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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI infrastructure buildout have triggered a sharp selloff, with traders focused on shareholder dilution, rising debt and whether the spending will generate returns. Some argue the financing was already disclosed and supports future growth, while skeptics see it as a sign of financial strain.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum is the dominant topic, with traders concerned about shareholder dilution, the deals cost and long wait until closing. Some see the combination of Marvells connectivity chips and Lumentums optical technology as a strategic AI data-center opportunity, but the prevailing reaction is negative amid the share-price decline.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is the dominant focus, with investors debating its long closing timeline and fixed share exchange. Many LITE holders say the headline premium is not guaranteed because the deals value tracks Marvells share price, while others see strategic value in combining their AI-data-center connectivity businesses.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A steep selloff is being tied to disappointing quarterly results and concerns about debt, dilution, and the slow ramp of AI/HPC revenue as Cipher shifts from bitcoin mining to data centers. Bulls point to contracted hyperscaler leases and operational progress, while skeptics question whether those commitments will translate into cash flow quickly enough.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Marvells announced Lumentum acquisition has fueled debate over what optical-sector consolidation means for POET: some traders see it as validation of photonics demand and an opening for an independent supplier, while others worry about stronger competition or tighter component access. The discussion also reflects skepticism that POET can turn its technology and Foxconn-related visibility into scaled shipments, with traders looking to company updates for proof of execution.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly results topped expectations with strong product growth and narrowing losses, yet the shares fell sharply as investors focused on the lack of quantified guidance, elevated expenses and uncertainty over when the company will reach cash-flow profitability. Traders are divided between calling the selloff an overreaction to a strong report and seeing it as a sign that growth and operating leverage remain uncertain.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluences repeated FY2026 guidance reduction, driven by Houston manufacturing delays that are holding up deliveries and backlog conversion, has intensified concerns about execution and management credibility. Some traders see the selloff and heavy short interest as a rebound opportunity, while skeptics argue that strong energy-storage demand cannot offset persistent operational and margin problems.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under pressure amid a Culper Research short report alleging that its wafer-scale processors may have short field lives and costly operating drawbacks; the claims are disputed and have not been established as fact. Traders are also focused on newly unlocked shares as potential selling supply, while bulls argue the report is conflicted and point to major cloud partnerships as a counterweight.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing treatment for recurrent respiratory papillomatosis has raised concerns about pressure on Precigens PAPZIMEOS and driven a sharp selloff. Traders debate whether the rivals dosing protocol gives it an edge or whether PAPZIMEOS can retain an advantage through its commercial head start, payer access and full-approval status.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is drawing attention as shares test the key $30 level after trading in a prolonged range, with traders debating whether the move can hold ahead of Q3 earnings. Optimism around improving sales data and Alani Nu is offset by concerns about weakness in the core Celsius brand, costs, and competition.

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Michael Burry’s Fiserv Buyout Math Hits $120 — Reaffirms PayPal As A ‘Fat Pitch’ Amid Global Payments Deal Buzz 

Equity

Burry maintained a full Fiserv position, citing stronger profitability and better assets than Global Payments.

FIS Announces Quarterly Dividend

FIS (NYSE: FIS), a global leader in financial services technology, announced a quarterly dividend of $0.44 per common share. The dividend is payable December 28, 2026, to FIS shareholders of record as of close of business on December 14, 2026. About FIS FIS is a financial technology company...

FIS Q3 Earnings: Can Banking Solutions Growth Offset Rising Costs?

Fidelity National nears Q3 earnings with Banking Solutions growth, driven by an acquisition, but rising costs may squeeze profitability. Can revenue gains offset the pressure?

Fidelity National Information Services (FIS) Earnings Expected to Grow: Should You Buy?

Fidelity National (FIS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

FIS Research: UK Finance Leaders Back AI in Cash Management, Yet Almost a Third Cannot Measure What It Is Delivering

Nine in 10 (90%) of UK finance leaders have a clear business case for using AI in cash and liquidity management, but only seven in 10 (71%) can clearly measure the business value their AI initiatives deliver, according to new research from FIS (NYSE: FIS), a global leader in financial technology...

FIS Announced New Date for Third Quarter Earnings of November 4, 2026

FIS (NYSE: FIS), a global leader in financial services technology, today announced that its third quarter 2026 financial results conference call has been rescheduled from Tuesday, November 3rd to Wednesday, November 4th, prior to market open. The new date is intended to better accommodate the...

FIS Stock Down Nearly 48% From 52-Week High: Is a Rebound Ahead?

FIS stock has plunged nearly 48% from its 52-week high, but rising free cash flow, expanding margins and acquisition synergies could fuel a potential rebound.

FIS AML Investigations Agent Now Commercially Available to Help Banks Tackle the Scale and Cost of Financial Crime Compliance

FIS (NYSE: FIS) today announced that the FIS AML Investigations Agent that was jointly announced in May 2026 with Anthropic, is now commercially available to any U.S.-based bank, including those that are not FIS clients today. This is the first solution of its kind from a provider that already...

FIS to Report Third Quarter Earnings on November 3, 2026

FIS (NYSE: FIS), a global leader in financial services technology, will announce third quarter 2026 financial results on Tuesday, November 3rd, prior to market open.The company will sponsor a live webcast of its earnings conference call with the investment community beginning at 8:30 a.m. (EST) the...

FIS Stock Trades at a Discount: Should Investors Hold or Buy?

Fidelity National offers a discounted valuation, rising free cash flow and AI-driven growth opportunities, but slower revenue growth and acquisition debt remain key concerns.

Fidelity National Information Services, Inc. engages in the provision of technology solutions for financial institutions and businesses. It operates through the following segments: Banking Solutions, Capital Markets Solutions, and Corporate and Other. The Banking Solutions segment focuses on serving financial institutions with core processing software, transaction processing software, and complementary applications and services. The Capital Markets Solutions segment provides global financial services with buy- and sell-side solutions. The Corporate and Other segment includes corporate overhead expense, leveraged functions, and miscellaneous expenses. The company was founded in 1968 and is headquartered in Jacksonville, FL.

Fidelity National Information Services, Inc.

Bullish Sentiment

<ul class="summary-bullets"><li>Burry’s hypothetical <a class="mention" data-mention="$FISV" data-symbol-id="FISV" href="https://stocktwits.com/symbol/FISV" target="_blank">Fiserv</a> buyout valuation of $100 to $120 implies 100%-140% upside from current levels.</li><li>Burry said deal activity could accelerate Fiserv’s investment case ahead of Tuesday’s earnings.</li><li>He remained cautious on Global Payments and FIS, with his valuation ranges below their share prices.</li></ul>Michael Burry sees a potential takeout value of $100 to $120 per share for payments processor Fiserv (FISV). He also reaffirmed PayPal (PYPL) as a “Fat Pitch” as reported private-equity interest in rival Global Payments (GPN) puts sector valuations in focus.<h2 class="st-heading-2">Burry Sees Opportunity In Fiserv’s ‘Penalty Box’</h2>Burry’s $100-$120 buyout scenario implies upside in the range of 100%-140% from Fiserv’s current market price. He estimated the range by applying valuation assumptions from a potential Global Payments takeover. “Fiserv is far more profitable, only slightly more costly as an acquisition target, and has better assets, relative to Global Payments,” he said in his latest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/trading-post-global-payments-buyout?utm_source=share&amp;utm_medium=android&amp;r=3a7nc">Substack post</a>.He argued that the stock’s struggles partly reflect a loss of investor trust. “Fiserv has been in the penalty box due to a prior management’s overly enthusiastic growth targets and poorly disclosed benefits from Argentine hyperinflation. This credibility gap is not easily restored on Wall Street, even with new management,” he said.Burry maintained a full position and said fresh deal activity could bring forward the potential payoff. “Altogether, I find this circumstance an opportunity,” he said. “Remember, insiders have been significant buyers at these low prices.”The buyout comparison assumes a new owner can change strategy, cut costs, and redirect cash flows. For ordinary shareholders, Burry said Fiserv still traded at about 1.6 times his IV15 benchmark, which is the price at which he expects 15% annualized returns over 15 years.Fiserv reports third-quarter results on Tuesday.<h2 class="st-heading-2">Burry Questions Value Behind Global Payments’ Buyout Rally</h2>Global Payments shares jumped as much as 18% Friday after&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/da16af06-4431-4ced-9c3e-a0753d8c45c9?syn-25a6b1a6=1">reports</a> that Clayton Dubilier &amp; Rice was pursuing a buyout alongside GTCR, its largest shareholder.&nbsp; GTCR gained 15% of Global Payments through its Worldpay acquisition, completed in January at a $24.25 billion enterprise valuation. Global Payments also sold its Issuer Solutions business to Fidelity National Information Services (FIS).Burry, however, is skeptical of Global Payments’ acquisition strategy and heavily adjusted earnings. “My view, from the point of view of a minority shareholder, has been that Global Payments had little value as a serial acquirer doomed to continue buying companies at a poor rate of return,” he said.Even assuming better capital allocation, his entry-price range for a control buyer seeking 15% annualized returns was $45 to $60, which is about 38%-54% below current levels. At that market price, he estimated a control buyer could earn 10%. His $18-$26 comparison for FIS was about 33%-53% below last closing price.&nbsp;Still, he saw a potential catalyst for rivals. “Nevertheless, a buyout of Global Payments should validate the value of the other legacy payment networks. Perhaps even put them in play,” he said.<h2 class="st-heading-2">Burry Stands By His PayPal ‘Fat Pitch’</h2>Burry remains bullish on PayPal, though he said its business isn't an easy comparison to Global Payments.“I have it today trading at about 0.80x IV15, and it is a Fat Pitch here in the $50s,” he said. He called his position small to normal in size. His bullish stance predates the latest deal speculation. In July, he challenged Stripe and Advent’s $60.50-per-share offer, arguing that a buyer taking control of PayPal should pay more.“$60.50 is just too low. I am not selling, and I believe it is only an opening bid,” he said at the time. Stripe and Advent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-08-28/advent-stripe-consortium-is-said-to-drop-pursuit-of-paypal">reportedly</a> abandoned their pursuit in August.Outside payments, Burry added to Sprouts Farmers Market (SFM) call options expiring in 2028 and JD.com (JD) calls expiring in 2029. He also bought more BYD (BYDFF), calling the automaker a mid-sized position and JD as a large holding.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pgen-stock-retail-buyout--inovio-rival-crashes-party-before-earnings/cNG9qNsR92t">Precigen Bears Take Over Premarket – But Retail Bulls Still See A Buyout Coming&nbsp;</a>

Michael Burry attends "The Big Short" New York Premiere at Ziegfeld Theater on November 23, 2015 in New York City. (Photo by James Devaney/WireImage)

Michael Burry’s Fiserv Buyout Math Hits $120 — Reaffirms PayPal As A ‘Fat Pitch’ Amid Global Payments Deal Buzz

BYD Co

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Fiserv, Inc.

Global Payments, Inc.

JD.com Inc - ADR

PayPal Holdings Inc

Sprouts Farmers Market Inc

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