Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
0 selected
Loading...
0 selected
Loading...
1 selected
0 selected
All post types✓
Portfolio updates✓
Stock lists✓
Research✓
News✓
All Content✓
Source feeds
Buzzberg Top 50
✓
All market capsNo capitalization filter✓
200 B and aboveMega✓
10 B to 200 BLarge✓
2 B to 10 BMid✓
0 to 2 BSmall✓
Custom
Enter market cap range in B USD
All directions✓
▲ Long✓
▼ Short✓
⛔ Avoid✓
✂ Close✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
00:00
Jul 23 ◎
Jul 23 ◎
NDAQ
BLK
STT
IVZ
CME
▾
HIGH
Management struck a very confident tone, citing record milestones, robust demand across divisions, and strong forward momentum. Guidance was raised on expenses but driven by revenue-linked compensation and marketing, which is a positive signal. Overall sentiment is markedly bullish.
"Our results demonstrate the strength of a business increasingly driven by recurring revenue from deeply integrated platforms and long-term growth trends that are still in the early innings"
NDAQ WATCH
Nasdaq expanded its index licensing relationship with BlackRock, but no incremental signal about BlackRock's own business trajectory.
"launches of BlackRock's IQQ and State Street's QNDX ETFs in the United States"
BLK WATCH
State Street launched a new ETF based on the Nasdaq 100, but no directional read on State Street's performance.
"launches of BlackRock's IQQ and State Street's QNDX ETFs in the United States"
STT WATCH
Nasdaq deepened its index licensing partnership with Invesco through a Japan cross-listing, indicating continued demand for QQQ products.
"growing long-standing relationship with Invesco, expanding global investor access to QQQ ETFs, which we cross-listed in Japan"
IVZ WATCH
Management proactively addressed perpetual-style derivatives, estimating that even in an extreme approval scenario, crossover to existing Nasdaq products would be less than 1% of total revenue, and emphasized their view that such innovations would create incremental fintech opportunities rather than cannibalize current business. — Nasdaq is signaling that perpetuals are not a threat to its existing derivatives revenue, but could open new technology and index-licensing revenue streams, potentially pressuring CME and ICE to adapt.
"Those are conversations that we would have with our partner CME and others to consider as we move forward"
CME WATCH
Management proactively addressed perpetual-style derivatives, estimating that even in an extreme approval scenario, crossover to existing Nasdaq products would be less than 1% of total revenue, and emphasized their view that such innovations would create incremental fintech opportunities rather than cannibalize current business. — Nasdaq is signaling that perpetuals are not a threat to its existing derivatives revenue, but could open new technology and index-licensing revenue streams, potentially pressuring CME and ICE to adapt.
"Even in an extreme case, we would still expect minimal crossovers representing less than 1% of our total revenue. Over time, however, such innovations, to the extent they are durable, can create opportunities for us as they expand market"
ICE WATCH
HIGH
08:00
Apr 23 ◎
Apr 23 ◎
NDAQ
FIS
CME
DATABRICKS
IVZ
▾
HIGH
Management is confident about sustained growth momentum, citing record fintech revenue, strong bookings, and positive forward indicators like early Q2 index inflows and robust pipeline.
"NASDAQ entered 2026 with strong momentum, and our first quarter performance reflects one of the strongest starts to a year in our company's history."
NDAQ WATCH
FIS integrates Nasdaq's Verifin anti-fraud tools into its client base, enhancing FIS's compliance offering.
"Our recently announced partnership with FIS expands our ability to deliver leading AML and fraud solutions to FIS's banking and payments clients."
FIS WATCH
Nasdaq's index revenue is affected by mix shift from CME's e-mini to micro e-mini contracts, relevant to CME's volume composition.
"the volume in futures was actually good, and then there is a second, but it's a smaller driver, which is a little bit of a continuous mixed shift"
CME WATCH
Databricks gains distribution to Nasdaq's institutional investor data, strengthening its position as a data analytics platform for asset managers.
"we integrated our data with Databricks to broaden entitled access to investments, comprehensive institutional investor data."
DATABRICKS WATCH
Early Q2 ETP inflows for Nasdaq 100 ETFs reached $15 billion as of April 20, rebounding from a weak Q1, driven by institutional and international adoption. — Robust ETF issuance for Nasdaq 100 boosts AUM and fee revenue for BlackRock, State Street, and Invesco as they launch new products.
"we continue to work closely with our longstanding partner, Invesco."
IVZ WATCH
BLK WATCH
STT WATCH
Nasdaq's fintech ACV bookings grew >50% YoY, with 80% cloud-based, signaling accelerating client migration to cloud infrastructure for mission-critical solutions. — Cloud hyperscalers (AWS, Azure) benefit as Nasdaq's clients adopt cloud platforms, while Nasdaq's own pricing power and cross-sell momentum strengthen.
"We do leverage Bedrock, which is AWS's AI platform infrastructure, to support a lot of our AI infrastructure here at NASDAQ"
AMZN WATCH
MSFT WATCH
HIGH
08:00
Jan 29 ◎
Jan 29 ◎
NDAQ
WMT
SHOP
KMB
TRI
▾
HIGH
Management struck a confident tone on 2026, citing accelerating capital markets activity, record index inflows, strong FinTech pipeline, and an active IPO pipeline, all supporting revenue growth.
"As we look ahead to 2026, NASDAQ is well positioned to build on our strong foundation and deliver durable growth."
NDAQ WATCH
Walmart's listing transfer signals confidence in Nasdaq's market and adds to the switch program's momentum, though it is a one-time event.
"Walmart's historic transfer to NASDAQ, the largest exchange switch ever completed."
WMT WATCH
Shopify's transfer to Nasdaq highlights the exchange's ability to attract high-growth tech listings, potentially boosting trading volumes and index inclusion.
"including Shopify, Kimberly-Clark, and Thomson Reuters."
SHOP WATCH
Kimberly-Clark's switch adds a large-cap consumer staple to Nasdaq's listings, diversifying the exchange's sector representation.
"including Shopify, Kimberly-Clark, and Thomson Reuters."
KMB WATCH
Thomson Reuters' transfer underscores Nasdaq's ability to attract large, multi-national information services companies, supporting its listings momentum.
"including Shopify, Kimberly-Clark, and Thomson Reuters."
TRI WATCH
The partnership with LSEG extends Nasdaq's data distribution reach into institutional workflows, a positive for LSEG's content ecosystem as well.
"including with Juniper Square and LSEG, reinforcing our strategy to embed NASDAQ's investment data in investment workflows"
LSEG WATCH
Nasdaq's CEO acknowledges Broadridge's proxy voting app as a positive development, indicating no competitive friction in that space.
"the new app that they've delivered, that Broadbridge has delivered for proxy voting is actually quite good and easy to use."
BR WATCH
AWS is the cloud backend for Nasdaq's Calypso managed service, indicating deepening adoption of AWS among financial institutions via Nasdaq's offerings.
"Calypso's fully managed service offering on AWS, which drove additional upsells and a major cross-sell"
AMZN WATCH
HIGH
08:00
Oct 21 ◎
Oct 21 ◎
GS
▾
HIGH
Goldman Sachs adoption of Verifin's fraud solution validates cross-sell strategy and deepens Nasdaq's enterprise fintech footprint.
"we signed Goldman Sachs as a new NASDAQ Barifin client. This cross-sell for our consortium-based payments fraud solution expands NASDAQ's relationship with the bank"
GS WATCH
HIGH
Choose Sources
Loading sources...