Featured
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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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Merry Christmas from ours to yours๐โ๏ธ
Merry Christmas Eve! We're keeping today's newsletter short as the Exec Sum team signs off for the long weekend. Merry Christmas from ours to yours and we hope you enjoy a joy-filled holidays (even if you're busy on live deals)๐๐โ๏ธ๐ Let's dive in. Before The Bell As of 12/23/2025 market close. Learn more about the …
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Greenland Back on the Menu
Together with Good Morning, Bankers are working overtime this holiday season, Europe IPO hopefuls are rethinking listing abroad, Wall Street banks are annexing Europe's IB market, the Fed is set to diverge from global central banks in rate policy next year, and Trump says 'we have to have' Greenland. ICYMI: We curated a gift guide …
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Ackman the SpaceX SPARCman
Together with Good Morning, Delaware reinstated Musk's $150B Tesla pay package, Bridgewater will expand ownership to 60% of employees, macro hedge funds had their best year since 2008, private credit stocks are down bad, and Bill Ackman wants to take SpaceX public via SPARC. Stavtar has created a new class of software for the Office …
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๐ Litquidity’s 2025 Last-Minute Holiday Gift Guide ๐
Last-Minute Favorites for the Last-Minute Shopper. Make sure to buy those presents today before it’s too late!
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Congrats on saying the biggest number
Together with Good Morning, Global M&A volumes nearly broke records, Nasdaq sees an even bigger 2026 for billion-dollar IPOs, Wells Fargo IB had its best year ever, Blackstone's CEO said data centers are not a bubble, and OpenAI is in talks to raise $100 billion. Stavtar has created a new class of software for the …
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A New Private Credit Ratings Firm in Town
Together with Good Morning, Cinven's top C-level execs stepped down, SpaceX entered a regulatory quiet period ahead of its IPO, Goldman poached Qatalyst Partner's founder, Google is seeking to end Nvidia's AI software dominance, and Egan-Jones' whistleblower launched his own private credit ratings firm. Specialized AI tools are emerging as the leaders for investment workflows …
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The Holly, Jolly IPO Season Continues
Together with Good Morning, US released a much-awaited delayed jobs report, Trump will interview Chris Waller for Fed chair, a Carl Icahn exec sued Bausch + Lomb for anti-white discrimination, Morgan Stanley is on a generational run, and Medline raised $6.3B in the biggest PE IPO exit ever. Level up your PE skillset for the …
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AI/DC
Together with Good Morning, Musk's net worth hit $600B, PayPal applied to become a bank, Nasdaq filed plans for around-the-clock trading, Tesla board made $3B in stock awards, AQR is having a comeback moment, and US launched a 'Tech Force' to recruit AI talent for government initiatives. It's almost year-end โ if you haven't heard …
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And Then There Were Two
Together with Good Morning, Oracle debt is suddenly trading like junk, regulators are forcing Koreans to watch training videos before trading, Trump narrowed his Fed chair pick to Hassett and Warsh, SpaceX is interviewing banks for a blockbuster IPO, and fund managers view India stocks as a top hedge against AI risks. Spreadwise is revolutionizing …
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Paramount’s collateral took a hit
Together with Good Morning, Hedge funds are reviving appraisal arbitrage, US trade deficit narrowed to a five-year low, biotech hedge funds are on an absolute tear, foreign investors are dumping Asia stocks, exchanges are planning to launch derivatives for private markets, and Larry Ellison's net worth plunged $25B after Oracle slumped. Finance folks, get a …
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Busy Season for the Ellisons
Together with Good Morning, SpaceX's listing could unlock a $3T IPO wave, CVC is preparing for a leadership succession, Lazard's CEO sees lobbying as an essential element for M&A, the Fed cut rates in a rare divided vote, and Oracle got cooked on earnings. At a startup and you've finally began signing customers? Download Vanta's …
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Fed Chair Superday
Together with Good Morning, SpaceX is planning the biggest IPO of all time, Balyasny sees AI as the biggest tail-risk for 2026, bankers are readying IPOs at 'overwhelming' pace, Goldman says the PE boom is back, and Trump and Bessent will kickstart Fed chair final-round interviews with four shortlisted candidates. Mizuho ER analyst Lloyd Walmsley …
