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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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Jensen Takes Over the World
Together with Good Morning, All four US stock indexes closed at record highs, Nvidia took a stake in Intel, private credit is eying public companies, and Trump said he hopes AI CEOs know what they're doing as they 'take over the world.' Specialized AI tools are emerging as the leaders for investment workflows which is …
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Bearish in This Economy?
Together with Good Morning, The Fed cut rates for the first time this year, Kash Patel fueled a Krispy Kreme stock rally, Wharton will launch a program in quant finance, Gen Z credit scores are taking a hit, and college students are getting increasingly competitive about landing internships. Plaid's latest guide gives a step-by-step breakdown …
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TikTok is Here to Stay
Together with Good Morning, US and China agreed to a TikTok deal, PE is pouring billions into troubled firms that fail, private markets exposure rises at top pension funds, BlackRock named twenty members to its top executive committee, and Switzerland's central bank has quietly become one of the world's biggest tech investors. The same VCs …
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Trump Revives Debate Over Ending Quarterly Earnings Reports
The long-running debate over how often U.S. companies should disclose financial results was reignited yesterday after former President Donald Trump called for an end to quarterly earnings reports, suggesting that firms should instead report only twice a year. Trump argued on Truth Social that moving to a six-month reporting schedule would save companies money and …
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Quarterly Earnings in the Spotlight
Together with Good Morning, Trump is pushing to switch quarterly earnings to semi-annual, US and China agreed to terms on a TikTok sale, the SEC is scrapping its aggressive Biden-era enforcement agenda, Robinhood is launching a startups fund open to retail investors, and Joe Biden is failing to cash in on his presidency clout. Diversify …
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BlackRock Owns the Fed
Together with Good Morning, UBS is weighing moving to US, China entered the AI talent war, IPO markets have sprung back to life, BofA shuffled exec ranks to prepare for a CEO succession, and a BlackRock CIO emerged as a lead candidate for Fed chair. Let's dive in. Before The Bell As of 9/12/2025 market …
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Pacaso: Reinventing the Second Home for the Modern Elite
Pacaso is redefining second-home ownership, unlocking access to a $1.3 trillion market. In today’s deep dive, we’ll break down Pacaso’s business model and the founder’s ambitious vision. For the first time, everyday investors now have the chance to own a piece of the company. Keep reading to see how!
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Altman May Finally Get Paid
Together with Good Morning, A record number of PE firms are turning into zombie funds, PE firms are already targeting tertiary deals, Fannie and Freddie got their first Wall Street buy rating, US stocks indexes extended their record run, and OpenAI and Microsoft reached a deal to pave way for OpenAI's for-profit restructuring. The same VCs …
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Never Forget 🇺🇸
Together with Good Morning, Today, we begin by remembering those we lost on September 11, 2001, and are in gratitude to the first responders and countless others who embodied courage and unity. May we never forget. Quick recap of yesterday's news: The S&P and Nasdaq hit all-time highs, Larry Ellison gained $100B in net worth …
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Joby To Launch Blade’s Air Mobility Services on the Uber App as Soon as Next Year
By Jessica Fisher (FlyJets) (Santa Cruz, California) Joby Aviation, Inc. (NYSE: JOBY) and Uber Technologies (NYSE: UBER) announced this morning (Sept. 10) that they plan to bring Blade’s air mobility services to the Uber app as soon as next year, following Joby’s recent acquisition of Blade’s passenger business. Joby and Uber have been working together to deliver the future …
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Miracles at Oracle
Together with Good Morning, US jobs growth was revised down by the most ever, Apollo's president gave a bleak warning for PE firms, global bonds re-entered a bull market, activist hedge funds made BILL their latest target, and Oracle issued a blowout forecast causing its stock to rocket past JPMorgan, Visa, and Walmart to become …
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The MicheLit Guide 2025 – NYC
We are cutting through the noise to give you the real dining playbook. In this edition, we will focus on the go-to restaurants in New York City to swipe that corporate card and celebrate the closing of the billion dollar M&A deal in style.