RBC Capital Markets
June 26, 2026
Perlin's Ponderings
Daily UpdateEquitiesFinancialsInformation Technology
This report provides a daily digest of commentary on the financial technology, card networks, and payment acceptance sectors, highlighting recent corporate partnerships and growth metrics.
Key Takeaways
- 1.Jack Henry partnered with Google Cloud for an AI security platform, with early adopters reporting 70% time savings.
- 2.Tokenized assets on the XRP Ledger grew 2,200% y/y to $568M.
- 3.Major card networks (Visa/Mastercard) are expanding lifestyle/travel platforms globally into Africa and premium markets.
Table of Contents
- Capital Markets
- Perlin’s Ponderings
- Financial technology
- Card networks
- Payment acceptance
- Valuation Data
- Fundamental data
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Authors
Daniel R. PerlinMatthew Inglis
Securities
JKHYV
Themes
AI IntegrationGlobal Market ExpansionTokenization
Regions
North AmericaGlobalUnited StatesAfrica
