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?