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Buy the dip on these credit card giants as stablecoin weakness is overblown, says Wells Fargo

CNBC: Investing

For Mastercard, 29 out of 40 analysts covering the stock have a strong buy or buy rating, while 33 out of the 41 total analysts covering Visa have a strong buy or buy rating on the name. Both stocks were marginally higher in the premarket Tuesday, with Mastercard gaining almost 1% and Visa climbing more than 1%.

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Elliott has built a stake in Global Payments. How the activist can help the company lift its share price

CNBC: Investing

Through its Issuer Solutions segment, it provides financial institutions and retailers technologies to manage their card portfolios. It provides flexible commercial payments, accounts payable and electronic payment alternative solutions that support B2B payment processes for businesses and governments.

Insiders

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Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says

CNBC: Investing

The analyst said he is most constructive on merchant and select custom silicon and electronic design automation (EDA) software vendors that are tied to ongoing AI-related spending. "We believe the AI investment cycle is in a state of transition, with over $350bn in CapEx spent on AI infrastructure," he said.

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People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more…

The TRADE

Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. He replaces Nishad Vallonthaiel as head of electronic trading. He replaces Nishad Vallonthaiel as head of electronic trading. A spokesperson for Peel Hunt confirmed the move.

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An options strategy to buy the dip on this volatile chipmaker that recently pulled back

CNBC: Investing

MU is expected to capture a 20% to 25% market share by the end of 2025, positioning it against industry leaders SK Hynix and Samsung Electronics. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

S&P
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Fireside Friday with… MarketAxess’ Riad Chowdhury and Paulo Costa

The TRADE

At the moment, what we’re seeing is a big swing from voice to electronic training, but with that we’re also seeing a huge, even bigger dependence on the data points to drive it, such as: quality, pricing, liquidity measurement, and the understanding of the context behind those.

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Tradeweb adds T-bill trading to ICD Portal

The TRADE

The move will allow T-bill trading to be available through a direct connection between the firm’s ICD Portal and its institutional trading platform. The post Tradeweb adds T-bill trading to ICD Portal appeared first on The TRADE.