Shows / My Daily AI & Markets Briefing
My Daily AI & Markets Briefing
Your 15-minute daily briefing for people who build with AI. Two hosts cover the market movers that matter, the AI story of the day, a staff-level ML engineering interview question worked through step by step, and a fun Did You Know from tech history or a weekend build idea. New episode every morning. Questions or feedback: mahdi@brightmind-ai.com
Episodes
- My Daily AI & Markets Briefing
AI Daily: Tuesday, June 30, 2026
Chip stocks just logged their best quarter ever, with SOXL surging over 8% in a single session on AI-infrastructure demand — but extreme end-of-quarter…
- My Daily AI & Markets Briefing
Tech & AI Daily – Monday, June 29, 2026
SOXL tumbled 3.37% as semiconductor-specific pressure from Asia weakness and valuation concerns dragged chips lower even while QQQ and VUG bounced back sharply…
- My Daily AI & Markets Briefing
AI Insider — Sunday, June 28, 2026
All four watchlist tickers (SOXL, QQQ, VGT, VUG) closed the week lower as AI valuation fears, an OpenAI IPO delay, and Citi's tech downgrade snapped a two-week…
- My Daily AI & Markets Briefing
AI Daily: Weekend Edition — Saturday, June 27, 2026
OpenAI's GPT-5.6 suite (Sol, Terra, Luna) launched under unprecedented US government gatekeeping, restricted to 'trusted partners' only — a potential new…
- My Daily AI & Markets Briefing
Tech & AI Daily — Friday, June 26, 2026
SOXL cratered 10.68% as hyperscaler spending fears overwhelmed Micron's blowout earnings, dragging QQQ, VGT, and VUG all into the red. • The White House asked…
- My Daily AI & Markets Briefing
Tech & AI Daily — Thursday, June 25, 2026
OpenAI unveiled its first custom AI chip, codenamed 'Jalapeño,' built with Broadcom — a direct move toward hardware independence from Nvidia. • Anthropic…
- My Daily AI & Markets Briefing
AI Daily: Wednesday, June 24, 2026
Google's AI brain drain deepens — Nobel laureate John Jumper, Transformer co-inventor Noam Shazeer, and Andrej Karpathy all departing as Alphabet slides more…
- My Daily AI & Markets Briefing
AI Daily: Tuesday, June 23, 2026
SOXL surges nearly 8% to a record $300.77 on AI-driven semiconductor demand, even as a global tech rout hammers Korean chipmakers and drags QQQ and VUG lower…
- My Daily AI & Markets Briefing
AI Daily: Monday, June 22, 2026
China's Zhipu AI releases GLM-5.2, an open-source model that beats GPT-5.5 on hallucination benchmarks — deepening the US-China AI rivalry. • The US government…
- My Daily AI & Markets Briefing
Tech & AI Daily — Weekend Edition, June 21, 2026
SOXL surged nearly 20% on the week as Iran-Hormuz deal relief, AI data-center chip demand up 116%, and macro optimism ahead of the Warsh Fed debut fueled a…
- My Daily AI & Markets Briefing
Tech & AI Daily — Weekend Edition, June 20, 2026
Semis ripped: SOXL surged nearly 20% on the week as the US-Iran Hormuz deal cut geopolitical risk and AI data-center demand headlines supercharged…
- My Daily AI & Markets Briefing
Tech, Trades & AI Frontiers — Friday, June 19, 2026
Semis explode: SOXL rockets +19.43% as the US-Iran interim peace deal slashes geopolitical risk and AI data-center demand drives semiconductor revenue up 116%…
- My Daily AI & Markets Briefing
Tech & AI Daily — Thursday, June 18, 2026
SOXL surged +3.39% on a Dell'Oro report showing data center semiconductor revenue up 116% year-over-year, while QQQ and growth ETFs slipped ahead of Kevin…
- My Daily AI & Markets Briefing
Markets, AI Geopolitics, and the Strait of Hormuz — June 17, 2026
Dow hits record highs as the US-Iran Hormuz deal crushes oil prices and lifts risk sentiment, but futures are flat ahead of Kevin Warsh's first Fed rate…
- My Daily AI & Markets Briefing
Markets, AI Power Plays, and the Fed's Big Moment — Tuesday, June 16, 2026
Wall Street is in a holding pattern ahead of Kevin Warsh's debut rate decision as Fed Chair, with futures subdued and Treasury yields slipping. • SpaceX stock…
- My Daily AI & Markets Briefing
The Daily Briefing — Monday, June 15, 2026
A preliminary US-Iran ceasefire reopened the Strait of Hormuz, sending S&P 500, Nasdaq, and Dow futures up over 1% and pushing oil to a three-month low. • Fox…
- My Daily AI & Markets Briefing
Weekend Edition — Sunday, June 14, 2026
SpaceX's Wall Street debut capped a volatile week, lifting the S&P 500 +0.5% on Friday and pushing Elon Musk's net worth into trillionaire territory — but a…