Breakfast News: Week in Review

Meta, SpaceX, and Tesla posted strong revenue but are spending heavily on AI infrastructure with uncertain cash flow outcomes. Walmart opened AI shopping to approved agents while Amazon blocked them. Salesforce acquired Braze for a 58% premium but analysts expect modest returns. Netflix and Intuitive Surgical face pricing power challenges. Old-economy companies like Cisco, Corning, and EQT benefit from AI buildout demand.

10/23/2026, 7:30 AM • The Motley Fool

Breakfast News: A One-Line Fix Could Shake Up AI

Amazon released TorchNeuron, an open-source software tool that allows PyTorch code to run on AWS Trainium chips with minimal changes, challenging Nvidia's market dominance. Amazon stock surged 5% on the announcement. Meanwhile, Karooooo's shares fell 8% despite strong subscriber growth due to lower-than-expected earnings and unchanged guidance. Netflix and SpaceX are set to report earnings, with Netflix focusing on ad revenue growth and SpaceX on AI spending efficiency. MercadoLibre continues expanding in Latin America with heavy investments in shipping and payments.

10/20/2026, 7:30 AM • The Motley Fool

Mercado Libre Stock Analysis: Buy, Hold, or Sell?

Mercado Libre's growth is being boosted by a more affordable shipping program. The article analyzes whether the stock is a buy, hold, or sell opportunity, highlighting Latin America's strong economic growth prospects compared to developed markets.

10/19/2026, 9:23 PM • The Motley Fool

Nebius and 3 Other Stocks I Don't Mind Buying Before 2026 Ends

Neil Rozenbaum recommends four stocks worth considering before the end of 2026: Nebius, Meta Platforms, MercadoLibre, and Nu Holdings. The article highlights why these companies made his investment list, though specific reasoning details are not fully elaborated in the provided content.

10/19/2026, 1:27 PM • The Motley Fool

Chewy vs. MercadoLibre: Which E-Commerce Stock Is a Better Buy in 2026?

The article compares Chewy, a U.S. online pet retailer, and MercadoLibre, a Latin American e-commerce and fintech platform. MercadoLibre shows stronger revenue growth at 39.1% in 2025 versus Chewy's 6.2%, but both face challenges: Chewy has thin margins and single-digit growth, while MercadoLibre sacrifices profitability for expansion and faces credit risks. The author favors MercadoLibre as a long-term buy despite volatility, while viewing Chewy as steadier but requiring veterinary acquisitions to prove value.

10/15/2026, 12:00 PM • The Motley Fool

Alibaba vs. MercadoLibre: Which Stock Is a Better Buy in 2026?

Alibaba and MercadoLibre represent two distinct investment paths: Alibaba offers deep value with a P/E of 24.61 and strong cloud/AI growth in China, while MercadoLibre trades at a premium P/E of 51.05 but delivers hyper-growth at 39.1% YoY in Latin America's emerging fintech and e-commerce markets. The author recommends MercadoLibre for patient investors seeking exposure to early-stage digital adoption, despite geopolitical risks favoring Alibaba's valuation.

10/14/2026, 7:13 AM • The Motley Fool

Coupang vs. MercadoLibre: Which Consumer Stock Is a Better Buy in 2026?

MercadoLibre emerges as the superior investment choice compared to Coupang, driven by significantly higher revenue growth (39.1% vs 14.1%), superior profitability (6.9% net margin vs 0.6%), and a much larger customer base across 18 countries. While Coupang trades at a lower valuation multiple, MercadoLibre's robust cash flow generation and expanding fintech ecosystem provide better long-term value despite operating in volatile emerging markets.

10/10/2026, 2:30 PM • The Motley Fool

Here Are My Top 4 Stocks to Buy in October

The article recommends four stocks for October investment: Viking Therapeutics for its unique monthly-dose GLP-1 weight loss drug candidate in a market expected to reach $200 billion by 2030; Alphabet for its dominant position in cloud computing AI services with 82% YoY growth and gaining market share; SoFi Technologies for strong revenue growth (40% YoY) and customer expansion despite recent setbacks; and MercadoLibre for its Amazon-like growth trajectory in Latin America with 50% YoY revenue growth despite margin pressures from free shipping initiatives.

10/05/2026, 8:24 AM • The Motley Fool

10 Top Stocks I'd Buy Right Now

Following the Federal Reserve's first rate increase in three years, Matt Frankel presents a curated list of 10 stocks to buy now, featuring a mix of safe compounders, dividend payers, and higher-upside growth names suitable for various investor types.

10/02/2026, 2:22 PM • The Motley Fool

58% of Americans Own Stock, but Most Are Doing It Wrong. I'd Start With These 2 Names Instead.

While 58% of Americans own stocks, most invest in broad index funds or trendy sectors like AI, missing better opportunities. The article recommends MercadoLibre, a Latin American e-commerce and fintech platform with 6,200% historical returns and 36% GMV growth, and Sprouts Farmers Market, a health-focused grocer trading at a cheap P/E of 13 with strong buyback programs and 500% EPS growth over 10 years.

09/25/2026, 7:05 AM • The Motley Fool

Breakfast News: The Art of Losing Less

The article explores defensive investment strategies to minimize portfolio losses during market downturns. Four Motley Fool analysts share their approaches: position sizing and intelligent diversification, portfolio-level risk management through uncorrelated holdings, using options for income generation and psychological stability, and maintaining a balanced approach with index funds alongside individual stock picks. Key insight: a 30% portfolio decline requires a 43% gain to recover, emphasizing the importance of building resilient portfolios before downturns occur.

09/19/2026, 7:30 AM • The Motley Fool

Dlocal's 2026 Outlook: Soaring Total Payment Volume Meets a Reasonable Valuation

Dlocal (DLO) receives a Superscore of 77/100, indicating strong fundamentals driven by 92% year-over-year TPV growth, 153% net revenue retention, and an asset-light business model. However, the stock faces headwinds from 61% revenue concentration among top 10 merchants, margin compression from 53% to 37% since 2021, and a fairly valued P/E of 21.7. Trading at $14.95, the stock could outperform if management successfully stabilizes take rates with enterprise clients.

09/12/2026, 7:15 AM • The Motley Fool

2 Monster Stocks to Hold for the Next 10 Years

The article recommends Costco Wholesale and MercadoLibre as two stocks suitable for long-term 10-year holding periods. Costco demonstrates strong performance with 11.6% sales growth, 82.9 million members, and plans for 30+ annual store openings. MercadoLibre, an e-commerce and fintech platform in Latin America, shows 50% revenue growth and 36% GMV increase, with ecosystemic users generating significantly higher value metrics.

09/02/2026, 1:20 PM • The Motley Fool

Netflix, MercadoLibre, and Tesla Are All Underperforming the S&P 500. Here's the 1 Stock I'd Buy in September.

Netflix, MercadoLibre, and Tesla are underperforming the S&P 500 in 2026, down 14%, 3%, and 21% respectively. Despite challenges, all three companies continue growing. The author recommends buying MercadoLibre in September, citing its strong growth trajectory in Latin American e-commerce and fintech markets at a reasonable valuation, while avoiding Tesla due to its rich valuation and uncertain robotics payoff.

09/02/2026, 11:11 AM • The Motley Fool

The Market Keeps Punishing MercadoLibre for Growing Too Fast. Here's Why That's Exactly When to Buy.

MercadoLibre's stock has fallen despite record revenue and 30 consecutive quarters of 30%+ growth, as the market reacts negatively to compressed operating margins caused by heavy investments in logistics and Mercado Pago. However, the author argues this is a buying opportunity, as two-thirds of margin compression stems from accounting mechanics of rapid credit growth rather than deteriorating economics. The company's integrated ecosystem of marketplace, fintech, and logistics creates a genuine flywheel that requires the aggressive spending being punished by the market.

09/01/2026, 8:30 AM • The Motley Fool