Chainlink is designed to support billions of users and trillions in value.How the Chainlink Runtime Environment enables @swapperfinance to bring 3.5B+ Mastercard users to DeFi ↓ https://t.co/Or5Rlw9k50Swapper Finance (@swapperfinance):Chainlink’s Runtime Environment (CRE) is making “real-world → onchain” workflows finally possible.Here’s how Swapper uses CRE to turn card payments + compliance + settlement into one verifiable flow - enabling 3.5B+ Mastercard users to enter DeFi.Read the full breakdown ↓ ...

Core Insights - The article emphasizes the importance of identifying high-quality dividend-growing and undervalued investment opportunities to achieve strong total returns through cash dividends and capital gains [1] Company Insights - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings, focusing on actionable investment insights [1] Investment Strategy - The strategy revolves around achieving a robust total return by focusing on both cash dividends and capital gains, indicating a dual approach to investment [1]

Core Viewpoint - Mastercard is expected to report its fourth-quarter 2025 results on January 29, 2026, with earnings estimated at $4.20 per share and revenues of $8.74 billion [1] Financial Estimates - The fourth-quarter earnings estimate has seen one upward revision and two downward movements, indicating a 10% increase from the previous year [2] - For the full year 2025, the revenue estimate is $32.73 billion, reflecting a 16.2% year-over-year rise, while earnings per share are projected at $16.44, a 12.6% increase [3] Earnings Performance - Mastercard has a strong track record of exceeding earnings estimates, achieving an average surprise of 3.1% over the last four quarters [4] Earnings Predictions - The model predicts a likely earnings beat for Mastercard, supported by a positive Earnings ESP of +0.62% and a Zacks Rank of 3 [5] Growth Drivers - Gross Dollar Volume (GDV) is expected to rise by approximately 11%, with cross-border assessments increasing by 18.1% [8] - Domestic GDV is projected to grow by 8% year-over-year, while European operations are expected to see a 17.1% increase [9] - Switched transactions are anticipated to rise by 9.4%, driven by strong consumer spending and increased contactless payment acceptance [10] - Cross-border travel is expected to positively impact cross-border volumes, with domestic assessments and transaction processing assessments projected to increase by 11.9% and 14.3%, respectively [11] - Value-added Services and Solutions net revenues are estimated to grow by 23.1% year-over-year, driven by demand for consulting and marketing services [12] Expense Outlook - Adjusted operating expenses are expected to rise nearly 19% year-over-year, with rebates and incentives projected to increase by 21.6% [14] Market Performance - Over the past three months, Mastercard's stock declined by 6.8%, while Visa fell by 5.3%, and American Express gained 0.6%, all outperforming the industry's 8.8% decline [15] Valuation Analysis - Mastercard's current valuation is at 27.35X forward 12-month earnings, above the industry average of 19.43X, indicating a premium compared to peers like Visa and American Express [19] Operational Strength - Fundamentals remain solid with healthy transaction volume growth, rebounding cross-border activity, and expanding value-added services, reinforcing Mastercard's long-term growth narrative [22]

🔥 LATEST: Even though Visa and Mastercard each run 130+ crypto programs, Visa captures 90%+ of on-chain card volume thanks to early infrastructure partnerships. https://t.co/RvHgHZewwX ...

Core Insights - Berkshire Hathaway's investment portfolio, valued at over $300 billion, will reveal its final changes under Warren Buffett's leadership in the upcoming SEC Form 13F filing [2][3] - Buffett's investment principles are expected to continue influencing Berkshire Hathaway even after his departure as CEO at the end of 2025 [3][9] Berkshire Hathaway's Portfolio Changes - The upcoming SEC Form 13F will disclose changes made to Berkshire's investment portfolio during the fourth quarter, which will be particularly interesting as it marks Buffett's last days in control [2] - Buffett has been reducing his stake in Apple, selling down from 906 million shares at the end of 2023 to 238.2 million shares by the end of 2025, yet Apple still constitutes 19% of Berkshire's total portfolio [6][7] Key Holdings - Apple has been a cornerstone of Berkshire's portfolio, with Buffett expressing admiration for its products and customer loyalty [6] - American Express is a significant holding for Berkshire, with 151.6 million shares, reflecting Buffett's preference for companies with strong competitive advantages and loyal customer bases [8][10]

SCOOP: Blockchain infrastructure firm Zerohash is raising $250 million at a $1.5 billion valuation, according to a source. The company recently pulled out of acquisition talks with Mastercard.@willcanny99 reportshttps://t.co/cHh3bSYOKY ...

Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) are expected to report earnings results on January 29.JP Morgan analyst Tien-tsin Huang says that the spending data indicate only a slight slowdown in the fourth quarter, and given the tough year-over-year comparison, this suggests that the domestic consumer remains healthy.Last week, President Donald Trump posted on social media encouraging support for the Credit Card Competition Act (CCCA). The analyst writes that headlines around CCCA have fueled c ...

DENVER, Jan. 23, 2026 (GLOBE NEWSWIRE) -- McLaren Racing today announced a partnership that will see ONEflight International become the McLaren Mastercard Formula 1 Team’s Official Private Aviation Partner. The multi-year collaboration brings together two world-class brands defined by precision performance, innovation, and an uncompromising commitment to excellence. Founded in 2010, ONEflight is a global aviation company providing members with seamless access to a worldwide network of private aircraft. As O ...

Core Insights - The investment strategy focuses on acquiring strong businesses at undervalued prices, emphasizing the importance of quality and economic fundamentals [1] Group 1: Investment Philosophy - The company has a diversified portfolio that includes sectors such as telecom, banking, payments, and technology, indicating a broad investment approach [1] - The emphasis is placed on holding high-quality businesses and expanding knowledge about their competitive advantages [1] - The investment strategy prioritizes companies with large user bases and cross-selling opportunities, which are seen as underappreciated potential [1] Group 2: Performance Metrics - The annual return from January 1, 2022, to December 18, 2025, is reported at 15.07% CAGR, translating to a total return of 74.3%, which outperforms the market's 10.82% CAGR and 50.15% total return [1] Group 3: Investment Approach - The valuation method focuses on EBIT plus R&D investments, reflecting a belief in the potential of certain R&D initiatives [1] - The company does not endorse traditional "Buy" and "Sell" recommendations, instead advocating for a "Strong Buy" threshold for exceptional businesses and categorizing others as "Strong Sell" to generate cash for future investments [1] - A "Hold" position may be initiated for high-quality businesses if pricing is not favorable, indicating a flexible approach to market conditions [1]

Key Takeaways MA partners with Agoda to integrate global travel inventory into its Global Redemption Suite.Banks in MA's network can offer instant point redemptions for flights and accommodations worldwide.The deal deepens value-added services using data and merchant partnerships to boost cardholder engagement.Mastercard Incorporated (MA) is modernizing loyalty programs through its recent partnership with digital travel platform Agoda. This collaboration integrates Agoda’s global travel inventory into Maste ...