Mastercard CEO Michael Miebach revealed plans to expand beyond traditional credit card payments by focusing on AI shopping agents and a new category of machine-to-machine payments for digital goods like compute power and data. The company introduced "AgentPay for Machines" to handle micro-payments in real time and is acquiring BVNK, a stablecoin platform, to support multi-coin, multi-chain interoperability. This shift could create significant new payment volumes and position Mastercard as a key infrastructure provider in AI and stablecoin commerce. Meanwhile, Visa is pursuing similar opportunities with its own stablecoin initiatives and AI partnerships. Mastercard’s strong earnings provide the capital to support this strategic pivot, potentially driving growth for the next decade.
Bill Ackman has re-entered Netflix with a new purchase as part of a major portfolio update, acquiring shares starting in Q2 2026. Netflix has shifted its business model to focus on an ad-supported tier, which now drives over 60% of new sign-ups and i...
Investor Bill Ackman is increasing his stakes in Netflix, Visa, Mastercard, and S&P Global, focusing on companies with strong competitive advantages and attractive valuations. Netflix is seen as the clear winner in streaming with a growing global sub...
Visa dan Mastercard melaporkan hasil kuartalan yang menunjukkan kekuatan masing-masing. Visa menonjol dengan skala operasionalnya, mencatat pendapatan bersih $11,63 miliar dan memproses $72 miliar transaksi. Mastercard, di sisi lain, unggul dalam pro...
Mastercard has proposed paying Brazilian merchant acquirers half of the amount they demanded following the collapse of Will Financeira (Will Bank), a FinTech linked to the failed Banco Master. The offer also includes providing fraud protection servic...
Mastercard is recognized as a global leader in payments, offering strong long-term growth potential supported by double-digit revenue increases, high profit margins, and expanding value-added services. The company benefits from recent client wins, gr...
