Exec Sum

Together with Good Morning, Nvidia will raised debt for the first time since the AI boom, some Asia hedge funds are up 100% on AI bets, and SpaceX rallied another 20% to become the world's sixth-largest public company after rallying for a second day. That's a whole $120B in wealth gained by Musk in one …

Together with Good Morning, An Iran peace deal, a SpaceX debut rip, Knicks bringing it home, Lewis Hamilton's maiden Ferrari win, USA's World Cup domination, and America's 250th birthday on deck. Not too bad🤝 Everyone is saying Hamilton won because of Kim Kardashian. Real ones know it's because of his sleep habits. Transform your sleep …

Together with Good Morning, There's a new hierarchy in Silicon Valley. There's also a new trillion-dollar enterprise on the stock market. SpaceX connects them both. Looking for an immediate 2x exposure to SpaceX? Check out SPCU, the Defiance 2X Long SpaceX ETF built to deliver 2x the daily performance of SpaceX stock. Debuts Monday. Let's …

Together with Good Morning, SpaceX officially closed book building for its historic $75B IPO. Our intern also closed book building for a historic meme dump 🤝 Besides SpaceX, I'm sure you've heard the buzz around F2's AI platform for private markets and today they're out with a huge announcement. $14M in fresh funding to expand …

Together with Good Morning, A PE founder was sued for sabotaging his firm due to alcoholism, hedge fund Magnetar is replacing human analysts with AI bots, university endowments are set to strike gold on SpaceX, and over 4000 SpaceX employees, including some cafeteria workers, are set to become millionaires following SpaceX's IPO. Looking for an …

Together with Good Morning, OpenAI filed for an IPO, Jensen Huang called the tech selloff a buying opportunity, Chirayu Rana will refile his 'sex slave' lawsuit in federal court, NASA is partnering with Prada on astronaut suits, and the AI boom is giving rise to a unique new job opportunity in Silicon Valley: escorting. BILL …

Together with Good Morning, US stocks erased over $1.5T in market value in a massive chip-led selloff on Friday. Also, SpaceX's IPO is already 2x oversubscribed, set to secure a $1.75T valuation. My quant thinks these events are related 🤦 Mizuho's head of macro strategy Dominic Konstam shared some insights on the path of Fed …

Good Morning, Fidelity will allow broke people to invest in SpaceX's IPO, Goldman and Morgan Stanley are beefing over SpaceX IPO bragging rights, S&P will not quicken index inclusion for SpaceX, SpaceX launched a dedicated IPO website, and SpaceX won't move its fixed IPO price in hopes to raise no less than a record $75B. …

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 …

Where 400 global dealmakers see momentum building in H2 2026

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… …

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🤝 …