Robin (HOOD) Actions climbed 15% on Monday after the company’s inclusion in the S&P 500, the reference widely followed for American actions. The announcement was made after closing the markets on Friday and came into force with the rebalancing of the index on September 22.
The trading platform, which has seen its stock market almost triple this year, has long been considered a favorite for inclusion. It was one of the three largest eligible companies to add to the index.
Meanwhile, strategy shares (MSTR) Slipped lower after Bitcoin The development company was sent, despite the qualifications for the inclusion for the first time this quarter. The strategy posted $ 14 billion in operating profit and $ 10 billion in net profit for the second quarter of 2025 – figures that meet S&P requirements. The source of profit – a sharp increase in the price of Bitcoin – has probably not established well with the selection committee, which was surely aware that BTC can also move in the opposite direction.
MSTR fell 1.5% at the end of the American morning.
Among CNBC on Monday morning, the CEO of strategy Michael Saylor said he had not expected immediate inclusion. “I don’t think we expected to be selected during our first quarter of eligibility,” he said. “We thought it will happen at some point.”
Reference analyst Mark Palmer echoes this feeling, writing this strategy “does not need the approval of S&P as validation of its operating model, because the market dashboard has already categorical.”
TD Cowen analyst launches Vitanca, described the decision of the committee’s decision. “The inclusion has never been at the heart of our investment thesis, although it remains a potential positive catalyst,” he wrote.
Some observers speculate that the Committee may hesitate to include a company so strongly linked to Bitcoin. Vitanca directly addressed the possibility, by writing: “insofar as the Committee acts rather on deeper, philosophical, political or economic concerns, these can be assured over time.”
