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Mastercard’s Faster Services Growth Could Reshape its Rivalry with Visa
Insider Monkey9h agoneutral
Mastercard’s Faster Services Growth Could Reshape its Rivalry with Visa

Ant International, Mastercard Incorporated (NYSE:MA), and Visa Inc. (NYSE:V) have announced a collaboration on a Know-Your-Agent (KYA) interoperability framework. Designed to streamline agent onboarding and identification across card networks, digital wallet ecosystems, and agent platforms, the framework relies on shared principles while allowing each network to maintain its own verification and decisioning processes. As AI […]

Can Uber’s (UBER) Economic Moat Survive the Rise of Robotaxis?
Insider Monkey9h agoneutral
Can Uber’s (UBER) Economic Moat Survive the Rise of Robotaxis?

Uber Technologies, Inc. (NYSE:UBER) has built one of the world’s largest mobility marketplaces, connecting riders with drivers across billions of trips. However, autonomous vehicles could fundamentally change the ride-hailing industry by removing the human driver from the equation. For the ride-hailing giant, that could be both an opportunity and a threat. The question is whether […]

Could TotalEnergies (TTE)’ LNG Growth Give it an Edge Over ExxonMobil (XOM)?
Insider Monkey9h agoneutral
Could TotalEnergies (TTE)’ LNG Growth Give it an Edge Over ExxonMobil (XOM)?

TotalEnergies SE (NYSE:TTE) announced on September 7, 2026, that the 5.6 Mtpa Papua LNG project achieved critical commercial and contractual milestones toward a Final Investment Decision (FID). Key steps include completing the EPC tendering process and establishing a joint marketing venture with Kumul Petroleum to commercialize 2.4 Mtpa. Most notably, operatorship is transferring to ExxonMobil […]

Is Taiwan Semiconductor (TSM) Stock a Better Bet than ASML Holding (ASML) as Advanced Chipmaking Accelerates?
Insider Monkey9h agoneutral
Is Taiwan Semiconductor (TSM) Stock a Better Bet than ASML Holding (ASML) as Advanced Chipmaking Accelerates?

On September 8, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and ASML Holding N.V. (NASDAQ:ASML) announced a collaborative industry initiative to transition the semiconductor sector to a 12-inch Extreme Ultraviolet (EUV) photomask format. Currently, chipmakers use 6-inch masks for High NA EUV systems. Shifting to 12-inch photomasks aims to boost scanner productivity, eliminate stitching constraints on […]

Will Vertiv Holdings (VRT)’s $1.45 Billion UIG Deal Accelerate its AI Infrastructure Growth?
Insider Monkey9h agoneutral
Will Vertiv Holdings (VRT)’s $1.45 Billion UIG Deal Accelerate its AI Infrastructure Growth?

On September 2, Vertiv Holdings Co (NYSE:VRT) agreed to acquire Utility Innovation Holdings, Inc. (operating as UtilityInnovation Group or UIG) for approximately $1.45 billion in cash at closing. The deal includes up to $1.15 billion in performance-based cash earnouts over 12- and 24-month periods tied to EBITDA targets. At the initial purchase price, the transaction […]