Next OpenAIs and Anthropics may come straight to retail market. Here's what to know before investing

Impact · against what's priced in

The SEC's proposal to expand retail access to private markets provides a potential catalyst for HOOD and SOFI by supporting growth paths that the market currently declines to pay for. While these brokerages already provide some private fund access, the regulatory shift toward an 'exam-based' qualification for retail investors could accelerate the scale of these revenue streams beyond current expectations.

HOOD+0.20

Challenges what's priced in

The price assumes