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Plus: Amazon up 13% after blockbuster earnings, Palantir sues ex-employees for stealing company secrets, General Atlantic does a private credit deal, and Chipotle is cooked.
Plus: Fed cut 25bps, Meta dropped 8%, Nvidia joined $5T club, Target Zoom call mishap, Fiserv cratered after slashing guidance, and a trader bet $21M on a 30% SPY rally in 2026.
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Don't talk to strangers on the street...
Plus: Evercore's secondaries team on a generational run, China bans influencers without diplomas, Solomon says AI won’t be a job killer, and KDP raising $7B from Apollo and KKR.
Plus: Tiny gains and massive results, bubble warning, and how to manage up.
Plus: Bessent is a soybean farmer, Blackstone becomes largest shareholder in India's Federal Bank, stocks hit fresh highs, and record $38B debt sale for data centers.
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.
