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).
Plus: Attending a wedding now costs as much as a month’s rent, Dimon worried about market correction, animal spirits back in M&A, and Nvidia and Silver keep mooning.
Plus: Ozempic is officially a household item (now available at Costco), Stanford gets $50M gift from former player, and investors pouring into dollar alternatives like Gold and Bitcoin.
Plus: Gold hits $4,000 with no end in sight to rally, Carlyle dropped its own job report, Deloitte caught using AI, and Trilogy Metals jumped over 200% after the U.S. took a stake.
Plus: M&A creates America’s ninth-largest bank, the Ferrari-loving trader who burned Wall Street with an 11,000-to-1 bond bet, and Bill Ackman says he’s “uncancelable”
Plus: 2025 equity outlook, billionaires and their megayachts, and are we running out of people?
Plus: BlackRock’s $40B AI deal, David Solomon warning of stock “drawdown" in the next year or two, Gold & Bitcoin both hit record highs, and Diddy wants to drop an AI platform.
Plus: Bridgewater on track for best year since 2010, Steve Schwarzman feuding with British neighbors, and a deep dive on the mysterious Jane Street billionaire.
Plus: Elon Musk is halfway to becoming the world’s first trillionaire, OpenAI is now worth as much as him with a $500B valuation, and Poland is offering €2,000 baby bonuses.
