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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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OpenAI Has Its Eyes on Google
Good Morning, Boeing dismantled its DEI team, investors are wary of UK's new budget, carbon emissions drastically declined in Europe, a group of former Citi bankers urged the board to cancel bonuses, and OpenAI launched ChatGPT search to compete with Google. Let's dive in. Before The Bell As of 10/31/2024 market close. Markets US stocks …
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Super Short Micro
Together with Good Morning, Florida accidentally banned banks from doing business, UK's new budget took aim at PE, FOMO is driving gold to historic highs, and EY severed ties with Supermicro on serious 'integrity' concerns. The once high-flying AI darling has been getting absolutely cooked with a whistleblower lawsuit, a scathing short report, delayed earnings, …
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A Googol Fine For Google
Together with Good Morning, OpenAI is working on an in-house AI chip, big banks see dealmaking growth continuing into next year, early megacap earnings came in mixed, and Russia fined Google more money than what exists on Earth. Invest in institutional-caliber private markets with 10 East, a membership-based investment platform offering targeted exposure to PE, …
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Trouble Brewing at Volkswagen
Together with Good Morning, Jamie Dimon blasted financial regulations, leveraged loan sales hit a record high, Boeing launched a historic share sale, Meta is developing its own AI search engine, and Volkswagen is facing a major reckoning as it struggles against Chinese competition. Check out BILL's smart corporate credit card and they’ll send you a …
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PhDs Are the New MBAs
Together with Good Morning, NYSE is extending trading nearly around the clock, PE and credit folks saw a mega jump in pay, investors are looking to India for US election safety, the China rally seems to have fizzled, and STEM PhDs are replacing MBA traders in numbers. Automate your complicated business spend and expense allocation …
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VC Megafunds are Back
Together with Good Morning, Finance-sector harassment is a growing problem in London, BlackRock is standing up to stake ownership regulations, Southwest reached a deal with Elliott, lawyers are getting rich off the M&A recovery, and General Catalyst hauled in $8B in new funds, reminiscent of the Covid-era VC frenzy. REX Shares structures a range of …
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Gloomy Spirits
Together with Good Morning, Fed independence is a top election concern for Bridgewater, emerging market investors are shunning China, BoC increased the pace of rate cuts, Warren Buffett declined to endorse any candidate, Tesla rebounded from its H1 slump, and Spirit is looking to sell itself in bankruptcy. Sick of being burnt by outdated CPAs …
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Dimon & Gates back Harris
Together with Good Morning, We’re less than two weeks away from the US presidential election and everything is firing on all cylinders. PE fees are at the lowest on record, regulators are sounding the alarm on private credit, EY fired staff for some bizarre reasons, OpenAI hired its first economist and compliance chief, and Bill …
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Roaring Twenties v2.0
Together with Good Morning, Chinese share buybacks hit a record high, Trump's lead on betting markets surged, Larry Fink thinks the election won't impact markets, and the S&P rally is breaking records going back to the Great Depression. Gain exposure to recession-friendly real estate with today's sponsor, FNRP. Let's dive in. Before The Bell As …
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Rev Up Those Fryers
Together with Good Morning, Markets are betting on a Trump victory, PwC is offering 'MD' titles to retain senior staff, CVS fired and replaced their CEO, Prada is designing spacesuits for NASA's moon mission, and Trump picked up a shift at McDonald's. Eilla AI just launched the first end-to-end AI platform for everything M&A, PE …
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Meal Controversies at Meta
Together with Good Morning, Harvard donations are down sharply, Israel killed Hamas' leader, PIMCO says private credit is overvalued, McKinsey is overhauling is China operators, and Meta fired staff for abusing their meal stipend. Supercharge your investment research and streamline all your analysis and diligence work with Rogo, the leading GenAI platform for finance. Let's …
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Bonus Bounceback?
Together with Good Morning, Traders are eying fat bonuses on a Wall Street rebound, PE secondary sales are surging to new records, analysts set a low bar for Europe Q3 earnings, and SpaceX sued California for politically-motivated regulations. On the brighter side of California, the Litquidity team just touched down in LA and we’re hosting …