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The Circuit Brief: Daily Summaries Delivered
by The Circuit Brief
Your daily briefing on AI, electronics, and engineering — what actually matters, in plain language.AI is moving faster than anyone can read about. Electronics and engineering are quietly building the hardware underneath it. Engineering markets shift on news most people never see until it's old.Under ten minutes, every day. No hype, no filler, sources included.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago5 min
The Circuit Brief — Midterms, Jobs, and the AI Bill
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!Monday edition. Friday's close in context (S&P 500 near 7,580, Nasdaq near 25,437), a mixed picture this morning, and the week ahead: Apple, AMD, Palantir and Qualcomm earnings, Tuesday's US midterm elections, and Friday's jobs report. Why the AI spending question is still the story.
- 6 days ago5 min
The Circuit Brief — The Morning After the AI Reckoning (Sunday Edition)
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!Sunday, Nov 1 edition, published a day ahead of the Monday brief (the audio calls it the Monday edition). Market data is from Friday's close; see the Nov 2 edition for the newest. Friday's tech sell-off in context: the S&P 500 near 7,580, the Nasdaq down about 2.9 percent and roughly 8 percent below its October record, Intel's weak outlook, Amazon's heavy AI spending, oil near 113 dollars and a high ten-year yield. What to watch this week, including the jobs report and Nvidia.
- 1 weeks ago4 min
The Circuit Brief — The Week the AI Trade Cracked
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!Friday's sell-off: Intel plunged about 29 percent on weak PC demand, Amazon recovered most of an early drop, and the Nasdaq closed October with its worst month in over a year. Why the market is asking whether AI spending and cash flow can keep pace, and what to watch Monday.
- 1 weeks ago5 min
The Circuit Brief — The AI Spending Hangover
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!The Fed held rates in a 10-2 vote, Microsoft and Alphabet showed huge cloud growth but heavy spending, and Amazon and Intel sank the Nasdaq futures. A two-day catch-up on why the market is now asking where the AI cash comes from.
- 1 weeks ago6 min
The Circuit Brief — Fed Day, Then the Cloud Giants
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!Wednesday, October 28, 2026. The Nasdaq jumps 1.2% as chipmakers lead ahead of Big Tech earnings. Coca-Cola beats but slips on weak US volumes, Boeing falls 10%, Bloom Energy rises on data-centre power demand. Brent back near $115 after a claimed strike on Ras Tanura. Then the Fed decision, Chair Warsh on December, and Microsoft and Alphabet's cloud numbers tonight.
- 1 weeks ago6 min
The Circuit Brief — The AI Trade Gets Its Nerve Back
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!Tuesday, October 27, 2026. Stocks start the biggest week of earnings season higher: the S&P 500 gains 0.7% and the Nasdaq 0.8% as Anthropic publicly files for a Nasdaq IPO. Plus Meta's $95 billion stock raise and SpaceX's $40 billion chip debt, the neocloud sell-off, EQT's deal for Range Resources, Brazil's election hitting Nu and XP, oil easing on Iran talks, and what to watch from the Fed, Microsoft and Alphabet.
- 1 weeks ago6 min
The Week That Grades the AI Build-Out: The Fed, Microsoft, Alphabet, Amazon and Intel in Three Days
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!Sunday week-ahead edition. The Fed decides Wednesday under Chair Kevin Warsh, with December hike odds near 80 percent, and Microsoft, Alphabet, Amazon and Intel report within 48 hours. Where markets stand after a choppy week, what to watch in cloud growth and AI spending, and three scenarios for the chip trade.
- 2 weeks ago9 min
Oil Takes the Wheel: Cyber Stocks Jump on the PHP Flaw, SpaceX Eyes Cell Towers
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!Saturday edition. Brent hits a six-month high near $117 and the Dow drops 650 points while chip stocks steady after Thursday's rout. Why the PHP2Shell flaws took European government sites offline and sent CrowdStrike up 8%, what SpaceX's talks for 80,000 cell sites mean for AT&T and Verizon, and the week ahead: the Fed, Microsoft, Alphabet, Amazon and Intel.
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About The Circuit Brief
Your daily briefing on AI, electronics, and engineering — what actually matters, in plain language.AI is moving faster than anyone can read about. Electronics and engineering are quietly building the hardware underneath it. Engineering markets shift on news most people never see until it's old.Under ten minutes, every day. No hype, no filler, sources included.
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