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Visa’s Stablecoin Settlement Push Might Change The Case For Investing In Visa (V)
Simply Wall St.8d agoneutral
Visa’s Stablecoin Settlement Push Might Change The Case For Investing In Visa (V)

Lithic, Zerohash, and Cashi recently announced new partnerships and products that use Visa’s network to enable USDC and other stablecoin settlement, cross-border payouts via Visa Direct, and everyday card spending from stablecoin balances. Visa’s own onchain analytics show stablecoins processed US$4.80 trillion in the past 30 days, with adjusted activity of US$1.10 trillion and record stablecoin card spending in July, underscoring how quickly onchain money is intersecting with traditional...

Nebius (NBIS) Stock Looks Fully Valued Despite Its 274% Run
Simply Wall St.8d agoneutral
Nebius (NBIS) Stock Looks Fully Valued Despite Its 274% Run

Nebius Group stock has delivered a very strong 5 year run, yet the broader valuation checks lean expensive rather than clearly cheap. Recent headlines around rapid AI cloud growth and contract wins sit alongside a low value score and an overvalued read on market multiples. Nebius Group has returned about 273.7% over 5 years, which puts more pressure on today’s buyers to justify the price with sustained performance over time. Expectations around large AI infrastructure contracts and rapid...

DLocal (DLO) Could Be 71% Undervalued On Raised Guidance And Strong Q2 Results
Simply Wall St.8d agoneutral
DLocal (DLO) Could Be 71% Undervalued On Raised Guidance And Strong Q2 Results

DLocal (DLO) is back in focus after reporting second quarter figures that included nearly US$18b in total payment volume and record gross profit, alongside higher full year growth guidance for TPV and gross profit. See our latest analysis for DLocal. DLocal’s latest guidance update and strong second quarter metrics come after a mixed share price run, with a 34.06% 90 day share price return but a 1 year total shareholder return that declined 2.20% and a 5 year total shareholder return that...

Costco makes a pricing promise members need to know
TheStreet8d agoneutral
Costco makes a pricing promise members need to know

If Wendy's offers a $5 value meal that includes a sandwich, chicken nuggets, fries, and a soda, Burger King and McDonald's run the risk of losing value-based customers, even if those people prefer eating at the other two chains. Cash-strapped consumers are cutting back on spending, and that has ...

Private equity calls the AI derating overdone
Pitchbook8d agoneutral
Private equity calls the AI derating overdone

Derek Hernandez is a senior Emerging Technology analyst at PitchBook Today, it became abundantly clear that private equity now believes public markets have priced AI risk too indiscriminately. Thoma Bravo agreed to buy specialty-insurance platform Accelerant for over $4 billion and a 49% premium to Wednesday’s close. Hours later, Reuters reported that Silver Lake has discussed acquiring Workday, the enterprise software provider currently valued at around $43 billion. Although the Workday transac

5 Must-Read Analyst Questions From SoundHound AI’s Q2 Earnings Call
StockStory8d agoneutral
5 Must-Read Analyst Questions From SoundHound AI’s Q2 Earnings Call

SoundHound AI’s second quarter results were marked by substantial year-on-year revenue growth and a reduction in non-GAAP losses, surpassing Wall Street’s expectations. Management attributed the strong performance to rapid adoption of the OASYS agentic AI platform, which has accelerated deal cycles and customer onboarding. CEO Keyvan Mohajer described OASYS as “the most intuitive and easiest to navigate” among competing solutions, highlighting that the technology’s ability to automate agent crea

Synopsys (SNPS) Could Be 26% Undervalued Following Its General Counsel Exit
Simply Wall St.8d agoneutral
Synopsys (SNPS) Could Be 26% Undervalued Following Its General Counsel Exit

Leadership change and what it could mean for Synopsys stock Synopsys (SNPS) has drawn fresh attention after announcing that General Counsel and Corporate Secretary Janet Lee will step down from her role once a successor is appointed or by December 31, 2026. Lee is expected to remain in an advisory capacity until at least June 30, 2027. This may help the company manage legal and governance continuity while investors assess any longer term implications for Synopsys stock. See our latest...

Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run
Simply Wall St.8d agoneutral
Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run

Applied Materials stock has surged over the past few years and is now trading near US$534, yet the company only scores well on a small fraction of Simply Wall St's valuation checks. After such a strong run, the question is whether recent enthusiasm for AI chip infrastructure has left Applied Materials looking more expensive than its fundamentals justify. Applied Materials has returned about 331.5% over the past 5 years, which puts long term holders in a very strong position but raises the...

CleanSpark (CLSK) Swung To A Third Quarter Loss, Is The Stock Still Trading At A Discount?
Simply Wall St.8d agoneutral
CleanSpark (CLSK) Swung To A Third Quarter Loss, Is The Stock Still Trading At A Discount?

CleanSpark (CLSK) is back in focus after reporting third quarter results that showed a net loss of US$239.84 million, compared with net income of US$257.39 million in the same period a year earlier. See our latest analysis for CleanSpark. The earnings swing and July production update have coincided with CleanSpark’s 1 month share price return falling 14.35%, while its 1 year total shareholder return of 15.78% and 3 year total shareholder return of 110.99% point to longer term momentum that...