Robinhood Markets, Inc.’s HOOD event-contracts business is accelerating, with September revenue pacing above a $200 million annualized rate as partner Kalshi’s volumes surge on NFL and NCAAF (college) football.Watch the HOOD stock momentum here.Piper Sandler analyst Patrick Moley reiterated the Overweight rating on Robinhood, raising the price forecast from $120 to $140.Moley said prediction markets (event contracts) could be a major growth driver for Robinhood, noting partner exchange Kalshi is pacing for ...

Group 1 - Citigroup has adjusted its rating for Robinhood to Neutral and raised the price target from $120 to $135 [1][6] - The Federal Reserve's interest rate cuts have positively impacted the financial sector, benefiting Robinhood's business model [2][6] - Robinhood is experiencing an increase in new account openings, capital inflows, and trading activity, indicating strong financial momentum [3][5] Group 2 - Robinhood's stock is currently trading at $124.89, with a market capitalization of approximately $111 billion and a trading volume of 33.1 million shares [4][6] - Over the past year, Robinhood's stock has seen a significant increase from a low of $22.05, reflecting strong market confidence [5][6] - The recent trading activity has marked a new high for Robinhood's stock price over the past year, indicating robust performance in the current economic conditions [4][5][6]

Core Insights - Ten stocks in the large-cap Russell 1000 index have achieved over 1,000% returns since the October 2022 bull market bottom, highlighting the volatility and potential of high-growth companies in a recovering market environment [1][8] - NVIDIA Corp. has seen a stock price increase of 1,438%, driven by AI adoption and its dominance in GPU technology [2] - Palantir Technologies has experienced a 2,160% rally due to rising demand for its AI-driven data analytics and expanding contracts [3] - Other notable performers include Vertiv Holdings with a 1,220% increase, Rocket Lab Corp. with a 1,094% rise, and Robinhood Markets with over 1,000% returns [4][5][6] Company Performance - NVIDIA Corp. stock rose from approximately $11 in October 2022 to over $180 today, reflecting its pivotal role in the AI boom [2] - Palantir Technologies' stock surged due to increased demand for its services, resulting in a significant rally over the past three years [3] - Vertiv Holdings benefited from strong demand for data center infrastructure, particularly for AI and cloud computing [3] - Rocket Lab Corp. stock climbed due to successful launches and growing interest in space technology [4] - Robinhood Markets achieved over 1,000% returns through strategic business moves, including a billion-dollar stock buyback [5] - Carvana Co. saw a rebound in its used car e-commerce business, contributing to its market success [5] - MicroStrategy Inc. stock has soared over 1,000% since late 2022, closely tied to Bitcoin performance [6] Market Trends - The performance of these "10-baggers" reflects a broader shift in investor risk appetite and confidence in next-generation technologies [8] - The rapid gains in these stocks indicate a willingness among investors to pursue narratives that were previously considered speculative [8] - Despite the impressive returns, stocks that have increased over 1,000% often face significant corrections, underscoring the volatility of the current market [8]

Market Valuation - Analysts predict Robinhood (HOOD) could add $16 billion to its market capitalization due to prediction market growth [1] Analyst Ratings - Piper Sandler raised Robinhood's price target to $140 from $120, citing strong upside from prediction markets through its Kalshi partnership [1] Prediction Market Performance - September event contract volumes are projected to reach a record $26 billion [1]

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85 ...

It’s official: the long-awaited decision by the Federal Reserve (the Fed) is in. Interest rates have been cut, and the initial reaction from the market matter more than ever today.  The day after the announcement, the financial sector led the way higher in the S&P 500, which serves as the ultimate message for where the next leg of market upside may emerge. Robinhood Markets TodayHOODRobinhood Markets$125.18 +0.40 (+0.32%) 52-Week Range$22.05▼$126.64P/E Ratio63.52Price Target$101.88Add to WatchlistAt the ce ...

Group 1 - Robinhood Markets Inc officially joined the S&P 500 Index, with shares trading at $123.73, down 0.8% from a record high of $125.18, and showing a 445.4% year-over-year increase [1] - The stock has found support at $110 and is above all long- and short-term trendlines, indicating strong performance [1] - In the last 10 sessions, Robinhood attracted significant options trading activity, with 3,606,188 calls and 1,786,261 puts, highlighting its popularity among options traders [3] Group 2 - The September 120 call was the most popular options contract for Robinhood during the observed period [3] - Robinhood's 10-day put/call volume ratio ranks higher than 94% of readings from the past year, indicating a growing interest in puts compared to historical levels [4] - The stock has outperformed volatility expectations over the past year, as indicated by a Schaeffer's Volatility Scorecard (SVS) of 85 out of 100 [5]

Investment Strategy - Spot trading is recommended for 99.99% of people due to its lower risk compared to leveraged trading [1] - Larger gains are achievable through spot trading because positions can be held longer without the pressure of drawdowns [2] - The firm's largest wins have consistently come from sizing into good plays via spot trades, not leverage [1] Specific Investments - Successful spot trade investments include Solana since 2022, FWOG at a 6 million market capitalization, LaunchCoin at a 4 million market capitalization, Astra at $0.33, and Robinhood at $30 [1] Trading Psychology - Perpetual contracts (Perps) are associated with dopamine hits and potential depression when trades move against the investor [2]

$HOODBiggest Tradfi trade of my career.Best part is it's tax free through my tfsa.I've taken profits along the way but man what a move. https://t.co/J3BqI9qEJuMayne (@Tradermayne):$HOOD https://t.co/CwOAmQnc7e ...

Core Viewpoint - The cryptocurrency sector is experiencing a significant downturn, with major stocks related to Bitcoin and Ethereum showing notable declines in their market prices [1] Group 1: Bitcoin-Related Stocks - Bit Digital (BTBT.US) has seen a decline of over 2.4% [1] - Hut 8 Mining (HUT.US) also dropped by 2.4% [1] - MicroStrategy (MSTR.US) experienced a decrease of more than 1.6% [1] Group 2: Ethereum-Related Stocks - Bitmine Immersion Technologies (BMNR.US) fell nearly 6% [1] - Bit Digital (BTBT.US) again reported a decline of over 2.5% [1] Group 3: Cryptocurrency Exchanges and Other Stocks - Coinbase (COIN.US) dropped more than 2.6% [1] - Robinhood (HOOD.US) saw a decline of over 1% [1] - Circle (CRCL.US), a leading stablecoin issuer, fell by more than 5% [1] Group 4: Cryptocurrency Prices - Ethereum's price decreased by nearly 6%, falling below the $4200 mark [1] - Bitcoin's price dropped over 2%, currently at $113,136 [1]