Ca$htag$: Visa (V) Top Tier Customers Will Drive 2026

Likefolio’s Andy Swan covers Visa (V) before its earnings report. He notes spending is very different across the K-shaped economy, which continues to divide, and he believes the top tier is doing “all of the heavy lifting.” “Visa ultimately is a play on the consumer,” Andy notes, and it “looks pretty good here.” He thinks the company has executed well in the past and will continue to. Andy also covers Trump’s desire to cap credit card rates and how the company could be impacted.

Fast Market

29 Jan 2026

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