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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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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 …
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Amazon Nerfed Everything
Together with Good Morning, Credit market concerns are spurring M&A speculation, startup M&A hit a record high in Japan ahead of listing curbs, US tariffs are creating a surprise advantage for LME, and an AWS outage took down major websites around the world yesterday. Columbia Business School Exec Ed and Wall Street Prep launched a …
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Lester Hit the Louvre
Good Morning, Retail traders are buying dips and selling rips, metals traders are having their best year ever, Australia is courting Wall Street firms, Apollo's CEO blasted Europe's financial regulations, and thieves stole crown jewels from the Louvre in a historic four-minute heist. Let's dive in. Before The Bell As of 10/17/2025 market close. Click …
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Jefferies in Jeopardy
Good Morning, Two Sigma staff hid assets for its founder's divorce, Ken Griffin said GenAI doesn't help produce alpha, CME is launching sports contracts, Jefferies' stock tanked, 777 Partners' co-founder was charged with fraud, and anti-DEI crusader Robby Starbuck was invited to speak at the biggest HR lobby event. Let's dive in. Before The Bell …
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Big Banks, New Banks, Sued Banks, Everything Banks
Together with Good Morning, US approved new bank Erebor, Wall Street banks capped of a mega Q3, BoE loosened banker bonus rules, private credit execs hit back at banks over Dimon's 'cockroach' comment, and BofA and BNY were sued over alleged ties to Epstein sex-trafficking. We're partnering with our friends at UpSlide for another chill …
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Wall Street is Having a Moment
Together with Good Morning, Goldman is planning more layoffs, AI investments are keeping the US economy afloat, Spotify and Netflix are partnering on podcasts, and Wall Street banks posted strong earnings amid newfound life in M&A and capital markets. Plaid just released their 2025 Fintech Effect report exploring how consumers are raising the bar and …
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A Little Leverage Never Hurt
Together with Good Morning, Goldman has lost over a dozen senior bankers this year, JPMorgan launched a $1.5T investment initiative, the government shutdown is hurting the economy, traders are bracing for a volatile earnings session, and leveraged ETFs were partly to blame for for Friday's crazy selloff. My long-time 'intern' TJ officially launched Fundable, a …
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The Top Was In
Together with Good Morning, Retail traders are beating the S&P 500, political uncertainty is punishing bonds globally, widows are leading the inheritance race in sideways successions, and the US bull market entered its third year at the most ironic timing after a Trump tweet wiped out $2T from stocks. Holiday season means it's time for …