Guys, time now for the final trades. Kevin Simpson, starting with you first. >> My final trade is Visa.Amazing holiday spend, record free cash flow, and a clean balance sheet. >> All right, Bin Talkington. >> Uh, GPIQ, one of our favorite growth covered call ETFs outside of Kevin's, of course.It has a 10 and a half% distribution yields, only 30 to 60% covered. Gives you good equity and income total return. >> All right.And you, Jim, >> CR, not too many people know about this company, but they will more and ...

Key Takeaways Mastercard expects 2025 net revenue growth in the low teens, driven by digital trends and global expansion.Block's revenue streams span Square, Afterpay, and Cash App, but 2025 EPS is forecast to drop 28.2%.MA trades near its 3-year median P/E, while XYZ's multiple is well below its historical average of 44.2.As interest rates, travel demand, trade tensions, and consumer spending patterns reshape the financial environment, payment stocks are once again drawing investor interest as reliable lon ...

Visa Inc. ( V ) and Mastercard Incorporated ( MA ) share an extraordinarily durable duopoly built on scale, network effects, and secular digital payment growth. Even though Mastercard is growing faster and tends to innovate more, II focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosu ...

Visa Inc. ( V ) and Mastercard Incorporated ( MA ) share an extraordinarily durable duopoly built on scale, network effects, and secular digital payment growth. Even though Mastercard is growing faster and tends to innovate more, II focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosu ...

【12月26日Visa数据：近三成美国成年人盼收加密货币圣诞礼】12月26日，Visa最新数据披露，28%的 美国成年人期望收到加密货币作为圣诞礼物。其中，18至25岁的Z世代群体意愿更强烈，高达45%。 Bitget交易平台表示，这意味着加密文化正逐步融入主流。在预算紧缩情况下，数位资产因灵活性与轻 量化，获得大家青睐。 分析人士称，年轻一代把加密货币看作兼具礼物和投资属性的资产，在当前币 价低迷时，被视为"逢低布局"良机。 ...

In the face of rising inflation, American consumers are increasingly interested in receiving cryptocurrency as Christmas gifts, according to a recent survey conducted by Visa Inc. What Happened: The report highlighted the shift in consumer behavior in the wake of escalating living costs. Despite inflation eating into disposable income, the desire for digital assets as gifts is on the rise.Although inflation has somewhat receded from its post-pandemic peak, the cost of essentials such as housing, food, insur ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Ripple (CRYPTO: XRP) has processed $95 billion in payments in total, but XRP’s performance in 2025 shows that price and adoption do not always move in lockstep. The Infrastructure Narrative Lost Its Edge For much of the past cycle, the XRP thesis rested on adoption. More banks on RippleNet meant more volume, and more volume was expected to translate into higher XRP prices. By that logic, more than 4 bill ...

Here are the top 10 IPOs to watch out for in 2026:Reliance JioAt the top of the list is Reliance Jio, whose much-anticipated listing could dominate the IPO calendar next year. Market expectations peg the telecom and digital services arm of NSEAnother long-awaited listing that could finally see movement is the National Stock Exchange of India. The NSE IPO has gained momentum after the exchange set aside about Rs 1,300 crore to settle pending matters with the regulator. Market participants expect a no-objecti ...

Photo by BeInCrypto Americans are feeling the pressure of higher living costs, but they are not stepping away from crypto.  A new holiday spending survey from Visa Inc. shows a growing appetite for digital assets as gifts, even as inflation continues to limit disposable income and keep consumers cautious. The contrast highlights a deeper shift in how households adapt when money feels tight. Inflation Is Cooling, but Budgets Still Feel Tight Inflation has eased from its post-pandemic peak, but prices re ...

万事达卡服务业务战略 - 万事达卡的服务业务正日益成为其长期增长战略的重要组成部分 该业务在强化核心支付特许经营权的同时 提升了公司的韧性 盈利能力和战略定位 [1] - 尽管公司以卡基支付网络闻名 但其服务板块 通常称为增值服务 正日益推动可持续的收入扩张和竞争差异化 [1] 服务业务的优势与表现 - 服务业务使公司收入来源多元化 传统支付收入与消费者支出和经济周期紧密相关 而数据分析 网络安全 欺诈预防 咨询 忠诚度解决方案和开放银行等服务对支付量的依赖较低 更侧重于长期客户关系 这降低了盈利波动性 提供了更稳定的增长前景 [2] - 增值服务收入在2023年增长17.7% 2024年增长16.8% 2025年前九个月同比增长22% 增长动力来自客户获取与互动以及商业和市场洞察服务的高需求 [3][8] - 对网络安全和数据分析等服务需求在新冠疫情期间激增 带来了收入多元化的好处 [3] 增长举措与行业对比 - 公司通过收购以及与国际组织和科技公司的合作 进一步扩展其服务业务并加强网络安全能力 支持该板块的持续增长 [4][8] - 行业同行如Visa和美国运通也越来越多地利用服务业务来推动基于交易之外的增长 它们的增值服务提高了客户留存率 使收入来源多样化 并产生了利润率更高 受经济波动影响较小的经常性收入 [5] - 对于美国运通而言 服务业务扮演着更核心的角色 其闭环网络利用专有数据 忠诚度计划 商户解决方案和高端福利来促进消费 互动和客户忠诚度 [6] 财务与市场表现 - 万事达卡股价年初至今上涨9.5% 表现优于行业 [7] - 公司基于未来12个月收益的市盈率为30.36倍 高于行业平均的21.07倍 [9] - 市场对万事达卡2025年第四季度和2026年第一季度的每股收益共识预期在过去30天内没有变动 对2025年和2026年的全年盈利共识预期在同一时间段内各下调了1美分 [10] - 市场对万事达卡2025年和2026年的收入及每股收益共识预期均显示同比增长 [11]