Browsing Tag
Visa
41 posts
Exodus Movement (EXOD) restructures after receivership deal for Monavate and Baanx reshapes the group
Exodus Movement cuts 25 percent of its workforce to fund a payments pivot, but execution during Monavate and Baanx integration will decide the outcome.
July 18, 2026
IBM (NYSE: IBM) Q2 miss triggers 25% drop as mainframe cycle wrap bites
IBM (NYSE: IBM) drops up to 25% after preliminary Q2 revenue of $17.2bn misses by $660m; Krishna concedes execution slip before the July 22 earnings call.
July 14, 2026
Rezolve Ai expands into card-linked offers through Mashreq and Visa partnership
Find out how Rezolve Ai’s Mashreq and Visa cashback launch could affect RZLV stock, AI commerce, banking rewards and payments innovation.
June 22, 2026
Digital Asset raises $355m as a16z crypto anchors Canton Network’s institutional push
Digital Asset raises $355M led by a16z crypto at a ~$2B valuation as HSBC, Citadel and Apollo back Canton Network's institutional push. Read the full analysis.
June 11, 2026
Circle stock sinks as Stripe, Visa, and Mastercard move on the $319bn stablecoin market
Stripe, Visa, and Mastercard are reportedly building a joint stablecoin platform, per CoinDesk, sending Circle down ~11% as incumbents move to control stablecoin rails.
June 8, 2026
Project Lightwell: IBM and Red Hat build a clearinghouse to patch open source at scale
IBM and Red Hat are wagering $5 billion that open source security is a subscription business. What Project Lightwell means for the supply chain, inside.
May 30, 2026
Circle Internet Group (NYSE: CRCL) jumps 16% on CLARITY Act stablecoin yield compromise
Tillis-Alsobrooks broke the stablecoin yield deadlock. CLARITY now has a path to law and Circle has a stacked catalyst week ahead of May 11 earnings.
May 5, 2026
Visa beats Q2 2026 estimates with $11.2bn revenue as NYSE: V trades 11% below December high
Visa beat Q2 2026 estimates and authorised a $20B buyback, but NYSE: V remains 11% down YTD as the Credit Card Competition Act overhang refuses to lift.
April 29, 2026
Arvind Krishna makes the case that AI complexity is IBM’s opportunity: Q1 2026 strategy in full
IBM CEO Arvind Krishna's Q1 2026 vision: AI governance, data sovereignty, mainframe acceleration, and the Confluent bet explained. Read IBM's full strategic case here.
April 23, 2026
Mastercard (NYSE: MA) bets $1.8bn on BVNK as stablecoin payment volumes hit $350bn and regulatory clarity builds
Mastercard to acquire BVNK for up to $1.8bn to bridge stablecoins and fiat rails. What the record deal means for MA stock, Visa, and global payments. Read more.
March 17, 2026