Global Payments Inc（GPN）资讯与事件GPNGlobal Payments Inc

Major Averages Decline After Technology Earnings

The major averages were mostly lower after another round of technology earnings sparked renewed selling in software and semiconductor stocks.Economic data remains a central focus ahead of Friday's July employment report. Markets remain divided over the Federal Reserve's next policy move, with incoming employment data expected to play an important role in shaping expectations for interest rates over the coming months.Investors are also monitoring reports of progress toward a potential agreement involving Iran and shipping through the Strait of Hormuz, which has helped keep oil prices relatively contained even as uncertainty persists.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SanDiskreportedand revenue and provided an upbeat outlook for Q1Western Digitalreportedand provided upbeat Q1 earnings guidanceBlockreportedand provided guidance for Q3 and 2026Modernasaid the, a new vaccine against seasonal influenza, for use in all adults 50 years and olderWarner Bros. Discoveryreported2. WALL STREET CALLS:JPMorganCharles Riverto Overweight following "strong" Q2 reportGlobal Paymentsto Outperform at Wolfe ResearchZillow Groupat Bernstein and Evercore ISIAppLovinat Wells Fargo and Piper SandlerHubSpotby at least seven firms post the Q2 report3. AROUND THE WEB:China launched a formal security review of products sold in the country by Palo Alto Networks, Bloomberg saysGooglewill be facing a class action lawsuit in the U.K. over the alleged abuse of its dominant market position after an antitrust tribunal allowed the claim to go ahead, Bloomberg reportsEarlier this year, Netherlands approved of Tesla'sFull Self Driving, FSD, system and has encouraged its adoption across the EU, but the country's road regulator RDW won't tell the public why it concluded the system is safe or how it evaluated the technology, Reuters saysFederal prosecutors investigated claims that JPMorganexecutives ignored deficiencies in the company's antifraud program and improperly denied over $100M in reimbursements to customers whose funds were stolen, WSJ saysMeta'sMuse Spark 1.1 AI model accessed the internet during cybersecurity testing and breached the systems of another company, The Information reports4. MOVERS:Aspen Aerogelswas higher afterand providing guidance for Q3 and FY26Alkami Technology (ALKT) rose afterthe company has launched a formal sale process after receiving interestHonest Companyand Iovancegained afterThredUpfell afterand cutting its guidance for Q3 and FY26BillionToOneand UWM Holdingswere lower after5. EARNINGS/GUIDANCE:Ralph Lauren, with EPS and revenue beating consensusHertzShift4 Payments, provided guidance for Q3, and cut its outlook for FY26Fox Corp., with CEO Lachlan Murdoch calling fiscal 2026 "an exceptional year"Pelotonand provided guidance for both Q1 and FY27INDEXES:The Dow fell 464.02, or 0.85%, to 53,885.10, the Nasdaq lost 15.09, or 0.06%, to 26,348.35, and the S&P 500 declined 13.59, or 0.18%, to 7,709.96.

Major Averages Decline as Tech Earnings Weigh

The major averages were lower near noon after another round of technology earnings sparked renewed selling in software and semiconductor stocks.Economic data remains a central focus ahead of Friday's July employment report. Markets remain divided over the Federal Reserve's next policy move, with incoming employment data expected to play an important role in shaping expectations for interest rates over the coming months.Investors are also monitoring reports of progress toward a potential agreement involving Iran and shipping through the Strait of Hormuz, which has helped keep oil prices relatively contained even as uncertainty persists.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SanDiskreportedand provided an upbeat outlook for Q1Western Digitalreportedand provided upbeat Q1 earnings guidanceBlockreportedand provided guidance for Q3 and 2026Modernasaid the, a new vaccine against seasonal influenza, for use in all adults 50 years and olderWarner Bros. Discoveryreported2. WALL STREET CALLS:JPMorganCharles Riverto Overweight following "strong" Q2 reportGlobal Paymentsto Outperform at Wolfe ResearchZillow Groupat Bernstein and Evercore ISIAppLovinat Wells Fargo and Piper SandlerHubSpotby at least seven firms post the Q2 report3. AROUND THE WEB:Googlewill be facing a class action lawsuit in the U.K. over the alleged abuse of its dominant market position after an antitrust tribunal allowed the claim to go ahead, Bloomberg reportsEarlier this year, Netherlands approved of Tesla'sFull Self Driving, FSD, system and has encouraged its adoption across the EU, but the country's road regulator RDW won't tell the public why it concluded the system is safe or how it evaluated the technology, Reuters saysMicrosoft'sHalo Studios appears to be laying off staff less than a week after the developer released "Halo: Campaign Evolved," Insider-Gaming reportsFederal prosecutors investigated claims that JPMorganexecutives ignored deficiencies in the company's antifraud program and improperly denied over $100M in reimbursements to customers whose funds were stolen, WSJ saysMeta'sMuse Spark 1.1 AI model accessed the internet during cybersecurity testing and breached the systems of another company, The Information reports4. MOVERS:Aspen Aerogelshigher afterand providing guidance for Q3 and FY26Aevaincreases after, with EPS and revenue beating consensusHonest Companyand Iovancegain afterThredUpfalls afterand cutting its guidance for Q3 and FY26BillionToOneand UWM Holdingslower after5. EARNINGS/GUIDANCE:Ralph Lauren, with EPS and revenue beating consensusHertzShift4 Payments, provided guidance for Q3, and cut its outlook for FY26Fox Corp., with CEO Lachlan Murdoch calling fiscal 2026 "an exceptional year"Pelotonand provided guidance for both Q1 and FY27INDEXES:Near midday, the Dow was down 335.26, or 0.62%, to 54,013.86, the Nasdaq was down 14.68, or 0.06%, to 26,348.76, and the S&P 500 was down 14.94, or 0.19%, to 7,708.61.

Company Cuts FY26 Net Revenue Growth to 4%-5%

FY26 consensus $13.79. Cuts FY26 normalized constant currency adjusted net revenue growth to 4%-5% from approximately 5%. FY26 revenue consensus $12.4B. "Our second quarter financial results were consistent with expectations and marked our first full quarter operating as a pure-play commerce solutions provider," said Josh Whipple, chief financial officer. "Our performance further validates the importance of our scale and distribution and our ability to deliver sustainable growth, margin expansion, and free cash flow." Whipple continued, "Given the ongoing conflict in the Middle East and its impact on our travel portfolio, we now expect normalized1, constant currency adjusted net revenue growth of approximately 4% - 5% and adjusted earnings per share of $13.60 - $13.80 for the full year. We continue to expect normalized1 adjusted operating margin expansion of approximately 150 basis points for the full year and to return more than $2 billion of capital to shareholders in 2026."