Noticias

Berkshire Hathaway (BRK-A, BRK-B) has adjusted its equity portfolio under new CEO Greg Abel, including a new $2.6 billion stake in Delta Air Lines (DAL) while tripling the firm's stake in Alphabet (GOOG, GOOGL). The Glenview Trust Company CIO Bill Stone takes a closer look at Berkshire's revamped equity holdings and which stocks it has dumped under Abel. After stepping down from the chief executive role at the beginning of 2026, Warren Buffett remains as Berkshire's executive chairman.

Berkshire Hathaway's new CEO made big moves in the first quarter.

Visa (NYSE:V) and Mastercard (NYSE:MA) just closed the books on calendar Q1 2026, and both networks beat expectations while pulling toward different strategic frontiers. Visa is selling itself as a “payments hyperscaler”. Mastercard is leaning into agentic commerce and stablecoins. The same swipe economy, two very different bets on what comes next. Data Processing Carries ... Visa vs Mastercard. The Numbers Just Told Us Which Network Is Pulling Away

MA and JD.com team up on AI commerce, cross-border payments and fraud prevention to simplify global trade and improve travel shopping in China.

The exit was part of a broader portfolio reshuffle in the first quarter after Greg Abel succeeded Warren Buffett as CEO

Investing.com -- Nonprofit organization WYDE will launch an $EAT Debit Card for businesses, a Visa-powered card that automatically directs a portion of every transaction toward hunger-relief charities, Investing.com has learned.

Visa (V) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The Neves Licensing Authority has identified a growing global demand for specialized licensing frameworks in the digital finance sector, driven by the shift towards technology-driven financial models and cross-border fintech activities. As financial technology operators increasingly depend on sophisticated systems like remote onboarding and cloud-based infrastructure, there's a rising need for modern licensing environments that support operational scalability and governance transparency. This...

Berkshire Hathaway (NYSE:BRK.A) recorded its first quarter of portfolio decisions under new CEO Greg Abel. The company exited positions in Amazon, Visa, Mastercard, and UnitedHealth while sharply reducing the overall number of holdings. Berkshire returned to airline stocks with a new stake in Delta Air Lines and added exposure to Macy's, while reallocating more capital to Alphabet. Berkshire Hathaway enters this new phase with NYSE:BRK.A recently trading around $723,821.0 per share. Over...

Visa Inc. (NYSE:V) is one of the Best Fundamentally Strong Stocks to Buy Now. On May 12, Truist analyst Matthew Coad lifted its price objective on the company’s stock to $371 from $361 and kept a “Buy” rating on the shares. This forms part of the research note on the Payments sector after the Q1 results. As per […]

Cash is suddenly king again on Wall Street. With recession fears lingering, interest rates still elevated, and consumers showing signs of fatigue, corporate America has been preparing for rougher weather ahead. Few companies have prepared more aggressively than Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B). The conglomerate ended the first quarter sitting on a staggering $397.6 billion cash pile, ... Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet

Insights into ValueAct Capital (Trades, Portfolio)'s First Quarter 2026 13F Filing

Visa (NYSE:V) has completed a major exchange offer involving its Class B-1 and B-2 common shares. Roughly 98% of these shares were exchanged for a mix of Class B-3 and Class C common stock plus cash. The transaction materially reshapes Visa's capital structure and long term shareholder mix. For investors tracking NYSE:V, this capital move sits alongside a share price of about $325.75 and multi year returns of 42.8% over 3 years and 49.1% over 5 years. Over shorter periods, the stock is up...

Berkshire Hathaway added stakes in Delta and Macy's during Greg Abel's first quarter as CEO of the conglomerate, while eliminating holdings in Amazon and other major companies.

Berkshire Hathaway more than tripled the size of its investment in Google's parent company and bought over $2.6 billion worth of Delta Airlines stock as Greg Abel settled into the CEO job after taking over from Warren Buffett at the start of the year. The conglomerate also dumped a number of other stocks, including Visa, Mastercard, Domino's Pizza, Amazon and United Healthcare after the departure late last year of Todd Combs, who was one of the two investment mangers Buffett hired to help manage the portfolio. Buffett was always reluctant to invest in tech companies because he said he didn't understand them well enough to predict the long-term winners.

Berkshire Hathaway boosted its stake in Alphabet to nearly 58 million shares on March 31 from almost 18 million shares at year-end.

Here's what investing conglomerate Berkshire Hathaway was buying and selling during the first quarter, the first period for Greg Abel at the helm since succeeding Warren Buffett as CEO. Delta Air Lines: Berkshire bought a sizable stake worth around $2.

PYPL trades at a steep discount to peers as Venmo growth, AI-commerce initiatives and global expansion support its recovery path.

(Bloomberg) -- Donald Trump got the pageantry he craved during his trip to China. But the US president concluded the summit largely where he began, receiving little help from his self-described "friend" Xi Jinping in dealing with a messy war in Iran and a challenging political climate at home.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran's Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With

(Bloomberg) -- Donald Trump got the pageantry he craved during his trip to China. But the US president concluded the summit largely where he began, receiving little help from his self-described “friend” Xi Jinping in dealing with a messy war in Iran and a challenging political climate at home.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With

Financial disclosures for US President Donald Trump showed hundreds of millions of dollars’ worth of transactions involving securities in major...

Financial disclosures for US President Donald Trump showed hundreds of millions of dollars' worth of transactions involving securities in major...

Financial disclosures for US President Donald Trump showed hundreds of millions of dollars’ worth of transactions involving securities in major...

Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX is reportedly targeting a valuation of roughly $1.75 trillion in its planned offering, and Reuters this morning lined the deal up against three ... The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: “Most of the Time, Things Don’t Go According to Plan.”

SpaceX is targeting a valuation of roughly $1.75 trillion in its upcoming ‌initial public offering, in what could be the ‌biggest-ever stock market debut by a U.S. company on Wall Street. The ​listing of Elon Musk-led SpaceX could easily dwarf many of the biggest U.S. IPOs on record, including those of Alibaba, Visa and Facebook, now Meta Platforms, which analysts ‌say reflects high growth ⁠expectations from the rocket and satellite company that it may struggle to meet. Analysts ‌say SpaceX's proposed valuation reflects in part how much investors are being asked to pay for future growth.

Visa (NYSE:V) is rolling out Tap to Confirm and Tap to Activate, tap-based digital identity and card activation tools developed with Keyno and Fidelity Bank (Bahamas). These features allow cardholders to verify their identity and activate cards by tapping a physical card against a mobile device. Separately, Visa is deploying an AI-powered fan intelligence platform with Ten Beat, built around one million fan personas. The Ten Beat partnership is designed to support sports marketing campaigns...

Commerce Bancshares recently recorded a US$99 million pre-tax gain from a Visa stock exchange and disclosed plans to sell about US$911 million of lower-yielding available-for-sale securities to reinvest in higher-yield assets, aiming to reshape its securities portfolio after the March 31, 2026 reporting period. This portfolio realignment, paired with State Street’s reported beneficial ownership of 7.07 million Commerce Bancshares shares, highlights growing institutional engagement with the...

The country's largest credit card companies saw first-quarter spending increase 7% year over year to $1.1 trillion.

GPN introduces an AI-powered Genius handheld POS with voice ordering, offline payments and kiosk support for restaurants.

AXP expands card acceptance at three Canadian restaurant chains as AmEx targets higher dining spend and deeper cardmember engagement.