When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Visa Inc. (NYSE:V) is consolidating or trading sideways on Wednesday. But it may soon go into a new uptrend.As you can see on the chart, Visa is at a very well-defined support level. Some stocks head higher after they stop falling at support levels. This is why it is our Stock of the Day.Support is a price, or price range, in a market where there is a large amount of buy interest. It could be from institutional traders and investors or retail traders and investors. It is impossible to know, but the good thi ...

就在这两天，由 CitriniResearch 执笔的文章《2028年全球智能危机》在美国投资者间引发病毒式传播，阅读一夜间已迅速达到千万级！ 这篇文章通过推演，构想了两年后Agent大规模普及，对人类社会与经济结构的剧烈冲击： 在2028年，尽管人工智能带来的生产力提升超出预期，但由于其彻底颠覆了传统白领就业市场，最终引发了「经济瘟疫」。 企业利润与算力霸权大幅扩张，但普通家庭收入急剧收缩，导致核心消费动力衰竭，形成了仅有数字繁荣而缺乏广泛收益的「幽灵GDP」。 同时，随着SaaS服务、中介行业及传统金融支付模式因「交易摩擦消失」而面临结构性崩塌，风险经由私募信贷市场蔓延至人寿保险与住房按揭领域，最 终可能将全球经济拖入系统性重定价的深渊。 文章的核心逻辑链条是： 第一轮负反馈发生在实体经济：AI能力提升 → 裁员增加、工资降级 → 消费疲弱 → 企业利润被挤压 → 企业购买更多AI能力 → AI能力继续提升。 随后它进入金融层面：收入降低开始侵蚀房贷 → 银行损失、收紧信贷 → 财富效应破裂 → 反馈回路加速。 而这两条回路又被迟缓的政策响应进一步放大。 市场对此推演迅速作出反应。 截至昨日收盘，文中点名 ...

Key Takeaways Visa runs a massive global network, with cross-border volume up 11% in Q1 FY26.Affirm posted 36.6% GMV growth and 30% revenue rise in Q2 FY26, boosting engagement.AFRM's price target implies 67.8% upside, topping V's 25.4% upside.Digital payments are on the rise around the world as both consumers and businesses are embracing card-based, real-time and embedded finance solutions. In this changing landscape, factors like scale, network reach, credit exposure and monetization models play a bigger ...

Group 1: Global Payments Landscape - The Trump administration's support for digital assets has led to increased regulatory clarity and institutional engagement in the US crypto market, resulting in stablecoins facilitating over $30 trillion in transaction volume by 2025, primarily reflecting trading and treasury flows rather than consumer payments [1] - US foreign policy and the use of financial sanctions have prompted discussions in the Global South regarding trade settlement diversification and partial dedollarisation [1] Group 2: European Payment Sovereignty - As of 2026, European and UK banks are increasingly concerned about geopolitical and operational risks due to reliance on US-based card networks, with 42% of total European card payments processed by Visa and Mastercard in 2025 [2] - In the UK, Visa and Mastercard dominate the market, accounting for 98% of total card payment value, prompting major banks to discuss alternative solutions following warnings from the Bank of England regarding resilience and concentration risks [3] Group 3: Market Fragmentation in Europe - In the eurozone, Visa and Mastercard processed 47% of card payment value in 2025, with 13 out of 19 countries relying on these providers for at least 96% of their card transaction values, indicating a significant dependency on foreign providers [5] - The combined market share of Visa and Mastercard in the eurozone has doubled since 2010, raising concerns about long-term dependency despite improvements in cross-border acceptance and operational standardization [5] - The UK banks are likely to continue collaborating with Visa and Mastercard for supplementary infrastructure and interoperability measures rather than creating a new national scheme, reflecting the absence of a widely adopted national mobile wallet solution [4]

San Francisco, California-based Visa Inc. (V) is a global payments technology company that facilitates digital transactions across more than 200 countries and territories through its secure processing network, VisaNet. With a market cap of $582.6 billion, the company offers a broad portfolio of products and services, including credit, debit, prepaid solutions, digital payment innovations, risk management, and data analytics. Companies worth more than $200 billion are generally labeled as “mega-cap” stock ...

CitriniResearch日前发布报告，详细分析了人工智能（AI）可能给全球经济多个领域带来的潜在风险，导致送餐、 支付和软件类股票周一大幅下跌。 DoorDash.、AmericanExpress、KKR&Co Inc.和Blackstone股价周一盘中均下跌超过8%。 文章中被点名的其他公司，包括Uber、Mastercard、Visa、CapitalOne和Apoll CitriniResearch日前发布报告，详细分析了人工智能（AI）可能给全球经济多个领域带来的潜在风险，导致送餐、 支付和软件类股票周一大幅下跌。 DoorDash.、AmericanExpress、KKR&Co Inc.和Blackstone股价周一盘中均下跌超过8%。 文章中被点名的其他公司，包括Uber、Mastercard、Visa、CapitalOne和Apollo GlobalManagement Inc.，股价也至少下 跌3%。 这篇周日发布的报告在前言中写道： "本文的唯一目的，是对一个此前相对缺乏深入探讨的情景进行建模。 希望读完之后，你能为人工智能让经济变得越来越'奇怪'所带来的潜在尾部风险做好准备。 " Ci ...

来源：搜狐科技 Citrini Research日前发布报告，详细分析了人工智能（AI）可能给全球经济多个领域带来的潜在风险， 导致送餐、支付和软件类股票周一大幅下跌。 Citrini 报告中特别提到的板块包括：食品配送（DASH -7%，UBER -4%）、支付（AXP -8%，V -5%， MA -6%）、私募信贷/替代货币（OWL -4%，AP -5%，BX -6%）、软件（NOW -4%，CRM -4%）和 IT 服务（INFY -5%）。 DoorDash.、American Express、KKR & Co Inc.和Blackstone股价周一盘中均下跌超过8%。文章中被点名 的其他公司，包括Uber、Mastercard、Visa、Capital One和Apollo Global Management Inc.，股价也至少 下跌3%。 媒体表示，这份报告阴暗的描绘，让近期本已因AI颠覆风险和地缘政治动荡而多次震荡的股市更加焦 虑。 Grizzle Investment Management的投资组合经理Thomas George表示： Citrini Research由James van G ...

A rather alarming analysis of the disruptive effects of artificial intelligence (AI) on white-collar jobs sent the stock market into a panic on Monday. This helped push down the share prices of numerous prominent companies across several sectors. Most notably in the financial industry, Visa (NYSE: V) took it on the chin with an almost 5% decline on the day. Doom scenario On Sunday, an independent research firm, Citrini Research, published an article on Substack hypothesizing about the far-reaching effec ...

U.S. equity markets faced a wave of intense selling pressure on Monday, February 23rd, 2026, as investors grappled with a sudden escalation in global trade tensions and a landmark Supreme Court ruling. The major indexes opened in the red and remained under pressure throughout the session, driven by a "risk-off" sentiment that permeated nearly every sector. The volatility was sparked by a 6-3 Supreme Court decision that curtailed the executive branch's authority to impose certain reciprocal tariffs under the ...