Featured
-
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 …
-
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 …
-
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
-
Fri, 9/26
Together with Good Morning, US announced industry-specific tariffs, Goldman is set to lead this year's biggest LBO loan, StubHub's IPO debut is the worst start since 2007, private credit giants are deploying credit as equity, Amazon will pay the biggest FTC fine ever, and Intel approached Apple and TSMC for an investment after securing a …
-
Bubble is the New Normal
Together with Good Morning, PE giants are selling private credit securitizations at the fastest pace ever, Australia M&A deals are struggling to close, HSBC made a breakthrough in quantum computing trading, Wall Street is poaching bankers in a red-hot M&A market, and BofA thinks current high stock valuations are the new normal. Litquidity is coming …
-
Tether Breaks into the Big Leagues
tTogether with Good Morning, Tether is set to become the world's most valuable private company, KKR held its first board meeting in Asia, Apollo is as bullish on Europe as ever, RadioShack's revival turned into a ponzi scheme, and US capital markets are on an absolute tear. The Wharton Online-Wall Street Prep Private Equity Certificate …
-
White House Joins the League Tables
Together with Good Morning, A hedge fund is driving the latest meme stock rally, Wall Street banks are maintaining their edge against private credit, EQT is vying to take over Blackstone as the biggest PE firm, Nvidia invested $100B in OpenAI, and US will collect a mega fee for arranging the TikTok deal. Vested has …
-
Boring Tech > Big Tech
Together with Good Morning, BofA bankers are set to rake in the biggest M&A fee ever, BlackRock scaled back meetings with CEOs, ByteDance will get one of seven board seats in TikTok, US rolled out a $100k fees for H-1B visas, and boring tech is suddenly the hottest thing in the stock market. Diversify beyond …
-
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 …
-
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 …
-
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 …
-
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 …
-
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 …
-
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 …
-
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!
