Biggest names in banking are convening here in New York City for Goldman Sachs annual financial services conference. Been a busy week already, including Aries management co-founder and [music] CEO Michael Aragetti, who joins us now with Leslie Picker. Hey, Leslie. >> Hey, Carl.Thank you. And thank you, Michael. >> Hey, Leslie.It's good to be here. Good to have you. Um, so your stock was up about 7% yesterday on the inclusion into the S&P 500.Uh, what do you think that moment says about Aries in the industry ...

Stock Market Movement - Carvana, CRH, and Comfort Systems USA stocks are set to join the S&P 500, leading to a climb in share prices [1]

Stock Performance - HOOD stock has increased by 40% since the announcement of its inclusion in the S&P 500 on September 5 [1] Business Strategy - The company has been actively involved in prediction markets [1] - The company seems to have potential for further growth [1]

Financial Performance - AppLovin's ad tech platform is projected to generate approximately $55 billion in annual sales this year, a 17% increase from $471 billion last year [6] - Fiscal year 2026 sales are projected to climb another 26% to $693 billion [6] - Since the pandemic, AppLovin's top line has grown over 200%, with annual sales at $145 billion in 2020 [6] - Fiscal year 25 EPS revisions have risen 7% in the last 2 months from $844 to $93 [9] - Fiscal year 26 EPS estimates have spiked 12% from $127 to $1355 [9] Market Position and Growth Strategy - AppLovin's stock has rebounded and soared over 100% in the last 6 months and is up 80% year to date [2] - Since going public in April 2021, AppLovin's stock has skyrocketed 800% [2] - AppLovin is positioned as the third-largest ad platform provider in the US, behind Meta Platforms and Alphabet [5] - AppLovin divested its mobile gaming division for $400 million in June to Triple Dot Studios, receiving a 20% equity consideration in Triple Dot [4] - AppLovin's international expansion has dramatically increased its total addressable market and reduced reliance on US gaming revenue [4] Catalysts for Stock Growth - AppLovin's Exxon 20% platform, a machine learning engine for mobile and delivery, has been outperforming business expectations [3] - AppLovin's stock will be added to the S&P 500 next Monday, September 22nd [7] - Several analysts have boosted their price targets for AppLovin to over $640 [7]

RT Bitcoin Archive (@BTC_Archive)UPDATE: Michael Saylor's STRATEGY could join the S&P500 as early as this Friday.Passive index funds would be forced to buy billions in Bitcoin exposure. 📈 https://t.co/P9NnpwsslM ...

Market Trend - Michael Saylor's strategy could join the S&P 500 as early as this week [1] - Billions in passive inflows are expected [1]

💥BREAKING:Michael Saylor's STRATEGY could join the S&P 500 as early as this week! https://t.co/6H1QojhmrK ...

JUST IN: Michael Saylor's STRATEGY could join the S&P 500 as early as this week.BILLIONS in passive inflows incoming. 🚀 https://t.co/cNUPOEJHmV ...

Company Achievements & Market Position - Interactive Brokers will join the S&P 500, replacing Walgreens [1] - The inclusion in the S&P 500 was a surprise, as the company is still largely owned (68%) by the original founder and has fewer than 3,500 employees [3][10] - The company's stock has increased by over 100% this year [6] - Interactive Brokers has 40% more revenue than Robinhood [13] Business Growth & Strategy - The company attributes its growth to the rise in options markets and its customer base of professional options traders [2] - Interactive Brokers aims for indefinite 20% customer growth without needing incremental capital [6] - The company plans to use its financial strength to venture into new areas, such as forecast trading [9] - Interactive Brokers focuses on serving professional traders, emphasizing the billions of dollars saved for this community over the years [14] Industry Outlook & Regulation - The speaker anticipates a great stretch for the next two to three years, partly due to the reduction of regulations that have burdened businesses [6][5] - The speaker believes there is a huge runway ahead for the entire industry globally, driven by increasing recognition of capitalism and free enterprise [7] - The speaker is in favor of central bank independence [17]

Market Trends & Industry Dynamics - Michael Saylor's strategy now meets all criteria for S&P 500 inclusion [1] - Inclusion in the S&P 500 could trigger over $10 billion of passive inflows [1]