Key Takeaways Robinhood's 2025 stock surge of 203.5% outpaced Schwab's 35%, fueled by aggressive expansion efforts.Robinhood is expanding globally with acquisitions, tokenized assets and a planned derivatives exchange.Schwab leverages $12T in assets, rising NIM and private market access to grow client relationships.As the investing landscape evolves at breakneck speed, two online brokerages, Robinhood Markets (HOOD) and Charles Schwab (SCHW) , stand at the forefront. Both are competing for market share in t ...

Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer noted that he expects good things from the company in the long term, as he remarked: “In fifth place, we have the best performing non-memory stock in the S&P, and that’s Robinhood Markets, which was up just over 200% in one year. Despite the fact that it’s pulled back about 20% from its early October all-time high, as did many speculative stocks when there was a big peak, 2025 was a great year ...

Key Points Robinhood demonstrated fantastic growth last year. It's launching new products and features all the time to create a full ecosystem of trading and financial products. Robinhood stock is starting to fall. 10 stocks we like better than Robinhood Markets › Shares of Robinhood Markets (NASDAQ: HOOD) stock soared 204% in 2025, according to data provided by S&P Global Market Intelligence. It has been reporting blowout growth and rolling out many new products, but things might be changing in ...

Combined with direct deposit, crypto-backed borrowing, debit spending, and USDC-based yield products, Coinbase is now openly pursuing the “everything exchange” model.Coinbase’s December system update made its intentions explicit. The company announced commission-free stock and ETF trading with 24/5 availability, native prediction market integration via Kalshi, and a DEX aggregator providing access to millions of tokens.Robinhood, by contrast, established itself as the default retail trading app for stocks a ...

Market Overview - The U.S. stock market experienced a rally in 2023 and 2024, continuing into 2025, with the Dow, S&P 500, and Nasdaq Composite increasing by 13%, 16.4%, and 20.4% respectively [1] - December 2024 showed mixed results, with the Dow and S&P 500 rising by 0.7% and 0.3%, while the Nasdaq Composite fell by 0.5% due to profit booking in AI-centric technology stocks [2] - Strong fundamentals, solid fourth-quarter earnings projections, and accommodative Fed policies are expected to support market momentum in January 2025 [3] Investment Opportunities - Stocks with favorable Zacks Rank and momentum are recommended for investment in January, including Robinhood Markets Inc. (HOOD), MongoDB Inc. (MDB), Samsara Inc. (IOT), Ciena Corp. (CIEN), and Core & Main Inc. (CNM) [4] Robinhood Markets Inc. - Robinhood operates a financial services platform allowing investments in various assets, including cryptocurrencies [5] - The company is focusing on growth through product innovation, including AI tools and global expansion, with new features like Cortex and Legend enhancing user engagement [6][8] - Robinhood's expected revenue and earnings growth rates are 22% and 20.6% respectively for the current year, with a 5.7% improvement in earnings estimates over the last 30 days [10] MongoDB Inc. - MongoDB has expanded its Atlas platform into analytics, targeting modern workloads and generative AI applications [11] - The company has seen strong adoption across enterprises, with a focus on larger deals and efficient customer acquisition [12] - Expected revenue and earnings growth rates for MongoDB are 17.5% and 17% respectively for the next year, with a significant 29.6% improvement in earnings estimates over the last 60 days [14] Samsara Inc. - Samsara connects physical operations data to its cloud platform, developing sensor systems for analytics [15] - The company's Connected Operations Cloud includes AI capabilities and is expected to see revenue and earnings growth rates of 19.8% and 12.9% respectively for the next year [16] Ciena Corp. - Ciena reported a 20% year-over-year revenue increase and 69.5% EPS growth, driven by AI demand from cloud and service providers [17] - The company expects revenue for fiscal 2026 to be between $5.7 billion and $6.1 billion, reflecting nearly 24% growth at the midpoint [19] - Ciena's expected revenue and earnings growth rates are 24.3% and 97.7% respectively for the current year, with a 19.7% improvement in earnings estimates over the last 30 days [21] Core & Main Inc. - Core & Main distributes water and fire protection products to various markets in the U.S. [22] - The company has an expected revenue and earnings growth rate of 3% and 7.7% respectively for the next year, with a 24.4% improvement in earnings estimates over the last 30 days [24]

Key Takeaways Robinhood continues to show notable platform momentum through its quarterly results. HOOD posted records for sales, net deposits, and Gold subscribers in its latest release. Platform activity remains strong, with ARPU soaring 82% YoY throughout its latest period. Robinhood Markets (HOOD) , through its subsidiaries, provides a platform to trade stocks, options, crypto, futures (including event contracts), invest for retirement, and earn with Robinhood Gold. The stock currently sports the highly ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **Crypto Industry** and its outlook for **2026**, highlighting a **tokenization supercycle** that includes the tokenization of stablecoins, capital markets, and prediction markets [1][2][3]. Core Insights and Arguments 1. **2025 Performance**: Despite a weak Q4 in 2025, Bitcoin ended the year down 6%, while crypto equities had an average return of approximately **59%** [1]. 2. **Bitcoin Price Forecast**: The forecast for Bitcoin in 2026 is set at **$150K**, with a peak target of **$200K** in 2027, indicating a belief that the market has bottomed [1][8]. 3. **Stablecoin Growth**: Total stablecoin supply is expected to grow by **56% YoY** to **$420 billion** by 2026, driven by various factors including cross-border payments and fintech integration [2][47]. 4. **Tokenization of Real-World Assets**: The market for tokenized real-world assets is projected to increase from approximately **$37 billion** in 2025 to **$80 billion** in 2026, with equity tokenization expected to rise from **2%** to **16%** of total assets [3][47]. 5. **Prediction Markets**: The total volume for prediction markets is anticipated to double in 2026, reaching around **$70 billion**, with a significant portion of revenue expected from sports and political markets [4]. Company-Specific Insights Robinhood (HOOD) - **Management Strength**: HOOD is recognized for its effective management across equity, crypto, banking, and wealth management, with a strong distribution network of **14 million active traders** [12]. - **Prediction Markets Revenue**: Expected to contribute **9%** of total trading revenue by 2026, with HOOD building its own prediction markets exchange [15][77]. - **Tokenization Platform**: Plans to launch a full-scale equity tokenization platform, potentially impacting revenues significantly [15]. Coinbase (COIN) - **Business Transition**: COIN is transitioning to an 'everything exchange' model, expanding into tokenized stocks, prediction markets, and derivatives [16]. - **New Product Revenue**: New products are expected to drive **17%** of total trading revenues in 2026 [85]. - **Strategic Partnerships**: Partnerships with Circle are aimed at increasing USDC demand across various trading and payment platforms [16]. Circle (CRCL) - **Market Position**: Circle remains the largest regulated stablecoin provider in the U.S., with USDC growing by **73%** in 2025 to **$76 billion** [19][89]. - **Revenue Growth**: Despite concerns over interest rates, Circle's revenue and EBITDA have shown strong growth, maintaining pace with market demands [19]. Figure (FIGR) - **Loan Origination**: FIGR is expected to capture **5%** of U.S. HELOC origination by 2026, with strong momentum in tokenized consumer credit [26]. - **EBITDA Margin Expansion**: Projected EBITDA margins are expected to increase from **47%** in 2025 to **52%** in 2026 [26]. MicroStrategy (MSTR) - **Bitcoin Holdings**: MSTR holds approximately **674K BTC**, valued at around **$63 billion**, with a strong cash position to cover dividends [30]. - **Market Recovery**: MSTR is expected to benefit significantly from Bitcoin price appreciation, with a forecasted price of **$150K** in 2026 [31]. IREN - **AI Pivot**: IREN is focusing on building a vertically integrated AI business, with plans to set up **100K GPUs** over **350MW** of power [34]. - **Revenue Potential**: Expected to generate approximately **$2.5 billion** in annual recurring revenue by 2027 [39]. Important but Overlooked Content - **Regulatory Catalysts**: Key regulatory changes, such as the SEC crypto innovation exemption and the CLARITY Act, are expected to provide legitimacy to crypto trading platforms and could significantly impact market dynamics [10][11]. - **Market Risks**: The potential launch of crypto trading by legacy brokers and the competitive landscape with new entrants like Binance.US could pose risks to existing players [15][19]. This summary encapsulates the critical insights and projections from the conference call, providing a comprehensive overview of the current state and future outlook of the crypto industry and key companies within it.

Group 1 - The stock market has experienced double-digit percentage returns for three consecutive years, with expectations for continued growth despite potential corrections [1][8] - Investors are encouraged to accumulate shares of reliable growth stocks during market downturns, specifically highlighting two fintech stocks: Robinhood and Interactive Brokers [1][8] Group 2 - Robinhood is recognized as one of the fastest-growing fintech companies, with significant revenue growth and rising profit margins, leading to a nearly tripled stock value in 2025 [3][4] - In Q3, Robinhood doubled its revenue year over year, with its prediction market segment showing substantial growth, and the crypto segment increasing by over 300% year over year [4][5] - The demand for prediction markets is expected to enhance transaction activity across Robinhood's other assets, such as stocks and options [6] Group 3 - Interactive Brokers is gaining market share and reported a 67% year-over-year increase in stock trading volume, contributing to a 23% overall revenue growth [7][8] - Net interest income constituted approximately two-thirds of total sales for Interactive Brokers, increasing by 21% year over year, indicating higher investor confidence in borrowing against margin [9] - Customer margin loans for Interactive Brokers reached $77.3 billion in Q3, reflecting a 39% year-over-year increase, suggesting more frequent trading activity among investors [9]

Core Viewpoint - Dan Gallagher, Robinhood's chief legal officer, is joining FINRA's Board of Governors, which includes other notable appointments, indicating a shift towards stronger regulatory oversight in the financial markets, particularly concerning digital assets [1][2]. Group 1: Appointment Details - Gallagher's appointment to FINRA's Board of Governors is part of a broader strategy to adapt regulatory approaches to meet the evolving needs of investors and the markets [4]. - The Board of Governors consists of 22 members, including 12 public members, 10 industry participants, and the CEO of FINRA, Robert Cook [3]. Group 2: Gallagher's Background and Influence - Gallagher has a significant background in regulatory affairs, having served as a commissioner at the SEC and as a critic of the federal approach to digital asset enforcement [2][5]. - His tenure at Robinhood has been marked by strong opposition to what he describes as "innovation-killing federal regulatory uncertainty" affecting the U.S. digital assets market [6]. - Gallagher's views suggest that current regulatory practices are detrimental to American consumers and innovation in the digital asset space, potentially harming the U.S.'s competitive position in this market [7].

Key Points Robinhood is growing quickly, and it's adding many new products and services. It's highly exposed to changes in cryptocurrency. 10 stocks we like better than Robinhood Markets › Shares of Robinhood Markets (NASDAQ: HOOD) stock dropped 12% in December, according to data provided by S&P Global Market Intelligence. Robinhood is highly exposed to cryptocurrency, and falling cryptocurrency prices likely impacted Robinhood as well. Why Robinhood stock has been soaring Robinhood is known for ...