Global Payments is gaining traction as more merchants adopt its point-of-sale and software-linked payment tools, while a recent business sale frees up cash for returns to shareholders. The big question is whether it can keep growing through new partnerships and an acquisition integration without margin pressure or tougher competition getting in the way.Read more

PDD is growing faster than expected as Temu spreads to more countries and gets better at turning shoppers into profit, while its core marketplace stays strong. New rules in Europe and the U.S. could raise costs, but the company’s large cash pile gives it room to keep investing and handle bumps.Read more