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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We Were Never Back
Together with Good Morning, PE employees are beginning to embrace smaller firms, Oracle CDSs are emerging as the AI bubble hedge, corporate insiders are buying the dip, just two sectors are accounting for all of US job growth, and US stocks tumbled yesterday in a rare rally-reversal that wiped out over $2T in value. Does …
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NVDA Earnings: We’re Still Him
Nvidia reported fiscal Q3 earnings after the bell, and once again reminded everyone that this isn’t a company, it is the motherboard for the entire AI economy. The Numbers: Revenue: ~$57.0B (vs $54.9B expected) EPS: $1.30 (vs $1.25 expected) Gross Margin: ~73% Q4 Guide: ~$65B +2% (vs $61.7B expected) Nvidia didn’t just beat. It extended …
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In the casino, betting on green
Together with Good Morning, Nvidia delivered again, Meta's chief AI scientist departed, BLS canceled the October jobs report, StockX is offering prediction markets on Labubu prices, Trump said he'd 'love to fire J Pow's ass,' and the Epstein files will be released by law. Specialized AI tools are emerging as the leaders for investment workflows …
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Release The Files
Together with Good Morning, Congress approved a bill to force the release of the Epstein files. Trump is expected to sign it into law. Day 1 of the inaugural Litquidity × NEXUS Capital Cup was an absolute blast and we're excited to see the competition unfold in the final stages. Our wonderful sponsors made room …
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Big Banks Forge Ahead
Together with Good Morning, AI is boosting BofA bankers' productivity, Goldman is set for its best M&A performance this century, Deutsche Bank unveiled plans to become Europe's 'champion in banking,' UBS talked to Bessent about moving their HQ to US, HRT's trading revenue surged to a record high, and Trump suddenly came out in support …
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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 …
