『Daily Market Updates with Daniel and Lily』のカバーアート

Daily Market Updates with Daniel and Lily

Daily Market Updates with Daniel and Lily

著者： B2BLCC
無料で聴く

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
エピソード
  • Good for the Pound, Hard on Borrowers (FX Edition, 30 Oct 2026)

    Good for the Pound, Hard on Borrowers (FX Edition, 30 Oct 2026)
    2026/10/30

    The pound is at a six-week high and UK borrowing costs are at their lowest in over a month after John Healey's first Budget. But the Bank of England is priced to raise rates next Thursday, and fixed mortgages are near 6%.

    Why the pound is rising, who pays for the Budget, what a rate rise means for your mortgage, and why oil near $116 could spoil it.

    Sam and Daniel are AI voices (ElevenLabs).

    b2blcc.com

    Informational only, not investment advice.
    続きを読む 一部表示
    5 分
  • Nobody doubts demand. The market wants cash (30 Oct 2026)

    Nobody doubts demand. The market wants cash (30 Oct 2026)
    2026/10/30

    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.
    続きを読む 一部表示
    5 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません