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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Art of the Long-Only Equity
Together with Good Morning, Musk will retain board control of SpaceX following an IPO, Ken Griffin hit back at Mamdani over his 'tax-the-rich’ mockery, Deutsche Telekom is weighing the largest M&A deal ever, Trump's Intel stake is paying off, and US is considering straight up buying bankrupt Spirit Airlines in another major deal following the …
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Comrade Trump
Together with Good Morning, Tesla invested in SpaceX, Fannie and Freddie will accept 'predictive' credit scores, more banks are earning $100M M&A fees, Schonfeld sued a Millennium PM for 'gazumping,' stock indexes hit fresh ATHs, and the US government has now taken $21B in equity stakes under Trump's second presidency. Unlock time, money, simplicity, and …
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Ken Griffin vs Jamie Dimon
Together with Good Morning, Trump extended the US-Iran ceasefire indefinitely, Avis Budget is doing the meme stock short squeeze, Anthropic's new Mythos model was accessed illegally, Musk is eyeing a $6.5T valuation for SpaceX, and CitSec is taking on JPMorgan in block trading with Jamie Dimon taking notice. If you actively trade derivatives alongside your …
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White Smoke at the Fruit Company HQ
Together with Good Morning, Private credit fundraising fell to a three-year low, Anthropic singed a $100B cloud deal with Amazon, Kevin Warsh's Fed chair confirmation is in the spotlight, Trump is aiming to seal an Iran deal instead of extending a ceasefire, and Apple named hardware veteran John Ternus as next CEO. Startup fundraising does …
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Strait of Schrödinger
Together with Good Morning, Iran closed the Strait of Hormuz just moments after stock markets capped a record-breaking week🤦 But somehow, bankers don't seem to even care anymore. Deal flow and capital markets activity is suddenly looking like 2021. The Wharton Online-Wall Street Prep Private Equity Certificate Program is officially back for the summer. Consider …
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“We are not a car”
Together with Good Morning, Hedge funds are on track for their best month in a decade, US and Iran may meet again over the weekend, Kering aims to launch luxury Google glasses next year, Musk's Terafab chip project is picking up speed, and Jensen Huang had the most hilarious response to the China national security …
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Glorious Q1 for Wall Street Traders
Together with Good Morning, US stock indexes hit fresh ATHs despite the US-Iran deadlock. Allbirds also ripped 600% after rebranding to an AI company. American Eagle also rallied on a renewed Sydney Sweeney campaign. Exemplary stock market fundamentals on display here…just ask the Wall Street trading desks…the ones truly benefiting from all the stock market …
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They’re calling it the Great Philosopher Job Market Boom
Together with Good Morning, Fed chair nominee Kevin Warsh disclosed over $100M in assets, Wall Street banks smashed records on the back or Iran volatility, investors are questioning OpenAI's $850B valuation amid strategy shifts, stocks continued to rally on hopes for a US-Iran deal, and Google DeepMind hired a philosopher as it prepares for AI …
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Inshallah stocks will rip🙏
Together with Good Morning, Apollo's Josh Harris raised $6B for the biggest debut PE fund ever, software PE giant Thoma Bravo is winding down its growth equity business, Goldman smashed earnings on record equities trading results, OpenAI slammed Anthropic's practices in an internal memo to shareholders, and stocks rallied on rising hopes for productive US-Iran …
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Trump the Pump
Together with Good Morning, Trump ordered a complete blockage of the Strait of Hormuz after US and Iran peace talks failed. Trump also took some time to pump stock tickers on Truth Social. Incredible evolution of market dynamics this year, just when you thought it couldn't get any more absurd. Mizuho published an insightful analysis …
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No Reprieve for Private Credit
Together with Good Morning, Rokos was the only major macro fund to post gains in March, Bill Ackman is planning a fund to bet on investor complacency, Interactive Brokers' founder says there should be no bans on insider trading, Stefano Gabbana resigned as chairman of D&G, and investors requested to pull $20B from private credit …
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Recess for the Situation Monitors
Together with Good Morning, Global markets ripped and after US and Iran agreed to a temporary ceasefire. A much welcome break for the all the exhausted troops, traders, and situation monitors out there. Slack's CIO playbook reveals secrets on how Salesforce (and your own firm) can run entire IT operations on one app. Get it …