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Visa just posted a fifteenfold jump on a new payment rail while its core business hits records, but the real question is whether stablecoins strengthen its network grip or quietly erode the economics that justify trading near all-time highs.

These top Berkshire holdings in the financial sector have great potential during the next few years.

PayPal (PYPL) has gained 27% over the past three months while the S&P 500 returned 0.7%. Over the trailing twelve months, the stock is still down 18.7%, so the whole gain is recent. A gain that recent still needs an operating reason to hold, and management points to what PayPal lends, not to the checkout button.

Mastercard (NYSE: MA) and KEO Capital have entered a multi-year partnership to expand KEO’s cross-border card program. The agreement focuses on widening access to Mastercard-branded cards for KEO Capital clients and program participants in international markets. The collaboration targets broader usage of Mastercard solutions in cross-border payments for financial institutions and other KEO Capital partners. This new KEO Capital and Mastercard cross-border card partnership deserves...

V's premium valuation is backed by strong margins, VAS growth, AI and stablecoin moves, but rising competition and regulation temper near-term upside.

PayPal expands into tuition, BNPL and merchant payments, giving the company more ways to reach customers and grow.

PayPal (PYPL) trades at 9.8 times earnings while the S&P 500 trades at 23.2. The profitability underneath is ordinary: an 18.4% operating margin against 18.5% for the market. The discount is not about whether the company makes money. It is about what each dollar it moves is worth.

Robinhood memecoin buys made with credit cards posted as digital media, earning points Chase says should not apply.

AFRM's Q4 earnings beat is driven by 36% GMV growth, rising transactions and card adoption, while credit losses and expenses increase.

Mastercard currently sits near the lower end of its buy zone, and so bullish investors might consider a bull call spread.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

Visa's Bluefin partnership combines payment security, routing and device management. The move could deepen merchant relationships and expand Visa's acceptance solutions.

Investors looking to follow President Trump’s investment moves may want to consider these three stocks, which could offer attractive opportunities right now.

Both payment giants just hit record highs on the same day, which sounds like a reason to celebrate owning either one until you realize the two stocks tell very different stories about which investor actually wins from here.

Visa stock climbed 3.1% on Monday to close at $382.41, its highest finish since June 2025

Mastercard (MA) has been in focus after appointing Yasemin Bedir as president of its Eastern Europe, Middle East and Africa unit, a role that reports directly to the company’s largest geographic revenue contributor. See our latest analysis for Mastercard. The executive reshuffle in Eastern Europe, the Middle East and Africa comes as Mastercard’s share price shows strong momentum, with a 21.67% 90 day share price return and a 75.01% 5 year total shareholder return. If Mastercard’s recent rally...

Capital is rotating toward transaction networks with visible growth and limited exposure to credit losses.

Strong travel and value-added services are keeping Mastercard's earnings engine ahead of economic anxiety.

Mastercard's new Pershing Square endorsement meets a demanding valuation near 31 times trailing earnings.

Here's what changed.

The businesses that produced this recovery were named in the company's own reports well before the shares moved.

In recent days, Mastercard’s Eastern Europe, Middle East and Africa unit named 20-year company veteran Yasemin Bedir as its next president effective September 1, 2026, while the company also expanded collaborations ranging from crypto-compliant cross-border stablecoin payments with Borderless.xyz to merchant cloud services with Fiserv and enhanced co-branded card benefits with American Airlines and Citi. At the same time, Bill Ackman’s Pershing Square has disclosed a new position in...

Financial technology and payments companies outperformed quarterly estimates as consumer spending tu

The hedge fund also disclosed new positions in Visa, Mastercard, S&P Global, Intercontinental Exchange, and Alcon

The new blockchain expands its ecosystem and widens its moat.

Despite strong fundamentals, these financial stocks have underperformed the market in 2026.

Cybersecurity, authentication and customer-engagement products grew twice as quickly as Mastercard's traditional payment-network revenue.

Fiserv (NasdaqGS:FISV) announced a new global partnership with Mastercard to integrate advanced merchant services into Mastercard Merchant Cloud. The collaboration is aimed at simplifying commerce for large enterprise merchants and expanding Fiserv's value-added services offering. Through this agreement, Fiserv plans to broaden its global merchant reach by connecting its platform to Mastercard's cloud based infrastructure. The move comes after Fiserv's recent earnings miss and guidance cut...

By Jarrett Banks Corpay (NYSE: CPAY) delivered another strong quarter of double-digit organic revenue growth. But increasingly, investors are keyed into management’s capital allocation strategy as a top reason to own the stock. Several analyst notes pointed out that Corpay is evolving into one of the payments industry’s premier capital compounders. JPMorgan said investors should […] The post Corpay’s Price Target Raised by Brokers After Earnings Beat appeared first on ExecEdge.

JPMorgan Chase & Co. CEO Jamie Dimon is reportedly urging corporate leaders to join a U.S.-focused industry group aimed at addressing AI-related risks as businesses rapidly adopt artificial intelligence. Dimon has personally contacted CEOs of major banks, regional lenders, and...