NDAQ Nasdaq Inc

$NDAQ $NVDA Added to share buyback plan?! LOL on top of the other $80-100 Billions that he hasn’t used !! I’ll believe it when I see it 😎

$NDAQ structure is broken following today's CPI shock. We are shifting from a buy-the-dip environment to a strict sell-the-rip macro regime. The hot inflation print forced a violent repricing of Fed expectations. Large players are aggressively shedding exposure ahead of tomorrow's heavy data slate (Retail Sales, PPI, TSMC). Institutional order flow is decisively risk-off. Expect algorithmic whipsaws, but the overarching draw on liquidity is lower. Levels: - Invalidation: 30674 - Target 1: 29676 - Target 2: 29492 - Macro Floor: 28750 A final capitulation sweep into the 28750 zone by Friday is the primary expectation. Wait for the sweep. #Nasdaq #Macro

Nasdaq CEO Adena Friedman said tokenization could unlock tens of billions of dollars in capital currently tied up as collateral across the global financial system. Tokenizing assets such as U.S. Treasurys, equities and money market funds, alongside the movement of money, could make collateral more liquid and allow banks and financial institutions to deploy capital more efficiently. Institutional interest has increased over the past year, partly following passage of the U.S. Genius Act, which established a regulatory framework for stablecoins. Friedman said the financial industry is moving toward 24/7 trading, driven by institutional adoption of digital assets and retail investors’ demand for round-the-clock market access. However, the transition would require major changes to risk management, collateral processing and financial infrastructure, as institutions have traditionally relied on market closures to update systems and manage exposure. $NDAQ

$NDAQ Two new notes on Nasdaq this week, and they disagree. Piper Sandler lifted its target to 108 from 104 and kept an Overweight rating (Oct 2, via TheFly). Wells Fargo initiated coverage the next day at Equal Weight with a 100 target (Oct 3, via MarketBeat). Consensus is Moderate Buy across 13 analysts, average target 109.25. That sits about 21 percent above Friday's 90.33 close. The debate is what multiple an exchange-and-tech business deserves into Q3 earnings. The Q2 numbers: net revenue 1.5B, up 15%; solutions revenue 1.2B, up 17%; diluted EPS 1.07, up 25%; operating margin 57%; annualized recurring revenue 3.3B, up 12%. So the street's average target is 21 percent above the tape, while one of the two new notes says start neutral. Watching the Q3 print to see which read holds.

Source Agriventures filed an S-11 registration statement with the SEC on Monday for a proposed IPO of its common stock. The Carson City, Nevada-based real-assets company plans to list on the Nasdaq Capital Market under the ticker “SRAV,” subject to official listing approval. Aegis Capital Corp. is serving as sole book-running manager, while the IPO’s price and share count have not yet been disclosed. Founded in 2023, Source Agriventures operates an early-stage farmland platform combining agricultural land ownership with renewable energy, carbon credits and agtech investments. It currently owns one Illinois farmland parcel leased to an agricultural operator and has a strategic lease with a third party for wind-energy infrastructure. For the six months ended June 30, 2026, revenue was $37,330 and net loss was $114,040, compared with $38,548 of revenue and a $33,820 loss a year earlier. $NDAQ

8/8: India’s NSE IPO shows heavy oversubscription: >$10B bids for a ~$2.3B deal; $704M anchor book includes MAS, ADIA and LIC $NDAQ $ICE $MKTX $CBOE $SPGI PickAlpha View: Base case: treat the NSE bookbuild as a sentiment/valuation read-through rather than a direct earnings catalyst for NDAQ and peers.

Orion180 Insurance began trading on the Nasdaq Friday at a $1.14 billion valuation, with shares opening at $11.50, below the company’s $12 IPO price. The Melbourne, Florida-based insurer had initially marketed the offering at $15-$17 per share before pricing it below that range, raising $240 million in the process. The IPO gives Orion180 access to public markets as the company seeks to expand its insurance operations. However, the weaker-than-expected pricing and first trade below the IPO level highlight the more cautious environment facing newly listed companies. The debut comes during a challenging fall IPO season, with investor sentiment toward new offerings pressured by concerns over elevated spending on artificial intelligence, the Federal Reserve’s recent interest-rate increase and rising Treasury yields. Higher borrowing costs and yields can make equities, particularly newer and growth-oriented companies, less attractive relative to fixed-income investments. $NDAQ