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Fort Worth Live Stock Exchange building
The Fort Worth Live Stock Exchange building (built 1902), located in the famous Stockyards, was a center for cattle traders. Today, the building houses professional services and the North Fort Worth Historical Society Museum (Getty Images)

Texas wants a piece of Wall Street

With its long-teased stock exchange, TXSE, winning SEC approval in September, the state is taking aim at a market long ruled by just two giants.

After more than a year of buzz, the Lone Star State’s own stock exchange is finally starting to look real.

Last Friday, the Texas Stock Exchange (TXSE) — a Dallas-based challenger pitching itself as a “pro-business” alternative to Wall Street — announced an investment from JPMorgan, bringing its total funding above $250 million ahead of its planned 2026 launch. More than 70 investors have joined so far, including BlackRock, Charles Schwab, and Citadel Securities.

TXSE’s debut marks the first SEC-approved exchange in decades that will eventually be able to both list as well as trade public companies’ shares — potentially challenging the long-standing duopoly of the New York Stock Exchange and Nasdaq.

NYSE VS NASDAQ
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Since 2008, the two have been the only primary listing venues in the US, together accounting for virtually 100% of the country’s public equities — worth more than $67 trillion, per data from the World Federation of Exchanges. The tech-friendly Nasdaq, which controlled less than a third of that in 2000, now commands more than half (52%), powered by Big Tech’s relentless rally.

Texas’ plan is to spoil New York’s party, pledging to reduce “the burden of going and staying public,” likely meaning simpler, cheaper listing standards and fewer compliance hurdles than its rivals. The state has been doubling down on efforts to lure Corporate America, launching a new business court system last year to compete with the Chancery Court of Delaware, a state that houses most S&P 500 companies.

But TXSE won’t be ’lone in Texas: in February, the NYSE said it’s reincorporating its Chicago exchange into “NYSE Texas,” based in Dallas, while the Nasdaq announced plans to open a regional headquarters there in March.

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Trump’s “impossible trinity” on AI and energy

Everyone loves a good trilemma.

In economics, the most famous of the genre was developed by Fleming and Mundell, which posits that you can only successfully achieve two of the following three objectives: the free flow of capital, a fixed exchange rate, and independent sovereign monetary policy.

George Pollack, senior US policy analyst at Signum Global Advisors, proposed a trilemma of his own to describe the Trump administration’s competing policy aims as a red-hot AI boom devours power and leaves households miffed by rising electricity bills.

He wrote:

“This note flags what we believe to be a simple reality whose salience will continue growing in US politics in coming months: the Trump administration, in its remaining three years will face a trilemma as the nation waits for its energy bet to play out — proving able to achieve two, but not all three, of the following objectives:

-Fulfill AI’s energy-appetite.
-Keep repressing renewable sources of energy.
-Appease American electricity consumers.”

Trump AI trilemma

As for evidence that the Trump administration is taking a fossil fuels-first approach while stunting renewables, Pollack pointed to the One Big Beautiful Bill Act, which shrinks access to tax credits for green energy, as well as the end to the federal pause on liquefied natural gas export permits. However, it would be “inaccurate and unfair” to blame President Trump’s policies for surging electricity prices in recent months, he added.

While the government has pursued the expansion of nuclear power as a way to solve this trilemma, the long lead times involved are incongruent with a short-term fix.

Palantir reports Q3 earnings results

Palantir climbs toward a fresh record high ahead of earnings report

Traders and Wall Street are waiting to see whether Palantir’s latest numbers after market close today will continue to beat expectations.

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