From the NYSE ecosystem, NYSE Recap (11/27/2025) connects the week’s biggest themes into one message: AI is no longer futuristic—it’s infrastructure, and that shift is reshaping security, finance, industry, and even retirement planning for Spanish-speaking investors worldwide.
The episode opens with identity and cybersecurity, featuring 1Password, now above $400M in annual recurring revenue, underscoring that protecting access is becoming a fixed cost for businesses and families—especially relevant for Latin American SMEs moving straight to the cloud. Dashlane reinforces the point: passwords remain the “weak link,” while passkeys (biometric-based, cryptographically secure keys) are emerging as a safer, frictionless alternative as AI-powered phishing scales.
Fraud prevention becomes the next layer: SEON explains how real-time digital risk scoring (hundreds of signals across device and behavior) is becoming essential for neobanks and fintech platforms—reducing false declines, disputes, and operational loss.
AI also moves from cloud to hardware with Plaud, a wearable that records, transcribes, and summarizes conversations using thousands of templates—signaling a new market in productivity, education, and health.
At the system level, the NYSE/ICE technology leadership highlights the unseen backbone of modern trading: extreme scale, low latency, and expanding AI use cases—from document intelligence and search to predictive tools aimed at improving execution and workflows.
Infrastructure dominates the AI buildout: Vertiv frames data centers as the “new oil fields,” where power and cooling are the critical plumbing—supported by deep partnerships across the AI stack. Industrial AI follows via IFS, combining software, field service, and real-time analytics with partnerships including Anthropic and robotics leaders—bringing AI into aviation, energy, and manufacturing operations.
The recap broadens to “new space” with Impulse Space, emphasizing how commercial space services (communications, GPS, climate, logistics) are becoming investable infrastructure—sparked by SpaceX/Starlink economics and the push toward cheaper launch.
On finance plumbing, Setpoint targets a massive but outdated asset-backed finance ecosystem still running on email/Excel—modernizing collateral verification to reduce lender risk. Retirement risk closes the loop: ATIN highlights the growing savings gap and promotes guaranteed-income tools, while Webster Financial discusses disciplined risk management post-regional-bank shocks.
The ending “impact round” is the takeaway: cybersecurity, fraud controls, collateral transparency, retirement planning, and organizational health are no longer “soft” topics—they directly influence margins, valuation, and trust in the digital economy.
