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Capex fears trigger biggest Tech sell-off since 'Liberation Day'
Yahoo Finance Video19d agobearishVIDEO
Capex fears trigger biggest Tech sell-off since 'Liberation Day'

Capital expenditure (capex) concerns are weighing on technology stocks as investors scrutinize Big Tech's heavy spending on AI infrastructure. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Opening Bid Host Brian Sozzi to discuss why rising capex has become a key concern for the market.

American Express Sinks 6% After Q2 Earnings Beat as Visa, Mastercard Hold Steady
24/7 Wall St.19d agobullish
American Express Sinks 6% After Q2 Earnings Beat as Visa, Mastercard Hold Steady

American Express (NYSE:AXP) stock is sliding Friday morning, trading at $320.55 and down 6% after the card issuer reported a Q2 2026 beat that traders opted to fade. The reaction hit within an hour of the 8:30 a.m. ET 8-K Form, pulling American Express stock down from a prior close of $340.84. The drop extends ... American Express Sinks 6% After Q2 Earnings Beat as Visa, Mastercard Hold Steady

Pacific Gas & Electric Q2 Earnings Call Highlights
MarketBeat20d agoneutral
Pacific Gas & Electric Q2 Earnings Call Highlights

Pacific Gas & Electric (NYSE:PCG) reaffirmed its 2026 earnings guidance and longer-term financial plan on its second-quarter earnings call, while executives emphasized that California wildfire liability reform remains a critical factor for the utility’s capital plans and path to investment-grade

Mastercard (MA) Expands Virtual Card Platform As Citi Prepares Global Launch
Simply Wall St.20d agoneutral
Mastercard (MA) Expands Virtual Card Platform As Citi Prepares Global Launch

Mastercard announced major upgrades to its virtual card number platform, adding new security controls, an embedded payments network, and unified API access. The company is targeting both enterprises and financial institutions looking to scale and secure virtual card programs. Citi will be the first issuer to launch these capabilities globally, signaling broad industry interest in the expanded platform. For investors following Mastercard (NYSE:MA), this product update sits against a mixed...

Does Mispricing Offer Opportunity in Mastercard (MA)?
Insider Monkey20d agoneutral
Does Mispricing Offer Opportunity in Mastercard (MA)?

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to […]

Mastercard (NYSE:MA): Jim Cramer’s “Tech Company in Bank Clothing”
Insider Monkey20d agoneutral
Mastercard (NYSE:MA): Jim Cramer’s “Tech Company in Bank Clothing”

During the July 21 episode of CNBC’s Mad Money, host Jim Cramer reviewed Mastercard Incorporated (NYSE:MA) using options trader Bob Lang’s analysis of the daily chart of the stock. Pointing to the company as a premier vehicle for investors seeking to rebalance away from pure tech without sacrificing growth or high-margin processing power, Cramer highlighted […]

Jim Cramer Highlights Visa (V) as Consumer Credit Demand Soars
Insider Monkey20d agobullish
Jim Cramer Highlights Visa (V) as Consumer Credit Demand Soars

During the Tuesday episode of Mad Money, host Jim Cramer discussed the major credit card networks as he noted that consumer spending remains resilient. He began by highlighting the broader economic data and noted that roughly 81% of Americans hold a credit card, averaging three to four cards per consumer, with cardholders using about 29% […]

Nium targets stablecoins, growth
Payments Dive21d agoneutral
Nium targets stablecoins, growth

The cross-border payments company bought Cypher this month to roll forward its stablecoin strategy, says CEO Prajit Nanu.

Mastercard (MA) Moat Looks Unbreakable — Except For One Growing Threat
Insider Monkey21d agoneutral
Mastercard (MA) Moat Looks Unbreakable — Except For One Growing Threat

Mastercard (NYSE:MA) is one of the top non-AI stocks among retail investors right now, based on our search of Reddit investing communities. But why are they buying a payment network stock while everyone else chases chips and data centers? Why Redditors Are Buying One Redditor summed up the appeal: even in a downturn, people keep […]

Is Mastercard (MA) Cheap Or Fully Valued On Vocalink Sale Talk?
Simply Wall St.22d agoneutral
Is Mastercard (MA) Cheap Or Fully Valued On Vocalink Sale Talk?

Mastercard (MA) is reportedly considering selling a majority stake in its UK payments subsidiary Vocalink to British banks, a move that could reshape the company’s exposure to critical UK payment infrastructure. See our latest analysis for Mastercard. Recent headlines around a potential Vocalink sale, Berkshire Hathaway exiting its position and upcoming earnings have come against a mixed backdrop for Mastercard, with the share price returning 9.9% over 30 days but the year-to-date share price...

Capital One Financial Q2 Earnings Call Highlights
MarketBeat22d agoneutral
Capital One Financial Q2 Earnings Call Highlights

Capital One Financial (NYSE:COF) reported second-quarter 2026 earnings of $3 billion, or $4.73 per diluted common share, as management said the company continued to generate top-line growth while advancing its Discover integration and adding Brex to its domestic card business. Chief Financial Offic