BRA/ZIL News

DeepSeek's 75% HBM Reduction Challenges Memory-Demand Growth Thesis for Micron and Sandisk Investors

Sep 13, 2026

Sirius XM CEO Outlines Cash Flow Growth Strategy With Sports Expansion and Ad Business Broadening

Sep 13, 2026

Brazil's Supreme Court Demands Full Transparency on Banco Master Investigation

STF Justice Moraes calls for complete removal of secrecy from Banco Master case, rejecting any selective disclosure

Sep 12, 2026

Baron Emerging Markets Fund Gained 19.61% in Q2 2026, Outperforming Benchmark

Baron Emerging Markets Fund gained 19.61% (Institutional Shares) in Q2 2026, delivering strong outperformance versus the benchmark index

Sep 11, 2026

Uber CEO Khosrowshahi Presents at Goldman Sachs Communacopia Tech Conference 2026

Uber CEO Dara Khosrowshahi presented at the Goldman Sachs Communacopia + Technology Conference 2026 on September 10

Sep 11, 2026

Executive's $192K Insider Sale in Iconic Food Stock Is Routine RSU Tax Disposal

Executive Jill Penrose disposed of 1,500 shares of an unnamed 'iconic food stock' worth $192,005 to cover RSU vesting tax obligations

Sep 11, 2026

SeekingAlpha Analyst Reiterates Tesla Short Case on Stalling Auto Growth

A SeekingAlpha analyst reiterates a TSLA short recommendation, citing stalling auto sales growth and falling margins.

Sep 10, 2026

Direcional and Cury Join Brazil's IBrX 50 Index, Unlocking Passive Fund Inflows for Housing Sector

Both Direcional (DIRR3) and Cury (CURY3) joined Brazil's IBrX 50 index on Sep 8, triggering mandatory passive fund buying from ETFs and index-tracker funds.

Sep 10, 2026

Brazil Institutional Tensions Flare as Supreme Court Suspends Federal Police Director Amid Political Standoff

Brazil's Supreme Court suspended the Federal Police director in a political standoff that introduces governance risk premium into BRL and Brazilian sovereign bonds as Lula holds emergency cabinet talks.

Sep 9, 2026

GeoPark (GPRK) Hosts M&A Call as CEO Felipe Bayon Outlines Latin America Acquisition Strategy

GeoPark (GPRK) CEO Felipe Bayon Pardo hosted a dedicated M&A investor call signaling an imminent acquisition in Latin America's oil and gas sector at elevated Brent price levels.

Sep 9, 2026

Citi Names EcoRodovias Brazil's Top Transport Pick as ECOR3 Gains 3%; CSN Surges 5.5%

EcoRodovias (ECOR3) gained approximately 3% after Citi maintained its top pick designation in Brazil's transport sector

Sep 9, 2026

Micron Downgraded After 23% Rally as Analyst Questions $100B Contract Revenue Assumptions

Micron Technology (NASDAQ: MU) received a rating downgrade after a 23% rally, with valuation upside now seen as narrow

Sep 9, 2026

FDA Authorizes 11 Philip Morris Zyn Products, Bolstering Nicotine Pouch Market Position

Philip Morris International received FDA marketing authorization for 11 Zyn nicotine-pouch products in the US.

Sep 8, 2026

XP and Terra Revamp Brazil September Portfolios: Small Caps, BDRs, and Dividends

XP Investimentos added Direcional (DIRR3) at 5% weight to its September small cap portfolio on attractive valuation and MCMV exposure.

Sep 8, 2026

McDonald's India X Account Posts Memecoins While Wall Street Targets 24% MCD Rally

McDonald's India's official X account was compromised and posted memecoin content amid social media chaos.

Sep 7, 2026

Strong US Jobs Data Lifts Dollar to R$5.13, Pressures Ibovespa as Fed Rate Hike Bets Rise

US August payrolls data came in stronger than expected, driving the dollar up 0.52% to R$5.1308 against the Brazilian real, breaking a four-session BRL appreciation streak

Sep 5, 2026

Ibama Clears Petrobras to Drill 3 More Wells at Amazon Mouth Block, Advancing Commercial Viability Test

Brazil's Ibama issued a rectified operating license authorizing Petrobras (PETR3/PETR4) to drill 3 additional contingent wells in the environmentally sensitive FZA-M-59 block at the Foz do Amazonas basin

Sep 5, 2026

AMC Entertainment 54.9% Overvalued on GF Value as CEO Slams Robinhood's Tokenized AMC Launch

AMC Entertainment Holdings is assessed as 54.9% overvalued relative to GF Value on September 4, 2026

Sep 5, 2026

Albemarle Names Ragnar Udd as New CEO as Kent Masters Moves to Executive Chair

Albemarle Corporation announced Ragnar Udd will succeed J. Kent Masters as CEO, with Masters transitioning to Executive Chairman

Sep 5, 2026

Brazil 2026 Election: Lula Leads at 38-38.7% Against Flávio Bolsonaro's 33-33.6% in Two Polls

Two polls confirm Lula leads Brazil's 2026 presidential race at 38-38.7%, while Flávio Bolsonaro holds 33-33.6% in first-round voting intentions.

Sep 4, 2026

AbbVie Closes $10.9B Apogee Acquisition as GF Value Flags 18.6% Overvaluation

Sep 4, 2026

Canaccord Genuity Raises Snowflake Price Target to $450 With Buy Rating Maintained

Sep 4, 2026

Tesla Cybercab Faces Investor Test: Morgan Stanley Sets Bar at 25-50 Units

Morgan Stanley says the market needs to see 25-50 Cybercabs in real-world operation to build durable investor conviction

Sep 4, 2026

Micron Rated Buy at 7.5x Earnings as AI Memory Demand Drives Undervaluation Case

Micron Technology rated Buy at 20x PE with compelling 7.5x forward earnings case amid AI memory demand

Sep 3, 2026

BTG Pactual Flags Itaú, Petrobras Among September Dividend Picks With Yields Reaching 13%+

BTG Pactual's September dividend portfolio features Itaú Unibanco and Petrobras with yields reaching 13%, alongside FII receivables funds at up to 14.6% for income-focused Brazilian investors.

Sep 3, 2026

Nvidia's $2B Coherent Investment Flags Optical Bandwidth as AI Infrastructure's Next Constraint

Nvidia invested $2 billion in Coherent Corp. (COHR) on March 2 and signed a multiyear optical development and supply agreement

Sep 2, 2026

T-Mobile Baby Bonds Offer Investment-Grade Ratings With Compressed Spreads vs Telecom Peers

T-Mobile baby bonds and OTC bonds carry investment-grade ratings but offer less attractive yields vs peers

Sep 2, 2026

Oil Surges 5% and Global Bonds Sell Off as US-Iran Strike Wave Reignites Inflation Shock

Oil surged up to 5% on new US-Iran strike wave, triggering a global bond selloff

Sep 2, 2026

BTG Pactual September Small-Cap Portfolio: Cosan and Panvel In, Copasa and Pague Menos Out

BTG Pactual's September small-cap portfolio adds Cosan (CSAN3) and Panvel (PNVL3), drops Copasa and Pague Menos; up to 65% upside seen on BRL undervaluation thesis.

Sep 2, 2026

FDIC Prevails in $1.71 Billion Lawsuit Against Former SVB Counterparties

The Federal Deposit Insurance Corporation has won a $1.71 billion court case stemming from Silicon Valley Bank's March 2023 collapse

Sep 1, 2026