American Express: Revenue Momentum Could Drive Higher Reinvestment, Says Analyst

Warren Buffett and Greg Abel Quietly Hold a Bigger Percentage of This Company Than Any Other in Berkshire's Portfolio (Hint: It's Not Apple or American Express)

Berkshire Hathaway holds nearly 45% of DaVita, a kidney dialysis healthcare company, representing its largest proportional equity stake—larger than Apple or American Express. Despite recent modest sell-offs in 2025, DaVita has surged over 56% year-to-date, driven by strong Q1 earnings that beat analyst expectations. The company offers consistent profitability, revenue growth, and an attractive forward P/E ratio of just over 12.

Can Klook Help Mastercard Capture More APAC Travel Spending?

Mastercard has partnered with Klook to enhance travel offerings and cardholder benefits across Asia Pacific. The collaboration aims to provide exclusive discounts and develop innovative payment solutions, capitalizing on growing demand for experience-led travel where 47% of APAC consumers seek deals and 23% choose destinations based on specific activities.

CNBC Halftime Report Final Trades: Marriott International, American Express, Global X Cybersecurity ETF, CrowdStrike

Can Visa's Bluefin Partnership Strengthen Its Merchant Growth?

Visa's Acceptance Solutions has partnered with Bluefin to create a unified in-person payment platform that integrates PCI-validated encryption, device management, and tokenization. The collaboration aims to simplify payment processing, reduce compliance burdens for large merchants, and help Visa capture more value across the payment ecosystem by leveraging Bluefin's network of 40,000+ businesses and $350 billion in annual protected transactions.