Group 1: Hong Kong Stocks - Ascentage Pharma-B (06855) opened over 5% higher after receiving FDA and EMA approval for its drug, Lisenglitazone, for high-risk MDS in Phase III clinical trials [1] - Haijia Medical (06078) fell over 5% following a profit warning, expecting a mid-term net profit decline of approximately 34% to 39% due to factors like centralized procurement and increased depreciation from new hospitals [1] - Hua Hong Semiconductor (01347) dropped over 6% as it announced plans to acquire a controlling stake in Shanghai Huali Microelectronics to address industry competition [1] - Zhonghui Biotech-B (02627) rose over 8% after receiving IND approval for its recombinant respiratory syncytial virus vaccine in both the US and China [1] - NetDragon (00777) surged over 10% after forming a strategic alliance with Zhongke Wenge to promote AI technologies abroad [1] - Great Wall Motors (02333) increased over 12% following the completion of its factory in Brazil, with an initial production capacity of 30,000 vehicles per year [1] - Yuewen Group (00772) rose over 20% as its first-half performance exceeded expectations, benefiting from growth in licensing business and steady performance of short dramas [1] Group 2: Other Notable Stocks - Huirui Group (00806) increased over 8% after reporting first-half results that met market expectations and is applying for MRF mutual recognition for other products [2] - Soundon Technology (02495) surged nearly 30% after announcing a projected net profit exceeding 50 million yuan for the first half, marking a turnaround from losses [2] - Robotics concept stocks saw significant gains, with Jinshang Machine Tool (01651) up over 11% and Lijin Technology (00558) up over 3% [2] Group 3: US Stocks - Intel (INTC.US) rose 2.93% amid reports of negotiations with the Trump administration for government investment to support domestic manufacturing [3] - Hesai Technology (HSAI.US) increased 9.73% after reporting over 50% year-on-year revenue growth for Q2 2025 [3] - UnitedHealth (UNH.US) surged 11.98% following Berkshire Hathaway's new investments in the company [3] - NIO (NIO.N) rose 8.09% as it announced the upcoming launch of its new ES8 model [4] - Xunlei (XNET.US) continued to rise by 26.53% after reporting a 30.6% year-on-year revenue increase for Q2 2025 [5]

Core Insights - Nubank reported second quarter revenue of $3.7 billion, a 40% increase year-over-year, and net profit rose 42% to $637 million, exceeding analysts' expectations [1] - The company's share price surged 10% to over $13.00, raising its market value to nearly $64 billion [1] Revenue and Customer Metrics - Monthly average revenue per customer increased to $12.20, surpassing the forecast of $12.00, indicating improved monetization of existing customers [2] - Nubank attracted 4.1 million new customers in the second quarter, bringing the total user base to 122.7 million, with the fastest growth in Mexico, where credit card customers rose 52% to 6.6 million [5] Loan Performance and Delinquencies - Short-term loan delinquencies decreased by 0.3%, while long-term delinquencies rose by 0.1% to 6.6%, attributed to seasonality and previous spikes [3] - Despite concerns over declining credit quality in Brazil, Nubank's delinquency results were better than central bank data suggested, contributing to the stock's rise [4] International Expansion Plans - Nubank is preparing for international market expansion, having made several key hires, including a new chief technology officer and global head of public policy [6] - The company is extending recruitment efforts beyond Latin America to attract global talent [6] - Analysts note that the evolving international narrative is a significant factor in Nubank's growth potential [7]

Group 1 - Nu Holdings Ltd. (NYSE: NU) has experienced a 10% increase following its Q2 earnings report, returning to yearly highs previously reached multiple times [1] - The company is a digital banking platform based in Brazil, showing rapid expansion across South America [1]

Group 1 - Nu Holdings Ltd. reported second-quarter earnings of 13 cents per share, aligning with analyst estimates, while revenue was $3.66 billion, missing expectations [1] - The company's customer base increased by 17% year-over-year to 122.7 million, with Monthly Average Revenue per Active Customer reaching $12.2, up 18% year-over-year [1] - Goldman Sachs analyst Tito Labarta maintained a Buy rating on Nu Holdings and raised the price forecast from $19 to $20, citing robust loan growth and stable asset quality as key drivers for potential net interest margin (NIM) expansion [2][3] Group 2 - Nu Holdings anticipates stable NIMs in Brazil, with potential gains in Mexico and Colombia, supported by recent deposit growth from stronger customer engagement [3] - Management expects funding costs in Brazil to remain stable, while lower deposit rates in Mexico and Colombia, along with product enhancements, are expected to reduce funding costs without significant outflows [3] - Labarta kept the 2025 reported net income forecast at $2.8 billion, with 2026 and 2027 estimates at $4.5 billion and $6.1 billion respectively [4] Group 3 - NU shares increased by 10.07% to $13.22 [5]

Core Viewpoint - Nu Holdings reported strong second-quarter results, with revenue and net profit exceeding expectations, indicating robust growth and customer acquisition in key markets [1] Financial Performance - The company achieved a revenue of $3.7 billion, surpassing FactSet's estimate of $3.19 billion [1] - Net profit increased by 31% year-over-year to $637 million [1] Customer Growth - The customer base expanded to 123 million, with a net addition of 4.1 million customers in the quarter [1] Market Contribution - The markets of Mexico and Colombia contributed 8% to total revenue [1] - Total loan balance grew by 40% year-over-year to $27.3 billion [1] Strategic Initiatives - The company upgraded its credit model in Brazil and increased credit card limits [1] - In Mexico and Colombia, the company optimized its balance sheet to enhance the profitability of credit products [1]

Core Insights - Nu Holdings (NU.US) shares rose over 11% to $13.39 following strong Q2 earnings report [1] - The company reported Q2 revenue of $3.7 billion, exceeding FactSet's estimate of $3.19 billion [1] - Net profit increased by 31% year-over-year to $637 million [1] Customer Growth - The customer base grew to 123 million, with a net addition of 4.1 million customers in the quarter [1] - Mexico and Colombia contributed 8% to total revenue [1] Loan and Credit Performance - Total loan balance increased by 40% year-over-year to $27.3 billion [1] - The company upgraded its credit model in Brazil and raised credit card limits [1] - In Mexico and Colombia, the company optimized its balance sheet to enhance the profitability of credit products [1]

Nu Holdings Ltd. NU shares are trading nearly 10% higher in Friday's pre-market trading, even as the company reported mixed earnings for the second quarter. NU is surging to new heights. Get the scoop here. Nu Holdings Earnings Meet Expectations The firm's quarterly earnings of 13 cents per share came in line with analyst estimates, while revenue came in at $3.66 billion, missing expectations. The company's customer base rose 17% year-over-year to 122.7 million. The Monthly Average Revenue per Active Custom ...

Core Insights - Nu Holdings Ltd. reported a revenue of $3.67 billion for the quarter ended June 2025, reflecting a year-over-year increase of 28.8% and a slight revenue surprise of +0.35% over the Zacks Consensus Estimate of $3.66 billion [1] - The earnings per share (EPS) for the quarter was $0.14, up from $0.12 in the same quarter last year, resulting in an EPS surprise of +7.69% compared to the consensus estimate of $0.13 [1] Financial Performance Metrics - Active customers reached 102.2 million, exceeding the average estimate of 101.14 million from two analysts [4] - Fee and commission income was reported at $539.73 million, surpassing the average estimate of $523.63 million from two analysts [4] - Interest income and gains (losses) on financial instruments matched the average estimate of $3.13 billion, reported at $3.13 billion [4] Stock Performance - Over the past month, shares of Nu have returned -10.7%, contrasting with the Zacks S&P 500 composite's +3.5% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Group 1 - The Saudi Public Investment Fund (PIF) has liquidated its holdings in several U.S. listed companies during the second quarter, including Alibaba, Meta, FedEx, Shopify, PayPal, and Nu Holdings, no longer holding any shares in these companies [1] - As of the end of the first quarter, PIF held 667,996 Class A shares of Meta, 1.61 million American Depositary Shares (ADS) of Alibaba, and 498,164 common shares of FedEx [1] - The U.S. stock market experienced a decline in April due to tariff policy impacts but rebounded thereafter during the second quarter [1]

Core Viewpoint - Nu Holdings Ltd. reported quarterly earnings of $0.14 per share, exceeding the Zacks Consensus Estimate of $0.13 per share, and showing an increase from $0.12 per share a year ago, indicating a positive earnings surprise of +7.69% [1][2] Financial Performance - The company posted revenues of $3.67 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.35%, and up from $2.85 billion year-over-year [2] - Over the last four quarters, Nu has surpassed consensus EPS estimates two times and topped revenue estimates once [2] Stock Performance - Nu shares have increased approximately 19.4% since the beginning of the year, outperforming the S&P 500's gain of 10% [3] - The stock's immediate price movement will depend on management's commentary during the earnings call [3] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $3.85 billion, and for the current fiscal year, it is $0.55 on revenues of $14.9 billion [7] - The estimate revisions trend for Nu was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Zacks Industry Rank for Banks - Foreign is currently in the top 21% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8]