Good MorningEquity markets started the third quarter on uncertain footing. The S&P 500 index treads water near all-time highs, with risks to the outlook mounting. The strong labor data, which showed solid gains, belies the need for aggressive FOMC action and suggests a slower pace of rate cuts ahead. The critical takeaway is that a slower rate cut pace will increase the time until the soft landing is reached and the broader economic recovery can begin.
This week's risks are twofold, with the CPI data due on Thursday and earnings from Big Banks coming on Friday. The CPI data is expected to contract and align with trends. The risk is that Goldilocks numbers may not be coming with hotter data pointing to Fed tightness and weakness to recession. Regarding the bank earnings, the banks are expected to post a slower pace of growth in Q3 and compound it with narrower margins. However, the analysts have set the bar low with their revisions, making outperformance possible. Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
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Markets | |
In volatile markets, investors are often reminded of the relative security in dividend stocks. These are considered safe havens that can help you generate strong long-term returns. That's as true today as it’s ever been.
However, as with any class of stocks, valuation still matters. When y... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Markets | |
China's economy has struggled in recent months amid a depressed level of consumer confidence and a devastating housing bust coupled with weak credit demand. Late in September—just after the U.S. Federal Reserve announced its first federal funds rate cut in several years—the People's Ba... Read the Full Story |
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Technology | |
In late 2023, many analysts called for 2024 to be the year of a small-cap stock renaissance. These stocks were battered as the Federal Reserve aggressively raised interest rates. Many of these companies rely on borrowing to fund their growth and struggled as the cost of borrowing increased.
The ... Read the Full Story |
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From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
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Communication Services | |
Though wildly popular with consumers, streaming companies have long struggled to achieve and maintain profitability. Over time, this has led providers like Netflix Inc. (NASDAQ: NFLX) and Paramount Global (NASDAQ: PARA) to experiment with tiered subscriptions involving advertisements, bundle offer... Read the Full Story |
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Markets | |
The September NFP was so smoking hot that it blew the outlook for interest rates out of the water. The headline figure alone was enough to alter the outlook, signaling healthy, resilient labor market conditions, and the revisions sealed the deal. Revisions averaged 72,000 higher monthly in July an... Read the Full Story |
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From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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Healthcare | |
Micro-cap stocks are typically categorized as companies with market capitalizations between $50 million and $300 million. However, it’s not a hard-and-fast rule. Many small stocks can fluctuate massively in price over a short time. This can put their value inside or outside that range on a g... Read the Full Story |
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Technology | |
By most accounts, the stock market has had a very good 2024. The S&P 500 has provided a total return so far of 20.6%. That significantly outpaces the 11.7% average over the past 30 years. It beats out the returns in 19 of those 30 years, but there are still two months and a presidential electi... Read the Full Story |
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Markets | |
The financial sector acts as a gauge of economic vitality, reflecting business investment, consumer confidence, and the overall flow of capital. As a fundamental driver of global economic growth, the financial sector presents a wealth of investment opportunities for those who understand its cyclic... Read the Full Story |
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Consumer Staples | |
Costco (NASDAQ: COST) has been a big winner so far this year. Consumer staples stocks have generally had a good year, with the Consumer Staples Select Sector SPDR Fund (NYSEARCA: XLP) providing a total return of 15%. However, that still lags the over 20% return of the S&P 500.
Costco has part... Read the Full Story |
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Energy | |
Most investors' definition of a penny stock has broadened to include not just companies trading at less than $1 per share, but also those with slightly higher stock prices up to about $5 per share. Regardless of your exact threshold, these firms remain a high-risk, high-reward proposition. Compani... Read the Full Story |
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Monday's Early Bird Stock Of The Day Global Payments Inc. provides payment technology and software solutions for card, check, and digital-based payments in the Americas, Europe, and the Asia-Pacific. It operates through two segments, Merchant Solutions and Issuer Solutions. The Merchant Solutions segment offers authorization, settlement and funding, customer support, chargeback resolution, terminal rental, sales and deployment, payment security, and consolidated billing and reporting services. This segment also provides an array of enterprise software solutions that streamline business operations of its customers in various vertical markets; and value-added solutions and services, such as point-of-sale software, analytics and customer engagement, payroll and reporting, and human capital management. The Issuer Solutions segment offers solutions that enable financial institutions and retailers to manage their card portfolios through a platform; and commercial payments, account payables, and electronic payment alternatives solutions for businesses and governments. It markets its products and services through direct sales force, trade associations, agent and enterprise software providers, referral arrangements with value-added resellers, and independent sales organizations. The company was founded in 1967 and is headquartered in Atlanta, Georgia. | Should I Buy Global Payments Stock? GPN Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Global Payments was last updated on Saturday, August 29, 2026 at 6:59 PM.
Global Payments Bull Case -
The company reported a significant revenue increase of 68.6% year-over-year, indicating strong growth and demand for its services.
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Global Payments Inc. has set an earnings per share (EPS) guidance for FY 2026 between 13.600 and 13.800, suggesting confidence in future profitability.
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Analysts expect the company to post an EPS of 13.66 for the current fiscal year, reflecting positive market sentiment and potential for stock appreciation.
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The current stock price is around $720, which may present an attractive entry point for investors looking to capitalize on the company's growth trajectory.
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Global Payments Inc. offers a diverse range of payment technology and software solutions, including the latest integrated payment terminals and fraud prevention tools, positioning it well in a growing market.
Global Payments Bear Case -
The company's dividend payout ratio is currently negative, which may raise concerns about its ability to sustain dividends in the future.
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Despite strong revenue growth, the overall market conditions and economic factors could impact the company's performance and stock price.
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Global Payments Inc. operates in a highly competitive industry, which may pressure margins and limit growth potential.
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Investors may be cautious due to the volatility in the stock market, which can affect the performance of even strong companies like Global Payments Inc.
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Recent developments in regulatory environments could pose challenges for the payment processing industry, potentially impacting Global Payments Inc.'s operations.
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