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Mastercard - $MA

COVID took away one of the two legs payments stand on — Mastercard CEO
8 lessons: why Mastercard now calls itself the trust layer of the AI economy, how it split one global network into digital islands, and why half of each…
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VisserLabs investor on his 46-name crypto index: "up year to date 50%"
10 calls: why he says rates have only normalized, why AI agents will need crypto to move money, and why the fourth quarter is when big allocators pick…
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AI agents put card interchange in danger for the first time, says Imprint's CEO
5 takeaways: why Kroger left a 100-year-old bank for Imprint, how co-branded card fees really split, and why paying from a bank account threatens Visa…
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Old GPUs could be worth zero if AI hits a power wall, says Parnassus's CIO
22 lessons: why he keeps most of his AI bet in second-order winners, how cheap mediocre stocks quietly cost active managers, and what a daily journal…
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Only 3% of Booking.com's hotels are unique to it; at Airbnb it's 70% — Chit Chat Stocks
12 calls: why AI agents threaten Google's search profits, why he sold Adobe at a 16% loss, and why Costco at 43x earnings loses to Mastercard at 31x
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Nick Healy and Doug Isles: Visa is a network, and networks do not get disrupted
4 calls: Why Howard Lutnick's FMX taking 1% of the futures market counts as a failure, the credit-scoring fight the two cannot settle, and the engine…
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Guy Adami: Nvidia is putting money on every number at the roulette table, and that fails
13 takeaways: a VIX near 14 against a 25% move in Salesforce, the nine of 18 Fed officials Rosenberg says want to hike into 1.5% growth, and where the…
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Ian Deacon: why FMX has barely dented CME two years in, how clearing works as a price cut nobody can match, and why the exchanges are about…
Marathon's US equities manager on the 80% margin inside ICE's exchange segment, the lawsuit CME filed against its own regulator, and why both stocks…
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Gavin Magor: Why the old safe-dividend formula is broken, and the four moat stocks he says are built for a shrinking dollar | MarketBeat
He says the US is inflating its way out of a $40 trillion debt, that Coca-Cola's pricing power matters more than its dividend, and that the moment to…
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