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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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OnlyCash
Together with Good Morning, PE firms' assets are struggling under heavy debt loads, China investors are expecting a wave of new stimulus, the Pfizer-Starboard clash is heating up, and OnlyFans creators are rolling in the dough. Up your financial modeling, pitch book curation, and everything Excel with Macabacus, the ultimate Office productivity add-in for finance. …
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Europe’s Economy Can’t Cope
Together with Good Morning, Germany is forecasting its first two-year recession in two decades, BofA is losing work over its Asia block-trading probe, Jamie Dimon questioned pensions' private market investments, and China's stimulus rally took a major breather. Check out BILL's smart corporate credit card and they’ll send you a pair of new Apple AirPods …
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Bad Day To Be a Block
Together with Good Morning, Yesterday was another calm day on the headline front, with the China craze and Mideast stealing much of markets' attention. In other interesting news; US is weighing breaking up Google, Pfizer's CEO will meet its activist investor, and Hindenburg shorted Roblox. Master all your valuation methods and stand out as a …
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FTX Never Left
Together with Good Morning, A judge ruled Google's App store to be an illegal monopoly, EY is holding back pay for US partners, Starboard Value took a $1B stake in Pfizer, FTX's bankruptcy is looking like a success, and the US presidential race is dead even according to betting markets. Why only spend at your …
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China Skepticism Stays Strong
Together with Good Morning, September's jobs report blew passed expectations, bond traders are positioning for a 'no landing,' the China rally is failing to convince some top managers, and Apple is slowly moving away from its annual release strategy. Looking to invest in private markets alongside Wall Street veterans? Check out 10 East, a membership-based …
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Bitcoin Founder Face Reveal?
Together with Good Morning, Wall Street is racing to democratize private credit, US port workers agreed to tentatively end their strike, Blackstone thinks private credit will surpass $30T, and an upcoming HBO documentary claims to have identified Bitcoin's founder. S&P Global is hosting their flagship Interact conference this October, bringing together Wall Street leaders to …
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Funding for Me, Not for Thee
Together with Good Morning, Yesterday was a fairly eventful day in capital markets, with the NFL nearing its first PE deal and geopolitics continuing to dominate investor sentiment. Most notable, however, was OpenAI's historic fundraise. Besides being valued higher than the likes of Goldman and BlackRock, the firm asked investors to not invest in five …
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Apollo Wants All-In
Together with Good Morning, Iran spooked markets with an attack on Israel, Eurozone inflation dipped below 2%, JPMorgan joined peers to launch its own private credit syndicate, and Apollo set its sights on becoming the world's biggest underwriter. Accelerate and streamline your M&A workflows like never before with SS&C Intralinks DealCentre AI. Let’s dive in. …
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China Blitz Awakened the Bulls
Together with Good Morning, SoftBank joined OpenAI's fundraise, Nvidia-rival Cerebras filed to go public, California banned legacy admissions, debt markets saw some serious activity last month, and Chinese stocks caught fire in one of the wildest market rallies since the GFC. We recently dove deep into Frec's unique market opportunity that incorporates tax-loss harvesting and …
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OpenAI Kept the Apple Away
Together with Good Morning, Apple dropped out of OpenAI's high-profile fundraise, Gavin Newsom vetoed a major AI safety bill, China stocks ripped on economic stimulus measures, and a premier black swan fund sees a recession reigniting the Fed's QE. In 2024, there is absolutely zero reason for financial modeling to be as tedious as it …
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China Is Headed For a Japan
Together with Good Morning, Workers are getting a share of profits in KKR's deals, Citigroup and Apollo teamed up in a private credit push, Elliott slammed Southwest's CEO, Supermicro fell into deeper trouble, and China is going founder god mode on economic stimulus. Learn advanced financial modeling and stand out as a top valuation expert …
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C-Suite Exodus at OpenAI
Together with Good Morning, China is unleashing a historic stimulus blitz, Australian IPOs have slumped to a post-GFC low, NYC's mayor was indicted on federal charges, and OpenAI is going through a major leadership and governance shake up. Diversify beyond volatile stocks and bonds with Percent, a highly democratized private credit market for exclusive private …