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Daily Market Updates with Daniel and Lily

Daily Market Updates with Daniel and Lily

Yazan: B2BLCC
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The AI infrastructure trade, explained in under five minutes a day. Daniel asks the questions a listener would ask; Lily answers with the numbers. Chips, hyperscalers, neoclouds, the credit behind the build-out and the rates that price it, every weekday morning, in plain English. Daniel and Lily are AI voices (ElevenLabs). From B2BLCC. Informational only, not investment advice.B2BLCC
Bölümler
  • Nobody doubts demand. The market wants cash (30 Oct 2026)

    Nobody doubts demand. The market wants cash (30 Oct 2026)
    30 Oct 2026

    Alphabet had its worst day on record, down 12.6%. Amazon's cloud grew 39% and the stock fell anyway. Intel lost about a fifth after hours. Why the market has stopped rewarding AI spending on its own.

    Sam and Lily cover Alphabet's change in thesis, Amazon's capex bill, the memory shortage squeezing PCs, and why one site in West Virginia matters so much to Nscale's listing. Plus Marvell, Lumentum and Meta's share sale.

    Sam and Lily are AI voices (ElevenLabs).

    More simple market breakdowns: b2blcc.com

    Informational only, not investment advice.
    Daha fazlasını göster Daha Az Göster
    5 dk.
  • Talking their book: three billionaires call the AI top (28 Oct 2026)

    Talking their book: three billionaires call the AI top (28 Oct 2026)
    28 Oct 2026

    Three billionaires called the top of the AI trade in a single week, and the neocloud stocks lost about a third. But who wins if you believe them?

    Daniel and Lily cover what Ken Griffin, Chamath Palihapitiya and Elon Musk actually said, why CoreWeave's bonds now yield close to 16%, and what "talking your book" means in plain English: arguing in public for the outcome that pays you. Then the books themselves: SpaceX's own AI computing unit, Chamath's bets on power and land, and the rumoured Citadel short. The warning is real. So are the motives.

    Daniel and Lily are AI voices (ElevenLabs).

    For more simple market breakdowns like this, visit b2blcc.com.

    Informational only, not investment advice.
    Daha fazlasını göster Daha Az Göster
    3 dk.
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