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saas: Archive

Rajshree Sipani

Can Genius Emerge as a Key Growth Driver for Global Payments?

GPN is ramping up Genius, integrating payments, POS and software to expand its reach among SMBs and drive recurring revenues.

GPNPositive Net Change FISVPositive Net Change XYZPositive Net Change

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.

MAPositive Net Change VPositive 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.

BBNegative Net Change QCOMNegative Net Change NVDANegative 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.

GPNPositive Net Change HURNPositive Net Change GEONegative Net Change RELYNegative 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.

VPositive Net Change MAPositive 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.

IBMPositive Net Change ANETNegative Net Change AMZNNegative Net Change MSFTNegative Net Change