分组1 - Nasdaq reported quarterly earnings of $0.96 per share, exceeding the Zacks Consensus Estimate of $0.91 per share, and up from $0.76 per share a year ago, representing an earnings surprise of +5.19% [1] - The company posted revenues of $1.39 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.69%, and an increase from $1.23 billion year-over-year [2] - Nasdaq has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - Nasdaq shares have increased by approximately 1.6% since the beginning of the year, compared to the S&P 500's gain of 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $1.37 billion, and for the current fiscal year, it is $3.85 on revenues of $5.64 billion [7] 分组3 - The Zacks Industry Rank indicates that the Securities and Exchanges industry is currently in the top 10% of over 250 Zacks industries, suggesting strong performance potential [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Nasdaq was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6]

Core Viewpoint - Nasdaq is planning to submit paperwork to the Securities and Exchange Commission (SEC) for the launch of round-the-clock trading of stocks, with an expected launch in the second half of 2026 [2] Group 1 - Nasdaq aims to implement nonstop trading, which would allow for continuous trading of stocks outside of traditional market hours [2] - The SEC filing is a crucial step in the process of launching this new trading model [2]

Core Viewpoint - Robinhood Markets (HOOD) has experienced significant stock performance in 2025, with a year-to-date increase of 207% due to higher trading volumes in equities and crypto [1] Company Performance - As of Q3 2025, Robinhood reported a revenue increase of 100% year-over-year (YOY) to $1.27 billion and adjusted EBITDA growth of 177% to $742 million [5] - The average revenue per user (ARPU) rose by 82% YOY to $191, contributing to EBITDA margin expansion and improved cash flow [5] - The company had 26.8 million funded customers and 27.9 million investment accounts, with total platform assets reaching $333 billion [3] Market Activity - Following a peak of $153.86 in October 2025, HOOD stock corrected by over 25%, presenting a potential buying opportunity for investors [2] - Bridgewater Associates purchased 807,514 shares of Robinhood in Q3, indicating significant institutional interest [2] Growth and Diversification - HOOD stock has increased by 81% over the last six months, supported by healthy growth and diversification of product offerings [4] - The company continues to gain market share in equities, options, crypto, and margin markets, driven by investments in platform advancements [6] Market Conditions - The recent correction in Bitcoin prices may impact Robinhood's crypto trading volume, but expansionary monetary policies from central banks could positively affect risky asset classes [7]