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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 … -
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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Another SpaceX Success
Together with Good Morning, In a world full of soaring yields, we also got soaring rockets. SpaceX successfully launched its massive Starship rocket into the orbit for the first time ever, deployed 26 of its Starlink v3 satellites, and made a successful soft splashdown in the Gulf of America. All while one engine failed… So … -
The Hedge Fund Bros Are Hallucinating
Together with Good Morning, Blackstone's head of PE will depart, Trump had a private dinner with Anthropic's CEO, Anthropic is seeking majority voting control for its co-founders, Larry Ellison pledged another $9B in Oracle stock for personal loans, and Bessent is urging the Fed to keep an 'open mind' on US inflation outlook. There's gotta … -
More Pandas Inbound🇺🇸🇨🇳
Together with Good Morning, #1 NFL draft pick Fernando Mendoza launched a personal finance educational series, the hedge fund talent war is pushing analyst pay above $10M, PE's path to riches is getting harder to follow, and US is getting two more pandas from China in the most bullish sign for relations between both nations. … -
Butter Fingers at Morgan Stanley
Together with Good Morning, Yields soared two a two-decade high after rising inflation and rates came back to the forefront. Stock indexes are nonetheless trading at all-time highs. Looks like Doomio and Burry will have to wait a little while longer. Also, somebody is totally getting fired at Morgan Stanley LMAO Chronograph is changing the … -
Stanford Dropout❌ a16z Grad✅
Together with Good Morning, Raymond James poached four senior bankers from Jefferies, Anthropic unveiled a more cost-efficient Opus model ahead of its IPO, AI staff are complaining of mental toll over doomio fears, Europe's biggest firm has no sales in Europe, and a16z founded a new academy for ambitious high school grads as an alternative … -
Zuck is Back in the Game
Together with Good Morning, Stocks ripped yesterday on AI optimism after *checks notes* Meta's Muse AI agent topped App Store numbers. The Nasdaq hit an ATH. Markets have shifted focus to the UN General Assembly and XI's White House visit this week, which should both provide clarity on the US-Iran situation and other critical US-China … -
NYSE? The Famous Nightclub??
Together with Good Morning, US signed a deal with Denmark on Greenland, Gemini hacked three companies, Berkshire named Buffet's son as new chairman, Scott Bessent hosted Jake Paul at the US Treasury while bond markets are getting clapped, and John Summit threw a rave on the floor of the New York Stock Exchange to kick … -
Swinging into Fall
Together with Good Morning, As we head into fall (and Q4 of course), the team at Litquidity has been busy planning a reboot of some our favorite events to bring the community together. We're kickstarting with our annual LIT Cup Tournament next weekend for Nashville's business, finance, and tech community with an evening happy hour … -
It’s Warsh’s Way
Together with Good Morning, The Fed raised rates for the first time in three years, while projecting more ahead. The whole Iran thing is proving to be quiet catastrophic for Trump's entire economic agenda. Before we dive in, I am partnering with Ramp to host an invite-only gathering of Nashville's tech, finance, and business leaders … -
Never Too Old for Young Money
Good Morning, Wanted to take a moment today to plug Jack Raines' new book: Young Money: a Field Guide to Wealth and Purpose in Your Twenties. If you've been an Exec Sum reader for a while, you might remember him as this newsletter's ex-editor (and a renowned shitposter). More importantly, Jack is also a wise … -
Altruistic American Accelerationism
Together with Good Morning, For the first time in history ever, we have industry entrepreneurs ASKING FOR regulations and the government REFUSING to regulate. Something very exciting about this whole AI innovation cycle. Also, oil is back above $100 and the 10Y yield rose past 5% but yeah Scott "The House" Bessent thinks it's the … -
Pacing the Frontier
Together with Good Morning, Dario Amodei published a viral essay on why the AI industry should slow down and embrace regulations, with major rivals like Musk and Altman banding together to agree. Ironically, Trump himself (and other tech figures) disagreed. Guess who loaded up on AI sector calls just hours before Amodei's essay dropped though …