Fintech names like PayPal, Fiserv, and Shift4Payments drew attention after Mizuho cut price targets, citing macro data and cautious management commentary. PayPal target was lowered to $75, Fiserv to $100, and Shift4 to $90, with reduced revenue and margin expectations. Despite the cuts, Mizuho maintained Outperform ratings, noting consumer spending pressures and retail softness.