Featured
-
Nvidia (probably) saved the day
Together with Good Morning, Nvidia's crucial earnings beat didn't do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
-
Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia's earnings today to change the tide. Automate your complicated business spend and …
-
When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
More from the archive
-
New phone, who dis?
Together with Good Morning, FBI raided the home of Polymarket's founder, Citadel warned headhunters to not pitch fake jobs, Amazon launched a Temu and Shein competitor, ECB wants banks to better manage PE risk, and Seven and i proposed the largest-ever MBO offer in history. Invest in institutional-caliber private markets with 10 East, a membership-based …
-
Activist Season Came Early
Together with Good Morning, Wall Street bonuses are set to rise, PE giants are hunting Japanese talent, Bridgewater's CIO is bullish on US stocks, Trump wants TikTok back on the menu, and three activist funds revealed some high-profile stakes, including Elliott making its biggest single investment ever. In another corner of the activist world (Bill …
-
Crypto to AI to Crypto VC Pipeline
Together with Good Morning, PE funds and LPs are squabbling over ESG fees, Elliott named its first female partner, risk-arbitrage funds are optimistic of a Trump M&A environment, and the crypto rally is once again at the center of markets. Check out Plaid's free report uncovering the secrets behind the rapid growth of five fintech …
-
Markets are boomin’
Together with Good Morning, Election sentiment continued to dominate markets through the end of last week, with stocks and cryptocurrencies surging to new highs and gold's historic rally fading on expectations of a strong dollar. Elsewhere, Ivy League endowments are reeling from PE illiquidity and Bill Ackman wants to go full activist mode on the …
-
J Pow Is Here to Stay
Together with Good Morning, BlackRock wants a piece of the hedge fund industry, foreign investors are dumping Asian stocks, Goldman named their biggest partner class in fourteen years, and the Fed and BoE cut rates for a second time. Speaking of the Fed, here's what J Pow said when asked if he would resign if …
-
The Election Everything Rally
Together with Good Morning, Markets ripped in response to Trump's election, with eyes already on some Wall Street titans who may potentially staff the new executive. Invest in institutional-caliber private markets with 10 East, a membership-based investment platform offering targeted exposure to PE, VC, and more. Let's dive in. Before The Bell As of 11/06/2024 …
-
Prediction markets nailed it
Together with Good Morning, Anyone else up until ~3AM tracking election results (or still up from last night)??? Donald Trump is set to become the 47th president of the US, Apollo delivered stellar earnings, authorities raided CVC and Netflix's offices in Europe, India's historic stock boom seems to have come to an end, and Bitcoin …
-
Voting-Implied Volatility
Together with Good Morning, Market volatility picked up ahead of today's elections, on a day where banks are granting PTO for employees to vote. Speaking of voting, GET OUT AND VOTE! 🇺🇸🇺🇸 Automate your complicated business spend and expense allocation process with the leading fintech software in the alternative asset management space, StavPay. Let's dive in. …
-
Election Anxiety Everywhere
Together with Good Morning, Berkshire's cash pile is now bigger than the Fed's, Nvidia is replacing Intel on the Dow, October's jobs report was the worst since Covid, and US election anxiety is unnerving traders in all corners. Trump's 30% lead on election markets was virtually wiped out over the weekend. Meanwhile, some hedge funds …
-
OpenAI Has Its Eyes on Google
Good Morning, Boeing dismantled its DEI team, investors are wary of UK's new budget, carbon emissions drastically declined in Europe, a group of former Citi bankers urged the board to cancel bonuses, and OpenAI launched ChatGPT search to compete with Google. Let's dive in. Before The Bell As of 10/31/2024 market close. Markets US stocks …
-
Super Short Micro
Together with Good Morning, Florida accidentally banned banks from doing business, UK's new budget took aim at PE, FOMO is driving gold to historic highs, and EY severed ties with Supermicro on serious 'integrity' concerns. The once high-flying AI darling has been getting absolutely cooked with a whistleblower lawsuit, a scathing short report, delayed earnings, …
-
A Googol Fine For Google
Together with Good Morning, OpenAI is working on an in-house AI chip, big banks see dealmaking growth continuing into next year, early megacap earnings came in mixed, and Russia fined Google more money than what exists on Earth. Invest in institutional-caliber private markets with 10 East, a membership-based investment platform offering targeted exposure to PE, …