Key Takeaways U.S. stock momentum to continue in January despite a mixed December, supported by earnings and Fed policy.HOOD is accelerating growth via AI tools, new banking features, crypto expansion and global market reach.CIEN is seeing strong AI-driven demand, lifting revenue outlook on cloud and service momentum.Wall Street’s rally of U.S. stocks in 2023 and 2024 continued in 2025, albeit at a slow pace. In 2025, the three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — were up 13 ...

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.

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 ...

Key Takeaways Bitcoin climbed above $93,600, hit a three-week high and moved past its 50-day moving average.NVIDIA benefits in strong crypto markets as GPUs support data centers, AI and crypto mining demand.Robinhood lets users trade Bitcoin, Ethereum and Dogecoin, linking platform activity to crypto momentum.The cryptocurrency market is finally showing signs of a turnaround after more than two months of turmoil that saw Bitcoin (BTC) enter a bear market. However, this year appears to have started on a posi ...

Group 1: Insurance Sector - The insurance sector continues to rise, with China Ping An (02318) up 5.17%, New China Life (01336) up 4.14%, China Life (02628) up 4.83%, and China Pacific Insurance (02601) up 3.29%. The National Financial Regulatory Administration reported that the insurance industry achieved a total premium income of 57,629 billion yuan, a year-on-year increase of 7.6% for the first 11 months of 2025 [1][2]. Group 2: Hydrogen Energy - Guofu Hydrogen Energy (02582) saw a rise of over 7.2% after announcing the delivery of a total of 424 sets of vehicle-mounted high-pressure hydrogen supply systems to clients, which will be used in fuel cell buses in Guangzhou [1]. Group 3: Coal Sector - Coal stocks collectively rose, with China Coal Energy (01898) up 4.33%, Yanzhou Coal Mining (01171) up 3.18%, and China Shenhua Energy (01088) up 2.31%. Since late November, port thermal coal prices have been on a downward trend, dropping from a high of 834 yuan/ton to a low of 670 yuan/ton, before rebounding on December 31, increasing by 8 yuan/ton to 678 yuan/ton [1]. Group 4: Solar Energy and AI - Junda Co., Ltd. (02865) increased by over 6.1% following a report from Guotai Junan that Elon Musk proposed a plan to deploy 100GW of solar AI satellites annually, driving demand for space photovoltaic technology [1]. Group 5: Lithium Mining - Lithium stocks were active, with Ganfeng Lithium (01772) up 4.22% and Tianqi Lithium (09696) up 2.85%. After breaking through the 130,000 yuan/ton mark, lithium carbonate futures surged over 8%, reaching a high of 137,760 yuan/ton [2]. Group 6: Real Estate Sector - Domestic real estate stocks continued to rise, with Beike-W (02423) up 3.44%, Longfor Group (00960) up 5.24%, China Jinmao (00817) up 5.34%, and China Resources Land (01109) up 3.64%. An article published in "Qiushi" magazine emphasized the need to improve and stabilize expectations in the real estate market [2]. Group 7: Baby Products - Different Group (06090) rebounded by over 34.99%. According to a report from China Merchants Securities, the company is positioned as a mid-to-high-end baby products brand with strong product development and channel expansion capabilities, targeting middle-class and high-net-worth consumers [3]. Group 8: Mining Sector - Zijin Mining (02899) rose nearly 6%, reaching a historical high. The company recently announced an annual profit forecast of 51 to 52 billion yuan, an increase of approximately 18.9 to 19.9 billion yuan compared to the previous year's profit of 32.051 billion yuan, representing a year-on-year growth of about 59% to 62% [3]. Group 9: U.S. Stock Market - The Dow Jones Industrial Average broke through 49,000 points, rising 1.3%, with major U.S. bank stocks reaching historical highs. Goldman Sachs (GS.US) rose 3.73%, JPMorgan Chase (JPM.US) rose 2.63%, and Morgan Stanley (MS.US) rose 2.55%. The U.S. ISM reported that the manufacturing PMI fell to 47.9 in December, below the expected 48.4 [4]. Group 10: Precious Metals - U.S. precious metal stocks collectively strengthened, with Hecla Mining (HL.US) up 4.56% and Barrick Gold (B.US) up 3.77%. Spot gold surged 2.5%, reclaiming the $4,400 mark, while spot silver rose 5%, surpassing $76 [4]. Group 11: AI and Technology - Datavault AI (DVLT.US) surged 42.57%, with a cumulative increase of 180% over three trading days after signing a procurement agreement with AP Global Holdings LLC for infrastructure and cybersecurity services [5]. Group 12: Bitcoin and Related Stocks - Bitcoin briefly reached the $93,000 mark, with related stocks rising, including Strategy (MSTR.US) up 4.81% and Coinbase (COIN.US) up 7.77% [6]. Group 13: Oil Sector - Oil stocks saw significant pre-market gains, with Chevron (CVX.US) up 5.1% and ConocoPhillips (COP.US) up 2.59%. Reports indicated that the U.S. had captured Venezuelan President Maduro through military action, leading to a strong performance in oil and gas services [7].

Robinhood (HOOD) is sharpening its focus on advanced crypto traders, a pivot that reflects evolving customer behavior during a volatile year for digital assets. “What we’ve seen really depends on the customer segment,” Johann Kerbrat, head of crypto at Robinhood, said in an interview. “We have a lot of customers that are a bit younger. For them, they see this as a ‘buy the dip’ opportunity because they have a longer-term horizon, so they care less about short-term impact," he said. But the company is a ...

PHILADELPHIA, Jan. 05, 2026 (GLOBE NEWSWIRE) -- The following statement is being issued by Kroll Settlement Administration regarding In re Robinhood Order Flow Litigation, Master File 4:20-cv-09328-YGR (N.D. Cal). To: All United States customers of Robinhood Financial LLC, Robinhood Securities, LLC, and/or Robinhood Markets, Inc. who, from September 1, 2016, through September 1, 2018: (1) placed one or more qualifying trades, which means (a) one or more market orders to purchase equities (excluding stop ord ...

智通财经APP获悉，周一，比特币一度站上9.3万美元关口。比特币概念股盘前普涨，截至发稿， Strategy(MSTR.US)、Coinbase(COIN.US)涨近4%，Robinhood(HOOD.US)、Circle(CRCL.US)涨超1.8%， Iren Ltd(IREN.US)涨超5.6%，Mara Holdings(MARA.US)涨超4.5%。 ...

周一，比特币一度站上9.3万美元关口。比特币概念股盘前普涨，截至发稿，Strategy(MSTR.US)、 Coinbase(COIN.US)涨近4%，Robinhood(HOOD.US)、Circle(CRCL.US)涨超1.8%，Iren Ltd(IREN.US)涨 超5.6%，Mara Holdings(MARA.US)涨超4.5%。 ...