IJR News — today's news from every sideMaya Lindstrom They are targeting the right spots like restaurants and events but still lag behind Visa and Mastercard in too many places. Tom Gallagher The big issue is whether the card companies or the AI platforms end up keeping most of the value from these agent transactions. Epoch Investment Raises Stakes Across Waters, Mastercard, AbbVieFinance — Jul 25, 2026Epoch Investment Partners boosted its stakes in Waters, NVR, Mastercard, and AbbVie in the latest 13F filings, while trimming Linde by 17.7% as part of its quarterly portfolio moves. The changes reflect continued appetite for large-cap names across healthcare, construction, technology/payment services, and basic materials.
