Robinhood Seen Benefiting If AI IPOs Boost Retail Trading -- Market Talk

0917 ET - Robinhood could be in for a big boost when AI companies like Anthropic and OpenAI go public, Mizuho analysts say in a note. The analysts highlight how SpaceX's IPO in June, and the elevated tech sentiment afterward, drove a roughly 24% month-over-month increase in equity volumes, and helped the company add about 1 million funded customers in 2Q, its biggest quarterly gain in almost five years. "If the post-SpaceX elevated retail trading environment were to repeat itself, the anticipated AI IPOs in October and in 2027 could meaningfully boost HOOD's trading volumes," the analysts say. They now forecast the company's 4Q equity volumes will increase about 50% year-over-year, up from their prior projection for 16% growth.(kelly.cloonan@wsj.com)

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September 09, 2026 09:18 ET (13:18 GMT)