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.

AFRM's faster growth, expanding BNPL ecosystem and lower valuation multiple give it the edge over V for greater upside potential.

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.

Visa (V) is back in focus after quarterly results exceeded expectations, helped by higher payment volumes, increased cross border activity, and more processed transactions, alongside new efforts in stablecoins and digital payment partnerships. See our latest analysis for Visa. Visa’s recent earnings beat and progress in stablecoins and agentic commerce have come alongside a solid 90 day share price return of 10.39%, while the 5 year total shareholder return of 63.23% points to momentum that...

The government and card network are trading accusations of overly broad discovery requests and ‘gamesmanship’ in the DOJ’s debit card lawsuit.

UK towns are competing for £20,000 grants to support local projects as high street footfall continues to lag behind other retail destinations.

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

The payments giant offers double-digit growth without semiconductor factories or direct consumer-credit risk.

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

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 […]

Top research reports spotlight Visa as payments grow, Lam Research on AI demand and Caterpillar on strong backlog.

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 […]

Visa's payments growth, Lam Research's AI-driven demand and Caterpillar's broad market momentum headline today's top analyst reports.

Visa posts strong fiscal Q3 results with $6.3 billion adjusted profit and 10% payment volume growth.

Visa stock has returned 59.2% over the past five years, yet valuation signals are split, with the Excess Returns intrinsic value estimate suggesting the shares trade below intrinsic value while earnings based multiples point to a richer price tag. That disconnect, set against a backdrop of regulatory scrutiny and new blockchain partnerships, is what investors now have to weigh. Over five years, Visa has delivered a 59.2% total return, which shows the stock has already rewarded long term...

A new app makes it easier for McDonald’s employees to get to their jobs.

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

The Krak Card offers up to 2% cash or bitcoin back and lets users spend from more than 600 currencies and crypto assets

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.

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: ...

According to Rallies Arena, a public tracker that gives AI models money and watches how they invest it, Visa (NYSE:V) is among the top stock holdings of ChatGPT. Visa recently made the news after billionaire Bill Ackman shared his bullish views on the stock in his investor letter. Ackman calls Visa one of the highest-quality […]

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.

The July 2, 2026, live agentic payment transaction in Germany—executed by Worldline, ING, and Visa—served as a definitive proof of concept for the future of commerce. By successfully navigating product identification, consumer authentication via Visa Payment Passkeys, and standard authorization protocols, the trial demonstrated that the existing payment rails are not the primary bottleneck. As […]

For many Americans, retirement was once expected to come with the major financial milestone of owning a home free and clear. New research from Visa (NYSE:V) shows a rising number of older Americans are still carrying mortgage debt well into...

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.

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

Solana is about to get significantly faster. A major upgrade expected to land in September will cut transaction finality from 12.8 seconds to approximately 150 milliseconds, a reduction of nearly 99% that developers say will make the network feel almost instantaneous for end users. The ...

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.

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

Lithic, Zerohash, and Cashi recently announced new partnerships and products that use Visa’s network to enable USDC and other stablecoin settlement, cross-border payouts via Visa Direct, and everyday card spending from stablecoin balances. Visa’s own onchain analytics show stablecoins processed US$4.80 trillion in the past 30 days, with adjusted activity of US$1.10 trillion and record stablecoin card spending in July, underscoring how quickly onchain money is intersecting with traditional...

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

The billionaire investor’s portfolio has trailed the broader market since he took the fund, Pershing Square USA, and his firm public in April.