3 Stocks Riding The Shift To 24 7 Trading In US Markets

Stock exchanges and clearinghouses are quietly turning into 24/7 engines, as tokenized securities venues and round the clock equity products start to blur the line between crypto and traditional markets. That shift creates fresh potential winners in the plumbing of finance and fresh risks for those caught flat footed. This article unpacks three US market infrastructure stocks exposed to this news and why their role in nonstop trading could matter for your portfolio.

The stocks covered below are just a starter pack, and the full screen surfaced 24 more US market infrastructure companies with equally compelling stories that are not broken down in this article. To go straight to the source, use the US Market Infrastructure Firms Enabling 24/7 Trading screener to identify, compare, and analyze the highest conviction 24/7 trading infrastructure plays.

Bitgo Holdings (BTGO)

Overview: Bitgo Holdings runs a global digital asset infrastructure platform that provides custody, wallets, liquidity and on-chain services to institutional and professional users, experience that directly overlaps with 24/7 trading workflows.

Market Cap: US$502 million

Bitgo Holdings fits this screener because it already lives in a world where money never sleeps. The bullish analyst Narrative on Simply Wall St frames its always-on custody and tokenization rails as a potential bridge between crypto-style trading hours and more continuous traditional markets.

Resilient assets on platform of about $65b and roughly $12b of assets staked during a period when overall crypto market cap and trading volumes declined suggest BitGo Holdings could convert a larger share of institutional digital asset activity into subscription and services revenue as more workflows consolidate on its infrastructure.

What really matters for Bitgo Holdings now is how one quiet shift in where those institutional workflows settle eventually feeds through to margins.

If that margin story is what you care about most, read the full narrative for Bitgo Holdings to see how Bitgo Holdings could turn infrastructure into accelerating earnings power.

Nasdaq (NDAQ)

Overview: Nasdaq runs global stock exchanges and trading technology that power listing, trading, data and software services across multiple asset classes.

Operations: Nasdaq generates about US$4.3b from Market Services, US$2.4b from Capital Access Platforms, US$2.1b from Financial Technology and US$16m from Corporate, with most activity in the United States.

Market Cap: US$61.1b

Nasdaq matters for a 24/7 trading theme because its exchanges and software sit where equity markets, tokenization and always-on workflows start to converge. This is exactly what the analyst consensus Narrative on Simply Wall St focuses on when it looks at the group’s growth drivers.

"The expansion of Verafin's AI driven solutions has progressed, with 22% revenue growth, 17% ARR growth and 110% net revenue retention in Q2 2026, 11 enterprise deals signed so far in 2026 and roughly 750 clients using agentic AI workers."

What happens to Nasdaq’s earnings power if a single assumption about how quickly always-on trading and tokenization gain traction shifts?

That hinges on where equity-like trading hours go next. Read the full narrative for Nasdaq to see how Nasdaq’s model could accelerate or stall from here.

eToro Group (ETOR)

Overview: eToro Group runs a multi asset social trading platform that lets retail investors trade stocks, crypto and other instruments with extended hours.

Market Cap: US$1.7b

eToro Group matters for a 24/7 trading theme because it already blends crypto style always on access with tokenized assets and extended equity hours. According to evd101, an investor in the Simply Wall St Community, its global footprint adds a geopolitical wrinkle that could influence how that model scales.

"The company's Israeli headquarters presents a geopolitical risk in the current climate, though its successful expansion into the UAE demonstrates an ability to navigate this complexity."

What happens to eToro Group’s earnings power if one unresolved question about funding a broader always on platform breaks in either direction?

That funding question is exactly where the real inflection may sit, and the full narrative for eToro Group maps how eToro Group could turn always-on access into accelerating earnings power.

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