AFRM's faster growth, lower valuation and higher analyst upside give it the edge over MA in the race to capitalize on digital payments.
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American Express expands its commercial payments with new automation tools and a Bottomline partnership to streamline B2B payments and reduce manual processing.
Mastercard (MA) is reportedly considering selling a majority stake in its UK payments subsidiary Vocalink to British banks, a move that could reshape the company’s exposure to critical UK payment infrastructure. See our latest analysis for Mastercard. Recent headlines around a potential Vocalink sale, Berkshire Hathaway exiting its position and upcoming earnings have come against a mixed backdrop for Mastercard, with the share price returning 9.9% over 30 days but the year-to-date share price...
Capital One Financial (NYSE:COF) reported second-quarter 2026 earnings of $3 billion, or $4.73 per diluted common share, as management said the company continued to generate top-line growth while advancing its Discover integration and adding Brex to its domestic card business. Chief Financial Offic
MasterCard (MA) concluded the recent trading session at $538.3, signifying a -1.67% move from its prior day's close.
XRP has staged a breakout above trend line resistance, fueled by a 37% surge in trading volume and a strong wave of short liquidations. If the pattern’s projections are realized, XRP could jump to $1.40 in the near term.
Mysten Labs, Polygon Labs, and OSL Group discuss Open USD, regional stablecoin adoption, local-currency coins, and blockchain settlement in 2026.
Visa (V) trades at $360.57 per share on a $651.9B market cap and 29.3x trailing earnings. Under a conservative 3-year scenario, the math points to roughly 42% of upside. Revenue compounding does most of the work in our scenario. Here is the picture the math sits on top of.
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]
Circle builds a four-layer financial stack on Arc while Tether's $184 billion USDT keeps its grip on crypto's dollar.
Media data tracking World Cup payment articles reveals a clear split between the major card networks
“Too big to fail” is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and rainbows as their scale can limit their ability to find new sources of growth.
EPAA said there is currently no “agreed standard” across APAC on who is liable when an AI agent exceeds its mandate.
Grayscale highlighted Ripple's elite partnerships, yet XRP stays flat. Here is why adoption is not lifting the price.
A settlement over swipe fees could mark a major shift for retail payments as merchants embrace surcharges on high-end cards.
Berkshire may have exited Mastercard for reasons unrelated to Mastercard's underlying business strength.
American Express (NYSE:AXP) has joined Visa, Mastercard, and Stripe in backing the x402 Foundation, an AI driven, open source payment protocol initiative. The company has also raised the annual fee on its Platinum card, marking the first change to this premium product’s pricing since 2021. For investors watching American Express, these moves highlight how a long established payments and card issuer is responding to shifts in technology and customer expectations. The x402 collaboration links...
With its stock trading at a deep discount, PayPal is betting a new CEO and a major overhaul can fix what's broken, forcing investors to weigh a potential bargain against a difficult transformation.
The Trump administration imposed 25% tariffs on Brazil, citing its PIX payment system and other alleged unfair trade practices.

<body><p>STORY: A selloff of high-flying chip stocks is sparking fresh concerns about the sustainability of the AI-driven surge amid a nearly trillion-dollar spending boom.</p><p>"The level of spend is so high now that [AI-related] companies are now starting to have to issue debt to fund it," Lynch said. "And that's kind of a dividing line. And [there's] going to be some increased skepticism... on these AI trades going forward."</p><p>As a result, said Lynch, "you're going to see more rotation into these other areas," ones he calls "wide economic moat businesses that have great 10-year kind of durability to their cash flows and their earnings."</p><p>He names Mastercard and Visa among them, as well as insurance company Aon.</p></body>
V's Stablecoin Platform aims to simplify blockchain payments, helping institutions adopt stablecoins while expanding enterprise use cases.
Visa (V) trades at $365.14 per share on a $660.2B market cap and 29.7x trailing earnings. Under a conservative 3-year scenario, the math points to roughly 42% upside. Revenue compounding does most of the work in our scenario. Here is the picture that the math sits on top of.
A pack of major fintechs have joined a nonprofit seeking to standardize how payments are sent online using artificial intelligence and software.
PYPL faces a $53B+ takeover bid from Stripe and Advent as slowing profitability raises the stakes for a potential deal.
SoFi has quietly assembled every feature a major financial player would want to acquire, but owning a chartered bank changes the calculus for every name on the shortlist. Some of the biggest players in finance may find the prize just out of regulatory reach.
A high-growth specialist with razor-thin debt faces off against a cash-generating titan, but valuation tells a starkly different story.
BP PLC (NYSE: BP) is a top UK dividend growth stock to consider, having grown its dividend at a 9.65% compound annual growth rate over the past five years. On July 3, BP PLC (NYSE:BP) joined other service station operators in warning store owners not to deal in illegal vapes. The warning comes as state […]