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The dankest daily newsletter with 350K+ readers covering all things Wall Street & Silicon Valley // Trade on Polymarket: https://t.co/2LnK1hkikk

Joined Ocak 2021
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The memory chip sector is now more valuable than the oil sector, per a WSJ metric The combined market cap of the world's three largest memory chip makers is 22% greater than the combined market cap of the world's three most valuable oil companies Samsung: $1.3T SK Hynix: $1.1T Micron: $1.05T Saudi Aramco: $1.8T Exxon: $600B Chevron: $400B Slightly below the order, Sandisk is now worth as much as PetroChina, Asia's largest oil producer
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TRUMP: IBM is "going to go up a lot more" $IBM
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Jensen Huang was seen dancing during an all-employee celebration event in Taiwan $NVDA
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The US stock market size could grow by 9% this year on just three IPOs SpaceX, OpenAI, and Anthropic could give an instant $6T boost to the $69T equities market if each IPO'd at ~$2T valuations
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Anthropic's forward revenue toppled OpenAI in the most unprecedented growth story in history Anthropic's revenue run rate growth: • Late May: $47B (+1,380% YoY) • Early April: $30B (+30,071% YoY) • Early March: $19B (+8,768% YoY • Late-2025: $9B (+406% YoY) • Mid-2025: $4B
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OpenAI is in talks to add Citigroup and JPMorgan to its IPO line up The banks would join Goldman Sachs and Morgan Stanley, who have already agreed to lead the underwriting
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NEWS: Yum! Brands $YUM is in exclusive talks to sell Pizza Hut to private equity firm LongRange Capital.
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NEWS: Software stocks wrap up their best month since 2001 as “SaaS-pocalypse” fears subside.
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BREAKING: 'Trump Accounts' app is the #1 finance app on the App Store today
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Blue Origin's New Glenn rocket exploded during a test run
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Blue Origin's New Glenn rocket exploded The incident took place during a test run at Cape Canaveral Space Force Station in Florida, which was meant to precede a launch of 48 Amazon satellites
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Apollo and Blackstone are seeking to bring on investors for a $36B private credit financing to support Anthropic's purchase of Google TPUs, This would be one of the largest private credit deals ever and the largest chip-financing debt deal on record
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We watched earnings of five bellwether companies today, four of which swung over ±15% following their earnings releases. Here's a quick snapshot: • Dell $DELL smashed Q1 earnings and revenue estimates on a record 88% revenue surge on demand for computer servers for AI, as well as traditional servers and networking equipment • Best Buy $BBY beat Q1 earnings and revenue estimates on 2% same-store sales growth driven by gaming, computing, mobile phones, and services, which were partially offset by a decline in appliances • Costco $COST beat Q3 earnings and revenue estimates on 37% rise in online traffic, 4% membership growth, and record-breaking gas volumes • Kohl's $KSS beat Q1 revenue estimates and posted a smaller-than-expected loss on its best comps growth in four years despite declining revenue as its works on a turnaround • Gap $GAP beat Q1 earnings estimates but missed on revenue and slashed FY guidance due to a spring and summer assortment that failed to land with shoppers; their CEO denied the slump as a macroeconomic consumer issue
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Goldman Sachs is on track to post near-record M&A volumes this year The firm expects dealmaking to approach its 2021 ​record on solid backlogs and strong activity
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Anthropic is likely generating 35% more revenue than OpenAI, per The Information
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BREAKING: Anthropic raised a $65B funding round at a $900B pre-money valuation led by Altimeter, Dragoneer, Greenoaks, and Sequoia Anthropic is officially the world's most valuable AI startup
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Our daily newsletter summarizes the most important stories from Wall Street to Silicon Valley Read by 300k+ bankers, investors, founders, and executives Get smarter each morning: execsum.co
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BREAKING: A FINRA arbitration panel ordered JPMorgan to pay $4.25M to a Beverly Hills broker it wrongfully fired over a $642.50 deli platter JPMorgan called it a "Super Bowl party" expense but his attorney says it was a pre-approved business meeting at his home
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The US Treasury Department is designing a $250 bill with Trump's face on it While already illegal, this would mark the first time a living person's face was placed on a greenback since 1866
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