ICE benefits from elevated commodity volatility with Brent and natural gas volumes hitting records on geopolitical premium. Mortgage Technology business (Black Knight integration) is finally accruing synergies as housing volumes recover. Fixed income data franchise gains share. Capital markets cyclicality offset by recurring data and analytics revenue mix expansion.
Thesis reviewed May 29, 2026
Intercontinental Exchange Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | ↓86% | AVOID |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | ↓86% | ENTRY |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | ↓86% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | ↓86% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓86% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓86% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓86% | NEUTRAL |
Investors who hold ICE may also have indirect exposure through these country funds.
ICE Brent contract sets monthly volume record on Middle East premium
ICE Mortgage Tech revenue up 14% as housing volumes recover
TTF gas volumes hit record as European storage refills
Estimates · Yahoo Finance · Not audited figures
[Senate Hearing 119-68] [From the U.S. Government Publishing Office] S. Hrg. 119-68 Senate Hearings Before the Committee on Appropriations _______________________________________________________________________ Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] MARKUP OF H.R. 8364, TO AMEND TITLE 5, UNITED STATES CODE, TO AUTHORIZE THE INCREASE OF THE RETIREMENT AGE IN THE UNITED STATES CAPITOL POLICE ======================================================================= MARKUP before the COMMITTEE ON HOUSE …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] OVERSIGHT OF THE U.S. PATENT AND TRADEMARK OFFICE ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON COURTS, INTELLECTUAL PROPERTY, ARTIFICIAL INTELLIGENCE, AND THE INTERNET …
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Richard Dean Dr McCormickGA | exchange | $1k–$15k | Jul 30, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Richard Dean Dr McCormickGA | exchange | $1k–$15k | Jun 12, 26 | ||
| Julia LetlowLA | R | Buy | Unknown amount | Mar 12, 26 | -6.5% |
| Josh GottheimerNJ | D | exchange | $1k–$15k | Jan 26, 26 | -8.9% |
| Markwayne Mullin | Buy | $15k–$50k | Dec 29, 25 | -14.7% | |
| Julia LetlowLA | R | exchange | $1k–$15k | Oct 23, 24 | -11.0% |
| John JamesMI | R | exchange | $1k–$15k | Sep 4, 24 | -6.0% |
| John JamesMI | R | exchange | $1k–$15k | Nov 10, 23 | -6.6% |