Visa’s latest U.S. Winter Sports Study shows that 55% of American consumers are considering using generative AI to plan their next winter trip and 40% have already used AI tools to book or research travel. Respondents cite time savings (71%) as the primary benefit, leveraging AI for destination comparison, itinerary creation and equipment rentals. With 66% of travelers naming domestic slopes as their top choice and 58% reporting Olympic inspiration for participation, Visa’s data highlights both robust demand for U.S. winter sports and a rapid shift toward AI-driven trip planning—a trend that could reshape travel-related transaction volumes and merchant mix for the payments network.

In partnership with Amenify, Visa will enable renters to link existing Visa cards to earn 'Amenify Cash™' on eligible rent and local spending without issuing new payment cards. This collaboration targets tens of millions of U.S. rental units and integrates rewards into a resident commerce platform covering groceries, restaurant orders, housekeeping and home maintenance. By embedding Visa’s payments infrastructure into Amenify’s API-driven framework, the network stands to capture additional transaction flows in housing and everyday services, potentially bolstering non-transaction-fee revenue and broadening engagement with property managers and local merchants.

Recent 13F disclosures show Belpointe Asset Management raised its position in Visa by 8.1%, adding 1,640 shares for a total holding valued at $7.46 million. Brighton Jones LLC lifted its stake by 50.1%, acquiring 6,883 shares, while Revolve Wealth Partners LLC grew its position by 68.9%, adding 4,817 shares. These shifts underscore growing institutional conviction, with over 82% of Visa’s float now held by funds and hedge vehicles. Continued inflows from diversified managers may support stock stability and reflect confidence in Visa’s revenue growth from digital payments and emerging commerce partnerships.