The Wall Street Rollup
Finance, M&A, and Earnings focused Newsletters from Anonymous Wall Street Professionals every Sunday and Thursday
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S&P rejects the fast track. Broadcom cools the AI trade.
New Record Highs. Broadcom after the Bell.
Dell's Big Day, Corgi doubles their valuation in just 3 weeks
Software's Tale of Two Cities. Plus a note on TokenMaxxing Pushback.
$TATT - the latest WSR Investing Club piece
Getting you ready for the shortened work week
Private credit default rate hits record high, NVIDA beat expectations
U.S. / Iran Peace Talks Stall, U.S. Long Bond Yield Climb to Highest Peaks, Crude Oil Remains Above $100 per Barrel.
Treasury Yields Increased Towards 4.6%, Oil Climbs Over $109 Per Barrel.
Ackman buys Microsoft. The Cerebras IPO finally happened. More pain in Restaurant Stocks.
Anthropic nears $1 Trillion, Aggressive software layoffs continue
Looking at how Airlines and Restaurants are struggling to adapt in the new world