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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OpenAI is Fading
Together with Good Morning, The Texas Stock Exchange saw its first primary listings, the ex-wife of Two Sigma's co-founder was barred from testifying in their $6B divorce, Korean 'ants' are bringing their degen trading to US stocks, and OpenAI is being left in the dust as its revenue growth slowed to six-times lower than Anthropic. …
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Ro Khanna Gets Cooked (Again)
Together with Good Morning, Ro Khanna got dragged on X for his 'insane' tax proposal, Chinese tech valuations are closing in on US peers, Barclays overhauled its investment bank for the second time in three years, Mark Walter is looking to sell off his Chelsea FC stake too, and Anthropic is set to hit $65B …
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A Rare L for Jane Street
Together with Good Morning, Thrive Capital's 2022 vintage is up 7x, Anthropic quarterly revenue surged 14x to $11.5B in Q2, stock-picking funds are performing as poorly as ever, convenience stores are emerging as the hottest AI-proof stocks, and Jane Street took a huge hit in July tied to Situational Awareness in its first down month …
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No Ring for Wall Street
Together with Good Morning, Investors sued Selena Gomez for fraud, OpenAI lost another C-suite exec, Citadel is mandating two-year non-competes even for analysts, Anthropic is looking to IPO at a $2T valuation, wealth managers are racing to secure business from AI millionaires, and no bankers were involved in the $12B Los Angeles Lakers sale. By …
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Not Your Typical Private Credit-VC-Sports Love Story
Together with Good Morning, Josh Kushner Bob Iger will acquire the Lakers in a record deal from Guggenheim CEO Mark Walter after his firm came under federal investigation for fraud. Elsewhere, Korea will require new leveraged ETF traders to complete training modules, the CEO of Norway SWF is nervous of collapse despite record H1 gains, …
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Phoebe Gates is in Hot Water
Together with Good Morning, CitSec is warning of a rebound in levered stock trading, Norway's $2T SWF said its entire value could disappear in a market collapse, more than 10 quant trading firms signed up to Trump's insider trading-as-a-service, and Bloomberg dug up proof that Phoebe Gates was aware of fraud at her startup for …
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Ray Doomio Goes off the Perc
Together with Good Morning, Investors are abandoning hedges to chase soaring stocks, GameStop is considering withdrawing its $56B bid for eBay, PE is sitting on 33,000 unsold businesses, Ray Dalio celebrated his 77th birthday at an Ibiza rave, and Iran is reportedly stonewalling a deal until Trump's term ends in 2029. F2 is helping Wall …
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Sweep ’em and weep
Together with Good Morning, Celebrities are developing a liking for PE guys, Jake Paul is taking on the UFC with a new merger, college grads are moving back home at peak Covid-era rates, Berkshire became a net buyer of stock for the first time in three years, and even janitors at Bill Ackman's hedge fund …
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Big Law Explores the PE Route
Together with Good Morning, OpenAI is preparing a new device launch, ByteDance's founder told staff to avoid AI distillation, Jamie Dimon is leading a cross-industry effort to tackle AI risks, market bulls are plowing into S&P 500 calls, and 'Big Law' firms are exploring selling stakes to PE. Transform your sleep for the better with …
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A Humbling July for Hedge Funds
Together with Good Morning, Stock bears suddenly got obliterated, Wall Street bankers are betting on huge bonuses this year, US has refunded $100B in 'Liberation Day' tariffs, Anthropic will build an in-house chip design team, and most hedge funds took a big hit in July on falling AI trades. One major hedge fund delivered double-digit …
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Iran Deal_v3_vfinal_vff_vrealfinal
Together with Good Morning, SpaceX beat estimates in its debut earnings, DOJ fined OpenAI for favoring foreigners over US citizens, Situational Awareness was not target of predatory shorts, US has used 'virtually all' long-range precision missiles on Iran, and Bessent says a deal to reopen Hormuz is imminent (of course NOT related to our military …
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Money Over Mission
Together with Good Morning, Citadel Securities says bull market drivers are 'firmly intact,' Robinhood is launching a VC fund to invest in YC-backed startups, Amazon hit a $3T market cap, DeepSeek's latest AI model is 100x cheaper than Claude, and Anthropic's CEO is concerned that new talent is only joining the firm for money. Alumni …