$MELI

Hayden Capital's Q2 2026 letter reports a 6.9% portfolio gain, with 43% in North America. The firm highlights MercadoLibre (MELI) for its reinvestment in Latin America, noting a 26% year-over-year increase in new buyers and 15% more frequent transactions. MELI's stock is down 21.92% over 52 weeks, with a market cap of $97.88 billion. Hayden Capital attributes 8M incremental customers to MELI's faster, cheaper delivery.

Expedia (EXPE) stock rose 5.5% post-earnings, trading at $172.63. MercadoLibre (MELI) reported $10.17B revenue, up 49.8% YoY, with 89M daily users, stock flat at $1,920. Snap (SNAP) revenue hit $1.6B, up 18.9% YoY, stock up 3.6% at $5.22. Market focus shifted from AI to geopolitics and back to fundamentals.

Mercado Libre's CEO Marcos Galperin faces a criminal usury complaint over Mercado Pago's loan rates, which range from 76.36% to 1,375.94% annual total cost. The complaint alleges disproportionate rates compared to Brazil. Mercado Pago defends rates as risk-based and competitive. MercadoLibre (MELI) has a market cap of $90.62B and a P/E ratio of 50.3.

The article highlights NVIDIA, Palantir, and MercadoLibre as growth stocks tied to enterprise AI and LatAm digital growth. NVIDIA guided Q2 revenue to $91B and targets 75% non-GAAP gross margin. Palantir reported Q2 2026 revenue $1.935B, Rule of 40 score 155, and raised FY2026 guidance to $8.15–$8.158B. MercadoLibre said Q2 2026 revenue exceeded $10B and credit portfolio reached $16.4B.

Mercado Pago, the fintech arm of Mercado Libre, began offering payroll-deducted “consignado privado” loans to formal private-sector workers in Brazil on Aug. 17, 2026, via the government’s Crédito do Trabalhador platform. The firm ran a July 2026 pilot closing about 5,000 contracts. The program since March 2025 has reached about R$117 billion (about US$22 billion) in loans.

MercadoLibre (MELI) reported its first quarter over $10B in revenue and said it is prioritizing growth and engagement over near-term profitability, according to its Aug. 5 earnings call. Q2 revenue rose 50% YoY, with GMV and payment volume up 44% and 56%. Operating income and margin fell to $683M and 6.7%. Credit book reached $16.4B (+75% YoY).

Duquesne Family Office, managed by Stanley Druckenmiller, reshuffled its Q2 portfolio, according to a newly filed 13F. It increased Amazon (AMZN) by over 1,000% to 541,600 shares and added Alphabet (GOOG/GOOGL) and call options on Meta (META) and Tesla (TSLA). It exited AVGO, INTC and MU, added AMD, increased TSM, and added BTDR, RIOT, DAL, UAL, and FOX.

CoreWeave (CRWV) rose more than 15% in after-hours after Q2 results. The company reported a GAAP EPS loss of $1.14 and revenue up 113.2% Y/Y to $2.58B, with investors focused on forward profit margins. CoreWeave added financing via a $3.1B term loan, $1B from Jane Street, and over $10B in debt and convertibles. MercadoLibre (MELI) gained 6.34% to $1,940 as its credit portfolio rose to $16.4B (+75% Y/Y). KKR (KKR) moved on easing private credit fears and plans tied to Nvidia’s AI infrastructure p

MercadoLibre (MELI) shares are up slightly in pre-market after closing at $1,828.29 on the Nasdaq. The stock trades around $1,843.05, up $14.76. The move follows Q2 results, with net revenues and financial income of $10.2B versus $6.8B a year earlier, and net income of $466M ($9.19/share) versus $523M ($10.31/share).

MercadoLibre (MELI) reported Q2 2026 results on an earnings call. Net revenue rose 50% to $10.2B, with operating income of $683M (6.7% margin) and net income of $466M ($9.19/share). GMV was $21.9B (+36% FX-neutral) and TPV $101.0B (+56%). Fintech and AI investments continued amid Mexico acquiring margin compression.