Plus: Another Nvidia earnings beat, UBS warns private credit default rates could hit 15%, and private equity’s risky $1.1 billion bet on hospice care.
Plus: Jane Street accused of insider trading, AI can predict 71% of active fund trades, Anthropic coming after Wall Street, and does an MBA still deliver a return on investment?
Plus: Anthropic rekt cybersecurity stocks, Equinox’s $40k/year membership has a 1,000+ person waitlist, and Centerview settled lawsuit over junior banker hours.
Plus: U.S. stocks stumble to their worst relative start since 1995, Super Bowl winners hit the market for $10B, David Solomon warms to Bitcoin, and JPMorgan keeps expanding.
Plus: Anthropic raised $30B at $380B valuation, Morgan Stanley paid Ted Pick $45M in 2025, and the Fortune 500 CEO who believes in pain and suffering.
Plus: Wealth manager stocks get crushed, Blackstone increases Anthropic stake, Vatican Bank launches stock indexes, and McKinsey hands off its investment arm.
Plus: Texas Instruments buys Silicon Labs for $7.5B, Elon emo posting, IPOs having their best week in 5 years, hedge funds pile into software shorts, and how fit do we need to be?
Plus: Disney names new CEO. Walmart crossed a $1 trillion market cap, and Bitcoin briefly slid below $73k.
Plus: Gold and silver post their worst day since 1980, silver tanks 30%, Bitcoin slides below $80,000, Apollo posts 18% retail returns, and Waymo eyes a $110 billion valuation.
Plus: software stocks slide into a bear market as Microsoft loses $357B, Apple surges on iPhone demand, and OpenAI races toward an IPO.
Plus: Zoom makes mega 78x return on Anthropic, Nvidia invests another $2B into CoreWeave, winter storm may freeze Q1 growth, solo 401(k)s are on the rise.
Plus: Trump sues JPMorgan for $5B, Goldman raised Gold forecast, retail traders keep buying the “Sell America” dip, and banks line up for the hottest IPO of the year.
