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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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 …
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Big Week for Big Tech (and Nonprofits)
Together with Good Morning, The Fed cut rates and will halt QT, PIF will shift focus away from real estate, Starbucks sales finally rebounded, Nvidia hit a $5T market cap, Alphabet revenue topped $100B, Meta's stock took a beating, and OpenAI may IPO at a $1T valuation. Fall season means it's time for a wardrobe …
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OpenAI Gets Its Way
Together with Good Morning, Jensen had heaps of praise for Trump, Nvidia partnered with Palantir amid a wave of deals, activist investors are pushing for bank M&A, Goldman's CEO sees no 'systemic crisis' in credit markets, and Microsoft hit a $4T market cap after agreeing to terms for OpenAI's for-profit restructuring. Specialized AI tools are …
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And Then There Were Five
Together with Good Morning, Trump is down to five candidates for Fed chair, US and China are close to a trade deal, the S&P is set for its best earnings season in four years, UBS applied for a national bank charter, Amazon plans to cut 10% of its corporate workforce, and CFB upsets are causing …
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Bull Market Midterms
Together with Good Morning, OpenAI is raw dogging all its deals, hedge funds are betting on tariff refunds, JPMorgan accused Charlie Javice of more fraud, market makers are closing in on banks, and stocks rallied to record highs ahead of a mega earnings week and Fed meeting. UpSlide is bringing together leaders from KPMG, Nomura, …
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Jensen for Mayor
Together with Good Morning, Trump called off troop deployment to SF after Jensen Huang called, KKR's Henry Kravis sees no systemic risk in private credit, investors are cutting allocations to real estate, Blackstone profits surged, CZ got a pardon, and Jamie Dimon cut the ribbon on JPMorgan's new Manhattan HQ. Fall season means it's time …
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The Reddit Army Never Left
Together with Good Morning, Gold buyers are getting margin called, lenders are strengthening bankruptcy protections amid rising distress, short bets on big private credit BDCs are growing, Meta is already cutting AI jobs, and equity short-sellers are blaming retail investors for getting burned this year. Mizuho published an insightful report on the effects of AI …
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Private Equity Heads to the Pentagon
Together with Good Morning, The gold bubble seemingly popped, OpenAI is hiring ex-bankers to train AI models, SWFs are driving the biggest M&A deals, Trump canceled his meeting with Putin, Travis Kelce partnered with a hedge fund on an activist campaign, and the US Army is partnering with PE megafunds for a $150B overhaul. Spots …