CME Group

Baupost, led by Seth Klarman, opened a new position in CME Group, buying 619,000 shares worth roughly $136.7 million. CME reported modest Q2 revenue and adjusted EPS growth of about 1% while open interest rose 8% year over year, indicating healthy underlying trading activity. Management is targeting US Treasuries growth via a planned Treasury Link to better connect cash and futures markets, while competition from perpetual futures poses a key risk. The stock trades at a rich forward non-GAAP P/E of 22.42x, well above the sector median, though slightly below its five-year average. » Mais em finance.yahoo.com

CME Group will introduce futures contracts for Bitcoin Cash (BCH) and Uniswap (UNI) on October 19, offering both standard and Micro contract sizes. Bitcoin Cash futures will represent 250 BCH per contract (Micro: 25 BCH), while Uniswap futures will cover 10,000 UNI (Micro: 1,000 UNI). The products respond to client demand for broader regulated crypto hedging tools and expand CME's existing lineup beyond Bitcoin and Ether. » Mais em finance.yahoo.com

CME Group, in partnership with Silicon Data, is launching two futures contracts on monthly GPU rental prices for NVIDIA H100 and B200, planned to start trading on October 5, 2026, subject to regulatory approval. The cash‑settled contracts mirror hourly rental rates and are intended to let companies hedge against volatile compute costs. The CFTC has opened a public consultation on compute derivatives; at the same time ICE and Architect are developing their own compute-power derivatives. Questions remain about market size, liquidity and whether the contracts cover all relevant project risks. » Mais em finanzen.net

Baron Financials ETF said CME Group's shares lagged in Q2 due to weaker trading activity versus last year, easing market volatility after the U.S.-Iran de-escalation, and concerns about crypto-native perpetual futures competition. The fund also flagged uncertainty from the announced departure of CEO Terry Duffy next year as a near-term headwind. Despite the sell-off, Baron affirmed CME's dominant derivatives franchise and continued ownership, viewing the shares as undervalued with limited downside to its institutional business. » Mais em finance.yahoo.com

CME Group announces cash-settled futures and options on wind energy for the fourth quarter, subject to regulatory approval. The contracts are based on Vaisala Xweather indices and reflect forecasted wind power generation in five regions (two indices for Germany, the United Kingdom, Victoria/Australia and ERCOT/Texas). The products are intended to trade on NYMEX and be settled on independent, modeled datasets to give market participants hedging options against fluctuations in wind power generation. » Mais em de.investing.com