Core Insights - Interactive Brokers (IBKR) reported strong performance metrics for its Electronic Brokerage segment in July 2025, with significant year-over-year increases in client Daily Average Revenue Trades (DARTs) and customer accounts [1][10]. Performance Metrics - Total client DARTs reached 3,498,000 in July 2025, marking a 27% increase from July 2024 and a 1% rise from June 2025 [2]. - Cleared average DARTs per customer accounts were 194, reflecting a 6% decline year-over-year and a 1% decrease from June 2025 [2]. - Customer accounts grew to 3.96 million, a 32% increase year-over-year and a 2% rise from the previous month, with net new accounts totaling 92,400, up 29% year-over-year [2]. Trading Activity - Total options contracts traded were 132.4 million in July 2025, up 12% year-over-year and 14% from the previous month [3]. - Futures contracts decreased to 17.5 million, down 13% year-over-year and 5% from the previous month [3]. Client Equity and Balances - Client equity stood at $685.8 billion, a 35% increase year-over-year and a 3% sequential rise [4]. - Client credits balance was $144.3 billion, up 32% from July 2024, with a marginal increase from June 2025 [4]. - Customer margin loan balance increased to $67.6 billion, reflecting a 20% year-over-year growth and a 4% rise from the previous month [4]. Revenue Outlook - The company anticipates improved revenues in upcoming quarters due to solid DART numbers and a favorable trading environment, with a compound annual growth rate of 21.8% in total net revenues over the past five years [5]. - IBKR has been focusing on developing proprietary software and expanding its product offerings to enhance service reach [5]. Product and Service Expansion - In May 2025, IBKR extended trading hours for Forecast Contracts to nearly 24 hours a day and launched a prediction markets hub in Canada [6]. - The company added four new cryptocurrencies in the first quarter of 2025 [6]. - IBKR introduced Plan d'Epargne en Actions accounts for French clients and launched IBKR GlobalTrader for mobile stock trading [7]. Competitive Landscape - Competitors like TradeWeb Markets Inc. and Robinhood Markets, Inc. are also enhancing their product offerings to capture market share [8][9]. - TradeWeb launched electronic portfolio trading for European government bonds, while Robinhood has diversified its services with new offerings in the U.K. [8][9]. Stock Performance and Valuation - IBKR shares have increased by 46.9% year-to-date, outperforming the industry growth of 19.1% [12]. - The company trades at a forward price-to-earnings (P/E) ratio of 32.29, which is significantly above the industry average [13]. Earnings Estimates - The Zacks Consensus Estimate indicates year-over-year earnings growth of 9.7% for 2025 and 6.7% for 2026, with upward revisions in earnings estimates over the past 30 days [17].

金十数据8月4日讯，盈透证券首席策略师Steve Sosnick表示，库格勒此前已因个人原因缺席最近一次 FOMC会议，因此我认为此次（辞职）表态可信度较高。但这为美国总统特朗普安插超级鸽派提供了机 会。更令人不安的是劳工统计局局长被解雇事件。尽管该机构显然出了问题，数据出现前所未有的大规 模修改，但一位总统在没有真正确定原因的情况下，仅因不喜数据就解雇官员，这也是史无前例，这并 不是一个好兆头。这让人质疑信息是否可信、是否公正。如果数据统计者受制于总统的政治突发奇想， 那么这些数据的真实性就会受到质疑。 盈透证券：美国数据的公正性、真实性将遭质疑 ...

金十图示：2025年08月04日（周一）全球富豪榜 | 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | 1 | 埃隆·马斯克 | 3980亿 | 0 0% | 特斯拉、Spa | | 2 | 拉里·埃里森 | 2893亿 | 0 0% | 甲骨文 | | 3 | 马克·扎克伯格 | 2587亿 | 0 0% | Meta | | 4 | 杰夫·贝佐斯 | 2289亿 | 0 0% | 亚马逊 | | 5 | 拉里·佩奇 | -0 1558亿 | 0 0% | 谷歌 | | 6 | 黄仁勋 | 1512亿 | 0 0% | 英伟达 | | 7 | 谢尔盖·布林 | 1487亿 | 0 0% | 谷歌 | | 8 | 史蒂夫·鲍尔默 | 1466亿 | 0 0% | 微软 | | 9 | 沃伦·巴菲特 | 1417亿 | 0 0% | 伯克希尔哈撒韦 | | 10 | 贝尔纳·阿尔诺家族 | 1407亿 | 0 0% | LVMH | | II | 迈克尔·戴尔 | 1282亿 | 0 0% | 戴尔 | .CO., @ JIN10 ...

Group 1 - Elon Musk remains the richest person with a net worth of $407.3 billion, experiencing a decrease of $1.2 billion or 0.3% [1] - Larry Ellison ranks second with a net worth of $296.7 billion, increasing by $1.58 billion or 0.2% [1] - Jeff Bezos is third with a net worth of $242.9 billion, down by $7.42 billion or 0.3% [1] - Mark Zuckerberg's net worth is $240 billion, decreasing by $1.6 billion or 0.68% [1] - Larry Page has a net worth of $161.5 billion, increasing by $6.95 billion or 0.43% [1] Group 2 - Nvidia's CEO Jensen Huang has a net worth of $156 billion, increasing by $3.2 billion or 2.12% [1] - Sergey Brin, co-founder of Google, has a net worth of $154.1 billion, increasing by $650 million or 0.42% [1] - Bernard Arnault's family has a net worth of $146.1 billion, increasing by $1.4 billion or 0.97% [1] - Steve Ballmer, former CEO of Microsoft, has a net worth of $144.2 billion, increasing by $149 million or 0.1% [1] - Warren Buffett's net worth is $142.2 billion, increasing by $9.32 million or 0.07% [1] Group 3 - Michael Dell has a net worth of $133 billion, increasing by $1.1 billion or 0.81% [1] - Rob Walton and family have a net worth of $116.6 billion, decreasing by $6.78 billion or 0.58% [3] - Jim Walton and family have a net worth of $115.6 billion, decreasing by $6.77 billion or 0.58% [3] - Amancio Ortega has a net worth of $115.4 billion, decreasing by $1 billion or 0.9% [3] - Bill Gates has a net worth of $115.2 billion, decreasing by $1.7 billion or 1.42% [3]

Market Overview - The cryptocurrency market is experiencing a strong rally, with Bitcoin (BTC) reaching an all-time high of 123,091.61 on July 14 and currently hovering around 118,000. Ethereum (ETH) has rebounded sharply, increasing over 57% in the past month [1][2]. Regulatory Developments - The signing of the GENIUS Act by President Donald Trump on July 18 aims to regulate the stablecoin market in the U.S. This act is significant as major retailers like Walmart and Amazon are considering launching their own stablecoins [4]. - Two key regulations pending are The CLARITY Act, which seeks to define the classification of cryptocurrencies, and The Anti-CBDC Surveillance State Act, which aims to prevent the Federal Reserve from issuing a Central Bank Digital Currency (CBDC) without Congressional authorization [5][6]. Investment Opportunities - Investing in crypto-centric stocks with favorable Zacks Rank is recommended for near-term gains. Notable stocks include Robinhood Markets Inc. (HOOD), Interactive Brokers Group Inc. (IBKR), IREN Ltd. (IREN), Visa Inc. (V), and Cipher Mining Inc. (CIFR) [3][10]. Company Insights Robinhood Markets Inc. (HOOD) - Robinhood operates a financial services platform allowing users to invest in various assets, including cryptocurrencies. The company is expected to see improved trading revenues due to higher retail participation and product diversification efforts [11][12]. - HOOD has an expected revenue growth rate of 26.8% and earnings growth rate of 20.2% for the current year, with a Zacks Rank of 1 (Strong Buy) [13]. Interactive Brokers Group Inc. (IBKR) - IBKR is a global automated electronic broker that facilitates cryptocurrency trading and has a Zacks Rank of 1. The company is expected to benefit from its proprietary software development and expansion of its product suite [14][15]. - Expected revenue and earnings growth rates for IBKR are 7.4% and 9.7%, respectively, for the current year [16]. IREN Ltd. (IREN) - IREN is a Bitcoin mining company focusing on renewable energy sources for its operations. It holds a Zacks Rank of 2 (Buy) and has an expected revenue growth rate of 86.1% and earnings growth rate of over 100% for the current year [17]. Visa Inc. (V) - Visa is modernizing its digital payment systems and expanding its stablecoin settlement capabilities, collaborating with merchant acquirers like Worldpay and Nuvei. The company has a Zacks Rank of 2 [18][19]. - Expected revenue and earnings growth rates for Visa are 10.3% and 13.1%, respectively, for the current year [20]. Cipher Mining Inc. (CIFR) - Cipher Mining is an industrial-scale Bitcoin mining company that also offers high-performance computing services. It has a Zacks Rank of 2 and an expected revenue growth rate of 72% for the current year, although earnings are projected to decline [21][22].

金十图示：2025年07月29日（周二）全球富豪榜 | 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | | 埃隆·马斯克 | 4110亿 | 1 54亿 1.32% | | | 2 | 拉里·埃里森 | 2938亿 | 1 32亿 1.09% | 甲骨文 | | | 马克·扎克伯格 | 2476亿 | ↑ 17亿 0.69% | Meta | | 4 | 杰夫·贝佐斯 | 2452亿 | ↑ 12亿 0.5% | 亚马逊 | | 5 | 拉里·佩奇 | 0 1584亿 | + -4.89亿 -0.31% | 谷歌 | | 6 | 黄仁勋 | 1538亿 | 1 28亿 1.85% | 英伟达 | | 7 | 贝尔纳·阿尔诺家族 | 1513亿 | ↑ 1.31亿 0.09% | LVMH | | 8 | 谢尔盖·布林 | 1512亿 | + -4.58亿 -0.3% | 谷歌 | | 9 | 史蒂夫·鲍尔默 | 1440亿 | + - 2.70亿 -0.19% | 微软 | | 10 | 沃伦·巴菲特 | 1438亿 | + - ...

Crypto Strategy - Interactive Brokers is considering launching a stablecoin for 24/7 account funding and crypto transfers [1] - The issuance method is undecided, potentially supporting third-party stablecoins instead [1] - Interactive Brokers has offered crypto trading since 2021 through a partnership with Paxos [1] - Interactive Brokers holds a stake in Zero Hash [1]

🚨JUST IN: INTERACTIVE BROKERS (@IBKR) EXPLORES ENABLING CRYPTO STABLECOIN FUNDING FOR BROKERAGE ACCOUNTS ~ WATCHER GURU ...

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Interactive Brokers Group, Inc. (IBKR) . Interactive Brokers currently has an average brokerage recommendation (ABR) of 1.50, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by eight brokerage firms. An ABR of 1.50 approximates between Strong Buy and Buy. Of the eight recom ...

Core Viewpoint - Interactive Brokers Group is considering issuing stablecoins for its clients as the U.S. government relaxes regulations on the cryptocurrency industry, betting on the digital token trend [1][2] Group 1: Company Developments - The founder of Interactive Brokers, Thomas Peterffy, stated that the company is exploring the possibility of issuing stablecoins but has not made a final decision on how to provide this service to clients [1][2] - Interactive Brokers has a market capitalization of approximately $110 billion and is a leading discount brokerage firm, currently collaborating with crypto platform Paxos and is a major investor in cryptocurrency exchange Zero Hash [1] - The trading platform plans to allow clients to use stablecoins issued by other companies, provided the issuers have a reliable reputation [2][4] Group 2: Market Context - Stablecoins are a type of cryptocurrency that maintains a stable value by being pegged to assets like the U.S. dollar or gold, facilitating rapid cross-border transactions without interacting with the banking system [2][3] - The U.S. Congress is accelerating the establishment of a regulatory framework for stablecoins, which is pushing these assets into the mainstream of global financial markets [2][3] Group 3: Financial Performance - As of June 30, Interactive Brokers had approximately 3.87 million client accounts, a year-on-year increase of 32% [4] - The company has benefited from unprecedented trading activity among retail and institutional investors due to market volatility caused by U.S. tariff policies, with its stock price rising about 47% since the beginning of the year, outperforming the S&P 500 investment banking and brokerage index, which increased by about 20% during the same period [4]