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
-
Rallying into the Summer
Together with Good Morning, Welcome back, Exec Sum fam! We hope you enjoyed the Memorial Day long weekend and are gearing up for a vibrant summer ahead. Before we dive in, I'm co-hosting a happy hour with BlueFlame AI to bring together buy-side folks for an exciting evening of food, drinks, and epic games on …
-
Bond Markets Aren’t Yielding
Together with Good Morning, OnlyFans is exploring a sale, US banned Harvard from enrolling international students, US warned asset managers that ESG violates antitrust laws, Stifel is testing markets with a rare private credit portfolio sale, term premiums are rising across the globe, and Trump's agenda is taking shape in Congress. Let's dive in. Before …
-
Bloomberg Blunders
Together with Good Morning, US is weighing directive to bring PE to 401(k)s, Elliott won two board seats in its first-ever proxy fight, OpenAI, Google and xAI are splurging in a talent war, HSBC warned of bonus cuts for WFH staff, and a Bloomberg outage disrupted trading across Europe markets. Bigdata.com's new AI research agents …
-
A Blockbuster Showdown at Elliott
Together with Good Morning, Europe's capital markets are on a roll, dollar bearish positioning is at an all-time high, Musk will re-shift his focus from politics to Tesla, Tesla's CFO pay package shattered records, and activist Elliott is heading into its first-ever proxy fight. BlueFlame AI and Litquidity are back for another evening of food, …
-
It’s a Retail Day
Together with Good Morning, BNPL defaults are on the rise, Moody's downgraded major Wall Street banks, UK and EU struck a post-Brexit 'reset' deal, and retail traders bought a record $4.1B in US stocks in one day. Automate your complicated business spend and expense allocation process with StavPay, the leading fintech software for alternative asset …
-
Moody’s Feeling a Little Moody
Together with Good Morning, Moody's downgraded USA, Small banks are fueling a SPAC revival, Novo Nordisk fired its long-time CEO, ByteDance in on track to match Meta in revenue, and Trump went full Democrat after Walmart announced tariff-induced price hikes. One-time sales evolved to subscription-based models and subscription-based models are now evolving to usage-based pricing. …
-
Retail Traders Did a Thing (Maybe)
Together with Good Morning, Retail traders seemingly beat out institutional investors in the April turmoil, at a time where names like Berkshire Hathaway avoided the dip and Michael Burry sold his entire stocks portfolio. Accelerate and streamline your M&A workflows like never before with SS&C Intralinks. Learn more below! Let's dive in. Before The Bell …
-
More Power to Your 401(k)
Together with Good Morning, Empower will open 401(k)s to PE and credit, CoreWeave reported its first earnings since going public, India overtook Japan to become Asia's most favored stock market, Tesla's board is exploring a new pay deal for Elon Musk, and Warren Buffett opened up about his decision to step down. Did you know …
-
White House Is Open for Business
Together with Good Morning, Firms are favoring employee share sales over IPOs, small private credit loans are weakening the fastest, Coinbase will join the S&P 500, Apple may raise iPhone prices, and US and China had a major breakthrough in trade talks. The annual Lit Cup is back for 2025! Litquidity's annual padel tournament featuring …
-
No Exit Opportunities at Citadel
Together with Good Morning, US and China made substantial progress in trade talks, banks are getting creative to compete with private credit, Coinbase considered YOLOing its balance sheet on Bitcoin, and Citadel is lobbying for four-year non-competes which could include fresh grads. The Wharton Online-Wall Street Prep Private Equity Certificate Program is back! Level up …
-
A Quant Pope
Together with Good Morning, Bill Gates accused Musk of killing children, US and UK agreed to a trade deal, Wall Street bonuses are expected to drop, BlackRock ordered MDs back to office full-time, and the Catholic Church elected the first American pope. Bigdata.com‘s new AI research agents have unlocked a new era of financial research, …
-
Bullish on Trade?
Together with Good Morning, A relatively uneventful day in markets yesterday as the Fed held rates steady and US neared its first major 2025 trade deal. See how you can transform your spend and expense management with BILL, and they’ll send you a Blackstone Griddle. Let’s dive in. Before The Bell As of 5/7/2025 …