Seth Klarman views Visa Inc. as a top portfolio buy and initiated a proof of concept for agentic commerce using the Visa network with European banks.

The entities involved

• Seth Klarman →

  American Investor

  • Seth Klarman's fund purchased shares of CME Group on September 23, 2026.Wed 16:34
• Visa Inc. →

  American multinational financial services corporation

  • Morgan Stanley restated an overweight rating, Capital upped its target price, and TD Cowen reaffirmed a buy rating on Visa Inc.Mon 10:18
  • The Bank of Ghana maintained its policy rate while Visa and Access Bank launched a new payment service, coinciding with cocoa price adjustments in Ghana.Sat 18:37
• Nuvei →

  global payments technology company

  • Nuvei agreed to acquire Payoneer Global.Mon 02:26
• Europe →

  terrestrial continent located in north-western Eurasia

  • The European Commission aims to strengthen homegrown AI capabilities while global advanced models face usage restrictions.Mon 17:49
  • The European Central Bank is forced to raise interest rates due to energy price shocks from the Iran war and an influx of Chinese exports.Mon 17:49

Related events

• Visa Inc. announced several new partnerships, including with Solana and Circle, and Kraken launched a debit card on its network.Aug 18
• Visa Inc. is reportedly investing in an agentic software platform and exploring stablecoin settlement possibilities through the Canton Network.Jun 12
• Visa Inc. and Mastercard are testing live AI agent-initiated payments, leveraging partnerships with companies like Klook and AWS to drive card usage in Southeast Asia.Thu 23:21
• Visa Inc. and Euronet Worldwide are competing in the electronic payment services market.Aug 26
• Visa Inc. and Mastercard integrate a payment network into their card portfolio.Jun 27