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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Pentagon Testing a New Wave of Artificial Intelligence Tools
The Pentagon is testing a new wave of artificial intelligence tools that allow data to move freely between software platforms, part of an effort to reduce lock-in with defense contractors like Palantir. These tools can automatically translate code and migrate large datasets, giving the Department of Defense greater control and flexibility when selecting or switching …
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Art of the Trade Deal
Together with Good Morning, Jensen Huang had heaps of praise for Trump, Meta poached ChatGPT's co-creator, Goldman returned to lead ETF market-making, Palantir became a top 20 most valuable US company, an early crypto investor cashed out of $9B in Bitcoin, and US agreed to a trade deal with EU, with China still on deck. …
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The App Holding Men Accountable Goes Viral
Good luck to the men looking for a wife. Launched in 2023 by entrepreneur Sean Cook, Tea is a women-only, invite‑only “dating safety” app where users can anonymously review men they’ve met. With verification via selfie analysis and a waitlist, and fueled by referral‑based entry, it has surged to the #1 position on the U.S. …
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Fed Up With the Fed
Together with Good Morning, Trump met with J Pow amid high tensions, Trump had some encouraging words for Musk, American Eagle's stock rallied on a Sydney Sweeney campaign, Blackstone is readying companies for IPOs, and Epstein's birthday book included letters from Apollo founder Leon Black. J Pow had the most priceless reaction to Trump's statements and …
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American Eagle Stock Soars After Sydney Sweeney Partnership
Is the meme market back? American Eagle’s Fall 2025 denim campaign launched yesterday with actor Sydney Sweeney as the star of the show. Signature pieces from the launch include a limited-edition denim jacket and a new silhouette called “The Sydney Jean,” both of which Sweeney helped design. The market responded quickly to the campaign with …
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Trump is in the Epstein Files
Together with Good Morning, Goldman will forgo job cuts after a recovery in IB, Bessent called the Fed's forecasts politically biased, Chinese bankers are charging fees as low as $100, McKinsey banned its China business from consulting on GenAI, and Donald Trump is in the Epstein files. A team of Zillow execs founded Pacaso to …
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Dash for Trash
Together with Good Morning, US and Japan reached a trade deal, the PE boom is leaving midsize players behind, Microsoft poached 20 AI researchers from Google, secondaries deals are shattering records, and meme stock fever among retail traders is back like its 2021. Bitcoin Depot, the biggest Bitcoin ATM network in North America, has its …
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New Losers in Leveraged Loans
Together with Good Morning, Citigroup joined Goldman in requiring junior bankers to disclose accepted job offers, Polymarket is set to re-enter US markets, India regulators allowed Jane Street to resume trading, and PE is increasingly by-passing banks in leveraged loan markets, which on a related note, had its second-busiest day ever. Plaid's latest report dives …
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Presidents and CEOs Get Exposed
Together with Good Morning, Trump sued WSJ for $10B over Epstein claims, Astronomer's CEO resigned, Blackstone dropped out of the bid to acquire TikTok US, JPMorgan expanded research coverage to private firms, EU is cracking down on state meddling in bank M&A, and University of California divested its entire hedge fund portfolio. Automate your complicated …
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FDA Reverses Juul Ban
We are so back. The FDA has authorized Juul to sell its e-cigarette device and tobacco and menthol-flavored pods in the U.S., reversing a 2022 decision that effectively banned the products and nearly forced the company into bankruptcy. Regulators determined that Juul’s products could help adult smokers transition away from traditional cigarettes, presenting more public …
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Astronomer’s CEO Got Coldplayed
Together with Good Morning, Goldman will offer interns jobs in PE within the firm, Citigroup is unapologetically poaching IB execs from rivals, EU paused their probe into X amid US trade talks, China demanded an equal stake in BlackRock's Panama ports deal, and social media went up in flames after a prominent startup's CEO was …
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No Job Insecurity Like the Fed Chair
Together with Good Morning, Elliott is now going after PE firms, Goldman posted its best trading quarter ever, JPMorgan is now worth more than its three largest rivals combined, US stocks overtook Europe's benchmark YTD, and Trump secretly considered firing J Pow. Trump also said Coca-Cola agreed to use real cane sugar in US. Seems …