Kevin O’leary’s Stock Portfolio: Top 10 Stock Picks for 2026

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6. Mastercard Incorporated (NYSE:MA)

Mastercard Incorporated (NYSE:MA) is one of Kevin O’Leary’s top stock picks for 2026 through the O’Shares U.S. Quality Dividend ETF. The stock made up 4.19% of the ETF as of June 17, 2026. On May 15, 2026, Mastercard and JD.com announced a strategic partnership focused on payment infrastructure, cross-border commerce, and fraud prevention. The initial work centers on supporting JD.com’s international business, expanding payment options for overseas visitors in China, and improving checkout, shopping, and tax-refund experiences across JD.com’s e-commerce platforms and retail channels.

The companies also plan to explore a cross-border supply chain finance ecosystem for small and medium-sized businesses, giving Mastercard another path into trade-related payment flows beyond consumer card spending. The partnership also includes risk management, identity authentication, real-time monitoring, and fraud-prevention tools, areas that remain central as digital commerce becomes more global and automated. Mastercard and JD.com also said they would explore agentic AI-powered purchasing through Mastercard Agent Pay and expand co-branded card initiatives.

Mastercard Incorporated (NYSE:MA) is a global payments technology company that connects consumers, merchants, financial institutions, businesses, governments, and digital partners. The company provides payment processing, cybersecurity, data analytics, loyalty, consulting, and money-movement services across more than 200 countries and territories.

While we acknowledge the potential of MA to grow, our conviction lies in the belief that some other AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MA and that has 100x upside potential, check out our report about the cheapest AI stock.

Click to continue reading and see Top 5 Stock Picks of 2026 from Kevin O’Leary’s Portfolio.

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