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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The Trump-Fed drama is to be continued…
Together with Good Morning, Big Tech earnings came in hot, Advent agreed to Europe's biggest PE exit ever, Bill Ackman's Pershing Square IPO disappointed, Anthropic is weighing fresh funding at an over $900B valuation, and J Pow oversaw a historic dissent in his final rate decision as Fed chair. Powell also committed to staying on …
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Big Tech on Deck
Together with Good Morning, UAE quit OPEC, Musk testified in the high-profile Musk v. Altman OpenAI trial, oil prices climbed past $110/bbl again, Mamdani is pushing to shrink a NY hedge fund and PE tax break, and OpenAI-linked stocks slumped on a report that it missed key internal targets. The slump comes just one day …
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How to stay in control as AI rewrites the M&A playbook
Together with Good Morning, Canada launched a sovereign wealth fund, Jain Global is returning all investor money, the PE power dynamic is tilting in favor of LPs, OpenAI is working on an iPhone rival, the Musk v. Altman trial officially began, and numerous budget airlines are seeking deals with amid bankrupt Spirit Airlines' bailout talks. …
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Lip-Bu Tan for President
Together with Good Morning, Markets are bracing for a mega wave of Big Tech earnings, Andurand is again down 37% YTD, DOJ dropped its criminal investigation into J Pow, Trump survived a third assassination attempt, another Forbes 30u30 alum was arrested, and our tax dollars are up 300% on Intel in just seven months. The …
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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 …