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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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No Holding Hands in the Arena
Together with Good Morning, A lawsuit on IB analyst work hours is headed to trial, US partnered with tech billionaires to train 'elite' government coders, Steve Cohen was the highest-paid hedge fund manager last year, Blue Owl is getting cooked, and Sam Altman and Dario Amodei refused to join hands at the India AI summit …
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The Spaniard Will Do
Together with Good Morning, The ECB president succession race began, K&E parted ways with its top LME lawyer, BofA launched a loyalty program for customers, Zuckerberg testified in the high-profile social media trial, and JPMorgan bankers are struggling to get reservations at a bar in JPMorgan's new HQ. Diversify beyond volatile stocks and bonds with …
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Palantir Heads to South Beach
Together with Good Morning, Warner Bros. reopened talks with Paramount, Goldman will drop DEI from all board hiring, Mamdani proposed a 10% property tax hike to close NYC's budget gap, PE-backed SaaS firms are releasing earnings early to calm AI fears, and Palantir moved their HQ again from Denver to Miami. Invest before the IPO. …
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Partying Like Its 2006
Together with Good Morning, Goldman's top lawyer resigned amid controversial Epstein ties, megafund stocks are taking a hit on software fears, Wall Street bank CEO pay rose to 2006-levels, Citadel accused an ex-PM of stealing secrets for Marshall Wace, job hunters are paying to get recruited, and KPMG fined a partner for using AI to …
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They’re calling it the Bondi top
Together with Good Morning, AG Pam Bondi went on a stock market rant in response to a Congressional grilling on the Epstein files. The stock market fell. A good top indicator in hindsight… If you actively trade derivatives alongside your buy-and-hold investments, check out tastytrade. Their platform is tailored towards individual traders and is highly …
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Ex-AI @ xAI
Together with Good Morning, Real estate services became the latest AI Grim Reaper victim, the software selloff is disrupting some M&A and IPO deals, carve-outs may be the big theme for 2026 M&A, CME plans to launch rare earth futures, Bill Ackman took a huge stake in Meta, and Musk reorganized xAI after six of …
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The AI Grim Reaper Eyes Financials
Together with Good Morning, Activist hedge funds are getting involved in the Netflix-WBD-Paramount saga, a judge ruled Texas' anti-ESG law as unconstitutional, Polymarket unveiled 'attention markets,' and wealth manager stocks sunk as the latest AI victim. We're partnering with Ramp for a Female Founders Wellness Happy Hour on Tuesday, March 3 at a penthouse on …
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MrBank
Together with Good Morning, Musk's favorite banker rejoined Morgan Stanley to advise on SpaceX's IPO, Zuckerberg is taking his talents (tax residency status) to South Beach, Blue Owl is at risk of getting margin called, Google is reviving the dot-com era 100-year bond, and MrBeast acquired a Gen Z-focused banking app. You blinked and it's …
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The Great AI Super Bowl Ad Mog Off
Together with Good Morning, The Dow hit 50,000 in a rebound rally, Goldman partnered with Anthropic to automate back office roles, SpaceX delayed its Mars mission to focus on the moon, Big Tech plans to spend $560B on AI CapEx this year, and the AI chatbots went band for band in a Super Bowl ad …
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Claude Broke the Market
Together with Good Morning, Wall Street's favorite trades, from tech to metals to Bitcoin, collapsed. All it took was a Claude update. Since Claude broke the market, Claude can also fix it. So my intern worked through the night to vibe-code a solution 🤦 import Claude def Plz_fix_market(broken market): bull market = Claude.fix(broken market) return …
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Software Shorts Are on Fire
Together with Good Morning, Novo Nordisk is getting smoked by Lilly, Princeton's endowment could give up $11B in asset growth over the next decade, SpaceX is seeking early entry to major stock indexes, Google will double AI CapEx this year, and software stocks continued to slide on an AI-induced existential crisis. The flagship Wharton Online-Wall …
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Sell the SaaSpocalypse
Together with Good Morning, Stephen Miran resigned from his White House role, PayPal fired its CEO, Nvidia is considering investing in OpenAI's IPO, investors are ramping up steepener bets on a Kevin Warsh Fed, bankers are readying for the busiest IPO week in five years, and software and private credit BDC stocks are tanking on …