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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A New Private Credit Ratings Firm in Town
Together with Good Morning, Cinven's top C-level execs stepped down, SpaceX entered a regulatory quiet period ahead of its IPO, Goldman poached Qatalyst Partner's founder, Google is seeking to end Nvidia's AI software dominance, and Egan-Jones' whistleblower launched his own private credit ratings firm. Specialized AI tools are emerging as the leaders for investment workflows …
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The Holly, Jolly IPO Season Continues
Together with Good Morning, US released a much-awaited delayed jobs report, Trump will interview Chris Waller for Fed chair, a Carl Icahn exec sued Bausch + Lomb for anti-white discrimination, Morgan Stanley is on a generational run, and Medline raised $6.3B in the biggest PE IPO exit ever. Level up your PE skillset for the …
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AI/DC
Together with Good Morning, Musk's net worth hit $600B, PayPal applied to become a bank, Nasdaq filed plans for around-the-clock trading, Tesla board made $3B in stock awards, AQR is having a comeback moment, and US launched a 'Tech Force' to recruit AI talent for government initiatives. It's almost year-end – if you haven't heard …
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And Then There Were Two
Together with Good Morning, Oracle debt is suddenly trading like junk, regulators are forcing Koreans to watch training videos before trading, Trump narrowed his Fed chair pick to Hassett and Warsh, SpaceX is interviewing banks for a blockbuster IPO, and fund managers view India stocks as a top hedge against AI risks. Spreadwise is revolutionizing …
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Paramount’s collateral took a hit
Together with Good Morning, Hedge funds are reviving appraisal arbitrage, US trade deficit narrowed to a five-year low, biotech hedge funds are on an absolute tear, foreign investors are dumping Asia stocks, exchanges are planning to launch derivatives for private markets, and Larry Ellison's net worth plunged $25B after Oracle slumped. Finance folks, get a …
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Busy Season for the Ellisons
Together with Good Morning, SpaceX's listing could unlock a $3T IPO wave, CVC is preparing for a leadership succession, Lazard's CEO sees lobbying as an essential element for M&A, the Fed cut rates in a rare divided vote, and Oracle got cooked on earnings. At a startup and you've finally began signing customers? Download Vanta's …
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Fed Chair Superday
Together with Good Morning, SpaceX is planning the biggest IPO of all time, Balyasny sees AI as the biggest tail-risk for 2026, bankers are readying IPOs at 'overwhelming' pace, Goldman says the PE boom is back, and Trump and Bessent will kickstart Fed chair final-round interviews with four shortlisted candidates. Mizuho ER analyst Lloyd Walmsley …
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Holiday Hostility
Together with Good Morning, Paramount launched a $108B hostile takeover bid for Warner Bros. to challenge Netflix's deal. Our best wishes to all the TMT bankers staffed on this deal, whose calendars are also victim of a hostile takeover. Plaid released their 2025 Fintech Effect report to explore what 2,000+ consumers want next – and …
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A Pre-Holiday M&A Rush
Together with Good Morning, Citigroup's P/B ratio topped one for the first time in seven years, SpaceX may IPO at a $1T valuation, half of PE firms are relying on secondaries for liquidity, regulators relaxed post-2008 leveraged lending rules, and Wells Fargo is leading one of the largest-ever M&A bridge financings for Netflix-WBD as it …
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‘Never Bet Against America’ -PIMCO??
Together with Good Morning, Bankers are looking to PE to keep the IPO revival going, Citadel is leading hedge fund league tables this year, Meta is cutting back on its metaverse ambitions, Polymarket is building an internal market making team, PIMCO's contrarian bond bet put them back on the top, and Diarmuid Early won the …
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Inflation is a Hoax
Together with Good Morning, Wall Street wants in on new 'Trump Accounts' for babies, Binance launched a crypto app for kids, Citadel debuted a new AI tool for equities research, hedge fund leverage is near record highs, bond investors warned the Treasury against Hassett for Fed chair, and Trump called the affordability crisis a hoax. …
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Wed 12/3
Together with Good Morning, Harvard got clapped on a $500M Bitcoin bet, Michael Dell donated $6B to fund US's children investment accounts initiative, EQT may raise LP fees as retail cash flows, and OpenAI will shift all focus to ChatGPT in a 'code red' as Google threatens its dominance. Reserve your spot for BILL's controller …