HomeMarketsEarnings‘No Specific Red Flags’ in Visa (V) or Mastercard (MA) Earnings
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‘No Specific Red Flags’ in Visa (V) or Mastercard (MA) Earnings

‘No Specific Red Flags’ in Visa (V) or Mastercard (MA) Earnings

Moshe Orenbuch of TD Cowen dives into Visa (V) and Mastercard’s (MA) quarterly reports. He thinks the divergence between stocks today is from Mastercard’s reported acquisition costs. “The good news is” that U.S. strength remains, and he saw “no specific red flags” in either quarterly statement. He has a Buy rating on both stocks.

Morning Trade Live

31 Jan 2025

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