It's been a roller coaster of a year so far for the stock market. After starting off strong and then plunging with the announcement of new tariffs, it's swinging back up nearly 7% year to date.In the short term, investing in the stock market could be volatile. If you'd invested $1,000 in the S&P 500 at the start of the year, it would have gone as low as about $860 in April, but today it would be worth about $1,075. In the long term, investing in the stock market could lead to fabulous wealth.Having a divers ...

MercadoLibre (NASDAQ: MELI ) and Amazon (NASDAQ: AMZN ) are similar companies, so much so that many of MELI's business divisions are the equivalent of similar units within Amazon. Amazon was founded in 1994. MercadoLibre followed in 1999, almost exactlyI am a retired professor, a retired investment adviser, and currently a private investor and full-time tennis pro. I bought my first stock in a custodial account in 1958. I am a student of history, particularly military and economic/market history. The intell ...

Group 1: Market Overview - The S&P 500 is experiencing growth after a year of decline, currently up 5% year to date [1] Group 2: Nvidia - Nvidia is the leading AI chip producer, with a stock increase of 1,500% over the past five years, and it reported strong results for the 2026 fiscal fourth quarter [3][4] - The demand for data centers and agentic AI is rapidly increasing, positioning Nvidia for further growth [3][4] Group 3: MercadoLibre - MercadoLibre is a major e-commerce and fintech player in Latin America, with a 64% increase in revenue year over year, totaling $22 billion in trailing-12-month sales [5][6] - The company is expanding its marketplace and services, including applying for a bank charter in Mexico, which is expected to enhance customer engagement and growth [6] Group 4: Amazon - Amazon holds nearly 40% of the U.S. e-commerce market and is continuously innovating to maintain its competitive edge [7] - Amazon Web Services (AWS) is a leading cloud services provider with 30% market share, generating $100 billion in business, and is focusing on AI development [8][9] Group 5: Shopify - Shopify provides a wide range of e-commerce services, with offline revenue growing at 33% year over year, outpacing total company growth of 27% [10][11] - The company is expanding its market share by targeting medium-sized and enterprise businesses and launching features internationally [11] Group 6: Taiwan Semiconductor - Taiwan Semiconductor (TSMC) is a key foundry producing chips for major designers like Apple and Nvidia, with a 35% year-over-year sales increase [12][13] - AI accounts for 59% of TSMC's business, while smartphones represent 28%, showcasing its diversified customer base and growth potential [13]

Core Insights - MercadoLibre (MELI) and PDD Holdings (PDD) are leading e-commerce platforms in Latin America and China, respectively, with strong logistics and user experience foundations [1][2] Summary of MercadoLibre (MELI) - MELI is capturing market share from physical retail, which still holds nearly 85% of consumer spending in Latin America, with its market share below 5% [3] - The company reported a 25% year-over-year increase in unique active buyers in Q1 2025, driven by improved brand preference in Brazil, Mexico, Argentina, and Chile [3] - MELI's total GMV reached $13.3 billion, with 492 million items sold, reflecting a 30% forex-neutral GMV growth in Brazil and 23% in Mexico, while Argentina saw a remarkable 126% growth [4] - The logistics network is scaling efficiently, with fulfillment penetration exceeding 60% in Brazil, leading to a decline in cost per order [5] - MELI is focusing on underpenetrated categories like supermarkets, with an emphasis on its 1P model to ensure supply consistency and improve unit economics [6] Summary of PDD Holdings (PDD) - PDD is prioritizing long-term growth through a $15 billion support program for small and mid-sized merchants, aimed at easing competitive pressures in China's retail market [7] - The company reported a 10% year-over-year revenue increase to RMB95.7 billion ($13.3 billion) in Q1 2025, with marketing and transaction services growing by 15% and 6%, respectively [8] - PDD's operating profit decreased to RMB18.3 billion from RMB28.6 billion a year ago, resulting in an operating margin drop from 33% to 19% due to heavy investments in promotions and ecosystem support [8] - The company is modernizing rural supply chains through agriculture e-commerce initiatives, enhancing value for merchants and consumers [9] Stock Performance and Valuation - In the last three months, MELI shares increased by 29.7%, while PDD shares decreased by 8.5% [11] - MELI's share price increase is attributed to its success in capturing offline retail market share, while PDD's decline is linked to rising competition and margin pressures [12] - Valuation metrics indicate that MELI shares are trading at a forward Price/Sales ratio of 4.09X, while PDD is at 2.31X, suggesting both are currently overvalued [16] Earnings Estimates - The Zacks Consensus Estimate for MELI's Q2 2025 earnings is $12.01 per share, revised upward by 15.25%, indicating a 14.6% year-over-year increase [19] - Conversely, PDD's Q2 2025 earnings estimate is $2.04 per share, revised downward by 28.42%, indicating a 36.25% year-over-year decrease [20] - MELI has beaten earnings estimates in three of the last four quarters, while PDD has beaten in two, with PDD showing a negative average surprise of 6.21% [21] Conclusion - MELI is experiencing strong e-commerce momentum and market share gains in Latin America, supported by strategic investments in logistics and user engagement [22] - PDD is facing near-term challenges due to competition and margin pressures, making MELI a more favorable option for sustained growth [23]

Group 1: Apple Stock Performance - Apple shares have fallen by nearly 20% this year, making it one of the worst-performing stocks among the "Magnificent Seven" [1] - The question arises whether investors should consider shifting focus from Apple to other stocks [2] Group 2: MercadoLibre - MercadoLibre operates the largest e-commerce network in Latin America, generating $22.4 billion in revenue over the last 12 months [5] - Revenue increased by 37% in the most recent quarter, while net income surged by 44% [5] - Gross merchandise value (GMV) increased by 17% overall, with GMV in Argentina alone skyrocketing by 126% [5] - The fintech arm, Mercado Pago, has 64 million monthly active users, a 31% increase from the same quarter last year [6] - E-commerce in Latin America is still in its early stages, with MercadoLibre expanding its logistics network to lower fulfillment costs [7] Group 3: Rocket Lab USA - Rocket Lab provides small satellite launches using reusable rockets, with a growing demand for space launches due to increasing space-based infrastructure [9][10] - The company launched 16 missions last year, while its competitor SpaceX launched 138 [9] - Rocket Lab's stock has advanced by nearly 600% over the last 12 months, driven by a 43% increase in trailing-12-month revenue from $327 million to $466 million [11] - The company has partnered with the U.S. Department of Defense and various defense contractors to meet the demand for military and intelligence equipment in space [11] - Despite the lack of profits and negative free cash flow, Rocket Lab presents an opportunity for investors bullish on the space economy [12][13]

Company Performance - MercadoLibre (MELI) closed at $2,613.63, reflecting a +2.09% increase from the previous day, outperforming the S&P 500's gain of 0.52% [1] - Over the past month, the stock has decreased by 0.13%, underperforming the Retail-Wholesale sector's gain of 2.65% and the S&P 500's gain of 4.27% [1] Earnings Forecast - The upcoming earnings report is expected to show an EPS of $12.01, representing a 14.6% increase from the same quarter last year [2] - Projected net sales are estimated at $6.52 billion, which is a 28.57% increase from the previous year [2] Fiscal Year Estimates - For the entire fiscal year, earnings are forecasted at $47.75 per share, indicating a +26.69% change from the previous year, with revenue expected to reach $27.35 billion, reflecting a +31.66% increase [3] - Recent analyst estimate revisions suggest a favorable outlook on the company's business health and profitability [3] Analyst Ratings and Valuation - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates MercadoLibre at 3 (Hold) [5] - The Forward P/E ratio for MercadoLibre is 53.62, significantly higher than the industry average of 24.95, with a PEG ratio of 1.52 compared to the industry average of 1.41 [6] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 58, placing it in the top 24% of over 250 industries [7] - Research indicates that industries in the top 50% outperform those in the bottom half by a factor of 2 to 1 [7]

MercadoLibre is still a great buy at its all-time high.MercadoLibre (MELI 0.08%), the largest e-commerce company in Latin America, has been an amazing growth stock. A $1,000 investment in its shares two decades ago would be worth $89,400 today. That same investment in the S&P 500 would only have grown to $4,250.Some investors might be hesitant to chase MercadoLibre as it hovers near its all-time highs, but I think it's still one of the smartest growth stocks to buy today.MercadoLibre dominates the Latin Ame ...

Core Insights - MercadoLibre (MELI) is enhancing its ecosystem with a focus on digital advertising, positioning Mercado Ads as a potential core growth engine [2] - The company launched Mercado Play, a TV streaming app, targeting a market with significant untapped ad inventory [4] - Mercado Ads has become a $1 billion-plus annual revenue business, growing nearly 50% year over year on an FX-neutral basis [5] Digital Advertising Growth - Brand ads have expanded beyond top brands, leading to strong growth, while display ads grew over 100% year over year in Q1 2025 [3] - New features like automated creative generation and improved analytics have made ad tools more effective and accessible [3] - Ad penetration has increased across Brazil, Mexico, and Argentina, indicating a larger opportunity in Latin America's digital ad market [5] Competitive Landscape - Mercado Ads faces competition from global players like Amazon and Sea Limited, which are increasing their ad spend efforts in MELI's key markets [6][7] - Amazon is expanding its ad business in Brazil and Mexico, while Shopee, backed by Sea Limited, is introducing low-cost ad options targeting price-sensitive sellers [6][7] Stock Performance and Valuation - MELI shares have gained 50.6% year-to-date, outperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector [8] - The stock is trading at a forward 12-month Price/Sales ratio of 4.20X, compared to the industry's 2.01X [12] - The Zacks Consensus Estimate for Q2 2025 earnings is $12.01 per share, indicating 14.60% year-over-year growth [14]

POLAND - 2024/11/24: In this photo illustration, the MercadoLibre company logo is seen displayed on ... More a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images MercadoLibre Inc (NASDAQ: MELI), frequently referred to as the “Amazon of Latin America,” runs the largest online marketplace in the region—and has consistently been increasing its market share for the last three years. Similar to Amazon (NASDAQ: AMZN) or eBay (NASD ...

Montevideo, June 26, 2025 (GLOBE NEWSWIRE) -- Today, TIME has released its annual TIME100 Most Influential Companies list, which highlights companies making an extraordinary impact around the world. Not only is Mercado Libre the only Latin American company on the list, this year it’s recognized as the dominant retailer in the Titan category signaling the company’s global significance. Since its founding over 25 years ago, Mercado Libre has become a dominant force in the region. In recent years the company h ...