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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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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 …
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Figma’s IPO Delivers Early Investors $24 Billion
Figma’s long-awaited public debut on Thursday didn’t just mark a major milestone for the design software company; it also delivered one of the biggest paydays in venture capital history. The company opened trading at $33 and ended the day at $115.50, pushing its valuation to around $65 billion. Index Ventures, one of Figma’s earliest backers, …
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Markets Got Liberated
Together with Good Morning, Ray Dalio fully exited his stake in Bridgewater, US announced a wave of 'reciprocal' tariffs, and Figma's IPO was such a blockbuster that it raised fresh criticism on the inefficiencies and misaligned incentives behind stock market listings. Transform your sleep for the better with Eight Sleep, technology trusted by the likes …
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No one is immune to Trump’s politics
Together with Good Morning, Yesterday was one of the most information-heavy days for markets in a while. We've got it all summarized for you, but one thing stands out: even the Fed isn't immune to Trump's politics. The same VCs who invested in ebay, Uber, and Venmo before they got big are now backing another …
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Back to the Top
Together with Good Morning, S&P 500 firms are firing CEOs at the fastest pace since 2005, Citigroup poached another IB veteran from JPMorgan, PE is getting crushed under worsening credit conditions, dealmakers are having an unusually busy summer, and market euphoria is once again sparking bubble warnings. Automate your complicated business spend and expense allocation …
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JPMorgan Chase To Take Over Apple’s Credit Card Program
JPMorgan Chase is in advanced talks to take over Apple’s credit card program from Goldman Sachs. If a deal is finalized, it would mark the end of a rocky partnership between Apple and Goldman, and shift roughly 12 million Apple Card users under JPMorgan’s management. For Apple, the move would align the brand with a …
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Scary Moment in Manhattan
Together with Good Morning, An active shooter was reported dead at Blackstone's Manhattan HQ. A scary day for New Yorkers and friends. Hope everyone is staying safe at this time. Bitcoin Depot, the biggest Bitcoin ATM network in North America, has its eyes set on global expansion and wants the key retail trader segment to …