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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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.
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Absolute Cinema
Together with Good Morning, Wall Street is warming to retail traders for IPOs, PE giants are hunting for investor relations talent, LTSE wants to end mandatory quarterly earnings, Bessent once again threatened to beat up a White House official, and the Murdoch family's decades-long succession battle was finally settled. The Fall 2025 cohort for the …
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Locked in or laid off?
Together with Good Morning, Tesla offered Musk a $1T pay package, Wall Street is warming to music-backed securities, Trump issued a last warning to Hamas, margin buying in China hit a record high, and US unemployment rose to 4.3% amid a struggling jobs market. Transform your sleep for the better with Eight Sleep, technology trusted …
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Private Credit Turns to Secondaries
Together with Good Morning, Citigroup outsourced all asset management, Trump is making strides in his takeover of the Fed, bond investors are counting on tariff revenues to rein in US debt, OpenAI is planning a jobs platform to take on LinkedIn, and private credit is turning to secondaries markets to fund LP liquidity. Impact investing …
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Ex-Wall Street Millionaire Joins the FDNY
Jonathan Kleisner spent nearly twenty years climbing the ranks on Wall Street, earning more money than most could imagine. Yet despite his financial success, he felt empty. “I was a person who created nothing, gave nothing to anybody,” he later reflected. At 41, he made a bold choice: leave behind the world of finance and …
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Blue Owl Open
Together with Good Morning, Tiger Global disbanded its Europe team, CLO sales are booming, Porsche will exit Germany's DAX index, markets were met with worrying jobs data, Trump is doubling down on Big Tech antitrust, and Blue Owl is sponsoring tennis pros to raise brand awareness among rich individual investors. Let's dive in. Before The …
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It’s IPO Comeback Season
Together with Good Morning, Bankers are prepping for the busiest IPO rush of the year, Bessent will begin Fed chair interviews this week, prop traders made a killing in Q2, Paramount will produce a Call of Duty movie, and investors are bracing for volatility after the summer lull gave way over the long weekend. If …
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Back to Business
Good Morning, We hope you folks enjoyed the long weekend and took some time off for yourselves. Market news was mostly slow, except for an appeals court ruling against US tariffs and another Spirit Airlines bankruptcy. On the brighter side, college football, tennis, and Formula 1 came back in full-force to mark a rather entertaining …