Intercontinental Exchange (ICE) just released its June 2026 First Look on mortgage delinquency, foreclosure, and prepayment trends, giving investors fresh housing market context ahead of the company’s upcoming earnings report. See our latest analysis for Intercontinental Exchange. Intercontinental Exchange’s share price has climbed 12.13% over the past month and 4.40% over the past week to US$145.79, but is still down 7.99% over three months. The 1 year total shareholder return has declined...
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CBOE (CBOE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Nasdaq's Q2 earnings beat estimates as index and FinTech growth lifted revenues, expanded margins and drove record Market Services results.
ICE (ICE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Former New York Gov. Andrew Cuomo, speaking on Fox Business on July 20, discussed his role on the board of OKX, following the crypto exchange’s joint venture with NYSE’s parent company Intercontinental Exchange Inc.. “The biggest misconception was that crypto...
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L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the financial exchanges & data stocks, including Intercontinental Exchange (NYSE:ICE) and its peers.
Intercontinental Exchange (NYSE:ICE) reported record open interest in its North American Financial Natural Gas futures and options. The milestone comes as the natural gas market undergoes structural changes tied to U.S. LNG exports, infrastructure buildout, and extreme weather. The new records highlight ICE's role in energy risk management at a time when real-world demand and supply patterns are shifting. For investors tracking Intercontinental Exchange, the headline is that its North...
The latest update on Intercontinental Exchange centers on a lower fair value estimate, with the modelled price target reset from US$193.13 to US$183.93, about a 4.8% reduction. Analysts are trimming targets while offering mixed commentary, balancing confidence in trading activity and new products against questions around competition, long term growth drivers, and how the stock should be valued. As you read on, you will see how these shifting targets and narratives fit together and how to...
Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly […]
Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for “Magellan Global Opportunities Fund”. A copy of the letter can be downloaded here. The Fund invests in companies with sustainable competitive advantages that generate returns exceeding their cost of capital over time. In Q2, the global stock market rose 13.8%, […]
Nasdaq's expanding non-trading businesses, strategic acquisitions and shareholder returns position it for sustained long-term growth.
Kalshi just launched a way to trade the future price of AI computing power, putting a CFTC-regulated startup on a collision course with the two biggest names in derivatives. The exchange that wins this land grab could own a market its founders say will eventually dwarf oil futures.
With an upside potential of 40.91%, Intercontinental Exchange, Inc. (NYSE:ICE) is among the 12 Strong Buy Stocks with High Upside According to Analysts. On July 9, Barclays lowered its price target on Intercontinental Exchange, Inc. (NYSE:ICE) to $180 from $201 while maintaining an Overweight rating on the shares. Although the firm reduced its valuation target, it continues […]
While Black-Scholes applies a low probability on a particular options spread, ICE stock may have more upside potential than it’s given credit for.
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Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Select Fund”. A copy of the letter can be downloaded here. Oakmark Select Fund is a non-diversified fund that aims to deliver capital appreciation by investing in mid- and large-cap US companies. In the quarter, the Fund (investor class) trailed the S&P 500 […]
Investing.com -- Artificial intelligence is making financial markets more efficient in many areas, but it is also introducing new risks that could amplify volatility and market dislocations, according to a Bernstein research note.
In late June and early July 2026, Intercontinental Exchange, Inc. and NATIVX announced plans to launch cash-settled GPU compute futures based on the COIL Index, alongside ICE’s first futures tied to global central bank decisions and U.S. natural gas storage reports, pending regulatory approvals. By pairing AI-related compute contracts with macroeconomic event futures on the same platform, ICE is positioning its derivatives ecosystem at the intersection of digital infrastructure demand and...
Intercontinental Exchange stock has fallen 24.7% over the past year, yet the valuation picture is mixed, with the intrinsic value estimate from the Excess Returns model sitting close to the current market price while earnings based multiples lean more expensive. Over the last 12 months, Intercontinental Exchange shares are down 24.7%, which puts recent news flow and fresh product launches under closer scrutiny from a pricing point of view. New contracts around GPU compute futures and...
Intercontinental Exchange (ICE) has drawn fresh attention after announcing plans with NATIVX to launch GPU compute futures tied to the COIL Index, along with new contracts linked to central bank decisions and US natural gas storage. See our latest analysis for Intercontinental Exchange. Despite the new futures launches, Intercontinental Exchange’s share price has softened, with the stock down 15.6% year to date and its 1-year total shareholder return declining 24.7%, while 3-year and 5-year...
Intercontinental Exchange is set to report Q2 earnings soon, with analysts expecting high single-digit EPS growth.
(Bloomberg) -- The oil industry has spent more than a century pushing into new frontiers. Its engineers pulled crude from beneath deserts, oceans and frozen tundra. Its traders built markets that turned oil into the world’s most actively traded commodity.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strike
Robert Greifeld, who was NASDAQ’s CEO from 2003 to 2017, used a July 6, 2026, CNBC interview to flag what he calls the largest lockup expiration in the history of U.S. capital markets. His warning centers on SpaceX, whose recently completed offering was the largest IPO ever and now sits at a $2 trillion valuation. ... Ex-Nasdaq CEO Warns SpaceX’s ‘Unprecedented’ Lockup Expiration Could Flood the Market With $800 Billion in Shares
Cboe Global's revenue growth extends beyond trading, powered by options strength, recurring data services, global expansion and a diversified revenue mix.
Intercontinental Exchange, Inc. (NYSE:ICE) is one of the 9 Most Oversold Strong Buy-Rated Stocks to Invest In Now. On June 30, 2026, Goldman Sachs lowered its price target on Intercontinental Exchange, Inc. (NYSE:ICE) to $180 from $208 and kept a Buy rating. Goldman Sachs said capital markets stocks are trading at notable discounts due to […]
Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its second quarter 2026 investor letter. In volatile market conditions, the strategy has performed well amid unexpected geopolitical tensions. A copy of the letter can be downloaded here. The strategy has performed well amid unexpected geopolitical tensions. The portfolio is […]
Cboe Global's discounted valuation, diversified revenues, higher growth targets and bullish estimates make the stock look compelling.
Intercontinental Exchange (NYSE:ICE) plans to launch GPU compute futures contracts in partnership with NATIVX. The new contracts are designed to create a regulated market for trading the future price of AI compute power. The product is expected to sit alongside ICE's existing energy futures, including power and natural gas. Intercontinental Exchange is known for running global exchanges and clearing houses, and for building benchmarks across asset classes. With AI infrastructure becoming a...