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saas: Archive

Rajshree Sipani

Visa vs. Mastercard: Which Payment Stock Has More Upside?

MA edges V on expected EPS growth and strategic expansion in AI and digital assets, supported by Agent Pay, BVNK and value-added services.

MANegative Net Change VNegative Net Change

Zacks Equity Research

BB Radar Expands Asset Intelligence: New Growth Engine in the Making?

BlackBerry is positioning Radar as an Asset Intelligence Platform, with DCLI's 100,000-chassis deployment showcasing its potential beyond GPS tracking.

BBPositive Net Change QCOMNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Here's Why Investors Should Retain Global Payments Stock for Now

GPN's Genius rollout, Worldpay integration and digital payments growth are fueling momentum, while rising costs, debt and competition remain key concerns.

GPNNegative Net Change HURNPositive Net Change GEONegative Net Change RELYPositive Net Change

Rajshree Sipani

Can Visa's KYA Push Accelerate Agentic Commerce Adoption?

V's KYA framework with Ant International and Mastercard aims to build common trust signals for AI agents and accelerate agentic commerce.

VNegative Net Change MANegative Net Change AXPPositive Net Change

Supriyo Bose

Arista vs. IBM: Which Cloud AI Stock Should Investors Buy Now?

ANET's stronger price performance, rising 2026 estimates and AI-cloud growth opportunities give it an edge over IBM despite a richer valuation.

IBMNegative Net Change ANETNegative Net Change AMZNPositive Net Change MSFTNegative Net Change