Group 1: Market Overview - At the start of 2026, the stock market shows signs of instability, with concerns about the potential bubble in the artificial intelligence sector, yet the S&P 500 has reached unprecedented highs [2] - Despite market fears, there are opportunities for investors to identify undervalued stocks that could yield significant returns in the mid to long-term [2] Group 2: Rocket Pharmaceuticals (RCKT) - Rocket Pharmaceuticals is a clinical-stage gene therapy developer focused on rare diseases, with shares dropping from approximately $6.59 to about $2.50 due to a trial-related issue, currently priced at $3.80 [3] - The stock has seen a mild positive trend with an 8% year-to-date rally, and the company is advancing its gene therapy programs, notably in Phase 2 trials for Danon disease [5] - The average Wall Street 12-month price target for RCKT is $8.63, indicating a potential upside of 127% by the end of 2026 [6] Group 3: Fiserv (FISV) - Fiserv is a well-established company in the global payments and financial infrastructure sector, with a significant drop of 40% in stock price due to a poor earnings report, currently priced at $66.79 [8] - Analysts suggest FISV is undervalued based on fundamentals, with expectations of at least a 40% rally in 2026 as the digital payments sector grows [10] - Congressional trading patterns show Representative Gilbert Cisneros purchased FISV shares, highlighting potential investor confidence [11] Group 4: Intel (INTC) - Intel's stock price is currently at $47.29, significantly lower than competitors Nvidia and AMD, despite gaining ground through 2025 [12] - The company is strategically important for the U.S. and is on a path to potentially become the second-largest microchip foundry, surpassing Samsung [14] - Intel's significance is underscored by the geopolitical risks associated with semiconductor production concentrated in Taiwan [15]

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation by investing in diverse large-cap US companies. A copy of the letter can be downloaded here. In the quarter, the fund (investor class) outperformed the S&P 500 Index, returning 4.78% vs. 2.66% for the index. In addition, you can check the Fund’s top five holdings to determine its best picks for 2025. In its fourth-quarter 2025 investor ...

Core Insights - Health and wellness providers using Clover devices can now offer CareCredit's patient financing solution, enhancing payment options for patients [2][4] - The integration allows providers to accept CareCredit payments and facilitate new applications at the point of sale, streamlining the payment process [2][3] - This expansion adds 40,000 health providers to CareCredit's network, increasing the total to 42,000 providers [4] Company Integration - The partnership between Synchrony and Fiserv's Clover aims to improve operational efficiency and enhance the patient experience [3][4] - CareCredit becomes the first patient financing solution available on the Clover App Market, indicating a significant competitive advantage [3] Market Trends - There is a growing consumer preference for platforms that simplify the purchasing process, making it faster and more personalized [5] - Financial products integrated into merchant ecosystems create a seamless customer journey, aligning with consumer expectations [6] Future Outlook - Fiserv is focused on expanding the capabilities of the Clover platform beyond just point-of-sale transactions, indicating a strategic shift towards a comprehensive business operating platform [7]

Core Insights - The article emphasizes the importance of buying businesses for less than their intrinsic value, with a focus on growth as a key component of that value [1] - It highlights the rarity of true mispricings in high-quality businesses, which typically occur only a few times a year [1] - The author advocates for analyzing special situations like spin-offs and mergers & acquisitions, where market complexities can create significant margins of safety [1] Investment Philosophy - The investment approach is influenced by the belief that price paid is the only variable an investor can control [1] - The author recognizes that markets are generally efficient, which necessitates patience in identifying investment opportunities [1] - There is a focus on companies with wide moats that tend to deliver fewer negative surprises over the long term [1] Market Environment - The author has extensive experience in a volatile market environment, specifically in Argentina, which has shaped their understanding of risk [1] - Navigating bear markets and economic shifts has provided insights into the challenges faced by investors who do not conduct thorough research [1] - The belief is expressed that individual investors can have significant advantages over institutional investors, as noted by Peter Lynch [1]

Group 1 - Fiserv, Inc. (NASDAQ:FISV) announced a strategic collaboration with Microsoft to enhance innovation by integrating AI into its development platforms and empowering its global workforce with AI tools [1][2] - The collaboration aims to boost internal productivity and deliver AI-driven solutions that create greater value for clients, including financial institutions, businesses, and consumers [1] - Fiserv is also increasing the use of Microsoft Foundry, an Azure-powered AI platform, to build, customize, deploy, and manage AI applications, thereby bringing intelligent capabilities to market [3] Group 2 - The deployment of Microsoft 365 Copilot throughout Fiserv's global workforce will provide employees with advanced AI tools to improve productivity, accelerate decision-making, and enhance work quality [2] - Fiserv is recognized as a global leader in payments and financial technology, positioning itself to leverage AI advancements for competitive advantage [3]

Core Viewpoint - The decline in Fiserv (FISV) following disappointing Q3 2025 guidance presents an opportunity for investors to consider initiating new positions, as current stock levels are influenced by market momentum rather than fundamentals [1]. Group 1: Company Analysis - Fiserv's Q3 2025 guidance is characterized as dismal, which has led to a significant drop in its stock price [1]. - The current market conditions suggest that the stock's performance is more reflective of market trends rather than the company's underlying financial health [1]. Group 2: Investment Strategy - The situation with Fiserv indicates a potential for fresh investment opportunities, particularly for those looking to capitalize on market fluctuations [1]. - The analysis emphasizes a long-term perspective on value creation, suggesting that despite short-term challenges, there may be favorable conditions for investment in Fiserv [1].

Group 1 - The decline in Fiserv (FISV) following a poor Q3 2025 guidance presents an opportunity for investors to consider initiating new positions [1] - Current stock levels are influenced more by market momentum rather than fundamental performance [1] - The analysis emphasizes the importance of understanding macroeconomic trends and corporate earnings for investment decisions [1]

Fiserv has launched a new analytics capability designed to help merchants and their marketing partners better understand in-store customers.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The new Unknown Shopper so ...

Author's note: I present an update my best small and mid-cap stock ideas that insiders are buying only to subscribers of my exclusive marketplace, The Insiders Forum . Our model portfolio has roughly doubled the return of its benchmark, the Russell 2000, since its launch. To join our community and gain access to our market beating returns, just click HERE .Shares of payments and financial services technology concern Fiserv, Inc. ( FISV ) have cratered approximately 70% after setting an all-time high in Marc ...

Payments/financial services technology provider Fiserv has launched an AI-focused partnership with Microsoft.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.This new collaboration is designed to further embed artif ...