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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A Busy Week for Jamie Dimon
Together with Good Morning, Jefferies is arranging SpaceX shorts after being snubbed from its IPO, BofA is sticking with entry-level hires despite AI fears, ASML became Europe's most valuable company, Google upsized its record-breaking equity offering, and Jamie Dimon will personally pitch ultra-rich clients on SpaceX's IPO. Columbia Business School Exec Ed and Wall Street …
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The Data Behind the “H2 M&A Recovery” Talk
Where 400 global dealmakers see momentum building in H2 2026
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Cute Little Six Trillion Dollar Boost
Together with Good Morning, Anthropic filed confidentially for an IPO. This is the third IPO filing by a trillion dollar startup this year. The total US stock market capitalization could jump by a whole 10% if Anthropic, SpaceX, and OpenAI IPO at ~$2T valuations. Ten points to Gryffindor or whatever your AI investment thesis is… …
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Happy World Cup Szn⚽️🇺🇸😤
Together with Good Morning, We're kicking off the 2026 World Cup season with a gameday viewing party on Thursday, June 25 in NYC! It's going to be a fun evening of drinks, networking, and USA gameday energy for the investment banking community. Take some time away from the office and come join us! RSVP here🤝 …
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Another Sixty Days to Iran
Together with Good Morning, Anthropic officially surpassed OpenAI in valuation, chip stocks are set for their biggest gains since the dot-com bubble, Goldman is on track for near-record M&A volumes, Starbucks and Amazon are going opposite directions in AI adoption, and Trump unleashed another sixty days on Iran. Before we dive in, I wanted to …
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American First❌ Iran First✅
Together with Good Morning, Jamie Dimon is looking to spend $20B on M&A, Samsung factory workers will get ~$400k bonuses after a labor union deal, a Google developer was charged with insider trading on Polymarket, and Trump said economic costs and political backlash will not force him into a hasty Iran deal. "They thought they …
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Another Ferrari Flop
Together with Good Morning, Trump wants Kevin Warsh to be 'totally independent,' Sam Altman retracted his prediction on AI job losses, Taiwan overtook India as the world's fifth-largest stock market, two of the biggest memory chip makers simultaneously hit a $1T market cap, and social media absolutely clowned Ferrari for its EV debut. Unlock time, …
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May the Rally Proceed Nicely
Together with Good Morning, We hope you took some time away from work to relax and catch up with loved ones this Memorial Day Weekend. While most of us were offline, my intern worked around the clock to cover developments in the Iran situation. We might just have some good news (at least according to …
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Extra High Stakes for SpaceX
Together with Good Morning, JPMorgan will hire more AI staff and less bankers, Starbucks scrapped its AI inventory tool, SpaceX launched another Starship test flight ahead of its IPO, and SpaceX will mint a handful of billionaires (and the first one trillionaire🤷♂️) from its historic IPO, and Anthropic is nearing its first quarterly operating profit …
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X DMs and Historic IPOs
Together with Good Morning, Goldman CEO David Solomon slid into Musk's DMs on X to win the SpaceX IPO lead mandate. SpaceX filed publicly for the biggest IPO of all time. OpenAI also began work on an IPO filing. Also, Nvidia beat earnings. What a time for capital markets… BILL published a survey highlighting the …
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Bank execs have a clanker complex
Together with Good Morning, Goldman will lead the SpaceX IPO, Chirayu Rana got sued, fund managers boosted stock allocations by a record, LPs accused Marc Rowan of misusing Apollo resources, Nvidia is on a massive deal spree, and bank CEOs are likening humans to machines in increasingly dystopian AI rhetoric. Our Ramp × Litquidity Padel …
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Blackstone? The Nvidia Rival??
Together with Good Morning, UK M&A is set for a record year as foreigners raid, two hedge funds are set for mega windfalls from the SpaceX IPO, Musk received an unfavorable technical ruling in the OpenAI non-profit case, and Google and Blackstone are teaming up to take on AI cloud and chip giants. Startup fundraising …