Global X MSCI Argentina

YPF Sociedad Anónima Reports Strong Q1 Performance: Record EBITDA Near $1.6 Billion

Banco Macro Bansud SA to Release FY2026 Q1 Earnings on May 27 After-Market EST, Forecast Revenue USD 855.52M, EPS USD 1.306

YPF seeks Rigi approval for $25 billion oil project

Grupo Financiero Galicia released FY2026 Q1 earnings on May 14 Pre-Market (EST), actual revenue USD 5.506 M (forecast USD 1.669 B), actual EPS USD 0.296 (forecast USD 0.301)

Fitch Upgrades Pampa Energía S.A. Credit Rating to B+

Lithium Argentina Reports Strong Q1 2026 Earnings and Plans ASX Listing

Lithium Americas Argentina C released FY2026 Q1 earnings on May 12 Pre-Market (EST), actual revenue USD 0, actual EPS USD 0.05 (forecast EPS USD 0.1414)

Pampa Energia Director Marcos Mindlin Sells 1.8 Million Shares

FactSet raises YPF's 2026 EPS forecast to $5.08

Fitch Maintains Argentina's Local Currency Rating Unchanged

Vista Energy Updates 2026-2028 Guidance and Sets 2030 Vision

Mercadolibre released FY2026 Q1 earnings on May 7 After-Market EST, actual revenue USD 8.845 B (forecast USD 8.323 B), actual EPS USD 8.2253 (forecast USD 8.2014)

YPF Sociedad Anonima released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 4.975 B (forecast USD 5.05 B), actual EPS USD 1.1059 (forecast USD 1.0231)

Transportadora De Gas released FY2026 Q1 earnings on May 6 (EST), actual revenue USD 346.29 M (forecast USD 341.59 M), actual EPS USD 0.7599 (forecast USD 0.18)

Pampa Energia SA -SPON released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 573 M (forecast USD 575.53 M), actual EPS USD 3.9338 (forecast USD 1.89)

SSR Mining released FY2026 Q1 earnings on May 5 After-Market (EST), actual revenue USD 581.78 M (forecast USD 533.68 M), actual EPS USD -0.489 (forecast USD 0.284)

Fitch Upgrades Argentina's Rating to 'B-', Outlook Stable

Central Puerto- S to release FY2026 Q1 earnings on May 12 After-Market EST, forecast revenue USD 242.48 M, EPS USD 0.3545

Lithium Americas Argentina C to Release FY2026 Q1 Earnings on May 12, Pre-Market EST, Forecast EPS USD 0.1418

YPF Successfully Acquires Pluspetrol's Southern Rights and Revises Share Agreement

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

YPF Sociedad Anónima reported strong Q1 results, with revenues of $4.95 billion and record EBITDA of nearly $1.6 billion. Shale production reached 205,000 barrels per day, driving growth despite demand softness. Free cash flow surged to $871 million, and net leverage improved to 1.57x. The company is advancing LNG projects and has seen a significant drop in conventional oil production. Management acknowledged a temporary pause in price increases due to domestic demand weakness.

Tip Ranks

YPF Sociedad Anonima

iShares US Oil & Gas Expl & Prod

SPDR O&G Ex & Prd

YPF Sociedad Anónima Q1 Call Highlights Shale Strength

MELI

LULU

PYPL

ADBE

KMLI

LULG

ADBG

PYPG

Investor Michael Burry is reallocating capital into five 'beaten-down' stocks, warning that the AI boom resembles the dot-com bubble. He increased stakes in MercadoLibre, Adobe, PayPal, Lululemon, and Zoetis, viewing them as undervalued opportunities amidst market volatility. Burry believes these companies possess strong fundamentals and potential for recovery, making them attractive long-term investments.

- Investor Michael Burry is reallocating capital toward stocks he believes are undervalued, warning that the current AI boom resembles the dot-com bubble.  
- He is increasing exposure to companies like MercadoLibre, Adobe, PayPal, Lululemon, and Zoetis, citing strong fundamentals and attractive valuations despite recent market pressures.  
- Burry views these investments as opportunities to hedge against an overinflated market focused on AI, favoring long-term business prospects over short-term trends.

Invezz

Zoetis

Mercadolibre

Lululemon

Paypal

Adobe

KraneShares 2x Long MELI Daily ETF

Leverage Shares 2X Long LULU Daily ETF

Leverage Shares 2X Long ADBE Daily ETF

Leverage Shares 2X Long PYPL Daily ETF

Michael Burry just loaded up on these 5 'beaten-down' stocks

GGAL

Grupo Financiero Galicia reported a sharp decline in profitability for Q1 2026, with net income down 66% year-over-year to ARS 66.5 billion. Higher loan-loss provisions and limited loan demand impacted results, despite sequential improvements in margins and efficiency. Banco Galicia's net income improved sequentially, driven by lower provisions and better delinquency trends. Management lowered loan growth expectations for 2026 to 20%-25% and maintained ROE guidance in the low double digits, citing a gradual recovery in commercial lending.

Market Beat

Grupo Financiero Galicia

Grupo Financiero Galicia Q1 Earnings Call Highlights

U.S. equities faced pressure as tech stocks declined ahead of Nvidia's earnings. Fund managers increased equity allocations to a record high, while cash levels dropped significantly. Intel and Qualcomm are interested in acquiring AI chip startup Tenstorrent. Hedge fund manager Leopold Aschenbrenner has made bearish bets against Nvidia. Investor Michael Burry has increased positions in MercadoLibre, Adobe, PayPal, and Lululemon. NATO is considering a military operation to assist commercial shipping in the Strait of Hormuz if it remains blocked.

- U.S. equities faced a decline on Tuesday, primarily driven by selling pressure on tech stocks before Nvidia's earnings announcement.  
- Fund managers are increasingly investing in equities while reducing cash holdings, reflecting confidence amid the recent market rally.  
- This trend highlights a shift in investment strategy as money managers respond to evolving market conditions.

NVIDIA

VanEck Semiconductor ETF

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

Direxion Semicon Bull 3X

SPDR S&P Retail ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

AXS 1.5X NVDA Bear Daily ETF

SPDR S&P Semicon

T-Rex 2X Inverse NVIDIA Daily Target ETF

iShares Semiconductor ETF

VanEck Retail ETF

ISHRS S&P Glb It

NVIDIA Corporation

Midday need to know: NATO on Hormuz, Burry adds tech and retail positions, and more

ARGT

Billionaire investor Stanley Druckenmiller significantly reduced his stakes in Amazon and Alphabet while increasing investments in commodities, Argentina, and biotech during Q1. His firm cut Amazon by 94% and exited Alphabet entirely, while boosting positions in YPF and the Global X MSCI Argentina ETF. Druckenmiller also expanded his semiconductor and biotech holdings, indicating a shift towards macro-oriented investments beyond AI-driven tech stocks.

benzinga_article

Amazon

Alphabet

Alphabet - C

Docusign

Delta Air Lines

Doordash

Goldman Sachs

iShares MSCI Brazil

Alcoa

Cleveland Cliffs

Southern Copper

ISHRS S&P Gsci Cmdty

Broadcom

Intel

STMicroelectronics NV

Micron Tech

Caris Life Sciences

Revolution Medicines

Adma Biologics

GS Hldg R

STMicroelectronics N.V.

REVOLUTION MEDICINES INC C/WTS 17/12/2026 (TO PUR COM)

Stanley Druckenmiller Dumps Amazon And Alphabet While Loading Up On Commodities, Argentina And Biotech

SSRM

SSR Mining Announces the Sale of Its 20% Equity Interest in Hod Maden | SSRM Stock News

StockTitan

SSR Mining

SSR Mining Announces the Sale of Its 20% Equity Interest in Hod Maden | SSRM Stock News

RGLD

GDXJ

Royal Gold, Inc. announced a restructuring of its ownership in the Hod Maden Project, reducing its equity stake in Artmin from 30% to 15% and acquiring a new 2.5% net smelter return royalty. SSR Mining will sell its interests to Lidya Madençilik, which will assume operational control. Royal Gold will fund $70 million of project costs, with Lidya covering the remaining $397 million. The restructuring aims to preserve Royal Gold's value while reducing its capital exposure. Closing is expected in the second half of 2026, pending regulatory approval.

Royal Gold

Newmont

VanEck Gold Miners ETF

VanEck Junior Gold Miners ETF

Royal Gold Announces Restructuring of Hod Maden Project Interests | RGLD Stock News

MercadoLibre's share price has dropped 40.2% over the past year, currently at $1,546. Despite recent declines, its long-term returns are positive. A Discounted Cash Flow analysis suggests it is undervalued by 48.9%, while a Price-to-Earnings ratio indicates it may be overvalued at 40.8x compared to industry averages. Investors are reassessing growth stocks amid changing market sentiment, with no specific news driving the price drop.

Simplywall

Is MercadoLibre (MELI) Now An Opportunity After A 40% One-Year Share Price Slide?

BROS

RSPD

Analysts recommend Dutch Bros, e.l.f. Beauty, MercadoLibre, TV Asahi, and K+S AG as strong stock picks despite a 13% drop in the Consumer discretionary ETF RSPD due to rising oil prices and inflation. Additionally, President Trump made 3,642 trades in Q1, including significant tech investments, raising concerns about portfolio management during his presidency.

ELF Beauty

Dutch Bros

Invesco S&P Equal Wgt Consumer Disc ETF

TV Asahi Holdings Corporation

Analysts reveal May stock picks amid ETF slump and Trump trades

ONLN

EBIZ

IBUY

MercadoLibre (NASDAQ:MELI) has delivered an average annual return of 21.23% over the past 15 years, outperforming the market by 9.06%. An investment of $100 in MELI stock 15 years ago would now be worth $1,753.95, highlighting the impact of compounded returns. The company's current market capitalization stands at $78.53 billion.

ProShares Online Retail

Global X E-commerce ETF

Amplify Online Retail ETF

$100 Invested In MercadoLibre 15 Years Ago Would Be Worth This Much Today

Berkshire loading up on GOOG while Ackman almost fully exits, quite a stark split lah. Soros adding SPY puts also worth paying attention to🤔

korbs23

15 May was the SEC 13F deadline for Q1 2026. Five top managers I think are worth a read. Here's what changed, in plain SG-investor language.

Taiwan Semiconductor

Sandisk

Lumentum

Coreweave

Core Scientific, Inc.

Applied Digital

Microsoft

Electronic Arts

Salesforce

Workday

ServiceNow

Confluent

Dropbox

Spotify

Uber Tech

Hilton Worldwide

Brookfield

New York Times

Lennar

Chevron

Constellation Energy

Visa

Mastercard

Natera

Teva Pharmaceutical Industries

Woodward

BBB Foods

Linde

Bloom Energy

iShares Core S&P 500 UCITS ETF

Vanguard FTSE All-World UCITS ETF Accum USD

Invesco QQQ Trust

SPDR S&P 500

iShares Core S&P 500

Invesco S&P 500 Eq Wgt ETF

Financial Select Sector SPDR Fund

SPDR Energy Select

Berkshire Hathaway B

Berkshire Hathaway

Pershing Square

Lennar-B Shares

Q1 2026 13F Highlights: 5 Top Funds in 5 Minutes

Global X MSCI Argentina(ARGT.US)

YPF Sociedad Anónima Q1 Call Highlights Shale Strength

Michael Burry just loaded up on these 5 'beaten-down' stocks

Grupo Financiero Galicia Q1 Earnings Call Highlights

Midday need to know: NATO on Hormuz, Burry adds tech and retail positions, and more

Stanley Druckenmiller Dumps Amazon And Alphabet While Loading Up On Commodities, Argentina And Biotech