NYSE:MA 17 February 2026 - 4 March 2026

Berkshire Hathaway successor update: Delta in, Amazon out
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Berkshire Hathaway successor update: Delta in, Amazon out

Berkshire Hathaway revealed a $2.65 billion stake in Delta Air Lines and sharply increased its Alphabet holdings in the first quarter, while exiting Amazon, Visa, Mastercard, and UnitedHealth. The Form 13F filing showed Berkshire held 39.8 million Delta shares and about $16.6 billion in Alphabet stock as of March 31. Greg Abel oversaw the changes after taking over as CEO. U.S. markets will react when trading resumes Monday.
May 17, 2026
SoFi Technologies’ Mastercard stablecoin deal puts SoFiUSD settlement in focus as CEO buys $1 million of SOFI stock
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SoFi Technologies’ Mastercard stablecoin deal puts SoFiUSD settlement in focus as CEO buys $1 million of SOFI stock

SoFi will partner with Mastercard to settle card payments using its SoFiUSD stablecoin, the companies said Tuesday. CEO Anthony Noto bought 56,000 shares for about $1 million, according to a regulatory filing. SoFi shares rose 0.8% to $18.75, while Mastercard slipped 0.1% on Wednesday. SoFiUSD is issued by SoFi Bank and backed one-for-one by cash.
March 4, 2026
Mastercard stock slides again after Monday rout; AI “disruption” jitters hit payment networks
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Mastercard stock slides again after Monday rout; AI “disruption” jitters hit payment networks

Mastercard shares fell 0.6% to $492.95 late Tuesday morning, extending Monday’s 5.77% drop. Investors cited a bearish research note and concerns that AI-driven payment systems could threaten card-network fees and volumes. Visa and American Express also slumped Monday. Traders are watching Nvidia earnings and new tariff signals from Washington this week.
February 24, 2026
Mastercard stock ticks higher as Cloudflare cyber tie-up lands; inflation data next
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Mastercard stock ticks higher as Cloudflare cyber tie-up lands; inflation data next

Mastercard shares rose 0.9% to $523.31 Tuesday after the company and Cloudflare announced plans to develop joint cyber-defense tools for small businesses and critical infrastructure. The move comes as payments stocks tracked higher and traders awaited Friday’s U.S. PCE inflation report for signals on rates and consumer demand. Visa and American Express outpaced Mastercard, gaining 1.9% and 2.3% respectively.
February 17, 2026