The fintech opportunity outside the US - particularly in LatAm and CIS countries - seems to be massive. There are a few names to monitor: NU, MELI, Kaspi, and T-Technologies. Nu Holdings dominates LatAm digital banking with 123M customers, delivering 40% revenue growth and 28% ROE, while trading at an attractive 18x 2026 P/E. Unlike peers SoFi, MercadoLibre, and Kaspi, Nu offers pure-play digital banking exposure with superior growth rates and a reasonable valuation for patient investors.
Investors now await consumer price data later to provide clues to the pace of rate cuts through end-year.
Telix Pharmaceuticals Limited (NASDAQ:TLX ) H.C. Wainwright 27th Annual Global Investment Conference September 9, 2025 12:00 PM EDT Company Participants Christian Behrenbruch - Co-Founder, MD, Group CEO & Executive Director Conference Call Participants Robert Burns - H.C.
When Dick's Sporting Goods announced in May that it would acquire U.S. sports giant Foot Locker for $2.4 billion, it caught the attention of both Wall Street and sneakerheads.
An S&P Global executive said he expects dated Brent crude prices to fall to around $55 per barrel by year end, at the Asia Pacific Petroleum Conference on Monday.
DIS' Experiences hits $9B in Q3 revenues, with global expansions and cruise growth fueling long-term momentum.
DSGX posts 10% revenue growth and record EBITDA in fiscal Q2 2026, fueled by acquisitions and strong recurring services momentum.
Aardvark Therapeutics, Inc. (NASDAQ:AARD ) Cantor Fitzgerald Global Healthcare Conference 2025 September 3, 2025 11:30 AM EDT Company Participants Tien-Li Lee - CEO, Secretary & Director Conference Call Participants Joshua Schimmer - Cantor Fitzgerald & Co., Research Division Presentation Joshua Schimmer Biotech Equity Research Analyst All right. I think we're ready to get started with our next session.
BBAI eyes global AI expansion with $391M cash, defense deals, and rising demand despite short-term revenue dips.
LuxExperience B.V. (NYSE:LUXE ) Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 3, 2025 11:00 AM EDT Company Participants Martin Beer - CFO & Member of Management Board Presentation Unknown Analyst Good morning.
I recommend a Buy rating, driven by strong revenue growth and expanding margins in the latest quarter. The company's robust product pipeline and successful market expansion strategies underpin my positive outlook. Management's guidance for the next fiscal year is conservative, suggesting potential for earnings outperformance.
World shares were mixed Thursday after modest gains on Wall Street lifted the S&P 500 to another all-time high ahead of computer chipmaker Nvidia's highly anticipated earnings report.The future for S&P 500 rose 0.1% while that for the Dow Jones Industrial Average added 0.3%. Meanwhile, oil prices declined.In early European trading, Germany's DAX climbed 0.4% to 24,144.65 while Britain's FTSE 100 slipped 0.2% to 9,240.75.