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Skeptical SCOTUS
Together with Good Morning, Mamdani will meet with NYC finance leaders, Wall Street bonuses are set to rise to a post-Covid high, PE megafunds are forecasting an industry consolidation, BofA held its first investor day in a decade, OpenAI's CFO thinks the AI rally needs more exuberance, and Trump's tariffs were dealt a major blow …
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Judges Doubt SBF’s Claims
Appeals court judges question Sam Bankman-Fried’s claims over FTX solvency
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A New Mayor in Town
Together with Good Morning, Palantir's CEO blasted Michael Burry for shorting their stock, Goldman is seeing a tremendous backlog of large M&A, Google wants to launch AI data centers in space, First Brands sued its founder/CEO for looting the firm, Mamdani won the NYC mayor election, and retail-traded stocks had their worst day since April. …
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Trump Denies Knowing CZ
Trump tells CBS News he ‘doesn’t know’ who CZ is
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The Bigger Short
Together with Good Morning, Bridgewater CIOs warned of underpriced market risks, Point72 is creating a new equities unit, BofA's CEO is facing investor pressure to boost returns, Hooters founders will return the brand to its roots, and Michael Burry's hedge fund is 80% Palantir and Nvidia shorts. Mizuho | Greenhill brought together its top dealmakers …
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SBF Denies FTX Collapse
Sam Bankman-Fried’s X account says FTX was never bankrupt
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Winner Winner Jensen Dinner
Together with Good Morning, Palantir is prioritizing high school grads, Michael Burry broke a two-year silence with fresh bubble warnings, a solo VC with no office made $1B from Navan's IPO, First Brands' bankruptcy is reviving creditor-on-creditor violence, and Korean chicken stocks soared after Jensen Huang was spotted dining at a Seoul chicken chain. Holiday …
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Drake Faces Crypto Lawsuit
Drake and Adin Ross sued over ‘deeply fraudulent’ promotion of cypto casino Stake
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Millennium Enters Private Markets
Together with Good Morning, Meta is selling a record $30B of bonds, Apple quarterly topped $100B, private credit firms are increasingly managing equity, DOGE wrapped up work at the SEC, a Snowflake exec shared unauthorized guidance in a street interview, and Millennium is raising $5B for a private markets strategy. Tired of the endless late-night …
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Crypto Pardons Raise Eyebrows
Trump’s crypto pardons raise ethics and corruption concerns
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Big Week for Big Tech (and Nonprofits)
Together with Good Morning, The Fed cut rates and will halt QT, PIF will shift focus away from real estate, Starbucks sales finally rebounded, Nvidia hit a $5T market cap, Alphabet revenue topped $100B, Meta's stock took a beating, and OpenAI may IPO at a $1T valuation. Fall season means it's time for a wardrobe …
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Trump’s New Prediction Market
Trump Media unveils prediction market Truth Predict as Dems look to ban Politicians from trading crypto