NotebookLM Market Briefing

Moussa Conde

Give you a daily market briefing

  1. NotebookLM Market Briefing - Dumb Cars, AI Panic, and Frozen Hiring

    3 วันที่แล้ว

    NotebookLM Market Briefing - Dumb Cars, AI Panic, and Frozen Hiring

    The provided sources report on a pivotal shift in U.S. economic and regulatory policy during early 2026. A primary focus is the EPA's move to eliminate emissions credits for vehicle start/stop systems, a decision framed by the administration as a way to lower car prices and prioritize consumer preference over environmental mandates. Concurrently, financial reports from Bank of America and other analysts describe a volatile stock market rattled by geopolitical tensions over Greenland and fears regarding AI-driven disruption in non-tech sectors. While the labor market shows signs of cooling with rising layoffs and modest job growth, the Federal Reserve has maintained steady interest rates to balance persistent inflation against a softening employment landscape. Meanwhile, Spirit Airlines is undergoing significant restructuring and debt reduction, including selling aircraft and recalling furloughed staff to stabilize its operations. Together, these reports illustrate an era of aggressive deregulation and institutional caution as the nation navigates technological transitions and fiscal uncertainty.

    15 นาที
  2. NotebookLM Market Briefing - Ghost Jobs and the AI Power Crunch

    4 วันที่แล้ว

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

    6 วันที่แล้ว

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

    7 ก.พ.

    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 นาที
  5. NotebookLM Market Briefing - The Capex Shock and the Great Displacement

    7 ก.พ.

    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 นาที
  6. NotebookLM Market Briefing - AI Agents Kill the Software Wrapper

    7 ก.พ.

    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 นาที
  7. NotebookLM Market Briefing - Musk Merges SpaceX and Netflix Buys Warner

    7 ก.พ.

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

    7 ก.พ.

    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 นาที
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    Moussa Conde
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    พ.ศ. 2569
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