Stock tokenization is here and growing quickly. The NYSE is even in the game now, too. An overlooked element of this fast-growing trend is that blockchain brokers (e.g. Kraken and Coinbase(COIN)) will need to complement stock trading with investment research and analytics to compete with legacy brokerages that bundle research, analytics, and portfolio tools with execution. We explain how offering differentiated research can be a key competitive advantage or weakness, but it will be necessary for the new brokers.
Earnings season has a way of exposing which companies are creating value and which are freeriding momentum. And, we should know, considering our Core Earnings Leaders Index beat the S&P 500 in 2025 by 900bps!
From consumer spending, housing, financial services, healthcare, and industrials, the companies covered in this week’s Earnings Watch Party operate in some of the most important industries of the market.
In our latest Earnings Watch Party of 4Q25 earnings season, we covered:
- Stock tokenization and its impact on the market.
- NFLX and long-term profitability.
- IBKR and SCHW as indicators of trading activity and interest in capital markets.
- DHI as a real-time read on housing demand, affordability, and margins.
- INTC’s restructuring story, where execution matters more than promises.
This is real-time, fundamentals-driven analysis.
In this Earnings Watch party we discussed Netflix (NFLX), Interactive Brokers (IBKR), D.R. Horton (DHI), Johnson & Johnson (JNJ), Schwab (SCHW), Intel (INTC), Capital One (COF), and more.
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This article was originally published on January 26, 2026.
Disclosure: David Trainer and Kyle Guske II receive no compensation to write about any specific stock, style, or theme.
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