Visa ($V) podcast mentions

Per Ticker.id: 39 Visa ($V) mentions across 10 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-23.

1. And my apologies, Ben Elliott, not Ben Stein. My, my, my fault there. Ben, when we go back and talk about American Express for a moment here, not popular in Europe, even though they tout the benefits of this card when you're traveling, presumably sometimes overseas. Also in the US, you now start to see companies saying if you charge by credit card, we're going to charge you that extra 2 or 3% fee. A lot of those stores won't even accept American Express because the interchange fee is even higher than for Visa and MasterCard. How is that showing up for American Express? I mean, do you see that making a dent in its revenue and its bottom line?

   Scarlet Fu · Bloomberg Intelligence · Apple’s $2,000 iPhone Duon Debuts With Limited Supply · 2026-10-23

2. But, you know, if you have a signup bonus to hit or the tax payment gets you there and the math works in your favor, why not? But never use a credit card to finance a tax bill. Credit card rates— if you owe $10,000 and you can't pay it, The IRS has its own installment agreement, charges a federal short-term rate plus 3%, currently well below what any credit card charges. The IRS is always going to be a cheaper lender than Visa. That is just generally going to be true. I think one more detail worth noting, the IRS received 8 public comments on these proposed regulations. Public hearing was canceled because nobody cared to talk about it. Interesting just to note, not really important, but, uh, you know, something that affects everybody. Only 8 people decided they wanted to comment. Either way, this is, uh, something to know about. It is not going to affect your day-to-day, but just a little lens into how generally these agencies tend to operate.

   Luke Guerrero · InvestTalk · Tax Loss Harvesting Explained: How Wealthy Investors Cut Tax Bills (And How You Can Too) · 2026-10-20

3. Like, you know, in a model portfolio that I run, We're quite long Visa and its companion stock is Mastercard. Those stocks have a face-ripping rally. Is it because the future cash flows of Visa and Mastercard have just improved so much? No, it's that people are pulling their money out of the AI stocks and they're deploying them into other non-AI stocks that have been laggards this year. So I think that this is a reflection, and I don't mean this as conspiracy theories at all, that there are times when the market is moderately rigged in favor of the bulls because I think the— if the true AI, uh, if the true AI thing collapses, like, I, I do not think that this is going to be, um, you know, rosy at all. But I think among this, uh, in this, this short-term period, people are like acting as if there is a, you know, a new bull market in, um, all these stocks that are rallying.

   Jack Farley · Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis · 2026-10-20

4. What else do you need to watch out for on the micro level? Not the macro, but the micro level, the company-specific one. You need to be very cautious when you see unexplained resignations by key executives. To put it bluntly, when the chiefs resign, so should you. Yet when you see a CEO step down for no discernible reason, you should presume something is wrong, maybe very wrong, and do some selling. Shoot first and ask questions later, please. I've sold stocks simply because the CEO or the CFO resigned. And if it turned out to have jumped the gun, if there was truly nothing wrong, I'd simply buy them back. But in my whole investing career, do you know how many times I can recall that a CEO left for an undisclosed personal reason and his stock was still worth buying right there? Off the top of my head, once, and that was Visa. I racked my brain to come up with other examples. I just can't think of them because they're that uncommon. Why? Simple. CEOs don't quit for personal reasons, not if they want to keep their bonuses. CFOs don't quit for personal reasons either.

   Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/20/26 · 2026-10-20

5. OpenAI also wants to capitalize on its recent revenue momentum following its latest model launches. It's telling investors that growth picked up after the release of GPT-6 Astra, with annualized revenue reaching $50 billion and projected to hit $70 billion by year end. And in the Wall Street research corner, Oppenheimer overhauled its top 50 large-cap buy list this month, rotating within financials by swapping out legacy banking giants for dominant payment networks and insurance providers. Out went Bank of America, Morgan Stanley, Goldman Sachs, and Citigroup, while Visa, MasterCard, MetLife, and Corepay stepped in. Other notable additions include International Flavors and Fragrances, Cintas, Humana, and American Electric Power. Check out all 50 in our story on Seeking Alpha. That's all for today's Wall Street Lunch. Look for links for stories in the show notes section. Don't forget, these episodes will be up with transcriptions at seekingalpha.com. Wsb.

   Kim Kong · Wall Street Breakfast · United Airlines CEO calls for wealth tax · 2026-10-20

6. They know exactly where every dollar goes, what to cut and where to double down. With RAMP, you can see exactly what's happening across the business in real time. Ramp combines corporate cards, expense management, bill pay, and travel in one platform. You set spending rules upfront, and Ramp corporate cards block any out-of-policy spend before it even happens. That's why some of the most valuable businesses in the world, like SpaceX, Shopify, Visa, and Stripe, cut their expenses by 5% with Ramp. A business owner I really respect uses Ramp and he says he loves it. Invest in your growth. Get on Ramp. New customers get $250 off at ramp.com/eisman. Go to ramp.com/eisman. ramp.com/eisman.

   Steve Eisman · The Real Eisman Playbook · Market Cracks Under AI Debt Burden | The Weekly Wrap · 2026-10-16

7. Support for the show comes from Ramp. Finding success as a business boils down to a few simple things: knowing exactly where every dollar goes, what to cut, and where to double down. Ramp gives you that knowledge in one convenient platform. With Ramp, you can see exactly what's happening across your business in real on. It's the smart financial infrastructure behind every card swipe, invoice, and reimbursement. It's where approvals, payments, and closing the books are handled automatically. You can set spending rules up front, and Ramp corporate cards block any out-of-policy spend before it even happens. And using Ramp means joining some of the most valuable businesses in the world, like SpaceX, Shopify, Visa, and Stripe, who rely on it for 5% savings in expenses. And here's the thing: cutting costs doesn't mean thinking smaller. The median company using Ramp grows revenue 3.2 times faster than the average American business. That's because controlling costs lets you pursue the opportunities you couldn't otherwise afford to. Invest in your growth, get on Ramp. New

   Speaker A · Pivot · Elon Musk's Midterm Spending Spree, Trump's Press Secretary Debacle, and OpenAI Gets Bugged · 2026-10-16

8. Good morning, everybody. Happy Friday. Welcome into Mining Stock Daily and our long-form episode here to wrap up your week this week, get you into the weekend. We got a pretty interesting episode actually for— we're not going to talk specifically with an explorer or a financier. We're going to go straight to the drill rig with Major Drilling and my friend Ryan Hanley. Of the company, not necessarily talking about, you know, the corporate makeup of Major Drilling, but really what they're seeing with their position within this market right now in exploration and mining. There's a lot of really great insights here that Ryan explains that they're seeing from the drill rig and then, you know, their work on the global scale of on the producer side, the major producer side, and then also the exploration side. So a lot of great insights here. Special thank you to Integra Resources, Visa Silver, Revival Gold, and Equinox Gold for their continued support of Mining Stock Daily.

   Trevor Hall · Mining Stock Daily · The Mining Exploration Boom Has Barely Begun | Major Drilling · 2026-10-16

9. Capital One? Okay, I'm, I'm back. No, no, I'm looking for the 20 on the 20th. That's what I said today at the club meeting. Look, Capital One's Richard Fairbank, he's, he's money and the stock has not done much at all after they merged with Discover. I think it's about to take off. But I got to tell you, it's the ones that people like. They like MasterCard and they like Visa. No credit exposure and really, really good growth. But I'm still— I'm hanging with Capital One. I just hope I don't get hung by Capital One. All right. Listen to me. I've been telling— thank you for watching for a long time. I've been telling you to stay diversified for I don't know how long. I hope that rang true for you and you didn't get thrown out of the game. But I can't tell because then you probably wouldn't be watching anyway. I made money today. Schwab's earnings might have bucked the narrative that AI is coming for the financial advisory sector. I'm thinking the numbers here tell us. Then some analyst upgrades of two retail stocks have got me doing a double take on this sector. Don't miss my take on VF Corp. And no, I'm not going to tell you a second one. And the consumer packaged goods stocks have been mounting a comeback lately. So I should be adding to portfolio? Well, I'm telling you where I come down.

   Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/15/26 · 2026-10-15

10. Let's take a look at the opening bell here and talk more about it. At the big board on Wall Street, it's TGE Value Creative Solutions, a SPAC based in France, recent listing at the Nasdaq in Times Square. Iambic Therapeutics, developer of small molecule cancer therapies, an IPO. At CBOE in Chicago, it is the internal floor operations team, Jim, as we did lose 7,700. But we're going to talk in a minute about areas in which the market is moving to, like a Walmart. Like a Lilly, like a Visa.

    Carl Quintanilla · Squawk on the Street · 9am Hour: Exclusive: CoreWeave Craters, Red Hot PPI, AI Buildout Fears 10/15/26 · 2026-10-15

11. You've done some significant deals. I mean, and I feel like I should add the Panuco economics as well. And I think I said in my previous conversation with Visa Silver CEO, Michael Connert, which we recorded and aired during Beaver Creek, I sat in on his presentation at Beaver Creek and I just kind of forgot. I mean, Panuco's obviously incredible, but I like had forgot the numbers with Panuco until he just finally reshared that in his presentation, $1.8 billion US NPV, an IRR of 111%. That's at the base case.

    Trevor Hall · Mining Stock Daily · Elemental Royalties: A $290 Million Deal Changes the Game · 2026-10-13

12. First up, UnitedHealth raising its annual profit outlook after earnings blew past estimates. The company saying it's managing high medical costs and it's seeing investments in value-based care and AI both pay off. Next up, J&J lower despite better than expected quarter and upbeat guidance. Weakness in medical devices over there, I overshadowing strong pharma growth. And then Visa gets approval to bring its local bank card clearing business to China. This follows similar approvals for MasterCard and Amex in the past several years. Visa CEO became the chair of the US-China Business Council back in June. I guess this is a preliminary point that they had to pass a green light from the, from the Chinese regulators and could open up a new business, new revenue revenue stream in China beyond just the cross-border transactions.

    Sarah Eisen · Squawk on the Street · 10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26 · 2026-10-13

13. Yeah, Visa has been crushing Amex. I don't know if you noticed last few months. Interesting action. We're well off the opening highs. Let's get a news update with Don Chu. Hey, Don.

    Carl Quintanilla · Squawk on the Street · 10AM Hour: Banks Kick-Off Earnings Season, Apple Hits Fresh High, New Anthropic IPO Details 10/13/26 · 2026-10-13

14. By a US$300 million convertible note and a US$222 million project finance mandate with Macquarie. Visa Silver trades on the Toronto Stock Exchange and the NYSE, both under the symbol VZLA.

    Trevor Hall · Mining Stock Daily · Morning Briefing: SSR Mining Acquires Roxmore Resources · 2026-10-13

15. Hi, Steve Eisman here. The most successful businesses in the world share one secret: they know exactly where every dollar goes, what to cut and where to double down. With Ramp, you can see exactly what's happening across the business in real time. Ramp combines corporate cards, expense management, bill pay, and travel in one platform. You set spending rules upfront, and Ramp corporate cards block any out-of-policy spend before it even happens. That's why some of the most valuable businesses in the world, like SpaceX, Shopify, Visa, and Stripe cut their expenses by 5% with Ramp. A business owner I really respect uses Ramp and he says he loves it. Invest in your growth. Get on Ramp. New customers get $250 off at ramp.com/eisman. Go to ramp.com/eisman. ramp.com/eisman.

    Steve Eisman · The Real Eisman Playbook · Gary Marcus on AI Doomsday Fears, Hacking, & the Fight for Control | The Real Eisman Playbook Ep 79 · 2026-10-12