Plus: Trump pardoned CZ, Goldman nearing $1B deal to buy talent agency Excel Sports, BX credit AUM hit $500B, and quantum stocks jumped after government stake rumors.
Plus: Jamie Dimon portrait picked for National Portrait Gallery, Meta laying off 600 AI staff, Tesla missed earnings, and companies with negative earnings outperforming positive ones.
Plus: Beyond Meat soared 146% after being added to a meme-stock ETF, Travis Kelce is now an activist investor, and Blackstone and TPG take Hologic private for $18B.
Plus: Global IPO trends, the winner's curse, and soldier of fortune.
Plus: Jury says BNP Paribas helped fund Sudan’s genocide, water is a fine dining experience now, and women-focused wellness resorts are the next big thing.
Plus: Meta–Blue Owl in record $30B deal, Gucci owner offloads beauty arm to L’Oréal for $4.7B, AI drives up SF rent, and bankers complain about cramped spaces in JPM's new HQ.
Plus: US banks rake in massive fees from Chinese IPOs, Chobani valued at $20 billion, tech companies building their own power plants, and Bitcoin falls as investors flock to Gold.
Plus: MANGO is the new FAANG, KKR bullish on private jets, and the cold war between banks and private credit just turned hot after Dimon's "cockroach" jab.
Plus: Oura hit an $11 billion valuation, Papa John’s ripping on Apollo take-private report, Goldman warns of more AI-driven job cuts, and Brooklyn Mirage will be demolished.
Plus: First Brands CEO resigns while Jefferies says reaction was overblown, Goldman buys a VC firm, silver keeps mooning, and Broadcom has a 10% day on yet another OpenAI deal.
Plus: 2025 equity outlook, the $10K framework and VC mania for AI.
Plus: The finance nerd who might be college football’s next breakout quarterback, JPM requiring biometric scans at new HQ and Citi says buy the Oracle dip (sees ~40% upside).
