"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.
Gary Black, managing partner of Future Fund, said in a post on X that PayPal’s limitation is that it is very expensive for sellers compared to other online payment providers.
Visa partners with UnionPay International to enable cross-border remittances to over 95% of UnionPay debit cardholders in Mainland China via Visa Direct by mid-2026.
On January 29, 2026, Mastercard Inc. (NYSE:MA) reported fourth-quarter and full-year 2025 financial results that comfortably surpassed Wall Street expectations, signaling that the global consumer remains remarkably resilient despite years of inflationary pressure. The company posted net revenue of $8.8 billion for the quarter, an 18% increase over
The global payments landscape showed remarkable durability in the face of shifting macroeconomic winds as Visa (NYSE: V) reported its fiscal first-quarter 2026 earnings. Surpassing Wall Street expectations, the payment giant demonstrated that even as service-sector inflation remains "sticky" and geopolitical trade tensions introduce new variables like tariffs, the consumer's
As of early February 2026, the resilience of the U.S. consumer has once again defied the skeptics. Despite years of fluctuating interest rates and persistent concerns over a cooling labor market, the latest fourth-quarter 2025 earnings from the world's largest payment processors have provided a definitive "all-clear" on the
NEW YORK — In a tale of two realities, the world’s leading payment giants, Visa Inc. (NYSE: V) and Mastercard Inc. (NYSE: MA), reported robust earnings for the final quarter of 2025, revealing a U.S. consumer that remains resilient despite mounting economic and political headwinds. However, the financial triumph
The Platinum Moat: American Express Projects Record 2026 Profits as High-End Spending Defies Economic Gravity
On January 30, 2026, American Express (NYSE:AXP) delivered a powerful signal of confidence to the financial markets, issuing a robust 2026 profit forecast that comfortably exceeded Wall Street’s expectations. Despite a minor earnings-per-share
Mastercard Incorporated (NYSE: MA) reported a significant earnings beat for the fourth quarter of 2025, sending its stock price climbing over 2% in early trading on January 30, 2026. The financial services giant outperformed Wall Street expectations on both the top and bottom lines, fueled by a sustained resilience in
SAN FRANCISCO — In a financial climate marked by fluctuating consumer sentiment and persistent inflationary pressures, payments giant Visa Inc. (NYSE: V) has once again demonstrated its role as a cornerstone of the global economy. Reporting its fiscal first-quarter 2026 results on January 29, the company posted better-than-expected revenue and earnings,
The Conference Board’s Leading Economic Index (LEI) recorded a 0.3% slip in its latest reading, signaling a cooling trajectory for the United States economy as it enters the new year. This downturn, reported in January 2026, marks a pivotal moment for markets that have been grappling with the
