Bill Ackman Buys Netflix Again – Plus 5 Other Stocks in Biggest Portfolio Shake-Up in Years
Pershing Square adds Netflix, Visa, Mastercard, Alcon, ICE & S&P Global in its largest portfolio shift. Also exits Hertz after a “bungled” offering.
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Mastercard Beats Q2 Estimates as Steady Spending Drives Transaction Growth
Mastercard reported Q2 2026 net income of $4.4B and adjusted EPS of $5.04, beating estimates. Revenue rose 14% to $9.3B as volumes grew 8%.
Circle Shares Drop as Coinbase Eyes Huge New Stablecoin Platform Backed by Stripe, Visa & Mastercard
Circle shares fell as Coinbase may join a new stablecoin platform with Stripe, Visa and Mastercard, raising competition worries.
After 6-Year Exit, Berkshire Buys $2.6 Billion Stake in Delta
Berkshire bought a $2.6B stake in Delta again and also took a small new position in Macy’s while reshaping its portfolio in Q1 2026.
Trump Takes Apple, Tesla, Nvidia & Micron CEOs to China for Major Trade Talks
Trump visits China with top US CEOs to improve trade, tech ties, and investment between the US and China.
Loop Capital Launches Coverage on Payments Stocks – Block Gets Buy Rating at $75
Full list of ratings for payments stocks including Visa, Mastercard, PayPal & more.