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payments: Archive

Rajshree Sipani

Mastercard's ASEAN AI Push: Can Trust Unlock Agentic Commerce?

MA accelerates AI payments in ASEAN, betting trust frameworks like tokenization and verifiable intent can unlock agentic commerce.

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Kaibalya Pravo Dey

Visa Slides to 22X P/E: Opportunity Knocking or False Signal?

V's forward P/E has slid to 22X, below its 5-year median, but rising fintech threats and regulatory pressure raise questions about the pullback.

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Rajshree Sipani

Is AXP's Platinum Refresh Delivering Stronger Engagement and Spend?

American Express' Platinum Card refresh is boosting engagement and spend, with richer perks driving usage growth, though rising costs are putting pressure on margins.

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Rajshree Sipani

How Visa Is Positioning for the Rise of AI-Led Commerce

V positions AI as an active buyer, with agents negotiating and executing payments, aiming to anchor trust as machine-led commerce scales.

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Rajshree Sipani

Can Mastercard Capture SMB Spend Through Amazon's Ecosystem?

MA targets SMB spend via Amazon-U.S. Bank cards, embedding payments in workflows to capture repeat buys, data insights and long-term engagement.

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Rajshree Sipani

Can Visa's AI Push Turn Disputes Into a Competitive Advantage?

V rolls out six AI-powered tools to cut fraud losses, streamline dispute resolution and transform back-office operations into a strategic growth driver.

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Rajshree Sipani

Can Visa's Ramp Integration Transform Enterprise Spend Management?

V deepens Ramp tie-up to embed AI-driven automation into enterprise spend, aiming to evolve from payments processor to finance infrastructure layer.

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