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Market Data Table

Breakfast News: BBB Foods Opens Shops at Full Tilt

August 13, 2026

Wednesday's Markets
S&P 500 7,749 (+0.26%)
Nasdaq 26,588 (+0.54%)
Dow 53,770 (-0.04%)
Bitcoin $63,397 (-0.33%)

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1) BBB Foods Proves the Bulls Right

Chart showing that BBB Foods has outperformed the S&P 500 by 30% since Team Rule Breakers' July 2025 recommendation. The company's quarterly revenue is $22.86 billion as of the first half of 2026.

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BBB Foods (NYSE: TBBB) rose around 7% ahead of the opening bell after second-quarter revenue hit $1.49 billion, up 38.7% year over year and ahead of Wall Street's expectations. Recommended by both Team Hidden Gems and Team Rule Breakers, it opened 155 net new stores in the quarter, pushed its total to 3,624 locations, and added a 21st distribution center to keep pace.

Expansion machine keeps humming: Store count is the real growth engine here, more than same-store sales. Same-store sales growth of 20% is strong on its own, but the bigger signal is that budget-conscious shoppers keep returning even as the company spends heavily to open new locations.
The runway looks long: Fool contributing analyst Tyler Crowe told TMF co-founder and CEO Tom Gardner this month that the company could still multiply its store count in Mexico before hitting market saturation. Tyler noted, "The growth path for this company is simple and replicable: Keep delighting customers and increase store count at its current pace. So far, there aren't any signs that it is growing too fast and stretching its financials."

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2) Coherent, EnerSys, and Cisco Show Beats Aren't Enough

Three earnings beats got three different rewards, depending on how much good news the stock had already spent before results landed.

Coherent (NYSE:COHR) dropped around 2% before the opening bell, even though the Stock Advisor recommendation by Team Rule Breakers posted a record fourth quarter, beating on every metric and guiding above consensus. The stock had already climbed about 71% over the prior seven trading sessions, so a merely great quarter couldn't clear the bar investors had set.
EnerSys (NYSE:ENS) rocketed over 12% ahead of the market open after beating on both revenue and earnings, with strong guidance on profitability reinforcing the pattern. The Team Hidden Gems recommendation is showing the market that profitability, more than top-line growth, is the part improving. That points to a margin-improvement thesis rather than a demand-surge one.
Cisco (NASDAQ:CSCO) fell around 4% in pre-market trading as results showed compressed profit margins. Non-GAAP gross margin hit 66.3%, down 210 basis points year over year, driven by a heavier mix of hardware and higher memory costs. The Hidden Gems recommendation posted a 12% jump in revenue, but investors had already banked that good news and looked past it to what comes next.

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3) Anthropic's IPO Could Beat SpaceX's Record

The Financial Times reports that Anthropic investors expect the ChatGPT rival to go public in October at a valuation north of $2 trillion. That would top SpaceX's $1.77 trillion debut and rank as the largest initial public offering (IPO) ever.

The math gets aggressive fast: Backers point to explosive revenue growth, from roughly $10 billion annualized to a projected $100 billion-plus by year-end, as justification. Valuation comparisons are made to publicly traded artificial intelligence (AI) names like Palantir (NASDAQ: PLTR) and Nebius (NASDAQ: NBIS), both trading around 55 times revenue. One investor argued that even a conservative 30-times-revenue multiple, given 800% annual growth, would value Anthropic near $3 trillion.
Not all smooth sailing: A brief Commerce Department export ban on Anthropic's top models rattled some customers in June, and rising usage costs are pushing budget-conscious businesses toward cheaper alternatives. For long-term investors, wait for the actual S-1 filing -- once the quiet period that bars companies from hyping their own stock lifts -- for audited numbers before forming a view on growth or trajectory. A pre-IPO investor's projection is not a substitute for filed financials.

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4) Growth Meets Scrutiny After the Closing Bell

Three earnings reports due after today's close will test the same question: whether fast growth is turning into something durable.

Nu Holdings (NYSE:NU) is expected to post earnings per share (EPS) of roughly $0.20 this quarter, with revenue growth of around 49%. Growth isn't in question here: The Rule Breakers recommendation has compounded customers and revenue at a scale few digital banks match. The real question is whether that growth is translating into durable earning power.
DLocal (NASDAQ:DLO) is forecast to post 50% to 60% TPV (total payment volume) growth, extending a streak of six straight quarters above 50%. Revenue grew 55% to $335.9 million last quarter. But gross profit over TPV, its core margin metric, fell to 0.84% from 1.05% a year earlier. That means DLocal keeps less of every dollar it processes, even as volume grows.
Applied Materials (NASDAQ:AMAT) will show whether it's delivering on its own guidance: more than 30% growth in semiconductor equipment and over 50% in advanced packaging revenue, both for fiscal 2026. CFO Brice Hill has pointed to an eight-quarter demand visibility backlog. If that holds, it backs committed customer capital expenditure (capex) over AI hype.

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5) Intuitive's Cutting Edge

Team Rule Breakers

Intuitive Surgical (NASDAQ:ISRG) has improved surgical outcomes for millions while enriching investors, Rule Breakers members among them. Since March 2005, we've made 14 buy recommendations across our services, and our first, split-adjusted at $4.91, is up 7,100%. That's $71,000 for every $1,000 invested. But with competition from medtech giants and start-ups, is the disruptor being disrupted? The Rule Breakers framework says no.

Razor-and-blades, ever compounding: Intuitive sells the systems, then earns high-margin consumables on every procedure. The da Vinci and Ion install base grew 12% and 21%, respectively, last quarter, and procedure growth rose even faster -- the first mover is still top dog.
Still breaking rules: Durable IP, high switching costs, exclusive surgeon relationships, strong price appreciation, and a CEO who was employee No. 9. Valuation stays Rule-Breakery: Even after the pullback, it looks overvalued versus medtech peers.
Miles left to run: The da Vinci 5 upgrade cycle should refresh the install base and lift procedures. The company is leveraging AI and its data to help surgeons improve, not replace them.

Is it still a buy? Motley Fool analyst Jason Hall said, "I just added more shares for the first time in 13 years."

Team Rule Breakers has a 5-year price prediction of $752.61 (averaging its base and bull cases). Shares are around $401 today.

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6) Your Take

What's one stock you own because customers can't easily walk away from it once they're in?

Debate with friends and family, or become a member to hear what your fellow Fools are saying!

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