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Upslope Capital Management added Intercontinental Exchange (NYSE:ICE) as a new position in its third-quarter 2026 investor letter, citing a valuation decline tied to noise around perpetual futures and market disdain for economically defensive businesses. ICE closed at $157.69 on October 21, 2026, with a market capitalization of $88.53 billion and a 52-week range of $121.79 to $176.05. According to the letter, about 55% of net revenue comes from Exchanges, 25% from Fixed Income & Data Services and 20% from Mortgage Tech, with roughly 35% of revenue generated outside the U.S., mostly in Europe. The Mortgage Tech segment, which touches about 90% of U.S. mortgages, is described as operating in trough-like conditions, though roughly 45% of its revenue comes from origination and closing products that could benefit from a housing recovery.
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- HNX - to - HOSE transfer unlikely to lift all stock prices : experts
All stocks listed on the Hanoi Stock Exchange (HNX) will move to HOSE, with December 23 as HNX's last trading day and trading on HOSE starting December 28, bringing 299 companies onto HOSE. HNX is small by comparison: its end-September market capitalisation of VNĐ463.5 trillion (about US$18 billion) equalled roughly 5.4% of HOSE's, and its average daily trading value of VNĐ711 billion was just 4.3% of HOSE's VNĐ16.4 trillion. Analysts say the transfer is mainly an organisational change and will not lift prices on its own, since share prices still depend on economic growth, earnings and companies' fundamentals. Foreign investors had sold Vietnamese equities for nine straight months through September, with cumulative net selling of about VNĐ102.2 trillion by October 7, while US Treasury yields above 5% compete for international capital.
- Outpoll Expands Beyond Prediction Markets With Crypto Futures Trading
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- NYSE Expands Trading Beyond the Bell. An Expert Weighs In.
Starting Monday, NYSE American Options extended trading hours for options on 29 stocks and ETFs, including Nvidia, Bank of America, the SPDR S&P 500 ETF Trust and the iShares Russell 2000 ETF, with sessions from 7:30 a.m. to 9:25 a.m. and 4 p.m. to 4:15 p.m. Eastern time, while Cboe launched extended sessions for 25 single stocks and five ETFs. Activity on the first day was modest, with just over 3,000 Tesla options contracts traded ahead of earnings, nearly all calls, worth under $100,000 in total and possibly including position rolls. TradingBlock's Michael Martin warned that overnight liquidity remains thin, which can mean wider spreads, poor execution and sharper price swings, a concern for retail traders. NYSE Arca is also targeting Dec. 6 to trade stocks 23 hours a day, five days a week.
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OpenAI is nearing a funding round of up to $30 billion at a $1.25 trillion valuation, led by UAE investors alongside Coatue, with that valuation excluding the new capital. The company aims to get signatures by the end of next week, though the final size is still being determined. The raise is positioned as an “opportunistic” bridge ahead of a potential IPO, which CFO Sarah Friar has told employees will likely come in 2027. OpenAI is also negotiating a commercial deal that would secure more computing capacity from the UAE. The move comes amid choppy tech markets, with jitters around CoreWeave and concerns about financing as interest rates rise, while Anthropic's expected IPO will test investor appetite. OpenAI has filed confidentially to go public.
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Meta's strong quarterly results were overshadowed by concerns over AI spending, sending shares down 7% on Thursday. Bears point to dilution risk, as Meta plans new non-voting Class C shares to fund AI infrastructure and free cash flow turned negative in the quarter. A New Mexico judge also ordered Meta to pay a $25 billion penalty over the Cambridge Analytica scandal, which the company plans to appeal, and Meta booked a $9.89 billion legal settlement charge in the quarter. Bulls argue the core business remains strong, with the new Muse app off to a strong start, and CFO Susan Li said in-house content models are outperforming prior versions in offline tests.
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Nokia shares fell 15.4% on Thursday, as of mid-afternoon, in a sector-wide sell-off of AI-related stocks, even though the company beat earnings expectations. Third-quarter revenue rose 9.7% to 5.15 billion euros, adjusted EPS rose 50% to $0.09, and operating margin expanded 220 basis points. AI and cloud customer revenue jumped 123% and order intake for that segment rose 118%, while mobile networks grew only 5%. Nokia reiterated but did not raise its full-year 2026 guidance, and the article says high expectations after the stock's rally this year, along with fears about the sustainability of AI spending, weighed on shares.
- Google Is Paying SpaceX $11 Billion a Year for Compute. Here's the Concentration Risk Nobody Is Pricing In.
Google has started paying SpaceX $920 million per month, or $11 billion per year, to lease xAI's cloud infrastructure through 2029, rather than building more data centers to fill its shortage of Nvidia GPUs. According to Synergy Research Group, Google held 15% of the global cloud infrastructure market in the second quarter of 2026, placing third behind AWS (28%) and Microsoft Azure (20%), while Google Cloud revenue rose from $19.2 billion in 2021 to $58.7 billion in 2025. The deal gives Google access to a cluster of roughly 110,000 GPUs, and Alphabet owns a 4%–5% stake in SpaceX. The author warns the arrangement adds concentration risk: Google is effectively funding xAI's growth into a cloud competitor, it reinforces Nvidia's dominance, and the cluster sits at xAI's centralized facilities, including Colossus in Tennessee, where power failures or disruptions could affect many tenants.
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