Visa (V) Fell Amid Broad Sell-Off in Card Network Stocks
In its second quarter 2025 investor letter, Sands Capital Technology Innovators Fund highlighted stocks such as Visa Inc. (NYSE:V). Headquartered in San Francisco, California, Visa Inc. (NYSE:V) is a payment technology company. Visa Inc. (NYSE:V) shares returned 1.54% over the past month and appreciated by 36.43% over the last 12 months. On July 24, 2025, Visa Inc. (NYSE:V) stock closed at $353.97 per share, with a market capitalization of $691.48 billion.
Sands Capital Technology Innovators Fund stated the following regarding Visa Inc. (NYSE:V) in its second quarter 2025 investor letter:
"Visa Inc. (NYSE:V) operates the world's largest retail electronic payment network. Shares declined in June amid a broader selloff in card network stocks following stablecoin-related headlines. Unlike the market, we do not view stablecoin proliferation as a threat to card volumes; in fact, we believe it could expand the addressable market for card networks. While stablecoins may have utility in cross-border business-to business transactions, we think they are unlikely to disrupt consumer-to-merchant payments, where cards offer a compelling value proposition—rewards, liquidity, ubiquity, buyer protections, and trust. Moreover, card networks could enhance stablecoin adoption by providing the rules, protections, and services needed for broader, mainstream use."
A close-up of a credit card being swiped on a payment terminal, reflecting the company's payments technology.
Visa Inc. (NYSE:V) is in 6th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 165 hedge fund portfolios held Visa Inc. (NYSE:V) at the end of the first quarter, which was 181 in the previous quarter. In Q1 2025, Visa Inc. (NYSE:V) reported $9.5 billion in net revenue, up 10% year-over-year. While we acknowledge the potential of Visa Inc. (NYSE:V) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Visa Inc. (NYSE:V) and shared the list of stocks Jim Cramer recently discussed. In its Q2 2025 investor letter, Aristotle Atlantic Focus Growth Strategy cited the same reason for Visa Inc.'s (NYSE:V) decline in the quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
2 minutes ago
- Yahoo
UnitedHealth Group (UNH) Responds to the Department of Justice
UnitedHealth Group Incorporated (NYSE:UNH) is one of the top low volatility healthcare stocks to buy now. On July 24, UnitedHealth Group Incorporated (NYSE:UNH) released a statement responding to the Department of Justice after a review of the media reports about investigations into specific aspects of its involvement in the Medicare program. A senior healthcare professional giving advice to a patient in a clinic. UnitedHealth Group Incorporated (NYSE:UNH) stated that it has now begun complying with the formal criminal and civil requests from the Department, and has 'full confidence in its practices and is committed to working cooperatively with the Department throughout this process'. It added that UnitedHealth Group Incorporated (NYSE:UNH) has a historical record of 'responsible conduct and effective compliance,' with independent CMS audits showing that its practices are ranked 'among the most accurate in the industry.' Management stated that after a decade-long civil challenge by the Department to aspects of the company's Medicare Advantage business, 'a court-appointed Special Master concluded there was no evidence to support claims of wrongdoing'. UnitedHealth Group Incorporated (NYSE:UNH) has launched its own initiative to provide confidence and transparency to stakeholders, focusing on conducting 'third-party reviews of policies, practices, and associated processes and performance metrics for risk assessment coding, managed care practices, and pharmacy services.' UnitedHealth Group Incorporated (NYSE:UNH) provides healthcare coverage, data consultancy, and software services. It operates through the OptumRx, OptumInsight, OptumHealth, and UnitedHealthCare segments, which have solid operations. While we acknowledge the potential of UNH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Entrepreneur
3 minutes ago
- Entrepreneur
Defence Tech Startup Ammunic Systems Bags USD 1.1 Mn Funding
The funding will be deployed to boost research and development, scale manufacturing, expand the team, and enhance new and existing product lines focused on indigenous defence technology. You're reading Entrepreneur India, an international franchise of Entrepreneur Media. Ammunic Systems has raised USD 1.1 million in a seed funding round co-led by India Accelerator and Finvolve. The funding will be deployed to boost research and development, scale manufacturing, expand the team, and enhance new and existing product lines focused on indigenous defence technology. The capital infusion is set to support Ammunic Systems' ambition of accelerating its innovation roadmap and advancing India's self-reliance in strategic defence solutions. With a strong emphasis on cutting-edge technologies, the startup is positioning itself as a key player in modern warfare systems. "This investment from India Accelerator is not just capital; it is a vote of confidence in a mission we have poured our hearts into. At Ammunic Systems, we are not just building defence technologies; we are building belief — that India can lead from the front in securing its own future," said Priyanka Singhal, Founder of Ammunic Systems. Founded in 2024, Ammunic Systems is headquartered in Bengaluru. The company specialises in the research and development of advanced weapon systems. Its core expertise lies in electronic fuzes, warheads, and munition integration technologies. These products aim to offer precision, safety, and efficiency for current and future defence needs. Ammunic Systems provides end-to-end solutions across the defence product cycle — from concept design and testing to full-scale production. The startup aspires to become a leading innovator in the defence and aerospace sector by focusing on indigenous manufacturing and next-generation technologies. The investment community views such ventures as crucial to reducing India's dependency on defence imports. "India is at a critical point in its defence evolution, which makes indigenous technological capabilities national priorities. Ammunic Systems exemplifies the deep-tech innovation needed to strengthen our defence ecosystem," said Ashish Bhatia, Founder of India Accelerator and Co-founder of Finvolve.
Entrepreneur
3 minutes ago
- Entrepreneur
Meta Appoints Ex-OpenAI Scientist Shengjia Zhao to Lead New Superintelligence Lab
Zhao, previously a research scientist at OpenAI, played a pivotal role in creating GPT-4 and various lighter models such as version 4.1 and o3. He is among at least eight researchers who have recently transitioned from OpenAI to Meta. You're reading Entrepreneur India, an international franchise of Entrepreneur Media. Meta Platforms has appointed Shengjia Zhao, a leading figure in the development of OpenAI's ChatGPT, as chief scientist of its newly launched Superintelligence Lab. This high-profile move marks a significant step in Meta's accelerating drive to position itself at the forefront of advanced artificial intelligence. CEO Mark Zuckerberg shared the announcement on Friday through Threads. He said Zhao will guide the lab's scientific direction and collaborate closely with both Zuckerberg and Meta's Chief AI Officer Alexandr Wang. Wang joined the company earlier this year after Meta took a substantial stake in his former company, Scale AI. Zhao, previously a research scientist at OpenAI, played a pivotal role in creating GPT-4 and various lighter models such as version 4.1 and o3. He is among at least eight researchers who have recently transitioned from OpenAI to Meta. The influx of talent signals Meta's intent to rapidly close the distance with competitors in the race toward building artificial general intelligence. The creation of the Superintelligence Lab is part of Meta's broader efforts to establish a premier AI research division. The lab is distinct from FAIR, Meta's long-standing AI unit led by deep learning pioneer Yann LeCun. While FAIR has focused on foundational research, the new lab aims to develop what Zuckerberg has described as full general intelligence. Zuckerberg also confirmed that Meta plans to open-source the work produced by the Superintelligence Lab. This strategy has drawn mixed reactions within the AI community, with some praising the transparency and others warning of risks linked to such openness. Meanwhile, Meta's recruitment campaign has unsettled OpenAI. Internal messages leaked this month revealed OpenAI Chief Research Officer Mark Chen comparing Meta's tactics to "someone breaking into our home and stealing something." In response, OpenAI is reportedly reassessing its compensation practices and offering staff additional time off to curb further departures. OpenAI CEO Sam Altman has publicly criticised what he views as profit-driven hiring practices. He alleged that Meta has lured researchers with offers reaching USD 100 million in signing bonuses, a claim dismissed as exaggerated by Meta's Chief Technology Officer Andrew Bosworth. However, reports of even higher offers, including an unverified USD 1.25 billion compensation package over four years, illustrate the escalating competition for elite AI talent. While Altman argues that OpenAI's mission-focused approach offers a stronger long-term foundation, others in the industry see Meta's strategy as justified. Google DeepMind's CEO Demis Hassabis called the hiring surge a rational response given Meta's desire to catch up. With over USD 14 billion invested in AI infrastructure and partnerships, Meta is making its intentions clear. The addition of Zhao and other key hires underscores the company's determination to lead—not just follow—the next wave of AI development.
