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.