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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 …
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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 …
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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
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May I share Exec Sum with you?
Together with Good Morning, May I summarize major news from Wall Street to Silicon Valley, with a touch of memes, for you? DFIN Venue just released their new and improved VDR, engineered to lead the industry in speed and simplicity for dealmakers who operate at the highest level. See DFIN Venue in action. Let's dive …
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So Long Scion
Together with Good Morning, Microsoft and Amazon and lobbying to restrict Nvidia exports to China, AQR is exploring a push into sports betting, America's biggest pension fund is doubling down on PE, BlackRock is taking on hedge fund giants, Jack Dorsey rebooted Vine, and Michael Burry is shutting down his famed 'Big Short' hedge fund. …
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New Epstein Files Just Dropped
Together with Good Morning, Trump hosted Wall Street CEOs for a private dinner, Vista is replacing jobs with AI, Elliott's long-term returns fell below the S&P 500, Michael Burry accused tech giants of hardware depreciation fraud, the government shutdown ended, and Trump was heavily implicated in the release of new Epstein files. I recently got …
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SoftBank Does a SoftBank
Together with Good Morning, Goldman will earn a record $110M fee for EA's $55B LBO, CEO economic worries are the lowest since 2007, Meta and Intel's top AI execs are leaving, BofA's CEO wants to meet with Mamdani, Anthropic is set to turn profitable much sooner than OpenAI, and SoftBank sold its entire stake in …
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Warren Buffett Is Going Quiet
Together with Good Morning, The US government shutdown is set to end, Fed officials are divided on rate cuts ahead, and Warren Buffett penned his final letter to shareholders as Berkshire CEO. Vanta just released data from their comprehensive survey on AI risks in security. See how business leaders around the globe are responding. Read …
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A Shutdown End in Sight
Together with Good Morning, PE execs are brushing off rising credit defaults, Bain Capital is staying away from the data center boom, Sam Altman wants to expand CHIPS Act eligibility, wealthy Chinese people are sidestepping Singapore for Dubai, Trump floated a $2k 'tariff dividend,' and Congress is nearing a deal to end the longest government …
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A Legendary Trader Retires
Together with Good Morning, Google is taking on Nvidia with a new AI chip, Tesla shareholders approved Musk's $1T pay package, Big Tech borrowing is expected to rise further next year, SEC is investigating Egan-Jones over its private credit ratings practices, and insider trader Nancy Pelosi will retire from Congress. Check out BILL's 2025 report …
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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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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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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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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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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 …