Visa Sees AI Shopping Agents as Opportunity, Not Threat

Visa's shares continue to rise despite concerns that AI shopping agents could disrupt its transaction network.

The company's CEO, Ryan McInerney, views agentic commerce as an expansion opportunity, not a threat. He compares it to past commerce shifts like e-commerce and mobile payments that ultimately reinforced Visa's role.

Visa's strong fiscal Q3 results, including a 14.4% revenue increase and record transaction volumes, support this view.