$ICE Intercontinental Exchange Tape Reports
Per Ticker.id: $ICE Intercontinental Exchange Tape Reports — 5 podcast mentions across 3 podcasts (30 days), latest 2026-08-11 22:10 UTC.
Surges in HELOCs tend to mean borrowers are feeling confident in the economy and in their own personal economies. Andy Walden is head of mortgage and housing market research at Intercontinental Exchange.
Kristen Schwab — Marketplace · Credit card delinquencies climb · 2026-08-11Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon. Today is Thursday, July 30th, and I'm your host, Kim Kahn. Our top story so far: Situational Awareness, the AI-focused hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has sold a large portion of its stock portfolio to Ken Griffin's Citadel after suffering steep losses. Reports say the hedge fund rapidly unloaded its $16 billion public equity portfolio after taking heavy losses tied to concentrated AI-related positions. The fund's holdings included South Korean shipmaker SK Hynix and other stocks caught up in the broader retreat from AI-related shares. Situational is expected to continue operating, however, retaining significant private company investments, including an Anthropic stake valued at about $5 billion. The fund had grown rapidly over the past several months and generated a 439% return from the start of the year through the end of June, according to an investor letter. But it was also said to have been using substantial leverage. Founded about 2 years ago, Situational Awareness amassed more than $20 billion in assets under management, according to the Financial Times. Ashen Brenner became a prominent figure in Silicon Valley after publishing his 2024 essay, Situational Awareness, which argued that artificial intelligence would dramatically reshape society. Situational Awareness's largest disclosed holdings at the end of the first quarter included Nibius Group, SanDisk, Micron, and CoreWeave. In a twist, all four stocks are rallying sharply today, with SanDisk, Nibius, and CoreWeave up more than 20%, while Micron is higher by about 15%. Among other active stocks, Arm is rallying after posting solid Q1 results and issuing upbeat guidance. JPMorgan analyst Harlan Sur said the AGI merchant silicon CPU narrative continues to firm up just a few months after the Arm Everywhere event. Fair Isaac is tumbling after Q3 revenue missed consensus estimates. CEO William Lansing said elevated interest rates and ongoing affordability challenges continue to weigh on the mortgage market, keeping loan originations below historical norms. Electronic fixed-income trading platform Market Access is surging after agreeing to a buyout offer from Intercontinental Exchange at a 33% premium to its previous closing price. And Jersey Mike's Subs opened— how to put this— sub its IPO price. The stock debuted at $21 after pricing at $23, right in the middle of its expected range.
Kim Kahn — Wall Street Breakfast · High-flying AI fund forced to dump stocks · 2026-07-30And that's Norman Ruhle at the Center for Strategic and International Studies. Tom Blanche's nomination to become Attorney General has stalled as lawmakers scrapped a planned committee vote today. Key Republicans have demanded more assurance answers about the settlement of President Trump's lawsuit against the IRS. Republican Senators John Cornyn and Tom Tillis have threatened to withhold their support without more answers from the Justice Department about the controversial settlement. Europe's wildfire threat is shifting as new blazes force evacuations from southeast England to the Greek island of Crete, while cooler weather helps firefighters gain ground in southwest France. The continent's fourth major heat wave this year is moving east and is set to fade today in southwestern France, where fire crews have been battling blazes that forced more more than 200,000 residents and tourists to evacuate near Bordeaux. Intercontinental Exchange, the parent of the New York Stock Exchange, agreed to buy Market Access Holdings for about $6 billion in cash. It's adding one of the world's biggest fixed-income exchanges to ICE's collection of trading platforms. Amazon.com's driverless car business will be allowed to commercially deploy as many as 2,500 vehicles annually in the U.S. over the next 2 years. That'll clear the way for more robo-taxis in a market that's dominated by Alphabet's Waymo. The yen is surging by more than 2% against the dollar, marking its biggest jump since Japanese officials intervened in the market earlier this year. This is spurring speculation that officials may once again be propping up the yen. It marks the largest intraday gain for the yen since April.— and comes as the currency has recently slid to its weakest level in 4 decades. The yen right now at 159.5 against the dollar. Again, stocks are higher as dip buyers emerge. The S&P 500 up 1.3%. The Dow Jones Industrial Average up 0.7%. The Nasdaq jumping up 2.7%. 10-year Treasury yield at 4.65%. And IMEX crude oil lower, down 0.3% at $84.21 a barrel, Brent at $89.96. That's news when you want it with Bloomberg News Now. I'm Karen Moscow, and this is Bloomberg.
Karen Moscow — Bloomberg News Now · Stocks Jump, Microsoft Shares Surge, Iran War Widens, More · 2026-07-30And that's Bloomberg's Tyler Kendall in Washington. A Russian missile was likely the object that crashed in eastern Poland early today. That from Prime Minister Donald Tusk. The announcement came after Polish armed forces said it had detected an unidentified object entering the country's airspace during a large Russian attack on Ukraine. Poland borders Ukraine and is a NATO member. French authorities are allowing 84,000 evacuees from a massive wildfire in southwest France to return home. The announcement today marks a positive turn in the battle against the blaze, which has burned an area 4 times the size of Paris. Over 220,000 people had been forced to flee, and they include George Clooney. The actor and his family had been forced to evacuate their home in southeastern France. The fast-growing Ebola outbreak has now killed more than 1,500 people in eastern Congo. That marks a 50% increase in around a week. That shows the emergency continuing to outpace response efforts. Todd Blanchard's nomination to become Attorney General has stalled as lawmakers scrapped a planned committee vote today. Key Republicans have demanded more assurances about the settlement of President Trump's lawsuit against the Internal Revenue Service. Republican Senators John Cornyn and Tom Tillis have threatened to withhold their support without more answers from the Justice Department about the controversial settlement. Intercontinental Exchange, the parent of the New York Stock Exchange, agreeing to buy Market Access Holdings for about $6 billion in cash, adding one of the world's biggest fixed income exchanges to the ICE's collection of trading platforms. And taking a look again at stocks, the Nasdaq leading the way higher today, up 1.6%. 10-year Treasury yield at 4.65%. NYMEX crude oil is moving lower, down 1% at $83.60 a barrel. Brent is at $89.47. That's news when you want it. With Bloomberg News Now, I'm Karen Moscow, and this is Bloomberg.
Karen Moscow — Bloomberg News Now · US Stocks Rally at The Open, Hassett on Fed, More · 2026-07-30And that's Bloomberg's Dan Curtis. It was a different story at Meta. That stock is lower, down almost 10%. The Facebook and Instagram owner gave a disappointing quarterly revenue forecast. Free cash flow has fallen to the lowest level since the third quarter of 2022. MasterCard reported a 21% profit surge as the company benefited from its expansion beyond traditional payment network services. And Yum Brands Taco Bell business was booming before a parasite outbreak linked to tainted lettuce crimped sales. The restaurant group said sales at established Taco Bell locations jumped 7% in the second quarter, which ended June 30th. Intercontinental Exchange, the parent of the New York Stock Exchange, agreed to buy Market Access Holdings for about $6 $6 billion in cash. And Wall Street staging a comeback as dip buyers are emerging. That is lifting stocks as chipmakers rebound while data signals the economy remains in good shape but isn't overheating. Right now, S&P futures are up 0.6%. Dow futures up 0.3%. Nasdaq futures up 1.6%. 10-year Treasury yield 4.68%. NYMEX crude oil is lower, down 0.5% at $84 a barrel. Brent is down 6/10 of a percent at $90.16. And that's news when you want it. With Bloomberg News Now, I'm Karen Moscow, and this is Bloomberg.
Karen Moscow — Bloomberg News Now · US Strikes Iran Again, GDP Grows Less-Than-Expected, More · 2026-07-30I got a question for you. So Regarding Intercontinental Exchange, do you ever see a day where two traders make a trade without the need for exchange or a clearinghouse? Basically, will the blockchain evolve to a point where there is no middleman, instant settlement, decentralized trading? I mean, is that coming? Is that in our future?
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/15/26 · 2026-07-15Good morning to you guys. I was just inside the Oval Office for that ceremony. The president talking with reporters for over an hour. As he celebrated what was the first joint bell ringing of the New York Stock Exchange and the Nasdaq, and also the first remote ringing of that bell. I would describe it really as a jovial mood, really celebrating what the president described as what he hopes will be his signature economic policy. A number of cabinet officials in attendance, some CEOs as well. Michael and Susan Dell were in there. Jeff Sprecher of Intercontinental Exchange. And at one point, the president was celebrating the $6.25 billion that the Dells are donating to the Trump accounts. And then he promoted the company a little bit. Take a listen to this.
Megan Cassella — Squawk on the Street · 11AM Hour: Elevation Partners' Roger McNamee on the AI Trade, Microsoft Announces Layoffs & IMAX CEO on Holiday Box Office 7/6/26 · 2026-07-06