On CNBC's 'Mad Money Lightning Round,' Jim Cramer expresses a bullish outlook on Affirm Holdings Inc, predicting its stock price will reach $100 from its current level of $72.97. He also criticizes Eli Lilly and Co for its handling of the Phase 3 ATTAIN-1 trial results for orforglipron, an investigational GLP-1 receptor agonist, and urges the company to engage with him. Cramer dismisses Banco Bradesco SA as a potential overseas banking investment, recommending Santander instead. He praises ServiceNow's long-term AI capabilities, noting it is not a stock he would bet against, despite short-term price pressure. ServiceNow reported strong second-quarter revenue and earnings, exceeding analyst expectations. Stock prices for Affirm, Eli Lilly, Banco Bradesco, and ServiceNow are reported for the trading day ending on August 7, 2025.

Partners Group has launched the first global evergreen private equity fund in Brazil, in collaboration with Bradesco Asset Management and Gama Investimentos. The fund, named Gama Partners Group Global Value BRL FIM IE, offers Brazilian investors access to Partners Group’s global private equity strategy with nearly 18 years of track record. The fund is BRL-denominated, includes built-in currency hedging, and allows for continuous capital deployment with no capital calls required. It targets leading global companies using a data-driven platform that tracks over 48,000 private assets. The fund has approximately USD 9 billion in assets, is diversified across sectors and geographies, and provides liquidity through periodic subscriptions and redemptions. The minimum initial investment is BRL 20,000. The partnership aims to expand access to global private equity for Brazilian investors while mitigating foreign exchange risk and offering operational simplicity and strong governance.

Partners Group has launched Brazil’s first global evergreen private equity fund, Gama Partners Group Global Value BRL FIM IE, in partnership with Bradesco Asset Management and Gama Investimentos. The fund offers Brazilian investors access to Partners Group’s global private equity strategy with nearly 18 years of track record, featuring built-in currency hedging, immediate capital deployment, and periodic liquidity through an open-ended structure. The fund targets leading global companies using a data-driven platform that tracks over 48,000 private assets, with approximately USD 9 billion in assets and diversified exposure across sectors and geographies. The minimum investment is BRL 20,000, and the structure eliminates the J-curve effect and FX exposure by aligning with interest rate differentials between Brazil and international markets.

Rede D’Or, a Brazilian healthcare company, reported strong financial performance in the first half of 2025, with R$4.6 billion in operating cash flow and a leverage ratio below 1x EBITDA. CEO Paulo Moll indicated the company could consider increasing leverage to 2.0x–2.5x EBITDA for acquisitions, though he emphasized caution due to interest rates and long-term debt profiles. The company is in discussions with Fleury’s shareholders about potential deals and plans to expand through partnerships with Bradesco Saúde. Revenue grew 11.3% year-over-year, with hospital operations and health insurance each contributing 50% of revenue. EBITDA rose 18.4% to R$2.4 billion, and the company reduced its average collection period due to contract terminations with underperforming health plan operators.

The article compares CaixaBank and Banco Bradesco, two major financial institutions, based on financial metrics such as dividend yields, beta values, revenue, earnings, and operational structures. It highlights their distinct business models, geographic presence, and performance indicators.