ND NDAQ Nasdaq Inc. Loading... : Bullish and Bearish Analyst Opinions

The author jokingly calls for a market turnaround amid retail losses.

The author describes a proprietary technical indicator that has historically marked major.

Nasdaq announces plans to introduce a new overnight trading session from 9 PM to 4 AM ET.

Nasdaq is engaging with regulators to offer nearly continuous trading 23 hours a day.

Nasdaq agrees to acquire off-exchange stock-trading venue LeveL to expand its equity market.

Exchange monopolies resilient to AI, undervalued

Senator Alan Armstrong disclosed over 700 stock trades filed late, including purchases of Apple.

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.

Foreign IPO pipeline for Nasdaq strong.

NASDAQ profits from SpaceX IPO win.

SpaceX listing boosts Nasdaq revenue.

Article states Nasdaq 'caved' and used its index as a 'carrot to lure the IPO,' suggesting compromised governance and short-term thinking that may alienate passive investors.

Sector rotation affects CBOE, Nasdaq, and ICE

NASDAQ is expanding licensing of the NASDAQ 100 index to competitors, but Invesco believes its entrenched QQQ position will be difficult to displace.

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 is likely entering the binary options space for financial events, which could expand Schwab's future product offering.

"I've been buying the exchange stocks, you know, such as the exchanges that own the New York Stock Exchange... think about it as owning the roads and the toll booths, rather than owning the cars." Retail investors constantly try to pick winning stocks or cryptocurrencies, which is highly risky. Financial exchanges operate the underlying infrastructure of the market. They generate revenue from trading volume, data services, and transaction fees regardless of whether the broader market is going up or down. Long financial exchange operators to profit from overall market participation and volatility without taking single-asset directional risk. Prolonged bear markets or low-volatility environments can lead to decreased trading volumes, which compresses exchange revenues.

Nasdaq and Deutsche Borse are partnering with Kraken to design a gateway for tokenized equities and unified access across traditional and digital asset markets. Traditional exchanges that proactively integrate blockchain infrastructure and 24/7 trading capabilities will capture new institutional volume, positioning themselves as the primary bridges between TradFi and DeFi. LONG. Forward-thinking exchanges are expanding their total addressable market by embracing tokenization rather than fighting it. Regulatory pushback on tokenized equities or delays in technological integration between TradFi and on-chain markets.

Katherine notes that "NASDAQ is actually filing... to list prediction style binary options on its NASDAQ 100 and NASDAQ 100 micro indexes." While crypto prediction markets (Polymarket) face "chaos," "espionage" accusations, and regulatory heat, Nasdaq is institutionalizing the *mechanism*. By wrapping binary options in a fully regulated exchange structure, Nasdaq can capture the exploding demand for "0DTE/Event" trading without the legal risks plaguing crypto platforms. Long NDAQ as it financializes the "prediction economy" in a compliant manner. SEC/CFTC denial of the filing; lack of retail interest in a regulated (KYC) environment compared to crypto.

Katherine notes that NASDAQ has filed with the SEC to list "prediction style binary options" on the NASDAQ 100. While crypto-native prediction markets face scrutiny and "chaos," traditional regulated exchanges like NASDAQ are institutionalizing the product structure. This allows NASDAQ to capture the high-velocity "gambling" volume in a fully regulated, compliant wrapper, expanding their derivative revenue stream. Long NDAQ as they financialize the prediction market thesis without the regulatory baggage of crypto startups. SEC rejection of the filing or lack of retail interest in the specific binary product.

Closure of Florida Fulfillment Center and sale of Vitacost will create $650M headwind to total sales in 2026, allowing Kroger to focus on more profitable e-commerce channels. — Kroger is shedding low-ROI assets to concentrate on store-based and third-party delivery, a strategic shift that may pressure legacy logistics partners.

These stocks were hammered by "vague AI fears" (e.g., AI tax planning hurting Schwab, AI coding hurting gaming). The sell-off is "lunacy." AI is a tool for these industries, not a replacement. Schwab is trading at <16x earnings (historic low). Exchanges (ICE/NDAQ) are infrastructure that AI cannot replace. LONG. These are "AI Refugees" where the sell-off has created deep value. AI actually does disrupt their core fee models faster than anticipated.

Watch NDAQ for positive Robinhood read-throughs

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.

The author believes