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MercadoLibre Is Investing Heavily in AI. Will This Bet Pay Off for the Stock in 2026 and Beyond? | The Motley Fool
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- MercadoLibre signals AI investments are accelerating revenue growth, per its CFO during Q4 calls.
- Q4 revenue growth, on a constant-currency basis, rose 47% year over year for MercadoLibre.
- AI spending is described as high and a factor in 2025 net income not rising as much as sales.
- MercadoLibre launched an AI-powered customer service agent for Mercado Pago handling nearly 90% of queries.
- AI is also used to optimize delivery routes and generate consumer credit scores without history.
- Management views current AI spending as temporary with long-term margin benefits as tools mature.
- The company compares its AI strategy to Amazon’s growth investments years ago.
- CFO emphasizes willingness to invest despite short-term margin pressure.
- Analysts caution MercadoLibre was not among Stock Advisor's top 10 stocks to buy, per the piece.
- The AI focus spans customer service, logistics, and consumer credit scoring on MercadoLibre’s platforms.
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