3 Stocks That Could Benefit From Higher Market Volatility In US Markets

Markets have flipped the script. Tech valuations have reset, chip stocks have taken a hit, and trading desks are feeling the surge in volume as investors reshuffle portfolios at speed. That kind of turbulence can create an opening for companies that sit closer to the plumbing of the market itself. This article examines three stocks linked to this spike in volatility and trading activity, and explains why their exposure to the latest tech shake-up matters to you.

The stocks highlighted next are just a small sample, and the full screen surfaced 23 more U.S.-listed exchanges, clearinghouses, electronic venues, and liquidity providers with equally compelling stories that are not covered here. To go straight to the source and identify, compare, and analyze the highest-conviction ideas for this theme, head into the U.S.-Listed Volatility and Market-Structure Beneficiaries screener.

MarketWise (MKTW)

MarketWise runs a multi-brand research and tools platform for self-directed investors, a natural beneficiary when volatility and tech selloffs push retail traders to seek more data and education. It generates about US$316 million from internet information services and has a market cap of roughly US$337 million.

MarketWise fits into the volatility theme as a content and software hub that can see more eyeballs and subscriptions when sector rotations and sharp tech moves pull retail traders back to their screens. Earnings forecasts point to faster profit growth than revenue, which puts a lot of weight on what happens when one unseen pressure on its business model shifts.

When that pressure finally shifts, check the 2 key rewards and 3 important warning signs (1 is major!) to see how MarketWise’s upside potential compares with the real fault lines in its model.

FactSet Research Systems (FDS)

FactSet Research Systems is a global data and analytics provider that institutional investors reach for when volatility and sector rotations push risk management, portfolio analysis, and AI-enabled workflows up the priority list.

FactSet earns about US$1.6b from the Americas, US$605 million from EMEA, and US$253 million from Asia Pacific, and the business is valued at roughly US$11.6b.

FactSet’s pitch to investors is about financial infrastructure rather than just screens and charts, which is exactly what institutions lean on when trading gets fast and complex.

"Cobalt is attacking the Private Equity market (20 trillion USD TAM), but the integration with CUSIP is the “secret weapon”."

What happens to FactSet’s earnings profile if one unseen pressure on how clients budget for AI and data tools shifts decisively in its favor?

If that budget pressure breaks in favor of FactSet, read the full narrative for FactSet Research Systems to see how recurring data, AI demand, and risk spend could be quietly accelerating.

Morningstar (MORN)

Morningstar is another indirect beneficiary of volatility, since more choppy trading often pushes both professionals and individual investors to lean harder on its research, data and ratings to make sense of sector rotations and shifting risk.

Morningstar, Inc. earns US$870.9 million from its Direct platform, US$695.3 million from PitchBook, US$419 million from Morningstar Credit and smaller amounts from Wealth, Retirement and other units, and the business carries a market value of about US$9.1b.

"The integration of PitchBook private market data into AI platforms such as ChatGPT for Financial Services and Gemini Enterprise for Financial Services creates new data licensing and workflow subscription opportunities that can support higher revenue per user and improved margins as distribution scales."

What happens to Morningstar’s margins and growth expectations if one unseen pressure on how clients pay for these AI-powered tools shifts materially in its favor?

If that pressure starts to ease, read the full narrative for Morningstar to see how AI workflows, private markets data and margin potential could be quietly accelerating.

Seeking Fresh Alternatives Beyond Tech?

Momentum shifts fast. Breakout sectors can be flying one week and dropping the next, so use fresh stock shortlists while it matters and get in early.

• Spot under-the-radar quality before it gets fully caught by the crowd by running the 38 high quality undervalued stocks that zeroes in on robust cash flows and sturdy balance sheets.
• Ride structural themes instead of chasing headlines by scanning the 41 power grid technology and infrastructure stocks focused on companies tied to grid upgrades, electrification, and long-term infrastructure demand.
• Target real businesses behind the AI momentum by checking the curated 40 profitable AI stocks that aren't just burning cash that screens for earnings, cash discipline, and scalable economics.

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