Mastercard stock has returned 67.5% over the past five years, yet current valuation checks send a mixed message, with the intrinsic value estimate from the Excess Returns model pointing to meaningful upside while earnings based multiples suggest the shares trade at a premium. That gap, alongside recent share price softness over the past year, is putting more focus on what investors are really paying for Mastercard’s growth story today. A 67.5% gain over five years signals Mastercard has...

The future of money is being written in the plumbing, not the halls of Congress. On August 18, 2026, Rain launched the Agentic Payments Alliance (APA), a coalition of 26 founding members including Visa, Mastercard, Fiserv, Circle, Solana, and others, all aiming to define the rules for agentic commerce. The industry is essentially treating the […]

The payments giant sent a torrent of cash back to its owners, yet the stock trailed the market. Here’s what that money really bought and what has to go right for the checks to continue.

Ackman sold shares of Amazon and Alphabet while buying shares of Microsoft and Meta Platforms.

The Mastercard CEO offers a candid assessment on the future of tech.

Greg Abel's first full quarter running Berkshire's portfolio wiped out sixteen positions in one sweep, and OMAH shareholders are only now finding out what that means for the fund they thought they owned.

Yahoo Finance Executive Editor Brian Sozzi sits down with Mastercard CEO Michael Miebach to discuss how the global financial network is preparing for agentic commerce and the rollout of secure "Agent Pay"; how Mastercard navigated pandemic-era supply chain disruptions, and why stablecoins will serve specific cross-border use cases rather than replace traditional currency.

Its options price a wide dollar range for the year ahead, and still a calmer one than the stock has just delivered.

WU is expanding its U.S. retail reach through Total Wireless, adding money transfers, bill payments and money orders to more stores nationwide.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

The Agentic Payments Alliance (APA) will operate as a coalition governed collectively by its founding members.

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

Mastercard’s updated valuation work now points to a fair value of about US$667.30 per share, compared with the prior US$653.28. This shift lines up with recent Street research that has generally taken a constructive tone after Q2 results, with many analysts adjusting price targets as they weigh solid core payments trends against competitive and regulatory questions. In this article, you will see how those moves fit into the evolving Mastercard narrative and what to watch next as new data...

Visa is currently shopping for a new stablecoin settlement and over-the-counter (OTC) partner. While the move appears to be a routine vendor swap, it functions as a strategic decoupling. According to CoinDesk, which reviewed the request for proposal (RFP) issued on August 18, 2026, the payment giant is looking to fill a void left by […]

Mastercard delivers 15% revenue growth as payment volume and cross-border transactions expand.

Credit card giant Visa (NYSE: $V) is in search of a new stablecoin settlement partner after its previous partner in...

Mastercard's CEO is betting that the company's next decade of growth has nothing to do with credit cards, and the payment category he's eyeing doesn't exist yet on any network.

Bill Ackman just made Visa a major new bet after the stock trailed the S&P 500 for five straight years. Whether that lag signals a coiled spring or a structural problem depends on threats most investors are not watching closely enough.

Pershing Square's new Visa position adds a prominent long-term investor, but the shares surrendered part of their disclosure-driven gain.

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

PYPL's 36.1% surge in three months reflects TPV and Venmo growth, but weak checkout growth and fierce competition raise questions about its recovery.

Visa Direct's 21% transaction growth and expansion into cross-border and stablecoin use cases could reshape V's growth story.

Even among high-powered investment experts, one man's trash can be another man's treasure.

In Bitcoin news today, Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, argued this week that gold remains easier to use for everyday transactions than Bitcoin, reviving a long-running debate over the asset’s real-world utility. The comments arrived alongside a sharper attack on Michael Saylor’s Strategy Inc. (NASDAQ: ...

Bill Ackman once fled Netflix at a loss, so his decision to buy back in now raises a pointed question: does he see a genuine turnaround forming in a stock that has badly lagged the market, or is he walking into the same trap twice?

Here's what changed.

As cybersecurity threats increase, Mastercard is focusing on prevention and defense for its 3.7 billion cardholders.

Bill Ackman's Pershing Square added Visa (NYSE: V) in a major portfolio reshuffle, highlighting fresh institutional attention on the US payments giant. At the same time, European authorities and private alliances are pushing projects that aim to cut reliance on US card networks such as Visa and Mastercard. The European Central Bank is backing regional payment alternatives that seek more financial autonomy and lower exposure to geopolitical risk. These parallel moves could influence how Visa...

Billionaire investor Bill Ackman has been busy putting billions of dollars to work after completing one of the biggest milestones in the history of Pershing Square. In its second-quarter update, Pershing Square highlighted the $5 billion initial public offering of PSUS, the New York Stock Exchange ...

The same investor just bought all three -- but only one of the charts looks like something went wrong.

Visa just crossed $4 trillion in quarterly payments volume while Mastercard keeps quietly expanding its margins and winning high-profile clients. Both giants reported earnings days apart, and the gap between their growth stories is wider than the headlines suggest.

Tom Gardner talks with CEO Michael Miebach on security, stablecoins, and agentic commerce.

Payment giants Fiserv, Inc. (NASDAQ:FISV) and Mastercard Incorporated (NYSE:MA) announced a major strategic global partnership on August 4. The deal integrates Mastercard Merchant Cloud into Fiserv Commerce Hub, creating a unified connection for enterprise merchants across online, mobile, and in-store channels. Building on this momentum, Fiserv separately partnered with Stuut Technologies on August 5 to […]

Bill Ackman reveals a fresh stake in Visa stock. Options pricing also suggests V shares will rip higher in the weeks ahead.

The credit card giant is fiercely bullish on digital dollars and euros.

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

Netflix, Visa and other stocks rose on the news that Bill Ackman was investing in them. The billionaire focuses on buying what he views as high-quality growth companies.

Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time sounds nothing like 2022.

Bill Ackman just made his boldest portfolio move in years, adding Mastercard to his biggest funds at a moment when the stock is quietly losing ground to the broader market. Whether that gap makes it a bargain or a warning sign depends on what you believe about the future of payments.

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...

Pershing Square (NYSE:PS) held its first earnings call as a public company, with Chairman and CEO Bill Ackman emphasizing the firm’s strategy of generating growth through the compounding value of its existing investment portfolios while selectively launching new vehicles. Ackman said the firm’s per

Chime Financial (NASDAQ: $CHYM) is planning to add stablecoins to its consumer banking platform and app.

Mastercard's faster-growing services business could capture additional economics as AI agents initiate and authenticate more commercial transactions.

Ackman adds six new holdings across his funds, the biggest overhaul in years

Visa Stock Edges Higher as Ackman Backs Network Durability

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

The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios.

Ripple closed ten major deals in 2026 and not one of them settled in XRP, which raises a question the coin's supporters have struggled to answer about what the token actually does now.

Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years.