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 ...

Paymentus (NYSE:PAY) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Company ParticipantsCraig Maurer - Managing Director of ResearchDavid Hanover - Head of Investor RelationsDushyant Sharma - CEOSanjay Kalra - CFOWill Nance - VPConference Call ParticipantsDarrin Peller - Managing Director and Senior AnalystMadison Suhr - Research AnalystTien-Tsin Huang - Senior AnalystOperatorGood day, and welcome to the fourth quarter and full year 2025 Paymentus Earnings Conference Call. This call is being recorded. ...

Paymentus (NYSE:PAY) Q4 2025 Earnings call February 23, 2026 05:00 PM ET Speaker5Good day, and welcome to the fourth quarter and full year 2025 Paymentus Earnings Conference Call. This call is being recorded. All participants are currently in a listen-only mode. There will be an opportunity to ask questions following management's prepared remarks. If you'd like to ask a question, please press star followed by 1 on your telephone keypad. At this time, I will now turn the call over to David Hanover, Investor ...

NEW YORK, Feb. 23, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Paysafe Limited (NYSE: PSFE) between March 4, 2025 and November 12, 2025, inclusive (the “Class Period”), of the important April 7, 2026 lead plaintiff deadline. SO WHAT: If you purchased Paysafe securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO NEXT: T ...

PayPal notified about 100 customers of PayPal Working Capital (PPWC) that their personally identifiable information (PII) was exposed to unauthorized individuals over a five-month period due to an error in its PPWC loan application.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 ...

Investors with a lot of money to spend have taken a bearish stance on Visa (NYSE:V).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with V, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 29 uncommon ...

Marqeta, Inc. (NASDAQ:MQ) is one of the 13 Best American Penny Stocks to Invest In. On February 17, JPMorgan initiated coverage on Marqeta, Inc. (NASDAQ:MQ), giving the stock an Overweight rating and setting the price target at $6. The company is scheduled to report Q4 results on February 24. JPMorgan expects 16% gross profit growth for Marqeta, Inc. (NASDAQ:MQ), which is about one percentage point higher than current Street estimates. The research firm also expects the company to guide for mid-teens gros ...

Core Viewpoint - A securities fraud class action lawsuit has been filed against PayPal Holdings, Inc. for allegedly making materially false and misleading statements regarding its business operations and revenue outlook during the specified class period [2][4]. Group 1: Lawsuit Details - The lawsuit is titled Goodman v. PayPal Holdings, Inc., et al, and was filed in the United States District Court for the Northern District of California [2]. - The class period for the lawsuit is from February 25, 2025, to February 2, 2026, and investors have until April 20, 2026, to file for lead plaintiff status [6]. - Allegations include that PayPal's management misrepresented the company's projected revenue and growth, downplaying risks associated with seasonality and macroeconomic factors [4]. Group 2: Stock Performance - On February 3, 2026, PayPal announced a leadership change, replacing its CEO, which coincided with the release of its fourth quarter and full year 2025 earnings report [5]. - The earnings report revealed that PayPal missed consensus estimates for both revenue and profit, leading to a significant stock price drop of $10.63, or 20.3%, closing at $41.70 per share [5]. Group 3: Investor Actions - Investors who purchased PayPal common stock and experienced losses are encouraged to contact Kessler Topaz Meltzer & Check, LLP for potential recovery options [3][6]. - The firm offers a free case evaluation and operates on a contingency fee basis, meaning there is no upfront cost to the investors [7].

Core Viewpoint - American Express and Visa are strong investment options, with Visa being more compelling due to its business model and current valuation [1][11]. Group 1: Company Performance - American Express has increased by 160.4% over the last five years, outperforming the S&P 500's 73.7% gain [1]. - Visa has experienced a decline of 11.2% over the past year, while American Express has consistently outperformed the S&P 500 for five consecutive years [6]. Group 2: Business Models - Visa operates as a payment processor without bearing credit risk, partnering with banks like JPMorgan Chase, which issues cards and assumes credit risk [2]. - American Express functions as both a payment processor and card issuer, making it riskier due to its exposure to credit risk and high costs associated with rewards programs [4]. Group 3: Financial Metrics - Visa is characterized as a capital-light, high-margin business, with expenses primarily related to labor, cybersecurity, and marketing, allowing it to generate profits without significant capital investment [5]. - Visa is currently trading at a discount to its five-year median price-to-earnings (P/E) and price-to-free-cash-flow (FCF) ratios, while American Express is trading at a premium [6]. Group 4: Market Concerns - Visa, Mastercard, and American Express have seen declines between 8.8% and 10.4% year-to-date, attributed to consumer spending concerns and a proposed 10% cap on credit card interest rates [8]. - The proposed cap may lead to limited credit access for consumers with lower credit scores, potentially increasing reliance on higher-interest options like payday loans [9]. Group 5: Investment Appeal - Visa is well-positioned to navigate economic uncertainty and industry policy changes, making its current valuation attractive for investors [11]. - Visa is recognized as a leading card brand globally, with a solid balance sheet and international exposure, appealing to a wide range of investors [12][13].

Key TakeawaysCredit card delinquencies (90+ days) have surged to 12.7%, the highest level in 15 years, as consumers struggle with 21% average interest rates.The Trump administration is reportedly considering a pivot in Iran policy, potentially allowing "symbolic" nuclear enrichment to secure a broader regional deal.A "reverse recruiting" trend has emerged where desperate job hunters are paying thousands of dollars to recruiters to secure interviews in a tightening white-collar market.AI agents have begun hi ...