Core Insights - The company has significantly expanded its prediction markets offering, moving from one market a year ago to thousands, catering to both traders and information seekers [1] - The prediction market is believed to be in the early stages of a super cycle, with expected tremendous growth in trading volumes and usage as a new source of information [2] - The prediction market on Robin Hood provides insights into potential outcomes of events, such as mergers, with real-time updates on probabilities [3][4] Company Developments - The CEO highlighted the increased probability of Paramount acquiring Warner Brothers, which rose from 55% to 75% within 24 hours, showcasing the dynamic nature of prediction markets [4] - The company aims to position prediction markets as superior forecasting tools, allowing users to bypass complex modeling and obtain direct answers to specific events [5] Industry Trends - Prediction markets are gaining traction as a valuable source of information, appearing in sell-side analyst reports and attracting interest from various stakeholders [6] - The ability to provide real-time, exchange-traded prices and forecasts on a wide range of topics allows traders to specialize in areas where they have unique expertise [7] - Customers are increasingly using scientific methods to analyze prediction market data, enabling them to challenge conventional wisdom and leverage their unique insights for trading [8]

🔥 Most Influential: @vladtenevRobinhood has acquired Bitstamp, launched staking services for ether and solana, and added new tokens for US users, including XRP, SOL, and BNB.@FranciscoMemor writes:https://t.co/aryav2CvMP ...

“I cAnT gEt eXpOsUrE tO pReDiCTioN mArKetS, sO wHy sHouLd I CaRe”Now you literally can.A publicly traded company is going heavy on them.If you believe they have upsideThen the revenue from the will go back toward the equity asset$HOOD is now a direct way to get exposure to prediction market upsideEasy (@EasyEatsBodega):THE FOUNDER OF ROBINHOOD LITERALLY JUST SAID THEY BELIEVE THERE WILL BE A PREDICTION MARKET SUPERCYCLE!HOW MUCH MORE OBVIOUS CAN IT GET!? ...

Robinhood(HOOD.US)涨2.6%，报122.52美元。消息面上，Robinhood宣布，客户可以对单场比赛的赛 果、总分和让球进行交易。到目前为止，已有超过100万名用户交易了约110亿份合约。Robinhood期货 与预测市场高级总监亚当·希克森在接受采访时表示："我们的最终计划是进一步发展，在预测市场领域 的所有类别中实现自定义组合。"(格隆汇) ...

Robinhood is expanding its fast-growing prediction market offering with a new pro football-centered feature.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The trading platform is giving users the ability to trade ...

Core Insights - Robinhood is transforming from a commission-free stock trading platform to a significant player in the crypto industry, focusing on blockchain development and tokenized assets [1][2]. Group 1: Company Developments - Robinhood has completed a $200 million acquisition of Bitstamp, enhancing its capabilities in the crypto space with over 50 global licenses and facilitating institutional trading [2]. - The company has launched staking services for ether and solana, introduced perpetual futures in the EU, and expanded its token offerings for U.S. users, including XRP, SOL, and BNB [3]. - Robinhood is developing its own layer 2 blockchain, named Robinhood Chain, aimed at enabling tokenized asset trading with reduced fees and quicker settlement times [3]. Group 2: Industry Perspective - CEO Vlad Tenev believes in the future of the crypto sector, comparing its growth to an unstoppable freight train and asserting that "tokenization is going to eat the entire financial system" [4]. - As Robinhood enhances its crypto ecosystem presence, it is also expanding its prediction markets offerings [4].

Core Insights - The prediction markets business is rapidly evolving into a significant growth area in financial services, with Robinhood Markets (HOOD) at the forefront of this transformation [1] Group 1: Prediction Markets Growth - Prediction markets enable trading of event-based contracts linked to real-world outcomes, with trading volumes increasing significantly over the past two years, reflecting heightened investor interest [2] - Robinhood's prediction markets have become one of its fastest-growing revenue streams, contributing approximately $100 million in annualized revenues by Q3 2025, with $25 million generated in October alone [2][9] Group 2: Strategic Acquisitions - Robinhood is acquiring a 90% stake in MIAXdx, a CFTC-licensed derivatives exchange, to gain control over the infrastructure necessary for executing and clearing prediction market contracts, which will enhance long-term margins [3][9] Group 3: Competitive Landscape - The competitive environment is intensifying, with companies like Kalshi, Polymarket, Gemini, Coinbase, and Crypto.com expanding their offerings in prediction markets, some of which hold CFTC licenses [5][6][7] Group 4: Financial Performance - Robinhood's stock has increased by 222% over the past year, significantly outperforming the industry average growth of 39.8%, indicating strong investor confidence in the company's expansion strategy [8][9] - The company currently trades at a high premium, with a price-to-tangible book ratio of 13.69X compared to the industry average of 3.14X [11] Group 5: Earnings Estimates - The Zacks Consensus Estimate for Robinhood's earnings suggests year-over-year growth of 79.8% for 2025 and 17.9% for 2026, with revised estimates of $1.96 and $2.31 respectively [12]

Growth & Market Capture - The company expresses strong confidence in capturing the entirety of the retail market [1] - Expectation of more growth for the company [1] Financial Outlook - Anticipation of more revenue for the equity [1] - Projection of "higher for longer," suggesting sustained growth [1] Product Expansion - Focus on introducing more products [1]

Core Insights - U.S. stock markets have experienced a significant rally in 2023, largely driven by advancements in artificial intelligence, with notable performance from non-tech companies as well [1][2] Group 1: Company Highlights - General Motors Co. (GM) holds a 17% market share as the top-selling U.S. automaker, benefiting from strong demand across its brands and a 10% year-over-year sales increase in China [6][7] - GM's software and services division generated $2 billion in revenue by the end of Q3 2025, with 11 million OnStar subscribers, indicating a shift towards software-led growth [7] - Robinhood Markets Inc. (HOOD) is seeing improved trading activity and higher net interest income, with a focus on product diversification to enhance its market position [10][11] - Expedia Group Inc. (EXPE) operates a robust platform that connects travelers and suppliers, leading to stable demand and increased gross bookings, supported by a strong brand portfolio [13][14] - Dillard's Inc. (DDS) is enhancing its customer base through store and online improvements, with a focus on fashionable merchandise driving traffic and better-than-expected earnings [15][16] - Five Below Inc. (FIVE) is experiencing strong momentum with traffic gains and improved marketing effectiveness, leading to an upward revision of its full-year sales expectations to $4.62-$4.65 billion [18][19] Group 2: Financial Performance and Projections - GM has an expected revenue growth rate of -0.3% and an earnings growth rate of 12.9% for the next year, with a 0.5% improvement in the Zacks Consensus Estimate for earnings [8] - HOOD's expected revenue and earnings growth rates are 21% and 17.9%, respectively, with a 1.8% improvement in the earnings estimate [12] - EXPE's expected revenue and earnings growth rates are 6.3% and 20.8%, respectively, with a 3.2% improvement in the earnings estimate [14] - DDS has an expected revenue growth rate of 0.7% and an earnings decline of -8.2%, with a 5.3% improvement in the earnings estimate [17] - FIVE's expected revenue and earnings growth rates are 8.6% and 5.6%, respectively, with a 1.3% improvement in the earnings estimate [20]

Business Strategy - Robinhood is heavily investing in prediction markets [1] - Robinhood announced new pro football contracts along with combos (parlays) [1] - Robinhood is launching a broader "prediction markets hub" soon [1] Revenue Growth - Prediction markets are Robinhood's fastest-growing revenue line [1]