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The Morning Bull - US Market Morning Update Friday, Jun, 12 2026

US stock futures are pointing higher this morning, with E-mini S&P 500 futures up about 0.8% and Nasdaq-100 minis gaining around 1.2%, as investors weigh hotter US inflation against still solid rate expectations. May consumer prices rose 0.5% month on month, pushing headline inflation to 4.2% and energy costs up 23.5% over the year, which means pricier gasoline and heating for households. At the same time, the 10 year Treasury yield is holding near 4.55%, suggesting markets still see a Federal Reserve hike later in the year. The key question is whether high energy costs and higher for longer rates hurt rate sensitive areas like housing and real estate more than they help energy producers and bank stocks.

With inflation running hot and rates pinned higher, focus on 67 resilient stocks with low risk scores before the next move hits.

Top Movers

Sandisk (SNDK) jumped 14.50% after multiple analysts lifted price targets on AI related demand. Coupang (CPNG) climbed 14.09% as a regulatory fine landed below market expectations, easing a key overhang. KLA (KLAC) gained 12.92% after brokers raised price targets on wafer fab equipment demand.

Is Sandisk still a smart investment or just hype? Read our most popular narrative and get all the answers you need.SNDK 1-Year Stock Price Chart

Top Losers

Oracle (ORCL) fell 8.53% after mixed Q4 results and a heavier focus on future AI infrastructure spending. Autodesk (ADSK) declined 7.10%. Adobe (ADBE) fell 6.25% after Q2 earnings and buyback updates failed to lift sentiment.

Before reacting to sharp pullbacks like these, it can help to sense check balance sheet strength and earnings quality using tools such as solid balance sheet and fundamentals stocks screener (47 results).

Read our free valuation report to discover if Oracle is now a bargain or a trap.

Look past the noise - uncover the top narrative that explains what truly matters for Oracle's long-term success.ORCL 1-Year Stock Price Chart

On The Radar

US manufacturing and housing data step into the spotlight next week, setting the tone after the latest inflation surprise.

US Manufacturing:NY Empire State Manufacturing Index on Monday will update the picture for factory activity and new orders. US Output:Industrial Production MoM on Monday gives a fresh read on production trends after May's CPI release. US Housing:NAHB Housing Market Index on Monday helps you gauge builder sentiment with mortgage rates near 6.6%. Eurozone Activity:Euro Area Industrial Production MoM on Monday offers context for global demand and export-exposed US sectors. Canada Housing:Housing Starts on Monday provides an extra check on North American housing momentum and construction-related demand.

Story Continues

Use our Portfolio or Watchlist features to track market-moving events like these and get alerts for the companies you own, free!

Don't Wait For The Winners, Find Them

When markets feel jumpy, you do not need to guess where the sturdier opportunities might be hiding. Start by scanning 46 high quality undervalued stocks that our team has already filtered for quality, balance sheet resilience, and timely potential.

Want to find your own potential winners? Our stock screener lets you run custom searches that fit your style and set timely alerts so you never miss new opportunities.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Key Points

SpaceX will be the largest IPO on record. The company priced its stock at $135 per share, which brings its initial market capitalization to $1.77 trillion. SpaceX's vertical integration is unique. No other company brings together the launch, connectivity, and compute technologies needed for orbital AI data centers. Historically, large IPO stocks have often declined during their first year on the market, and their long-term returns have frequently lagged the S&P 500.10 stocks we like better than Space Exploration Technologies ›

The S&P 500(SNPINDEX: ^GSPC) and Nasdaq Composite(NASDAQINDEX: ^IXIC) have declined modestly this week as Wall Street prepares for the SpaceX(NASDAQ: SPCX) IPO on Friday, June 12. The event will be historic for multiple reasons: The company will raise a record $75 billion at an unprecedented valuation of $1.77 trillion, making it the largest IPO of all time.

Investment banks involved in the deal report strong demand for SpaceX stock, priced at $135 per share and trading under the ticker SPCX. In fact, the IPO is four times oversubscribed, meaning demand exceeds the number of shares available by a factor of four, according to Reuters.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »

Should you buy the SpaceX IPO? In the last decade, the average IPO stock gained 25% on the first trading day, but large IPOs have historically dropped sharply during the first year. Here's what you should know.

Image source: The Motley Fool.

SpaceX is uniquely positioned to build and deploy orbital AI data centers

SpaceX (short for Space Exploration Technologies) breaks its business into three operating segments: space, connectivity, and artificial intelligence (AI).

1. Space

SpaceX has revolutionized space travel. In 2015, the Falcon 9 -- the world's first orbital-class rapidly reusable rocket -- successfully landed on Earth after being launched into space. No other company replicated that feat until Blue Origin in 2025. SpaceX aims to further cement its lead with the Starship system.

Starship will be the first fully and rapidly reusable spacecraft. It comprises a reusable first stage (Super Heavy booster) and second stage (the spacecraft), both engineered to return to the launch tower after flight, where they are caught in mid-air by mechanical arms. The company says Starship will reduce launch costs by 99% versus the historical average.

2. Connectivity

SpaceX could revolutionize the internet and mobile industries with Starlink, a constellation of about 10,000 broadband satellites that currently serves about 12 million subscribers. Starlink is already the largest satellite internet service, but it could eventually dominate the broader communications industry.

CEO Elon Musk says the Starlink constellation will ultimately expand tenfold to include more than 100,000 satellites. "If growth continues, Starlink will one day carry the majority of internet traffic. At that point, it is the internet and everything just connects to Starlink."

3. Artificial intelligence

SpaceX recently merged with xAI, an artificial intelligence research lab. The registration statement (Form S-1) states: "We own and operate what we believe to be the largest AI training data center clusters on Earth, including Colossus I and Colossus II." xAI also develops Grok frontier models and enterprise AI applications.

The company recently signed two big deals. It will provide compute capacity to Anthropic for $1.25 billion per month, and it will provide compute capacity to Alphabet's Google for $920 million per month. Those deals are worth $26 billion per year, which represents a material acceleration from the $3.2 billion in sales xAI reported in 2025.

Here's the big picture: SpaceX is unique in its vertical integration. No other company brings together the launch capacity, connectivity technology, and AI infrastructure needed to build and run orbital data centers. Musk believes orbital data centers (i.e., powered by the sun and cooled by space) will solve the energy constraints of terrestrial data centers.

Collectively, SpaceX estimates its total addressable market at $28.5 trillion. That figure includes $370 billion from space mission and launch services, $1.6 trillion from Starlink broadband and mobile services, and $26.5 trillion from AI infrastructure and applications.

History says SpaceX's stock will drop sharply during its first year on the public market

SpaceX will be the largest IPO on record, with an initial market capitalization of $1.77 trillion. That alone is not an issue, but it implies an absurdly expensive valuation. The company reported $19.3 billion in revenue in the past year, bringing its price-to-sales (P/S) ratio to 92.

For context, Palantir Technologies is the most expensive stock in the S&P 500 at 63 times sales. But SpaceX is going public at a valuation 46% higher, leaving plenty of downside risk, especially since large IPOs have historically declined in their first year on the market.

The chart below shows how the 10 largest U.S. IPO stocks (by market value at the IPO price) performed during their first year on the market. 10 Largest U.S. IPO Stocks 1-Year Return Post-IPO Meta Platforms (22%) Uber Technologies (25%) Venture Global (60%) United Parcel Service 11% Coupang (45%) Mondelez International (8%) Coinbase Global (34%) General Motors (31%) Visa 13% Kenvue (12%) Average (21%)

Data source: Barron's, YCharts. The chart shows how the top 10 U.S. IPO stocks performed during their first year on the public market.

As shown above, the 10 largest U.S. IPO stocks declined by an average of 21% during their first year. That may surprise readers, as IPO stocks (especially highly anticipated ones like SpaceX) frequently skyrocket on the first trading day. But they often give back those gains and then some.

More importantly, disappointing post-IPO returns are not limited to a single year for companies that go public with large market caps. The 10 largest U.S. IPO stocks (shown in the chart above) have underperformed the S&P 500 by an average of 99 percentage points since listing shares.

So, should you buy the SpaceX IPO? My answer is no. History suggests the stock could drop sharply in its first year and may underperform the S&P 500 in the long run. That doesn't mean you should forget about SpaceX. Instead, be patient and wait for more attractive buying opportunities.

Should you buy stock in Space Exploration Technologies right now?

Before you buy stock in Space Exploration Technologies, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Space Exploration Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,038! Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,277,804!

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*Stock Advisor returns as of June 11, 2026.

Trevor Jennewine has positions in Palantir Technologies and Visa. The Motley Fool has positions in and recommends Alphabet, Kenvue, Meta Platforms, Palantir Technologies, Uber Technologies, United Parcel Service, and Visa. The Motley Fool recommends Coinbase Global, Coupang, and General Motors. The Motley Fool has a disclosure policy.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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SpaceX's IPO könnte am 12. Juni stattfinden und könnte mit über 1,7 Billionen US-Dollar der größte aller Zeiten werden. Das Unternehmen hat große Ambitionen, aber um diese zu erreichen, muss es stark investieren. ... Die SpaceX-Operation hat die Investorencommunity aufgewühlt, da sie sich aufgrund der Größe des IPO und der Perspektiven des Unternehmens interessiert zeigt. SpaceX operiert in den Bereichen Raketenstarts, satellitengestützter Internetdienste und künstlicher Intelligenz (KI) - und diese Märkte könnten enorme Wachstumschancen bieten. ... Geschichte bietet uns eine Antwort, die erstaunlich klar ist: Die größten US-IPOs haben in den meisten Fällen Verluste als Ertrag in ihrem ersten Jahr auf dem Aktienmarkt erwirtschaftet.

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Der Fonds Tiger Pacific Capital verkaufte seine gesamten Aktien von New Oriental Education (NYSE: EDU) im ersten Quartal, wie aus einer am 15. Mai 2026 bei der SEC eingereichten Datei hervorgeht. Der geschätzte Transaktionswert betrug etwa $24,48 Millionen basierend auf dem Durchschnittskurs für die Periode. Der Fonds meldete keine verbleibende Position im Unternehmen zum Quartalsende. Der Netto-Positionswandel, der auch Preisbewegungen umfasst, betrug 23,58 Millionen Dollar. Die Top-Holdings nach der Datei: NYSE: TAL: $90,71 Millionen (42,3% des AUM) NYSE: CPNG: $35,97 Millionen (16,8% des AUM) NASDAQ: PDD: $27,74 Millionen (12,9% des AUM) NYSE: NOAH: $18,62 Millionen (8,7% des AUM) NASDAQ: QFIN: $12,33 Millionen (5,7% des AUM) Am Freitag waren EDU-Aktien bei 45,79 US-Dollar notiert, was etwa 3% unter dem Niveau der letzten 12 Monate und deutlich unter den S&P 500, der sich um etwa 28% erhöht hat. Unternehmen-Übersicht: Wert Metrik Einnahmen (TTM) $5,4 Milliarden Nettoeinkommen (TTM) $420,1 Millionen Dividendenrendite 2,5% Preis (am Freitag) $45,79 Unternehmen-Snapshot: New Oriental Education & Technology Group bietet private Bildungsdienstleistungen an, einschließlich Testvorbereitung, Nachmittagsbetreuung, Sprachtraining und Online-Bildungsprogramme, mit einem Schwerpunkt auf Englisch und anderen Fremdsprachen. Das Unternehmen generiert Einnahmen durch Studiengebühren für Präsenz- und Online-Kurse, Bildungsmaterialien und Beratungsleistungen für Überseestudien. Es richtet sich an Schüler von K-12 bis zum College sowie an Einzelpersonen, die sich auf nationale und internationale Prüfungen in China vorbereiten. New Oriental Education ist ein führender Anbieter privater Bildungsdienstleistungen in China, der eine breite Studentenbasis durch ein Netzwerk von Schulen, Lernzentren und digitalen Plattformen bedient. Das Unternehmen nutzt seine Skala und diversifizierte Angebote, um eine breite Palette an Bildungsbedürfnissen zu adressieren, von Sprachgewinnung bis hin zur Testvorbereitung.

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Am 15. Mai 2026 gab Madison Avenue Partners bekannt, dass sie eine neue Position in Indivior (NASDAQ:INDV) eingerichtet hat und dabei 4.315.162 Aktien im ersten Quartal erworben hat. Der geschätzte Wert des Handels betrug 142,51 Millionen Dollar, basierend auf dem Durchschnitt der unveränderten Schlusskurse über das Quartal. Zum Quartalsende belief sich der Wert des Engagements auf 131,53 Millionen Dollar, was sowohl den Handelstätigkeit als auch die Preisbewegungen widerspiegelt.

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Der Fonds Tiger Global hat seinen Anteil an Broadcom (AVGO) und Nvidia (NVDA) erhöht, während er seine Position bei Microsoft (MSFT) und Take-Two Interactive Software (TTWO) reduziert. Neu ist die Position in Intel (INTC), die mit 1,638,700 Aktien aufgebaut wurde.

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Zusammenfassung (maximal 450 Wörter)

Coupang, Inc. (CPNG) verzeichnete eine positive Handelssession und schloss bei 19,51 US-Dollar, was einem Anstieg von 2,96 % gegenüber dem Schlusskurs des Vortages entspricht. Dies übertraf den breiteren Markt, wobei der S&P 500 um 0,44 %, der Dow um 0,36 % und der Nasdaq um 0,54 % stieg. Allerdings hatte der Aktienkurs kürzlich einen Rückgang von 0,63 % über den letzten Monat erlebt, der einer Abwärtsbewegung im Retail-Wholesale-Sektor (-2,57 %) und dem breiteren S&P 500 (-3,31 %) entsprach.

Die bevorstehende Erscheinnahme ist für Investoren von großer Bedeutung. Coupang wird voraussichtlich einen erheblichen Verlust von -0,56 US-Dollar pro Aktie berichten, ein Jahr-zu-Jahr-Rückgang von 1033,33 %. Trotz dieser besorgniserregenden Prognose wird der Umsatz 8,69 Milliarden US-Dollar betragen, was einem Wachstum von 9,93 % gegenüber dem Vorquartal entspricht. Ausblickend gehen die Zacks Consensus Estimates von Verlusten von -0,78 US-Dollar pro Aktie und einem Umsatz von 37,02 Milliarden US-Dollar für das Gesamtjahr aus, was Rückgängen von -750 % und einer Steigerung von 7,18 % entspricht.

Die Schätzungen von Analysten spielen eine entscheidende Rolle bei den Aktienkursbewegungen. Aktuelle Revisionen der Coupang-Schätzungen sind besonders hervorzuheben. Positive Revisionen deuten auf eine erhöhte Zuversicht in die zukünftige Leistung und Rentabilität des Unternehmens hin. Der Text hebt die Korrelation zwischen den Schätzungsänderungen und kurzfristigen Aktienkursen hervor und plädiert für die Nutzung des Zacks Rank-Systems.

Der Zacks Rank, der von 1 (Kaufen) bis 5 (Verschwenden) reicht, ist ein proprietäres Modell, das diese Schätzungsänderungen berücksichtigt und ein handlungsfähiges Ratingsystem liefert. Historisch gesehen haben Aktien mit einem Zacks Rank von #1 einen durchschnittlichen jährlichen Ertrag von +25 % seit 1988 erzielt. Derzeit hat Coupang einen Zacks Rank von #3 (Halten), und der Zacks Consensus EPS-Schätzer ist in den letzten Monat stagniert.

Die Internet-Commerce-Branche, in der Coupang tätig ist, weist derzeit einen Zacks Industry Rank von 164 auf, was sie in das untere Drittel aller Branchen platziert. Dieser Rang spiegelt den durchschnittlichen Zacks Rank der Aktien innerhalb der Branche wider. Branchen, die in den Top 50 % eingestuft werden, übertreffen die unteren 50 % in einem Verhältnis von 2 zu 1. Investoren werden ermutigt, Zacks.com zur Nutzung umfassender Aktienkursmetriken zu nutzen.

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Okay, here’s a 600-word summary of the text, followed by the German translation:

Summary (600 Words)

The US stock market is currently exhibiting strong growth, with a recent 1.9% weekly increase and a significant 24% year-over-year rise. Furthermore, analysts predict annual earnings growth of 15% over the next few years, presenting attractive opportunities for investors. The core strategy highlighted here is identifying stocks trading below their intrinsic value, often referred to as “undervalued” assets. This approach focuses on finding companies where the market price doesn't accurately reflect the underlying value determined by their cash flow potential.

The article presents a selection of 10 US stocks identified using a “Cash Flows” screener, all of which are considered undervalued based on discounted cash flow analysis. These stocks were evaluated based on their current price, estimated fair value, and the resulting discount. The analysis suggests that investors could potentially capitalize on these discrepancies.

Several companies are highlighted, including:

• Roku (ROKU): Trading at $97.66, Roku’s estimated fair value is $191.69, representing a 49.1% discount. The company’s streaming platform is experiencing growth, and despite recent challenges (insider selling, margin declines), projected earnings growth of 31.5% annually is a positive indicator.

• Datadog (DDOG): A cloud observability platform, Datadog is priced at $120.36, with an estimated fair value of $179.46 – a 32.9% discount. While facing challenges such as declining profit margins, the company’s projected earnings growth of 31.5% annually remains encouraging.

• Coupang (CPNG): A South Korean e-commerce giant, Coupang is trading at $18.95 with an estimated fair value of $28.61, demonstrating a 33.8% discount. Despite revenue growth lagging the market average, its strong earnings growth potential (36.1% annually) is a key attraction.

• Northwest Bancshares (NWBI), iRhythm Holdings (IRTC), Investar Holding (ISTR), Fluence Energy (FLNC), Ellington Financial (EFC), Earth Science Tech (ETST), DNOW, Clear Secure (YOU): These stocks also demonstrate significant discounts based on cash flow analysis, suggesting potential upside for investors willing to take on the risk.

The article emphasizes that these valuations are based on discounted cash flow (DCF) models, which estimate a company’s value by considering the present value of its future cash flows. This method often identifies companies that the market has overlooked, potentially leading to returns.

Furthermore, the article suggests strategies for expanding your investment horizons: exploring high-performing small-cap companies, dividend payers for stable income, and companies with strong growth potential based on analyst and management forecasts. The “Simply Wall St” platform is highlighted as a tool to access this information and manage a portfolio.

Crucially, the article disclaims that its analysis is based on historical data and analyst forecasts and is not financial advice. It stresses the importance of considering individual investment objectives and financial situations before making decisions. It also notes that the analysis may not reflect the most recent company announcements.

German Translation (Approximately 600 Words)

Zusammenfassung des Textes (600 Wörter)

Der US-Aktienmarkt verzeichnete zuletzt einen positiven Trend, mit einer Steigerung von 1,9 % in der letzten Woche und einer signifikanten Erhöhung von 24 % im vergangenen Jahr. Darüber hinaus prognostizieren Analysten ein jährliches Gewinnwachstum von 15 % in den kommenden Jahren, was attraktive Möglichkeiten für Investoren bietet. Die hier hervorgehobene Strategie konzentriert sich auf die Identifizierung von Aktien, die unter ihrem intrinsischen Wert gehandelt werden – also “unterbewerteten” Vermögenswerten. Dieser Ansatz zielt darauf ab, Unternehmen zu finden, bei denen der Marktpreis den zugrunde liegenden Wert, der durch deren Cashflow-Potenzial bestimmt wird, nicht korrekt widerspiegelt.

Der Artikel präsentiert eine Auswahl von 10 US-Aktien, die mithilfe eines “Cash Flows” Screener identifiziert wurden, alle mit einem niedrigen Preis-Leistungs-Verhältnis aufgrund einer Bewertung anhand des diskontierten Cashflows. Diese Aktien wurden anhand ihres aktuellen Preises, des geschätzten fairen Werts und der daraus resultierenden Diskrepanz bewertet. Die Analyse deutet darauf hin, dass Investoren potenziell von diesen Ungleichgewichten profitieren könnten.

Mehrere Unternehmen werden hervorgehoben, darunter:

• Roku (ROKU): Mit einem Preis von 97,66 US-Dollar handelt sich Roku mit einem geschätzten fairen Wert von 191,69 US-Dollar um 49,1 % unter dem Wert. Die Streaming-Plattform des Unternehmens wächst, und trotz jüngster Herausforderungen (Insider-Verkäufe, Margenrückgänge) ist das prognostizierte Gewinnwachstum von 31,5 % jährlich ein ermutigendes Zeichen.

• Datadog (DDOG): Eine Cloud-Observability-Plattform, Datadog wird zu 120,36 US-Dollar gehandelt, mit einem geschätzten fairen Wert von 179,46 US-Dollar – einem Rückgang von 32,9 %. Obwohl das Unternehmen mit sinkenden Gewinnmargen konfrontiert ist, bleibt das prognostizierte Gewinnwachstum von 31,5 % jährlich ermutigend.

• Coupang (CPNG): Ein südkoreanischer E-Commerce-Riese, Coupang wird zu 18,95 US-Dollar gehandelt, mit einem geschätzten fairen Wert von 28,61 US-Dollar, was einen Rückgang von 33,8 % darstellt. Trotz eines Umsatzwachstums, das hinter dem Marktdurchschnitt liegt, ist das starke Gewinnwachstumspotenzial (36,1 % jährlich) ein wichtiges Verkaufsargument.

• Northwest Bancshares (NWBI), iRhythm Holdings (IRTC), Investar Holding (ISTR), Fluence Energy (FLNC), Ellington Financial (EFC), Earth Science Tech (ETST), DNOW, Clear Secure (YOU): Diese Aktien zeigen ebenfalls erhebliche Rabatte basierend auf der Cashflow-Analyse, was potenzielle Gewinne für Investoren signalisiert, die bereit sind, das Risiko einzugehen.

Der Artikel betont, dass diese Bewertungen auf DCF-Modellen (discounted cash flow) beruhen, die den Wert eines Unternehmens anhand des Barwerts seiner zukünftigen Cashflows schätzen. Diese Methode identifiziert häufig Unternehmen, die der Markt übersehen hat, was potenziell zu Renditen führt.

Darüber hinaus schlägt der Artikel vor, Ihren Anlagehorizont zu erweitern: die Erforschung von Unternehmen mit hoher Leistung im Small-Cap-Bereich, Dividendenzahlungen für stabilen Einkommen und Unternehmen mit starkem Wachstumspotenzial basierend auf Analysen und Managementprognosen. Die “Simply Wall St” Plattform wird als Werkzeug hervorgehoben, um diese Informationen zu erhalten und ein Portfolio zu verwalten.

Vor allem betont der Artikel, dass seine Analyse auf historischen Daten und Analystenprognosen basiert und keine Finanzberatung darstellt. Es wird die Bedeutung der Berücksichtigung individueller Anlageziele und finanzieller Situationen vor jeder Entscheidung hervorgehoben. Es wird auch darauf hingewiesen, dass die Analyse möglicherweise nicht die neuesten Unternehmensankündigungen widerspiegelt.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

For the first time in a year, the Nasdaq 100 index has entered a correction, meaning a 10% drawdown from all-time highs. Even seemingly bulletproof stocks like Nvidia are crashing. Some stocks are down significantly more from their highs, with a level of carnage under the hood that is not reflected in the broad market indexes.

Two high-quality stocks well off recent highs are Coupang(NYSE: CPNG) and MercadoLibre(NASDAQ: MELI). Here's why both technology-focused e-commerce stocks are can't-miss buys today.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »Image source: Getty Images.

MercadoLibre's market opportunity

MercadoLibre may be the Amazon of Latin America, but the intricacies of this region have led it to build a much different business model than its North American peer, which is actually a competitor in a few markets.

For example, digital payments were close to nonexistent for the majority of MercadoLibre's potential customers in Mexico, Brazil, and Argentina 15 years ago. This is why the company built Mercado Pago, a financial technology division that helps people manage their personal finances like a bank account and also process online payments for those without a credit card. This division has evolved into a financial powerhouse in the region, issuing 3 million credit cards alone in the fourth quarter of last year. Fintech revenue was $12.6 billion in 2025, up from less than $1 billion in 2019, and it still has plenty of opportunity ahead.

Its e-commerce marketplace was built different than Amazon due to the lack of third-party delivery infrastructure in the region. Originally, MercadoLibre relied on being an auction marketplace like eBay, then pivoted to primarily third-party sellers. Now, after years of investment, MercadoLibre has built its own delivery network to rapidly deliver items to customers across Mexico, Brazil, Argentina, and other countries, and has begun sourcing items from more international markets, such as China, to increase selection on its platform.

E-commerce revenue was $16.3 billion in 2025, and, combined with the fast-growing fintech segment, overall revenue grew 47% year over year last quarter. With the stock down 39% from recent highs, investors will do just fine buying MercadoLibre shares today and holding on over the next decade.

Coupang's pressing its advantage

Like MercadoLibre in Latin America, Coupang could be considered the Amazon of South Korea. It followed the Amazon model more closely, immediately building a layer of first-party assortment and a fast-delivery network in the small peninsula nation with a dense population of potential customers.

Story Continues

Now, Coupang is expanding its third-party capabilities, allowing merchants from Korea and around the world to connect to its network and start selling to Korean shoppers. It does not have a huge financial arm like MercadoLibre today, but Coupang is investing in financial services and has adjacent products such as video streaming, food delivery, and a fashion marketplace to help further drive demand. Perhaps most exciting is its major investment in its second geography, Taiwan. The island nation has more than 20 million well-off customers and is reportedly growing revenue for Coupang in the triple digits.

Coupang's revenue grew only 14% year over year in constant currency last quarter, and slowed significantly in late 2025 and early 2026 due to a data breach that became a political scandal in South Korea. Management said that revenue slowed in the last few months but has now begun to recover, which should put this leak behind Coupang.

Importantly, Coupang still has an unbeatable selection on its platform and rapid delivery times for customers. There's a reason it is the largest player in e-commerce in South Korea that continues to take market share. With the stock down 46% from all-time highs set less than six months ago, Coupang is a fantastic stock you can buy today and hold along with MercadoLibre to new heights over the next decade.

Should you buy stock in Coupang right now?

Before you buy stock in Coupang, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Coupang wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

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Brett Schafer has positions in Coupang. The Motley Fool has positions in and recommends MercadoLibre and Nvidia. The Motley Fool recommends Coupang. The Motley Fool has a disclosure policy.

The Nasdaq Has Entered a Correction: Here Are 2 Stocks That Are Can't-Miss Buys was originally published by The Motley Fool

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Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

This dynamic can trouble even the most skilled investors, but luckily for you, we started StockStory to help you navigate these trade-offs and uncover exceptional companies that break the mold. That said, here are two large-cap stocks with attractive long-term potential and one that could be stalling.

One Large-Cap Stock to Sell:

Coupang (CPNG)

Market Cap: $35.25 billion

Founded in 2010 by Harvard Business School student Bom Kim, Coupang (NYSE:CPNG) is an e-commerce giant often referred to as the "Amazon of South Korea".

Why Does CPNG Give Us Pause?

Gross margin of 29.1% is below its competitors, leaving less money to invest in areas like marketing and R&D Ability to fund investments or reward shareholders with increased buybacks or dividends is restricted by its weak free cash flow margin of 2.4% for the last two years

Coupang is trading at $19.49 per share, or 19.1x forward EV/EBITDA. Dive into our free research report to see why there are better opportunities than CPNG.

Two Large-Cap Stocks to Buy:

O'Reilly (ORLY)

Market Cap: $73.71 billion

Serving both the DIY customer and professional mechanic, O’Reilly Automotive (NASDAQ:ORLY) is an auto parts and accessories retailer that sells everything from fuel pumps to car air fresheners to mufflers.

Why Will ORLY Outperform?

Comparable store sales rose by 3.8% on average over the past two years, demonstrating its ability to drive increased spending at existing locations Excellent operating margin of 19.5% highlights the efficiency of its business model ROIC punches in at 42.5%, illustrating management’s expertise in identifying profitable investments

At $88.35 per share, O'Reilly trades at 27.2x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free.

EMCOR (EME)

Market Cap: $33.46 billion

Through its network of over 70 subsidiaries, EMCOR (NYSE:EME) provides electrical, mechanical, and building construction and services

Why Do We Love EME?

Impressive 16.2% annual revenue growth over the last two years indicates it’s winning market share this cycle Share buybacks catapulted its annual earnings per share growth to 45.6%, which outperformed its revenue gains over the last two years Returns on capital are growing as management capitalizes on its market opportunities

EMCOR’s stock price of $760.01 implies a valuation ratio of 26x forward P/E. Is now the right time to buy? See for yourself in our full research report, it’s free.

Story Continues

High-Quality Stocks for All Market Conditions

ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively.

Find out which 5 stocks it's flagging for this month — FREE. Get Our Top 5 Growth Stocks for Free HERE.

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.

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