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16 handpicked stocks

Gaming Meets Markets (FanDuel & CME Partnership)

FanDuel's partnership with CME Group to launch a prediction markets platform marks a significant move to diversify its revenue. This creates a potential investment opportunity in the growing ecosystem of online gaming, financial data providers, and derivatives markets.

Author avatar

Han Tan | Market Analyst

Published on November 13

Your Basket's Financial Footprint

This basket's total market capitalisation is $560.68B and is strongly anchored by several very large-cap constituents that dominate its weighting.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and more predictable returns, reducing idiosyncratic risk.
  • Best suited as a core, long-term holding to provide stable market exposure rather than speculative upside.
  • Expect steady appreciation over time; unlikely to deliver rapid, explosive short-term gains.
Total Market Cap
  • FLUT: $41.09B

  • CME: $100.82B

  • DKNG: $15.68B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The partnership between FanDuel and CME Group to launch prediction markets represents a significant convergence of online gaming and regulated financial derivatives. This creates new revenue opportunities as the lines between wagering and trading blur, potentially bringing event-based contract trading to mainstream audiences for the first time.

2

What You Need to Know

This group includes companies across the entire ecosystem - from direct partners like Flutter Entertainment and CME Group to competitors, infrastructure providers, and essential service companies. The theme captures both established financial exchanges and emerging gaming technology firms positioned to benefit from this market expansion.

3

Why These Stocks

These companies were handpicked by professional analysts based on their strategic positioning in the prediction economy. They represent key players who either directly participate in the partnership, compete in similar markets, or provide critical infrastructure and services that enable this new form of event-based trading.

Why You'll Want to Watch These Stocks

🎯

First-Mover Advantage

This partnership could establish the blueprint for mainstream prediction markets in the US. Companies positioned early in this space may capture significant market share as the industry develops.

💰

New Revenue Streams

The convergence of gaming and financial markets opens entirely new monetisation opportunities. These companies are exploring uncharted territory that could unlock substantial growth potential.

🚀

Infrastructure Gold Rush

As prediction markets expand, the demand for supporting technology, data services, and regulatory compliance will surge. The companies providing these essential services could see explosive growth.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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