Brazil Stocks Plunged. Should You Buy the Dip in MercadoLibre?

Brazilian stocks fell sharply following Lula's election victory, with the Brazil ETF dropping 19.8% and MercadoLibre declining 7.8%. Despite the sell-off, the article argues MercadoLibre remains a compelling buy given its strong fundamentals, including 30 consecutive quarters of 30%+ revenue growth, reasonable forward P/E valuation of 30, and expanding fintech operations across Latin America.

10/27/2026, 2:30 AM • The Motley Fool

Stock Market Today, Oct. 26: AI Optimism Lifts Nasdaq as Tech Stocks Rebound

The Nasdaq rose 0.82% on October 26, 2026, driven by AI optimism following Anthropic's IPO filing. Tesla surged 5% on a Barclays upgrade, while Meta fell 2% after announcing a $95 billion AI infrastructure investment plan. The S&P 500 gained 0.70% and the Dow edged up 0.28% as investors favored tech and real estate stocks.

10/26/2026, 5:30 PM • The Motley Fool

Why Petroleo Brasileiro SA Petrobras ADR Crashed Today

Petrobras shares crashed 16% following Brazilian President Lula's unexpected election victory over conservative challenger Bolsonaro (51.8% to 48.2%). Lula's return to office signals continued government control over energy policy, including price controls on fuel and reduced dividend payouts in favor of capital investment. Despite the short-term sell-off, analysts note Petrobras trades at a cheap 6.6x trailing earnings, potentially presenting a buying opportunity.

10/26/2026, 12:31 PM • The Motley Fool

Why Brazil’s Stocks and Funds Like the iShares MSCI Brazil ETF Are Crashing Today

Brazilian stocks plummeted on October 26, 2026, following Sunday's presidential election where left-leaning incumbent Luiz Inacio Lula da Silva defeated conservative rival Flavio Bolsonaro. The iShares MSCI Brazil ETF dropped nearly 23% as investors fear economic uncertainty and potential political turmoil, particularly given Bolsonaro's contested election results and concerns about possible destabilizing actions similar to his father's 2023 coup attempt.

10/26/2026, 12:28 PM • The Motley Fool

Remittix Announces November 24 RTX Launch as Cardano Advances Petrobras Fuel Research and NEAR Intents Responds to Bitget Hack

Remittix has scheduled its RTX token launch for November 24, 2026, after raising over $32 million in presale funding. Concurrently, Cardano and Petrobras are advancing blockchain applications for sustainable fuel traceability, while NEAR Intents demonstrated its SHIELD risk system by blocking most of a $50 million attack attempt following the Bitget hack.

10/01/2026, 7:00 PM • GlobeNewswire

AI Bubble Fears Make Energy Look Like the More Durable Trade

Doug Casey, a veteran investor, warns that AI spending represents a historic mania comparable to historical bubbles and advocates shifting investment focus to undervalued sectors: energy stocks (oil, gas, uranium, coal), mining companies (particularly gold miners with strong margins), and agricultural commodities (corn, soybeans, wheat, rice) that are trading at or below breakeven for producers.

07/07/2026, 10:21 AM • Investing

Baker Hughes Locks In Two Multi-Year Equinor Extensions

Baker Hughes secured two multi-year contract extensions with Equinor to support offshore hydrocarbon production in the North Sea and expanded operations in Brazil's Santos Basin. The stock trades at $63.50 with a Buy rating and $74.00 average price target, though momentum indicators suggest cooling upside pressure.

05/28/2026, 2:41 PM • Benzinga

Baker Hughes Extends and Expands Integrated Well Construction Contract with Petrobras

Baker Hughes has secured a major contract extension with Petrobras to provide integrated well construction solutions across Brazil's Santos Basin pre-salt offshore fields. The expansion will deploy advanced technologies including AutoTrak rotary steerable systems, logging-while-drilling tools, and Dynamus drill bits to support deepwater well development. The project builds on a 2024 agreement and leverages Baker Hughes' comprehensive portfolio across drilling, wireline, cementing, and other specialized services.

05/26/2026, 7:00 AM • GlobeNewswire

Prosafe SE: Operational update – March 2026

Prosafe reported 42% fleet utilisation in March 2026 and 79% in Q1. Safe Eurus maintained full capacity operations in Brazil with near 100% uptime. Safe Zephyrus and Safe Notos completed scheduled maintenance and surveys, with Zephyrus resuming Petrobras operations on 13 April. Safe Boreas commenced gangway operations and a 15-month firm contract in Australia. Safe Caledonia holds a Letter of Intent from Ithaca Energy for a six-month contract starting Q2 2027, with final award expected in Q2 2026.

04/21/2026, 4:36 AM • GlobeNewswire

Valaris Just Scored $447 Million Petrobras Backlog Boost

Valaris secured a 1,064-day contract extension with Petrobras for the drillship DS-4, adding approximately $447 million to its contract backlog starting November 2027. The company also partnered with PETRONAS Suriname and Halliburton to develop offshore assets in Suriname. Despite these positive developments, Valaris shares declined 1.38% to $96.69 at publication.

04/06/2026, 1:25 PM • Benzinga

Baker Hughes Announces Dates for First-quarter Earnings Release and Webcast

Baker Hughes announced its Q1 2026 earnings will be released on April 23, 2026, with a webcast discussion on April 24. The company signed a strategic long-term service agreement with Petrobras covering maintenance and repairs for up to 64 aeroderivative gas turbines for Brazil's offshore and refinery operations. Baker Hughes also successfully issued $6.5 billion in senior notes.

03/20/2026, 7:00 AM • GlobeNewswire

Baker Hughes Lands Mega Petrobras Deal To Power Brazil's Energy Backbone

Baker Hughes secured a substantial 60-month service agreement with Petrobras worth significant value to support critical turbomachinery equipment for Brazil's offshore operations. The deal covers maintenance and engineering advisory services for up to 64 aeroderivative gas turbines across approximately 19 FPSO vessels. The stock showed mixed technical signals with neutral RSI but bearish MACD, trading slightly up on the news.

03/18/2026, 10:55 AM • Benzinga

Aura Minerals Surges 200% Since IPO as $8 Million New Stake Signals Fresh Interest

Sagil Capital LLP acquired 155,992 shares of Aura Minerals (AUGO) worth approximately $7.86 million in Q4, signaling renewed investor interest in the precious metals miner. The stock has surged 200% since its July Nasdaq debut, driven by stronger gold prices and solid company execution. The investment reflects confidence in Aura's vertically integrated mining operations and diversified portfolio across gold, copper, and silver.

02/12/2026, 5:32 PM • The Motley Fool

Fund Exits $11 Million Stake in Tidewater as Offshore Firm Targets $1.37 Billion in 2026 Sales

Sagil Capital fully exited its position in Tidewater by selling 201,763 shares for approximately $10.76 million in Q4. Despite Tidewater's strong 29.6% performance over the past year and solid Q3 results with $341.1 million in revenue, the fund appears to be taking profits after significant gains. Tidewater maintains a 76% fleet utilization rate and has guided for $1.33-$1.35 billion in full-year revenue with $1.32-$1.37 billion expected for 2026.

02/12/2026, 5:24 PM • The Motley Fool

Mining Stock Soars 220% in One Year, but Could a $10.89 Million Exit Signal a Shift?

London-based Sagil Capital fully exited its position in Compañía de Minas Buenaventura (BVN), selling 447,516 shares for $10.89 million in Q4. Despite BVN's extraordinary 220% gain over the past year, the exit reflects portfolio risk management and reduced commodity overlap in a fund concentrated in energy and shipping. The move highlights the cyclical nature of mining stocks and the importance of discipline after significant gains.

02/12/2026, 5:15 PM • The Motley Fool