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Mastercard Deepens JD.com And Amazon Ties To Shape Future Payment Flows
Simply Wall St.78d agoneutral
Mastercard Deepens JD.com And Amazon Ties To Shape Future Payment Flows

Mastercard (NYSE:MA) is partnering with JD.com to expand payment infrastructure and co-develop AI powered commerce tools in China. The company is also rolling out new Amazon Business credit cards that run on the Mastercard network, with built in spend management and security features. Mastercard, trading at $493.01, is moving beyond headline earnings and focusing attention on where and how transactions happen. The stock has declined 12.5% year to date and 13.7% over the past year, and it...

Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet
Simply Wall St.81d agoneutral
Berkshire Hathaway Rebalances Under Greg Abel With Bigger AI And Tech Bet

Greg Abel, now CEO of Berkshire Hathaway (NYSE:BRK.B), has overseen a major reshaping of the stock portfolio, including full exits from Amazon, Visa, Mastercard, and UnitedHealth. Berkshire has built a top 5 position in Alphabet and has sharply increased AI related holdings, which now account for more than a third of the portfolio’s value. These moves reflect the biggest shift in Berkshire’s capital allocation approach in decades, with a clearer tilt toward technology and AI focused...

Is SoFi’s Mixed Q1 2026 Signals Altering The Investment Case For SoFi Technologies (SOFI)?
Simply Wall St.82d agoneutral
Is SoFi’s Mixed Q1 2026 Signals Altering The Investment Case For SoFi Technologies (SOFI)?

Earlier this month, SoFi Technologies reported strong Q1 2026 results, including US$1.10 billion in revenue and US$166.7 million in GAAP net income, while facing questions over unchanged full-year guidance, a short-seller report, and weakness in its Technology Platform segment after losing a major client. At the same time, SoFi is pushing ahead with broader ambitions, from minting its own stablecoin with Mastercard for global settlement to integrating acquisitions and expanding lending,...

Amazon Lawsuit Ruling And New Services Shape Valuation Debate
Simply Wall St.83d agobearish
Amazon Lawsuit Ruling And New Services Shape Valuation Debate

A U.S. appeals court upheld the dismissal of a whistleblower lawsuit accusing Amazon.com of facilitating customs duty evasion. Amazon.com introduced Alexa for Shopping, an AI assistant designed to personalize and streamline retail purchases across its platform. The company also rolled out two new Mastercard powered business credit cards aimed at business customers that use Amazon. Amazon.com (NasdaqGS:AMZN) is trading at $268.46, with the stock up 18.5% year to date and 32.2% over the past...

Warren Buffett's Berkshire dumps entire stake in iconic fintech giant
TheStreet84d agoneutral
Warren Buffett's Berkshire dumps entire stake in iconic fintech giant

Warren Buffett is no longer running Berkshire Hathaway. And the man who replaced him just made that very clear. Greg Abel took over as chief executive at the start of 2026 after Buffett stepped down following nearly six decades at the helm. Investors had been watching closely for any signs of a new ...

Mastercard (MA) Partners With JD.com To Build Out Global Payment Connectivity And Explore Agentic AI-Powered Purchasing Solutions
Insider Monkey84d agoneutral
Mastercard (MA) Partners With JD.com To Build Out Global Payment Connectivity And Explore Agentic AI-Powered Purchasing Solutions

With a net income margin of 45.88% and upside potential of 30.00%, Mastercard Incorporated (NYSE:MA) ranks among the best extremely profitable stocks to buy according to Wall Street analysts. The company reported net income of $14.97 billion for the recently completed fiscal year (FY25). That momentum remained visible in Mastercard Incorporated (NYSE:MA)’s first-quarter 2026 results […]

How Investors May Respond To Berkshire Hathaway (BRK.A) Portfolio Overhaul Under New CEO Greg Abel
Simply Wall St.84d agoneutral
How Investors May Respond To Berkshire Hathaway (BRK.A) Portfolio Overhaul Under New CEO Greg Abel

Berkshire Hathaway’s board has updated its by-laws and, under new CEO Greg Abel, reshaped the equity portfolio by exiting long-held positions such as Visa, Mastercard, UnitedHealth, and Amazon while adding or expanding stakes in Alphabet, Delta Air Lines, and Macy’s. These moves, alongside the departure of portfolio manager Todd Combs, highlight a refreshed capital allocation approach that still preserves Berkshire’s core long-term holdings and culture. We’ll now examine how this major...

Can SoFi Hit $50 by 2030?
24/7 Wall St.84d agoneutral
Can SoFi Hit $50 by 2030?

SoFi Technologies (NASDAQ:SOFI) minted its own stablecoin on a public blockchain and signed Mastercard to settle it globally. Yet shares are down 40.07% year to date and trading at $15.69. The Q1 earnings report showed $12.18 billion in loan originations, up 68% year over year, and management is guiding to $4.655 billion in adjusted net ... Can SoFi Hit $50 by 2030?

Endava Q3 Earnings Call Highlights
MarketBeat84d agoneutral
Endava Q3 Earnings Call Highlights

Endava (NYSE:DAVA) reported a weaker fiscal third quarter and lowered its fourth-quarter outlook, with management citing delayed client decisions, geopolitical disruption in the Middle East and longer sales cycles for large outcome-based contracts. Chief Executive Officer John Cotterell said demand

Amazon.com, Inc. (AMZN) Expands with AI-Powered Shopping Guides
Insider Monkey84d agoneutral
Amazon.com, Inc. (AMZN) Expands with AI-Powered Shopping Guides

Amazon.com Inc. (NASDAQ:AMZN) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 13, Amazon.com Inc. (NASDAQ:AMZN) unveiled Alexa for shopping, a new personalized agentic AI assistant. By combining deep product knowledge with comprehensive information across the web, the tech giant is offering one of the most personalized AI shopping assistants. […]