All [Music] right, good afternoon and welcome to Asking for a Trend. I'm Miles Upman for the next half hour. We're breaking down the trends today that could move markets tomorrow.With the Fed cutting rates, we're zeroing in on sectors that stand to benefit in this new environment today will give commercial real estate a closer look. Well, Americans are feeling the pinch of higher food costs and food service workers themselves are among those hardest hit. We'll discuss the state of the industry.Plus, how pre ...

事件合约业务增长 - Robinhood事件合约业务加速发展 9月收入年化率超过2亿美元 [1][2] - 合作伙伴Kalshi 9月交易量预计达创纪录的26亿美元 是此前月度高点的两倍以上 受NFL和NCAAF新市场推动 [2] - Robinhood用户占Kalshi日交易量的25%-35% 自NFL和NCAAF赛季开始后占比升至约三分之一 [2][3] 交易量数据 - 第二季度Robinhood用户交易了10亿份合约 相当于Kalshi当季交易量的27% [3] - NCAAF第一周(8月28日至9月1日) Robinhood用户交易了"超过1亿份"合约 相当于Kalshi当周NCAAF交易量的34% [4] - 基于Kalshi 2025年第三季度8,500万份合约的推算量 假设Robinhood占比30% 则对应2,550万份合约 [5] 收入模型 - 每份合约费用为2美分 Robinhood与Kalshi平均分配 [4] - 预计Robinhood 9月事件合约收入达1,750万美元 季度年化率超过1亿美元 [5] - 分析师将公司2025财年每股收益预估从1.50美元上调至1.87美元 [5] 市场表现 - Piper Sandler分析师重申超配评级 将目标价从120美元上调至140美元 [1] - Robinhood股价周二下跌0.43%至124.35美元 [5]

事件合约业务增长 - Robinhood Markets的事件合约业务加速增长 9月收入年化率超过2亿美元 [1][2] - 合作伙伴Kalshi的9月交易量预计达创纪录的26亿美元 是此前月度高点的两倍以上 受NFL和NCAAF新市场推动 [2] - Robinhood用户占Kalshi日交易量的25%-35% 自NFL和NCAAF赛季开始后占比升至约三分之一 [2][3] 交易量份额与收入结构 - 第二季度Robinhood用户交易了10亿份合约 相当于Kalshi当季交易量的27% [3] - NCAAF第一周(8月28日至9月1日) Robinhood用户交易"超过1亿份"合约 相当于Kalshi当周NCAAF交易量的34% [4] - 每份合约收取2美分费用 Kalshi与Robinhood平均分成 [4] 财务预测与估值 - 分析师将Robinhood目标价从120美元上调至140美元 维持超配评级 [1] - 预计公司2025财年每股收益为1.87美元 较此前预测的1.50美元有所提升 [5] - 基于第三季度850亿份合约的预测量和30%的份额 Robinhood收入可能达2550万美元 [5]

Citigroup has updated its rating for Robinhood (NASDAQ: HOOD) to Neutral and raised the price target from $120 to $135.The Federal Reserve's interest rate cuts have positively impacted the financial sector, benefiting Robinhood's business model.Robinhood's stock price has reached a new high over the past year, reflecting strong market confidence and financial momentum.On September 23, 2025, Citigroup adjusted its rating for Robinhood (NASDAQ: HOOD) to a Neutral grade, maintaining a hold action. At the time ...

Ten stocks in the large-cap Russell 1000 index have achieved at least 1,000% returns since the October 2022 bull market bottom, showcasing the power and volatility of high-growth companies in a rapidly recovering market environment. NVDA stock is up 36% this year. See the real-time chart hereBespoke Investment Group released a list of 10 stocks in the Russell 1,000 that have gained more than 1,000% in the ongoing "AI Boom bull market."Here's a look at these remarkable "10-baggers."Read Next: Plug Power, Fue ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85 ...

It’s official: the long-awaited decision by the Federal Reserve (the Fed) is in. Interest rates have been cut, and the initial reaction from the market matter more than ever today.  The day after the announcement, the financial sector led the way higher in the S&P 500, which serves as the ultimate message for where the next leg of market upside may emerge. Robinhood Markets TodayHOODRobinhood Markets$125.18 +0.40 (+0.32%) 52-Week Range$22.05▼$126.64P/E Ratio63.52Price Target$101.88Add to WatchlistAt the ce ...

Robinhood Markets Inc (NASDAQ:HOOD) stock officially joined the S&P 500 Index (SPX) earlier today. The shares were last seen 0.8% lower to trade at $123.73, taking a breather from back from Friday's rally to a record high of $125.18. Comfortably above all long- and short-term trendlines, the security has also found an additional layer of support at $110 and sports a 445.4% year-over-year lead.This positive price action hasn't gone unnoticed by options traders. Robinhood stock snuck into Senior Quantitative ...

加密货币市场表现 - 比特币价格下跌超2%至113136美元 [1] - 以太坊价格下跌近6%跌破4200美元关口 [1] 比特币概念股表现 - Bit Digital(BTBT US)股价下跌超2 4% [1] - Hut 8 Mining(HUT US)股价下跌2 4% [1] - MicroStrategy(MSTR US)股价下跌超1 6% [1] 以太坊概念股表现 - Bitmine Immersion Technologies(BMNR US)股价下跌近6% [1] - Bit Digital(BTBT US)股价下跌超2 5% [1] 加密货币交易所表现 - Coinbase(COIN US)股价下跌超2 6% [1] - Robinhood(HOOD US)股价下跌超1% [1] 稳定币相关公司表现 - Circle(CRCL US)作为稳定币龙头企业股价下跌超5% [1]

伯克希尔哈撒韦退出比亚迪投资 - 伯克希尔哈撒韦结束对中国电动汽车制造商比亚迪长达17年的投资 完全退出持股[2] - 该投资由查理·芒格推荐 伯克希尔自2008年以2.3亿美元购入10%股份 持股期间比亚迪股价累计上涨3890%[3][4] - 伯克希尔近年持续减持 去年持股比例降至5%以下 根据港交所规则无需再披露减持情况 截至今年3月31日其投资价值披露为零[3][4] 日产汽车自动驾驶技术进展 - 日产汽车与英国Wayve Technologies合作 计划在2028年3月前推出最新ProPilot驾驶辅助系统[5][6] - 该系统虽仍为L2级自动驾驶 但功能目标对标特斯拉FSD 日产技术经理称其"情境感知接近人类水平"[6][7][8] - 与特斯拉系统不同 日产通过内置摄像头监控驾驶员注意力 在高速公路上提供免提驾驶功能 变道需确认[8] - ProPilot系统2016年首次推出 具备车道保持和安全跟车功能 日产计划2027年推出自动驾驶共享服务[9] 汉堡帮手销售增长现象 - 汉堡帮手盒装意面混合物销售额截至8月同比增长14.5% 该产品为20世纪70年代厨房主食[10] - 销售回升反映美国消费者因食品价格上涨寻求延长膳食 类似1970年代通胀时期产品兴起模式[11] - 数据显示消费者增加购买豆类、大米、金枪鱼罐头和通心粉奶酪 同时减少甜品等高价商品消费[11] 金融市场动态 - 道指、标普和纳斯达克期货下跌 原油下跌0.1%至62美元/桶 比特币下跌2.4%至11.2万美元 黄金上涨1%至3722美元[12] - 富时100指数持平 德国DAX指数下跌0.8%[12] - Metsera股价盘前大涨46% 因报道称辉瑞接近以73亿美元收购该减肥药制造商[13] 企业事件与经济活动 - Firefly Aerospace将发布上市后首份财报 Robinhood Markets、AppLovin和Emcor Group正式加入标普500指数[14] - Veritex Holdings股东将就Huntington Bancshares全股票收购要约进行投票[14] - 多名美联储官员将发表讲话 包括圣路易斯联储总裁谈美国经济和货币政策 克利夫兰和里士满联储总裁就经济议题发表观点[14]