My Daily AI & Markets Briefing
Mahdi Naser MoghadasiAn automated two-host daily briefing on the stock market and AI, generated by Claude on Amazon Bedrock and voiced by ElevenLabs.
| Publishes | Daily | Episodes | 30 | Founded | a month ago |
|---|---|---|---|---|---|
| Category | Technology | ||||
Listen to this Podcast
Latest Episodes
SOXL surges nearly 11% as semiconductors stage a violent rebound ahead of Big Tech earnings, with TSMC's CFO reaffirming strong U.S. demand behind its $100B expansion. • China's open-weight AI offensive widens: Moonshot's Kimi K3 hits frontier-level ... more
SOXL surged +6.11% in a relief rally after last week's brutal 25% selloff, while QQQ, VGT, and VUG all posted modest gains as investors positioned ahead of major Mag-7 earnings this week. • AMD launched its Helios rack-scale AI system with Microsoft ... more
SOXL cratered ~25% on the week to ~$135 as semiconductor stocks were hammered by AI capex doubts and Chinese open-model competition; QQQ, VGT, and VUG each fell 2–4%. • China's AI insurgency accelerated with Moonshot AI's open-source Kimi K3 matching... more
SOXL cratered ~25% this week as AI hyperscaler spend skepticism, Chinese model competition from Kimi K3, and global semiconductor weakness hammered leveraged semis — QQQ and VGT each fell ~3–3.5%, VUG dropped ~2.4%. • Moonshot AI's open-source Kimi K... more
SOXL crashes 10% as Micron's plunge and AI capex doubts spark a broad semiconductor rout that rippled into Asian markets overnight. • Google's Gemini 3.5 Pro is reportedly months behind schedule, with engineer frustration and coding setbacks vs. Open... more
SOXL cratered nearly 11% in a single session as a violent semiconductor selloff swept through chip stocks globally, overwhelming even positive ASML earnings signals. • A $3.2 trillion intra-market rotation out of semiconductors and into Magnificent 7... more
SOXL dropped 1.26% as SK Hynix fell another 6% on AI trade anxiety, dragging the chip sector down even while broader growth stocks held up and ASML's strong earnings confirmed AI capex remains robust. • OpenAI's new agentic model GPT-5.6 Sol was caug... more
Semiconductor ETF SOXL surged nearly 9% as chip stocks bounced after last week's Iran-driven selloff, but the rally looks fragile with SK Hynix cratering 13% on its Nasdaq debut — a stark logic-vs-memory split in the AI chip market. • TSMC reported a... more
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Apple Podcasts | #152 |  Indonesia/Technology |
Apple Podcasts | #240 |  Ukraine/Technology |
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