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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Shut Up and DJ
Together with Good Morning, Trump told David Solomon to focus on being a DJ, CEOs have completely U-turned on recession fears, Q3 M&A volume may hit $1T for just the second-time ever, and Musk and Altman are fighting again; in court, on Twitter, over Apple, with a rival for Neuralink, and every arena in between. …
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Tues, 8/12
Together with Good Morning, VC Lerer Hippeau and Litquidity are bringing together an exclusive group of founders, backers, and operators for an evening of drinks, music, and light bites on Friday, August 22 in East Hampton, New York. Some invaluable conversations, especially if you're a founder. RSVP here. Planful's latest survey reveals insights from finance …
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$1.5B AI Hedge Fund Launches, Surges 47% in First Year
At 23, former OpenAI researcher Leopold Aschenbrenner has quickly become one of the most talked-about names in finance. Last year, with no professional investing background, he launched Situational Awareness in San Francisco after publishing a lengthy essay on artificial superintelligence that caught the attention of the tech and investment community. In less than a year, …
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To bull, or not to bull
Together with Good Morning, Trump fired the IRS commissioner, Bessent is leading the search for J Pow's successor, institutional LPs are worried about PE's courtship of retail investors, risk-obsessed traders are again ignoring macro concerns, and quant algorithms are bullish while human traders are bearish in a rare divergence. UpSlide recently released Track Changes for …
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What Are They Offering at Citi?
Good Morning, Trump named a new Fed governor, Trump signed an executive order opening 401(k)s to PE and crypto, investors are cooling on private credit and passive equities, Intel's new CEO is under fire, and Citigroup made another high-profile hire from JPMorgan as it continues its ambitious IB push. Let's dive in. Before The Bell …
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Buffett Premium Comes to an End
Together with Good Morning, BCG consultants modeled relocating Palestinians to Somalia, UK PE earners have dwindled ahead of a tax crackdown, European earnings are lagging behind US, and Berkshire shares are underperforming the S&P by the biggest margin in decades. Automate your complicated business spend and expense allocation process with StavPay, the leading software for …
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Bulge Brackets Take a Stand
Together with Good Morning, Apollo CEO called out competitors that won't trade private assets, Scott Bessent doesn't want to be nominated for Fed chair, Norway's SWF will review investments in Israeli firms, Trump accused JPMorgan and BofA rejected him as a customer, and BofA is joined peers in cracking down on early PE recruitment. Let's …
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Palantir Tops $1 Billion in Revenue
Palantir Technologies (PLTR) reported a landmark second quarter, surpassing $1 billion in revenue for the first time and delivering results that beat Wall Street estimates across the board. At the time of writing shares rose more than 8% Tuesday following the announcement, with investors responding positively to the company’s sharp acceleration in growth and raised …
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Suffering from Success
Together with Good Morning, Global M&A volumes hit it highest since Covid, private markets fundraising is slowing while hedge funds and crypto booms, BP made its largest O&G discovery this century, Tesla approved a $30B stock award for Musk, and Index Ventures is truly on one of the most generational runs in VC after its …
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Tesla Awards Musk $29B as AI Push Takes Priority
Tesla has awarded CEO Elon Musk a stock grant valued at roughly $29 billion, a move designed to retain his leadership following the court-ordered cancellation of his previous compensation plan. The new package includes 96 million shares that Musk can access after serving two more years as CEO or any senior leadership role, according to …
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Trump Shoots the Messenger
Together with Good Morning, Markets tumbled from record highs on Friday after Trump's firing of the BLS commissioner and a Fed governor's resignation exacerbated worries from a poor jobs report. Automate your complicated business spend and expense allocation process with StavPay, the leading software for alternative asset managers. Let's dive in. Before The Bell As …
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ESPN Acquires RedZone and NFL Network in $1 Billion Deal
In a blockbuster deal with the NFL, ESPN will acquire NFL Network, RedZone, and the league’s fantasy football business. It will also gain exclusive rights to broadcast seven regular-season games starting in the 2026-2027 season. In return, the NFL will receive up to a 10 percent ownership stake in ESPN. The deal, reportedly worth over …