NotebookLM Market Briefing

Moussa Conde

Give you a daily market briefing

  1. NotebookLM Market Briefing - Ghost Jobs and the AI Power Crunch

    HACE 7 H

    NotebookLM Market Briefing - Ghost Jobs and the AI Power Crunch

    Economic outlooks highlight AI adoption and tax changes as growth drivers, despite labor shifts and higher tariffs. Retailers face consumer fatigue and bankruptcies, while tech firms navigate landmark addiction lawsuits. Markets monitor interest rate pivots and media mergers.

    15 min
  2. NotebookLM Market Briefing - Amazon's AI Gamble and Musk's Space Servers

    HACE 2 DÍAS

    NotebookLM Market Briefing - Amazon's AI Gamble and Musk's Space Servers

    Tech giants Amazon and Google are investing billions in AI, while SpaceX merges with xAI for a $1.25tn valuation. Japan’s markets surged on fiscal stimulus hopes. Meanwhile, the Washington Post faces leadership exits after major layoffs, and gold prices remain bullish.

    21 min
  3. NotebookLM Market Briefing - AI's 700 Billion Gamble and Auto Meltdown

    HACE 5 DÍAS

    NotebookLM Market Briefing - AI's 700 Billion Gamble and Auto Meltdown

    Major tech firms like Amazon and Alphabet face market volatility after announcing massive AI capex plans. While Nvidia gains from infrastructure spending, Bitcoin and EV stocks like Stellantis fell. Meanwhile, Disney and Toyota named new leadership amid a cooling labor market.

    20 min
  4. NotebookLM Market Briefing - The Capex Shock and the Great Displacement

    HACE 5 DÍAS

    NotebookLM Market Briefing - The Capex Shock and the Great Displacement

    Markets face volatility as AI disruption pressures the software sector and triggers massive capital expenditures at Alphabet and Amazon. While TSMC expands, Bitcoin and tech stocks have slumped. Meanwhile, Disney and The Washington Post undergo major leadership and staffing shifts.

    16 min
  5. NotebookLM Market Briefing - AI Agents Kill the Software Wrapper

    HACE 5 DÍAS

    NotebookLM Market Briefing - AI Agents Kill the Software Wrapper

    Markets face AI disruption as software stocks slide while Palantir and Eli Lilly post strong gains. Novo Nordisk warned of revenue drops, and SpaceX merged with xAI. Walmart hit a $1T valuation. Gold rose amid Bitcoin risks and Fed nomination delays.

    18 min
  6. NotebookLM Market Briefing - Musk Merges SpaceX and Netflix Buys Warner

    HACE 5 DÍAS

    NotebookLM Market Briefing - Musk Merges SpaceX and Netflix Buys Warner

    Corporate leadership shifts at Disney and PayPal coincide with market volatility and a tech-led selloff. While Walmart hit a $1T cap, AI advancements from OpenAI and Anthropic pressure software firms. Meanwhile, mergers, regulatory scrutiny, and crypto shifts drive trading.

    17 min
  7. NotebookLM Market Briefing - Musk's AI Merger And The Energy Paradox

    HACE 5 DÍAS

    NotebookLM Market Briefing - Musk's AI Merger And The Energy Paradox

    U.S. markets rose as manufacturing expanded, though AI volatility and gold/silver margin hikes caused jitters. SpaceX will merge with xAI, while Palantir and SoFi posted strong earnings. Legal wins boosted offshore wind, and Project Vault will stockpile minerals.

    19 min
  8. NotebookLM Market Briefing - Why AI Debt Crashed Gold and Crypto

    HACE 5 DÍAS

    NotebookLM Market Briefing - Why AI Debt Crashed Gold and Crypto

    Global markets face volatility as AI investments like Oracle and Nvidia face scrutiny. While Disney beat earnings, Amazon announced job cuts. Gold and Bitcoin prices tumbled amid shifting Fed expectations and cooling risk appetite, while oil fell on easing geopolitical tension.

    16 min
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Give you a daily market briefing

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  • Creador
    Moussa Conde
  • Años de actividad
    2 k
  • Episodios
    35
  • Clasificación
    Apto
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    © Moussa Conde 2025
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