Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Marvell Technology (MRVL) und Flex (FLEX) werden voraussichtlich später diesen Monat in den S&P 500 aufgenommen, wobei sie Pool Corporation (POOL) und The Campbell’s Company (CPB) ersetzen. Marvell hat seine Aktien um etwa 4% nach dem Handel gesteigert, nachdem Nvidia-CEO Jensen Huang gesagt hatte, dass es das nächste Halbleiterunternehmen sein könnte, das einen Marktumfang von 1 Billion US-Dollar erreicht. Flex, ein Anbieter von elektronischen Fertigungsdienstleistungen, handelte um etwa 1% höher. Die Austin, Texas-basierte Firma hat sich mehr als verdoppelt im Laufe des Jahres, während Marvell über dreifach gestiegen ist. Im Vergleich dazu haben der Schwimmbeckenlieferant Pool und der Suppenhersteller Campbell’s jeweils etwa 20% verloren.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Die S&P Dow Jones Indices kündigen Änderungen an den S&P 500, S&P MidCap 400 und S&P SmallCap 600-Indizes an. Marvell Technology (MRVL) und Flex (FLEX) werden in den S&P 500 aufgenommen, während Pool Corp (POOL) und The Campbell's Company (CPB) entfernt werden.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) on Monday closed up +1.15%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +1.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.22%.  June E-mini S&P futures (ESM26) rose +1.14%, and June E-mini Nasdaq futures (NQM26) rose +1.29%.

Stocks settled sharply higher on Monday as crude oil prices plunged more than -10% after President Trump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  Mr. Trump said the US held productive talks on a comprehensive resolution of hostilities in the Middle East and that the discussion would continue throughout the week. Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks fell back from their best levels Monday afternoon when a statement was released from a military adviser to Iranian Supreme Leader, Mohsen Rezaee, that said the war will continue until all damages to Iran are compensated, all economic sanctions are lifted, and legal international guarantees are obtained to prevent US interference in Iran.

Global bond yields fell from their highs on Monday and turned lower, a supportive factor for stocks, on news of a possible end to the war in Iran. Bond yields had risen on concerns that soaring energy prices from the Iran war would stoke inflation.  The 10-year T-note yield fell from an 8-month high on Monday at 4.44% and fell -5 bp to 4.33%.  Also, the 10-year German Bund yield fell from a 14.75-year high of 3.08%, and the 10-year UK Gilt yield fell from a 17.75-year high of 5.12%.

Stock index futures initially fell sharply in overnight trading after President Trump gave Iran until Monday evening to reopen the Strait of Hormuz.  President Trump on Saturday issued a 48-hour ultimatum for Iran to "fully open" the Strait of Hormuz or the US will obliterate Iran’s various power stations.  The ultimatum, which expires at 7:44 p.m. Eastern time on Monday, was met with harsh rhetoric from Iran, with one senior Iranian official saying that if such an attack were to occur, the headquarters and assets of financial entities that buy US Treasury bonds are "legitimate targets" for attack. Iran also said that it would mine the “entire Persian Gulf” and block all access routes through the Strait if its power plants were attacked.

Iran carried out fresh strikes across the Persian Gulf over the weekend, with the UAE reporting drone and missile attacks on Monday.  The International Energy Agency said that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends.

Crude oil prices (CLK26) remain high despite attempts to boost global supplies.  The IEA on March 11 released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month.  The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region.  Iran has attacked about 20 vessels in the Persian Gulf and near Hormuz since the conflict began.  Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.

The markets are discounting an 8% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.

Overseas stock markets settled mixed on Monday.  The Euro Stoxx 50 recovered from a 6-month low and closed up +1.33%.  China's Shanghai Composite fell to a 6-month low and closed down -3.63%.  Japan's Nikkei Stock 225 tumbled to a 2.75-month low and closed down -3.48%.

Interest Rates

June 10-year T-notes (ZNM6) on Monday closed up by +13.5 ticks.  The 10-year T-note yield fell -5.2 bp to 4.328%.  June T-notes recovered from a 9.5-month nearest-futures low on Monday, and the 10-year T-note yield fell from an 8-month high of 4.441%.  T-notes recovered from overnight losses and moved higher today after WTI crude oil prices fell more than -10% when President Trump postponed strikes on Iranian energy infrastructure for five days, pending talks to end the war in Iran.  The 10-year breakeven inflation rate fell to a 1.5-week low of 2.311% on Monday, a supportive factor for T-notes.

T-note yields have risen sharply over the past three weeks on concern that surging energy prices from the Iran war will boost inflation and even force the Fed to tighten monetary policy.

European government bond yields gave up early gains on Monday and moved lower.  The 10-year German bund yield fell from a 14.75-year high of 3.077% and finished down -3.9 bp to 3.005%.  The 10-year UK gilt yield fell from a 17.75-year high of 5.121% and finished down -7.4 bp to 4.02-%.

The Eurozone Mar consumer confidence index fell -4.0 to a nearly 2.5-year low of -16.3, weaker than expectations of -14.2.

ECB Governing Council member Peter Kazimir said, "The ECB can do little about the inflation spike in the next few months, but if we judge that the risk of inflation remaining above our target for a prolonged period is significant, we will act with appropriate forcefulness to bring inflation back down to our target."

Swaps are discounting a 68% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.

US Stock Movers

The Magnificent Seven technology stocks moved higher on Monday, a supportive factor for the overall market. Tesla (TSLA) closed up more than +3%, and Amazon.com (AMZN) closed up more than +2%.  Also, Apple (AAPL), Meta Platforms (META), and Nvidia (NVDA) closed up more than +1%.  In addition, Alphabet (GOOGL) closed up +0.35%, and Microsoft (MSFT) closed up +0.30%.

Airline and cruise line stocks rallied on Monday as crude oil prices sank by more than 10%, potentially lowering fuel costs and boosting corporate profits.  Norwegian Cruise Line Holdings (NCLH) closed up more than +6%, and Carnival (CCL) and Royal Caribbean Cruises Ltd (RCL) closed up more than +5%.  Also, United Airlines Holdings (UAL) and Alaska Air Group (ALK) closed up more than +4%, and American Airlines Group (AAL) closed up more than +3%.  In addition, Delta Air Lines (DAL) and Southwest Airlines (LUV) closed up more than +2%.

Chip stocks and AI-infrastructure companies moved higher on Monday, recovering some of last week’s sharp losses.  ASML Holding NV (ASML), Broadcom (AVGO), and ARM Holdings Plc (ARM) closed up more than +3%, and Microchip Technology (MCHP), Marvell Technology (MRVL), and Lam Research (LRCX) closed up more than +2%.  Also, Applied Materials (AMAT) and NXP Semiconductors NV (NXPI) closed up more than +1%.

Home builders and building suppliers gained on Monday as the 10-year T-note yield fell -5 bp, a supportive factor for housing demand.  Builders Firstsource (BLDR), DR Horton (DHI), Toll Brothers (TOL), and KB Home (KBH) closed up more than +4%.  Also, PulteGroup (PHM), Home Depot (HD), and Lennar (LEN) closed up more than +3%.

Apogee Therapeutics (APGE) closed up more than +20% after saying data from a mid-stage trial showed its experimental therapy deepened responses in patients with moderate-to-severe atopic dermatitis.

Palantir Technologies (PLTR) closed up more than +6% to lead gainers in the Nasdaq 100 after saying its Maven artificial intelligence system will become an official program of record for the Pentagon.

Insmed (INSM) closed up more than +5% after saying its study of its Arikayce treatment in patients with lung disease met its primary and all multiplicity-controlled secondary endpoints.

Synopsys (SNPS) closed up more than +3% on news that Elliot Investment Management has made a multibillion-dollar investment in the company and plans to push for changes.

Valvoline (VVV) closed up more than +2% after Stifel upgraded the stock to buy from hold with a price target of $42.

DraftKings (DKNG) closed up more than +1% after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.

Estee Lauder (EL) closed down more than -7% to lead losers in the S&P 500 on news that it is nearing a deal to acquire Puig Brands.

Fair Isaac Corp (FICO) closed down more than -5% after Politico reported Senator Hawley is querying the firm for its mortgage credit scoring.

Thomson Reuters (TRI) closed down more than -2% after Wells Fargo Securities downgraded the stock to equal weight from overweight.

Crown Castle (CCI) closed down more than -1% after Wells Fargo Securities downgraded the stock to equal weight from overweight.

Earnings Reports(3/24/2026)

Concentrix Corp (CNXC), Core & Main Inc (CNM), GameStop Corp (GME), Smithfield Foods Inc (SFD).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) on Monday closed up +1.15%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +1.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.22%.  June E-mini S&P futures (ESM26) rose +1.14%, and June E-mini Nasdaq futures (NQM26) rose +1.29%.

Stocks settled sharply higher on Monday as crude oil prices plunged more than -10% after President Trump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  Mr. Trump said the US held productive talks on a comprehensive resolution of hostilities in the Middle East and that the discussion would continue throughout the week.

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Stocks fell back from their best levels Monday afternoon when a statement was released from a military adviser to Iranian Supreme Leader, Mohsen Rezaee, that said the war will continue until all damages to Iran are compensated, all economic sanctions are lifted, and legal international guarantees are obtained to prevent US interference in Iran.

Global bond yields fell from their highs on Monday and turned lower, a supportive factor for stocks, on news of a possible end to the war in Iran. Bond yields had risen on concerns that soaring energy prices from the Iran war would stoke inflation.  The 10-year T-note yield fell from an 8-month high on Monday at 4.44% and fell -5 bp to 4.33%.  Also, the 10-year German Bund yield fell from a 14.75-year high of 3.08%, and the 10-year UK Gilt yield fell from a 17.75-year high of 5.12%.

Stock index futures initially fell sharply in overnight trading after President Trump gave Iran until Monday evening to reopen the Strait of Hormuz.  President Trump on Saturday issued a 48-hour ultimatum for Iran to "fully open" the Strait of Hormuz or the US will obliterate Iran’s various power stations.  The ultimatum, which expires at 7:44 p.m. Eastern time on Monday, was met with harsh rhetoric from Iran, with one senior Iranian official saying that if such an attack were to occur, the headquarters and assets of financial entities that buy US Treasury bonds are "legitimate targets" for attack. Iran also said that it would mine the “entire Persian Gulf” and block all access routes through the Strait if its power plants were attacked.

Story Continues

Iran carried out fresh strikes across the Persian Gulf over the weekend, with the UAE reporting drone and missile attacks on Monday.  The International Energy Agency said that more than 40 energy sites across nine countries in the Middle East have been "severely or very severely" damaged, potentially prolonging disruptions to global supply chains once the war in Iran ends.

Crude oil prices (CLK26) remain high despite attempts to boost global supplies.  The IEA on March 11 released 400 million barrels from emergency oil stockpiles and said the war against Iran is disrupting 7.5% of global oil supply, and the conflict will cut global oil supply by 8 million bpd this month.  The closure of the Strait of Hormuz, through which about a fifth of the world’s oil and natural gas flows, has choked off oil and gas flows due to Iran’s attacks on shipping in the waterway and forced Gulf producers to cut output because they can’t export from the region.  Iran has attacked about 20 vessels in the Persian Gulf and near Hormuz since the conflict began.  Goldman Sachs warns that crude prices could exceed the 2008 record high of close to $150 a barrel if flows through the Strait of Hormuz remain depressed through March.

The markets are discounting an 8% chance for a +25 bp FOMC rate hike at the April 28-29 policy meeting.

Overseas stock markets settled mixed on Monday.  The Euro Stoxx 50 recovered from a 6-month low and closed up +1.33%.  China's Shanghai Composite fell to a 6-month low and closed down -3.63%.  Japan's Nikkei Stock 225 tumbled to a 2.75-month low and closed down -3.48%.

Interest Rates

June 10-year T-notes (ZNM6) on Monday closed up by +13.5 ticks.  The 10-year T-note yield fell -5.2 bp to 4.328%.  June T-notes recovered from a 9.5-month nearest-futures low on Monday, and the 10-year T-note yield fell from an 8-month high of 4.441%.  T-notes recovered from overnight losses and moved higher today after WTI crude oil prices fell more than -10% when President Trump postponed strikes on Iranian energy infrastructure for five days, pending talks to end the war in Iran.  The 10-year breakeven inflation rate fell to a 1.5-week low of 2.311% on Monday, a supportive factor for T-notes.

T-note yields have risen sharply over the past three weeks on concern that surging energy prices from the Iran war will boost inflation and even force the Fed to tighten monetary policy.

European government bond yields gave up early gains on Monday and moved lower.  The 10-year German bund yield fell from a 14.75-year high of 3.077% and finished down -3.9 bp to 3.005%.  The 10-year UK gilt yield fell from a 17.75-year high of 5.121% and finished down -7.4 bp to 4.02-%.

The Eurozone Mar consumer confidence index fell -4.0 to a nearly 2.5-year low of -16.3, weaker than expectations of -14.2.

ECB Governing Council member Peter Kazimir said, "The ECB can do little about the inflation spike in the next few months, but if we judge that the risk of inflation remaining above our target for a prolonged period is significant, we will act with appropriate forcefulness to bring inflation back down to our target."

Swaps are discounting a 68% chance of a +25 bp ECB rate hike at its next policy meeting on April 30.

US Stock Movers

The Magnificent Seven technology stocks moved higher on Monday, a supportive factor for the overall market. Tesla (TSLA) closed up more than +3%, and Amazon.com (AMZN) closed up more than +2%.  Also, Apple (AAPL), Meta Platforms (META), and Nvidia (NVDA) closed up more than +1%.  In addition, Alphabet (GOOGL) closed up +0.35%, and Microsoft (MSFT) closed up +0.30%.

Airline and cruise line stocks rallied on Monday as crude oil prices sank by more than 10%, potentially lowering fuel costs and boosting corporate profits.  Norwegian Cruise Line Holdings (NCLH) closed up more than +6%, and Carnival (CCL) and Royal Caribbean Cruises Ltd (RCL) closed up more than +5%.  Also, United Airlines Holdings (UAL) and Alaska Air Group (ALK) closed up more than +4%, and American Airlines Group (AAL) closed up more than +3%.  In addition, Delta Air Lines (DAL) and Southwest Airlines (LUV) closed up more than +2%.

Chip stocks and AI-infrastructure companies moved higher on Monday, recovering some of last week’s sharp losses.  ASML Holding NV (ASML), Broadcom (AVGO), and ARM Holdings Plc (ARM) closed up more than +3%, and Microchip Technology (MCHP), Marvell Technology (MRVL), and Lam Research (LRCX) closed up more than +2%.  Also, Applied Materials (AMAT) and NXP Semiconductors NV (NXPI) closed up more than +1%.

Home builders and building suppliers gained on Monday as the 10-year T-note yield fell -5 bp, a supportive factor for housing demand.  Builders Firstsource (BLDR), DR Horton (DHI), Toll Brothers (TOL), and KB Home (KBH) closed up more than +4%.  Also, PulteGroup (PHM), Home Depot (HD), and Lennar (LEN) closed up more than +3%.

Apogee Therapeutics (APGE) closed up more than +20% after saying data from a mid-stage trial showed its experimental therapy deepened responses in patients with moderate-to-severe atopic dermatitis.

Palantir Technologies (PLTR) closed up more than +6% to lead gainers in the Nasdaq 100 after saying its Maven artificial intelligence system will become an official program of record for the Pentagon.

Insmed (INSM) closed up more than +5% after saying its study of its Arikayce treatment in patients with lung disease met its primary and all multiplicity-controlled secondary endpoints.

Synopsys (SNPS) closed up more than +3% on news that Elliot Investment Management has made a multibillion-dollar investment in the company and plans to push for changes.

Valvoline (VVV) closed up more than +2% after Stifel upgraded the stock to buy from hold with a price target of $42.

DraftKings (DKNG) closed up more than +1% after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.

Estee Lauder (EL) closed down more than -7% to lead losers in the S&P 500 on news that it is nearing a deal to acquire Puig Brands.

Fair Isaac Corp (FICO) closed down more than -5% after Politico reported Senator Hawley is querying the firm for its mortgage credit scoring.

Thomson Reuters (TRI) closed down more than -2% after Wells Fargo Securities downgraded the stock to equal weight from overweight.

Crown Castle (CCI) closed down more than -1% after Wells Fargo Securities downgraded the stock to equal weight from overweight.

Earnings Reports(3/24/2026)

Concentrix Corp (CNXC), Core & Main Inc (CNM), GameStop Corp (GME), Smithfield Foods Inc (SFD).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Pictured in New York at the announcement that Granite has agreed to acquire Creative Media are L-R: Marcus Isherwood, CEO, Creative Media; Conor Buckley, CEO, Granite; Rob Carpenter, Global Chief Commercial Officer, Granite; Peter Burke TD, Minister for Enterprise, Tourism and Employment; and Joy Marcus, Non-Executive Chair, Granite

• Granite announces agreed acquisition of performance marketing specialist Creative Media, significantly expanding its North American footprint

• The deal will enable Granite to target revenues of $40 million by 2027

• Combined team of 200+ digital specialists now operating across four continents, serving enterprise clients including Workvivo by Zoom, Sysco, Iron Mountain, Concentrix, Aer Lingus, Tesco and Dalata Hotel Group PLC

• Creative Media founder Marcus Isherwood appointed Chief Revenue Officer

• US digital media leader Joy Marcus has recently been appointed Non-Executive Chair

• Move follows $10 million growth capital raise from BGF

NEW YORK & CORK, Ireland, March 16, 2026--(BUSINESS WIRE)--Granite, Ireland's largest independent digital agency, today announced an agreement to acquire Creative Media, a performance marketing specialist with a significant client base across the US and Canada, alongside a series of senior appointments to drive its North American expansion.

The agreed acquisition will enable Granite to target revenues of $40 million by 2027. North America will account for $20 million of company revenues – half of the overall total. The deal anchors an ambitious US growth strategy, following a 400% year-on-year increase in organic North American revenue over the last 12 months. Granite’s strategy for continued expansion is backed by $10 million in growth capital from BGF, Ireland and the UK's most active growth capital investor.

Creative Media has built an impressive client base across North America over the past 25 years. Its founder, Marcus Isherwood, will join Granite as Chief Revenue Officer, working alongside Rob Carpenter, Granite's US-based Chief Commercial Officer. The move positions Granite as a strong independent alternative to holding company agencies for US enterprises seeking digital transformation, performance marketing and AI-powered solutions.

A quarter century of North American market expertise

Marcus Isherwood founded Creative Media in Northern Ireland in May 2000 and grew it into a team of more than 40 specialists serving over 30 clients across the US and Canada.

Marcus Isherwood, CEO of Creative Media, said:"I've spent 25 years building client relationships in North America with a simple philosophy: every dollar spent on marketing has to deliver a measurable return. That's exactly how Granite operates, but at enterprise scale and with technical depth I haven't seen in an independent agency. Joining forces with this team gives our clients something genuinely new in the market."

Story Continues

Enterprise-grade delivery, independent agency model

The deal will grow Granite's workforce to 200+ specialists across strategy, engineering, design, data and marketing. Working directly with clients, practice leads spend over 70% of their time on client deliverables, not pitches. This model has delivered a Net Promoter Score of 71 against an industry average of 51, an average client tenure of nine years, and 87% of business from repeat customers and referrals.

The company serves major enterprise clients including Intel, Pepsi, Sysco, Iron Mountain, Concentrix, Aer Lingus, Tesco and Dalata Hotel Group. Granite was shortlisted for Best Large Agency of the Year at the 2025 US Agency Awards.

This will be the ninth acquisition Granite has made since 2020, and its most significant step into North America. Granite's ambitions are further strengthened by the recent appointment of Joy Marcus as Non-Executive Chair, bringing more than two decades of leadership experience across digital media, technology and venture capital. She has held executive roles at major organizations including Condé Nast, Time Warner and MTV Networks.

Rob Carpenter, Global Chief Commercial Officer, Granite, said:"The US market is ready for a different kind of agency. Enterprise clients are tired of paying holding company rates for junior teams, fragmented delivery and dashboards nobody reads. We're building something that doesn't exist yet in this market: an independent agency with genuine enterprise capability, senior talent on every account and full accountability for outcomes. The agreed acquisition of Creative Media, the leadership appointments and Joy joining our board are not incremental moves."

Conor Buckley, CEO of Granite and EY Entrepreneur of the Year 2025 finalist, added:"North America has always been central to our growth strategy. The Creative Media agreed acquisition, Marcus's appointment, and the team we're building in the US are all part of a deliberate plan to bring Granite's model to the world’s largest digital market. We've proven this works in Europe and the Middle East, and we’re actively pursuing acquisitions in North America to deepen our capabilities and accelerate our growth."

View source version on businesswire.com: https://www.businesswire.com/news/home/20260315022435/en/

Contacts

ruth@comit.ie

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Here’s a summary of the text, followed by a German translation, within the 500-word limit:

Summary (approx. 480 words)

Visa Inc. (V) is significantly expanding its partnership with Bridge to launch stablecoin-linked Visa cards in over 100 countries. This represents a substantial increase in the scope of their previous collaboration and aims to unlock the potential of stablecoins for everyday transactions. The core functionality involves linking stablecoin wallets directly to Visa cards, eliminating the need for users to manually convert their digital assets into traditional fiat currency before making purchases.

Bridge will handle the crucial back-end infrastructure, facilitating the conversion of stablecoins into local currencies at the point of sale. This ensures merchants receive payments in familiar fiat currencies while simultaneously allowing customers to utilize their stablecoin holdings seamlessly. The primary goal is to simplify the use of stablecoins in real-world scenarios and bridge the gap between blockchain-based assets and conventional payment systems.

Strategically, this move is a significant step for Visa, bolstering its presence and capabilities within the burgeoning digital asset space. It expands Visa’s crypto-related payment options globally and reinforces its position as a leader in the evolving digital payments landscape. The initiative contributes to Visa’s innovation narrative, presents opportunities for increased transaction volume, and showcases its adaptability to changing payment trends.

Despite potentially limited near-term earnings impact, the stablecoin program supports Visa’s long-term growth strategy.

Financial Performance & Analysis (briefly)

Visa’s stock price has experienced a 9% decline over the past year, though it has outperformed the broader industry, which has dropped around 21%. Visa’s valuation is considered relatively high, with a Price-to-Earnings ratio of 23.65, compared to an industry average of 18.47. However, Zacks Investment Research has identified stronger alternative stocks in the Business Services sector, namely Concentrix Corporation (CNXC), Dave Inc. (DAVE), and UL Solutions Inc. (ULS), currently holding Zacks Ranks of 2 (Buy). These alternative stocks are showing stronger growth prospects and potentially better valuations. The consensus estimates for these stocks are also positive, with projected earnings and revenue increases.

German Translation (approx. 490 words)

Zusammenfassung: Visa Inc. (V) erweitert Partnerschaft mit Bridge zur Einführung von Stablecoin-bezogenen Visa-Karten

Visa Inc. (V) erweitert ihre Partnerschaft deutlich mit Bridge, um Stablecoin-verknüpfte Visa-Karten in über 100 Ländern einzuführen. Dies stellt eine signifikante Ausweitung ihrer bisherigen Zusammenarbeit dar und zielt darauf ab, das Potenzial von Stablecoins für alltägliche Transaktionen zu erschließen. Die Kernfunktionalität besteht darin, Stablecoin-Wallets direkt mit Visa-Karten zu verbinden, sodass Nutzer die Notwendigkeit einer manuellen Umwandlung in Fiat-Währungen vor Einkäufen vermeiden.

Bridge wird die entscheidende Back-End-Infrastruktur übernehmen und die Konvertierung von Stablecoins in lokale Währungen zum Zeitpunkt des Kaufs ermöglichen. Dies stellt sicher, dass Händler Zahlungen in vertrauter Fiat-Währung erhalten, während Kunden gleichzeitig ihre Stablecoin-Bestände nahtlos nutzen können. Das Hauptziel ist es, die Nutzung von Stablecoins in realen Szenarien zu vereinfachen und die Kluft zwischen Blockchain-basierten Vermögenswerten und traditionellen Zahlungssystemen zu schließen.

Strategisch ist dies ein bedeutender Schritt für Visa, seine Präsenz und Fähigkeiten im aufstrebenden Bereich der digitalen Vermögenswerte zu stärken. Es erweitert Visas Krypto-bezogene Zahlungsmöglichkeiten weltweit und festigt seine Position als Marktführer im sich wandelnden digitalen Zahlungslandschaft. Die Initiative trägt zur Innovationsnarrative von Visa bei, bietet Möglichkeiten für erhöhte Transaktionsvolumina und demonstriert seine Anpassungsfähigkeit an sich ändernde Zahlungstrends.

Trotz möglicherweise begrenzter kurzfristiger Auswirkungen auf die Erträge unterstützt das Stablecoin-Programm Visas langfristige Wachstumsstrategie.

Finanzielle Leistung & Analyse (kurz)

Visas Aktienkurs ist im letzten Jahr um 9 % gefallen, hat aber gegenüber der breiteren Branche, die um rund 21 % gefallen ist, überdurchschnittlich abgeschnitten. Visas Bewertung wird als relativ hoch angesehen, mit einem Kurs-Gewinn-Verhältnis von 23,65 im Vergleich zu einem Branchenmittel von 18,47. Allerdings hat Zacks Investment Research stärkere alternative Aktien im Business-Services-Sektor identifiziert, nämlich Concentrix Corporation (CNXC), Dave Inc. (DAVE) und UL Solutions Inc. (ULS), die derzeit Zacks Ranks von 2 (Buy) halten. Diese alternativen Aktien weisen vielversprechendere Wachstumsaussichten und potenziell bessere Bewertungen auf. Die Konsensschätzungen für diese Aktien sind ebenfalls positiv, mit prognostizierten Gewinn- und Umsatzsteigerungen.

This translation maintains the original's tone and level of detail. Would you like me to adjust the translation or provide further context?

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Rock-bottom prices don't always mean rock-bottom businesses. The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?

While market timing can be an extremely profitable strategy, it has burned many investors and requires rigorous analysis - something we specialize in at StockStory. Keeping that in mind, here are three stocks where the poor sentiment is creating a buying opportunity.

Booking (BKNG)

One-Month Return: -17.4%

Formerly known as The Priceline Group, Booking Holdings (NASDAQ:BKNG) is the world’s largest online travel agency.

Why Are We Positive On BKNG?

Superior platform functionality and low servicing costs lead to a best-in-class gross margin of 86.7% Share repurchases have amplified shareholder returns as its annual earnings per share growth of 31.4% exceeded its revenue gains over the last three years Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends

Booking is trading at $4,230 per share, or 12.4x forward EV/EBITDA. Is now the time to initiate a position? See for yourself in our in-depth research report, it’s free.

Concentrix (CNXC)

One-Month Return: -16.9%

With a team of approximately 450,000 employees across 75 countries, Concentrix (NASDAQ:CNXC) designs and delivers customer experience solutions that help global brands manage their customer interactions across digital channels and contact centers.

Why Could CNXC Be a Winner?

Annual revenue growth of 17.5% over the past two years was outstanding, reflecting market share gains this cycle Economies of scale give it more fixed cost leverage than its smaller competitors Free cash flow margin of 6% over the last five years means it can fund investments internally, mitigating its dependence on capital markets

Concentrix’s stock price of $32.95 implies a valuation ratio of 2.7x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free.

Brown & Brown (BRO)

One-Month Return: +0.7%

With roots dating back to 1939 and operations spanning 44 U.S. states and 14 countries, Brown & Brown (NYSE:BRO) is an insurance brokerage and risk management firm that markets and sells insurance products across property, casualty, and employee benefits sectors.

Why Should You Buy BRO?

Demand for the next 12 months is expected to accelerate above its two-year trend as Wall Street forecasts robust revenue growth of 21.6% Earnings per share grew by 23.7% annually over the last two years and trumped its peers BRO is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders

Story Continues

At $71.82 per share, Brown & Brown trades at 15.8x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it’s free.

Stocks We Like Even More

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Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Zusammenfassung: 4 Wertpapiere zum Kaufen inmitten der KI-Volatilität

Dieser Artikel von Zacks Investment Research beleuchtet vier unterbewertete Aktien – Harmony Biosciences (HRMY), TripAdvisor (TRIP), The AES Corporation (AES) und Concentrix Corporation (CNXC) – als potenzielle Investitionen in einem Markt, der durch Fortschritte in der künstlichen Intelligenz mit Volatilität zu kämpfen hat. Der Artikel plädiert für eine "Value-Investing"-Strategie, die sich auf Unternehmen mit starken Finanzen und attraktiven Kennzahlen konzentriert.

Der Markt begann die Woche mit einer leichten Abwärtsbewegung aufgrund von Bedenken hinsichtlich der potenziellen Störung von Geschäftsmodellen durch KI. Allerdings verbesserte sich die Marktstimmung im Laufe der Handelstage, was zu moderaten Gewinnen für die wichtigsten US-Indizes (S&P 500, Nasdaq und Dow Jones) führte. Investoren erwägen zunehmend Value-Aktien, die typischerweise zu ihrem intrinsischen Wert unterbewertet sind.

Ein wichtiger Kennwert, der zur Bewertung von Value-Aktien verwendet wird, ist das Verhältnis von Preis zu Cashflow (P/CF). Dieses Verhältnis vergleicht den Marktwert eines Unternehmens mit seiner Cashflow-Generierung, wobei ein niedrigeres Verhältnis auf einen möglicherweise unterbewerteten Aktienwert hindeutet. Der Artikel betont, dass das P/CF-Verhältnis ein zuverlässigerer Bewertungs-Tool ist als das Verhältnis von Preis zu Gewinn (P/E), da es die nicht zahlungswirksamen Aufwendungen wie Abschreibung und Amortisation berücksichtigt, die ein klareres Bild der finanziellen Gesundheit des Unternehmens vermitteln.

Der Artikel schlägt einen mehrstufigen Ansatz für Value-Investing vor und empfiehlt, dass Investoren nicht ausschließlich auf das P/CF-Verhältnis angewiesen sind. Stattdessen sollten sie auch andere Kennzahlen wie Preis-Buchwert, Preis-Gewinn-Verhältnis und Preis-Umsatz-Verhältnis berücksichtigen. Darüber hinaus kann die Einbeziehung der Zacks Rank (ein proprietäres Aktienrating-System) und des Value Scores (A oder B) dazu beitragen, "Value-Fallen" zu vermeiden – Aktien, die billig erscheinen, aber in Wirklichkeit Schwierigkeiten haben.

Insbesondere analysiert der Artikel die folgenden Aktien:

• Harmony Biosciences (HRMY): Ein Pharmaunternehmen mit einer Zacks Rank #1 und einem Value Score von A, das starke Wachstum des Gewinns und eine positive Aktienentwicklung zeigt.
• TripAdvisor (TRIP): Ein Online-Reiseunternehmen mit einer Zacks Rank #1 und einem Value Score von A, das erhebliche Umsatz- und Gewinnwachstumsraten prognostiziert. Allerdings sind seine Aktien in der Vergangenheit deutlich gefallen.
• The AES Corporation (AES): Ein globales Energieunternehmen mit einer Zacks Rank #2 und einem Value Score von A, das einen positiven Ausblick und steigende Aktienkurse signalisiert.
• Concentrix Corp (CNXC): Ein Technologie- und Dienstleistungsunternehmen mit einer Zacks Rank #2 und einem Value Score von A, das moderates Umsatz- und Gewinnwachstum zeigt. Seine Aktien sind in der Vergangenheit gesunken.

Der Artikel bewirbt den Zacks Research Wizard, ein Screening-Tool, das es Investoren ermöglicht, ihre Anlagekriterien zu personalisieren und Strategien zu testen. Es betont das Potenzial, mit den Strategien zur Aktienauswahl von Zacks die S&P 500 zu übertreffen, die historisch gesehen deutlich höhere Renditen erzielt haben als der breitere Markt.

Schließlich stellt der Artikel Kontaktinformationen für Zacks Investment Research zur Verfügung und ermutigt die Leser, sich für eine kostenlose Testversion des Research Wizard anzumelden und ihre Aktienideen auf Zacks.com zu erkunden.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Zusammenfassung (600 Wörter)

Die US-Aktienmärkte erlebten gestern einen moderaten Aufschwung nach einem frühen Rückgang, angetrieben von einer verbesserten Anlegerstimmung. Trotz anfänglicher Bedenken hinsichtlich des disruptiven Potenzials künstlicher Intelligenz (KI) für Geschäftsmodelle – insbesondere im Software-Sektor – stabilisierte sich der Markt und die wichtigsten Indizes erholten sich. Der S&P 500 stieg um 0,10 %, der Nasdaq Composite um 0,14 % und der Dow Jones Industrial Average um 0,07 %, schloss bei 49.533,19 Punkten.

Diese leichte Bewegung deutet auf eine mögliche Verschiebung der Anlegerfokus auf Value-Aktien hin. Value-Aktien, die in der Regel unter ihrem inneren Wert gehandelt werden, bieten eine gewisse Sicherheit in Zeiten von Marktvolatilität. Ein wichtiger Kennwert zur Bewertung dieser Aktien ist das Verhältnis von Kurs zu Cashflow (P/CF). Dieses Verhältnis bewertet den Aktienkurs im Verhältnis zum generierten Cashflow pro Aktie – ein niedrigeres P/CF deutet in der Regel auf eine attraktivere Investition hin.

Der Artikel betont die Überlegenheit des P/CF-Verhältnisses gegenüber dem häufiger verwendeten Verhältnis von Kurs zu Gewinn (P/E). Das P/CF-Verhältnis wird als zuverlässiger angesehen, da es nicht-bare Ausgaben wie Abschreibungen und Amortisation berücksichtigt und somit ein genaueres Bild der finanziellen Gesundheit eines Unternehmens liefert. Gewinnzahlen können durch Bilanzierungsabschätzungen und Managementmanipulationen verzerrt werden, während Cashflow konstanter überprüfbar ist. Positiver Cashflow signalisiert eine erhöhte Liquidität, die es einem Unternehmen ermöglicht, Schulden zu verwalten, in Wachstum zu investieren, wirtschaftlichen Abschwüngen standzuhalten und Maßnahmen zugunsten der Aktionäre zu ergreifen. Umgekehrt deutet negativer Cashflow auf eine reduzierte Liquidität und eine geringere Flexibilität des Unternehmens hin.

Um Value-Aktien effektiv zu identifizieren, empfiehlt der Artikel einen mehrstufigen Screening-Prozess. Es reicht nicht aus, sich nur auf das P/CF-Verhältnis zu verlassen. Investoren sollten ihre Suche mit Kennzahlen wie dem Verhältnis von Kurs zu Buchwert (P/B), Kurs zu Gewinn (P/E) und Kurs zu Umsatz (P/S) erweitern. Die Einbeziehung des Zacks Rank und des Value Scores (A oder B) verfeinert die Suche weiter und minimiert das Risiko von "Value-Fallen" – Aktien, die billig erscheinen, aber fundamental schwach sind.

Die Screening-Kriterien umfassen: P/CF kleiner oder gleich dem Branchendurchschnitt; ein Aktienkurs von mindestens 5 USD; ein durchschnittlicher 20-Tage-Handelsvolumen über 100.000; P/E unter dem Branchendurchschnitt; P/B unter dem Branchendurchschnitt; und P/S unter dem Branchendurchschnitt. Darüber hinaus wird das Verhältnis von Kurs zu Wachstum (PEG) verwendet, um den Aktienkurs im Verhältnis zu den Ertragswachstum zu berücksichtigen, wobei das PEG-Verhältnis ein umfassenderes Bild als das P/E-Verhältnis liefert. Schließlich wird ein Zacks Rank von 2 oder weniger bevorzugt.

Der Artikel beleuchtet vier spezifische Aktien, die diese strenge Prüfung bestanden hatten: Harmony Biosciences Holdings, Inc. (HRMY), Tripadvisor, Inc. (TRIP), The AES Corporation (AES) und Concentrix Corporation (CNXC). Jedes dieser Unternehmen wies günstige Kennzahlen – einen starken Zacks Rank, positive Gewinnüberraschungen und attraktive P/CF-Verhältnisse – auf und erzielte in der Vergangenheit positive Renditen. Der Artikel ermutigt die Leser, das Research Wizard Tool für weitere Aktien-Screenings und das Backtesting von Anlagestrategien zu nutzen.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Was Ist Geschehen?

Nach einer Woche starker Verkäufe über die wichtigsten Indizes erlebte die Aktienmarktan einen dramatischen Aufschwung am Mittwoch, der von mehreren Schlüsselfaktoren angetrieben wurde. Die deutliche Erholung von Technologieaktien, insbesondere solchen, die von Investitionen im Bereich Künstlicher Intelligenz (KI) profitieren, sowie die Stabilisierung von Bitcoin nach einem starken Rückgang, trieben die Rallye an. Entscheidend war die Verbesserung des Anleger-Sentiment durch eine überraschend positive Entwicklung des US-Konsumklimas und die Erkenntnis, dass massive Investitionen im Zusammenhang mit KI – wie Amazons geplanter 200 Milliarden Dollar Einsatz – direkt Halbleiterunternehmen wie Nvidia und Broadcom begünstigen. Diese "Pick-and-Shovel"-Gewinner, also diejenigen, die von der breiteren Entwicklung profitieren, erlebten deutliche Gewinne.

Der Dow Jones Industrial Average erlebte den dramatischsten Anstieg, der erstmals die 50.000-Marke überschritt, und spiegelte die Begeisterung an der Börse wider. Die Tendenz des Marktes, auf Nachrichten überzureagieren, war deutlich erkennbar, was potenzielle Kaufchancen für hochwertige Aktien nach jüngsten starken Rückgängen bot.

Mehrere einzelne Aktien erlebten bemerkenswerte Zuwächse. Cogent (CCOI) stieg um 6,8 %, Concentrix (CNXC) um 5,8 %, DXC (DXC) um 6,7 %, WEBTOON (WBTN) um 5,2 % und Kyndryl (KD) um 5,7 %. Diese Gewinne resultierten aus dem allgemeinen Marktoptimismus und dem verstärkten Fokus auf KI-bezogene Investitionen.

Insbesondere wurde die Volatilität von Cogents hervorgehoben, wobei frühere große Bewegungen den nuancierten Eindruck des Marktes über die Aussichten des Unternehmens zeigten. Aktuelle positive Nachrichten, darunter die Abkühlung der Ängste vor einem transatlantischen Handelsstreit nach einer Ankündigung von Trump und ein produktives Treffen in Davos über Grönland und die Arktis, trugen zu der Kursentwicklung des Aktienstücks bei. Die breitere Markterholung wurde durch eine Stabilisierung der Anleihemärkte und eine Verringerung der Ängste vor Tarifeinflationen unterstützt.

Cogents Performance seit Beginn des Jahres spiegelt einen Gesamtanstieg von 17,8 % wider, trotz des Handelspreises bei einem deutlichen Abschlag gegenüber seinem 52-Wochen-Hoch. Investoren, die die Aktie seit fünf Jahren halten, würden sehen, dass ihre anfängliche Investition einen Wert von etwa 394,87 Dollar hat. Dieser Anstieg unterstreicht die zunehmende Bedeutung von Halbleiterunternehmen, insbesondere solchen, die Komponenten liefern, die für die boomende KI-Branche entscheidend sind.