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Sunday Essay — The Rate Cut, the Model, and Nubank's First Billion

tarrysingh.com · published 6 September 2026

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https://www.fool.com/earnings/call-transcripts/2026/08/20/nu-nu-q2-2026-earnings-call-transcript/

fool.com

https://international.nubank.com.br/company/nu-holdings-ltd-reports-second-quarter-2026-financial-results/

international.nubank.com.br

https://www.riotimesonline.com/brazil-copom-selic-14-percent-fourth-cut-2026/

riotimesonline.com

https://building.nubank.com/muon-for-improved-foundation-model-pretraining-data-efficiency/

building.nubank.com

https://www.tipranks.com/news/company-announcements/itau-unibanco-posts-brl-12-4-billion-q2-2026-profit-and-launches-ai-superapp-assistant

tipranks.com

https://www.pymnts.com/earnings/2026/mercado-libre-says-ai-investments-support-45-revenue-surge/

pymnts.com

https://www.fsb.org/uploads/P14112024.pdf

fsb.org

https://www.bis.org/fsi/publ/insights63.pdf

bis.org

https://www.prnewswire.com/news-releases/elea-announces-rio-ai-city-a-landmark-brazilian-data-center-project-with-capacity-up-to-3-2-gw-of-renewable-energy-supporting-ai-growth-302449289.html

prnewswire.com

https://www.riotimesonline.com/nubank-stock-analyst-downgrades-credit-cycle-june-2026/

riotimesonline.com

https://realai.eu

realai.eu

https://earthscan.io

earthscan.io

https://tarrysingh.com

tarrysingh.com