Agent Pay in the United States during the holiday season.MA partners with Stripe, Google, Antom and FIDO Alliance to build secure AI payments.In the effort to establish international standards for agentic payments, Mastercard Incorporated (MA) is further advancing into the future of AI-driven commerce through the introduction of new tools, expanding partnerships and increased ...

Key Takeaways American Express and UPS join forces to streamline payments and logistics for SMBs.SMBs using AXP gain tiered savings on UPS air, ground and international shipping.AXP's network volume rose 6% and revenues grew 8% YoY in the first half of 2025.American Express Company (AXP) and UPS have announced a strategic partnership aimed at boosting efficiency at the intersection of logistics and payments. This collaboration aims to provide businesses, especially small and medium-sized businesses (SMBs), ...