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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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 $11B in asset growth over the next decade, SpaceX is seeking early entry to major stock indexes, Google will double AI CapEx this year, and software stocks continued to slide on an AI-induced existential crisis. The flagship Wharton Online-Wall …
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Sell the SaaSpocalypse
Together with Good Morning, Stephen Miran resigned from his White House role, PayPal fired its CEO, Nvidia is considering investing in OpenAI's IPO, investors are ramping up steepener bets on a Kevin Warsh Fed, bankers are readying for the busiest IPO week in five years, and software and private credit BDC stocks are tanking on …
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$XXX Ticker Incoming
Together with Good Morning, Elon Musk merged SpaceX with xAI, which he previously merged with X. The combined entity is valued at $1.25T. Talk about 'strategic' M&A. Upgrade your dealmaking and investment workflows with Blueflame AI, the only AI solution for dealmakers that integrates directly with VDRs. Learn more below. Let's dive in. Before The …
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Sandisk is the New Nvidia
Together with Good Morning, Trump surprised markets with his Fed chair pick, Musk is pivoting Tesla to physical AI, US released its final tranche of the Epstein Files, the metals rally ended in spectacular fashion, the US government partially shutdown, and Sandisk blew past earnings to extend its YoY rally to 1,500%. W.M. Gibson restocked …
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DFIN: The Virtual Data Room provider trusted by Wall Street
In this Sunday Deep Dive, we talk about DFIN, one of the biggest & most-trusted virtual data room providers on Wall Street, processing billions in deal documents a year and ensuring bankers have one less thing to worry about when they’re grinding on live deals.
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Musk’s Mega-Merger Bender Begins
Together with Good Morning, Trump will announce his Fed chair pick today, Blackstone has lined up 'one of largest IPO pipelines in history,' OpenAI is making progress on a $100B pre-IPO funding round, and Musk is considering merging SpaceX with Tesla or xAI ahead of its historic IPO as he begins consolidating his $3T+ business …
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Astrology >> Fundamental Analysis
Together with Good Morning, South Korea overtook Germany in stock market value, mining stocks gained $500B in market cap since Jan 1st, Meta investors green-lit Zuck's AI spending after a stellar earnings, Carvana's stock plunged on a short seller report, and Musk is using astrology to time his historic SpaceX IPO to boost chances for …
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Heated Rivalry: Wall Street Edition
Together with Good Morning, Sydney Sweeney launched a lingerie brand, Citadel is joining the metals rush, private credit firms are selling debt to themselves at record rate, traders are the most risk-on since 2021, gold is moving vertically, and JPMorgan is pressuring its M&A bankers to catch up to Goldman. Diversify beyond volatile stocks and …
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Startup-on-Startup M&A
Together with Good Morning, BlackRock's bond CIO is suddenly the favorite for Fed chair, Bridgewater CIOs say ​​AI spending could reshape the economy, bond traders are hiking duration risk on a Fed rate cut pause, US raised tariffs on South Korea after trade deal delays, and startups are increasingly buying startups as AI reshapes the …
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Here we go again
Together with Good Morning, US threatened 100% tariffs on Canada if their China deal goes through, private credit funds are raising billions despite risks, Goldman boosted D-Sol's pay to $47M, TikTok completed its US divestment deal, and odds of a government shutdown surged following major federal law enforcement controversies in Minnesota. If you actively trade …
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Donny Dumps on Jamie
Together with Good Morning, Venezuela lawmakers are set to back capitalist oil sector reforms, SpaceX hired four banks to lead its historic IPO, Jared Kushner set out a $30B vision for 'New Gaza,' investors are cashing out of private credit funds in droves, and Trump sued JPMorgan and Jamie Dimon for $5B for 'woke'-inspired debanking. …