Issue No. 89 · Friday, May 8, 2026 · 07:00 ET

Your morning, briefed for you.

Pick the topics you care about — markets, tech and AI, your industry, your build, the world, or one custom topic. Briefed writes a fresh document for you overnight from real sources, with the macro and news context already folded in. Read in eight minutes. Or listen.

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— This is what lands at 07:00
— FromBriefed <morning@briefed.cloud>
— Toyou <you@inbox.com>
— SubjectYour morning brief · Friday, May 8
— MARKETS · THE WIRE · ISSUE 089

Portfolio up $4,287 overnight. NVDA leads the Blackwell beat.

FRI · MAY 8, 2026 · 07:00 ET · 11 MIN READ
01 · Bottom line
Portfolio up $4,287 overnight.
NVDA leads on the Blackwell beat. AAPL drags on a services miss. Three movers above one percent.
02 · Personalized core
— Net value$306,412
— Day P/L+$4,287
— Cash$18,250
— Top moverNVDA +3.24%
03 · Itemized · lead story
Blackwell demand beats Q3 estimates.
Morgan Stanley raises its 12-month target on expanded TSMC commitments. Q4 hyperscaler orders running 18% above guidance.
WSJ · 2h ago · wsj.com/articles/nvidia-blackwell-2026
— Six topics. Each in its own identity.Open the full sample →
Six topics · One brief

Choose what your morning covers.

Each topic tracks one part of your world and folds in the macro and news context behind it — so you never tick a separate news or macro box. Pick one, three, or all of them. Goals is an optional add-on layer on top.

01
Markets
Your portfolio, plus what moves it.
Your holdings, their P&L, the news on what you own, and the macro and market context behind it.
— Bundled context
  • Rates, yields and FOMC moves that hit your book
  • Index and sector benchmarks
  • Market-moving headlines for your tickers
02
Tech & AI
What is shipping, and how it affects you.
Model and product releases, lab moves, and the technology shifts that change how you work or what you build.
— Bundled context
  • Funding and competitive moves in your space
  • Policy and regulation affecting AI
  • The broader tech news behind each release
03
Your Industry
Your sector and profession, briefed.
Developments in your specific industry or profession — the deals, regulation and players that shape your field.
— Bundled context
  • Macro and policy moves that hit your sector
  • Cross-source news tied to your industry
  • Adjacent sectors that spill over into yours
04
Founder / Builder
Everything that affects building your company.
Building a company or product — competitor moves, fundraising signals, and how AI and the news change what you ship.
— Bundled context
  • Funding climate and comparable raises
  • Macro conditions affecting your runway and market
  • Tech and news that shift your build decisions
05
The World
A broad, filtered digest of the day.
A general news digest across topics and regions — the wider picture, filtered to what you care about.
— Bundled context
  • Cross-source coverage from outlets you trust
  • Macro and policy context behind major stories
06
Custom
One topic you name. Tracked precisely.
A single coherent topic you define — scoped tightly by your answers, not a catch-all feed.
— Bundled context
  • Relevant news tied to your one topic
  • Macro or market context only where it touches the topic

Macro is bundled context inside every topic, not a separate card. Goals is an add-on layer, not a topic.

Real briefs

This is what lands at 07:00.

Every brief follows the same shape — the bottom line first, then the detail, then the source you can read in full. Here are three snippets, one per topic, written the way yours would be.

MarketsFRI · MAY 8 · 07:00 ET
Portfolio up $4,287 overnight
01 · Bottom line
NVDA leads the Blackwell beat.
Net book $306,412, day P/L +$4,287. Largest mover NVDA +3.24% on demand beating Q3 estimates. AAPL drags on a services miss.
WSJ·2h agowsj.com/articles/nvidia-blackwell-2026
Tech & AIFRI · MAY 8 · 07:00 ET
OpenAI ships persistent agents
01 · Bottom line
The Operator API is now live.
Agents that hold context across sessions change the build calculus for tools in your stack. The data layer is where the moat moves next.
TechCrunch·5h agotechcrunch.com/openai-operator-api
Your IndustryFRI · MAY 8 · 07:00 ET
A direct competitor raises $12M
01 · Bottom line
Dialzara closes a Series A.
New entry in your sector, funded to expand outbound. Macro and policy context folded in: rate path keeps the funding climate open through Q3.
FT·7h agoft.com/content/dialzara-series-a
— Six themes · one brief shape

See your brief in any of six identities.

The four-block contract is constant; the skin is yours. Click a theme to see the same morning brief rendered in its native language.

— FromBriefed <morning@briefed.cloud>
— Tojames@example.com
— WhenFriday, May 8, 2026 · 07:00 ET · Issue 089
Your morning brief — Portfolio up $4,287 overnight
— Markets

Portfolio up $4,287 overnight. NVDA leads the Blackwell beat.

FRI · MAY 8, 2026 · 07:00 ET · ISSUE 089
01 · Bottom line
Portfolio up $4,287 overnight.
NVDA leads on the Blackwell beat. AAPL drags on a services miss. Three movers above one percent.
02 · Personalized core · 4 holdings
Net value $306,412 · day P/L +$4,287
Cash $18,250 (5.96% of book). Largest mover NVDA +3.24%.
03 · Itemized · NVDA · 45 sh
Blackwell demand beats Q3 estimates.
Morgan Stanley raises 12-month target to $1,200 on expanded TSMC commitments.
WSJ·2h ago·wsj.com/articles/nvidia-blackwell-2026Read full story →
04 · Beyond the brief · 9 min
The semiconductor capex super-cycle, in three charts.
FT·6h ago·ft.com/content/semi-capex-cycleRead full story →
— Issue 089 · 11 min readUnsubscribe · Preferences
How it works

Three steps. Then your brief writes itself.

Set up once in five minutes. The next morning, and every morning after, you wake up to a fresh document built around what you actually care about.

— STEP 01

Pick your topics.

Choose one, three, or all six topics. Each one brings its own macro and news context with it, so you do not assemble a feed by hand.

— STEP 02

Tell us what to track.

A short structured intake for each topic you chose. Holdings, sector, named accounts, sources, the topic you care about. Add the Goals layer if you want one daily move toward each goal.

— STEP 03

Open it tomorrow.

By 07:00 your time, your brief is ready. Read it in eight minutes, or listen to the shared-audio podcast on the commute.

Pricing · Honest

You pay for the number of topics.

No annual lock-in, no enterprise sales call. One topic, three, or all of them. Add the Goals layer or the shared-audio podcast only if you want them.

Solo
$9.99/month
1 topic
  • Daily morning brief
  • 1 topic
  • Macro and news context bundled in
  • Email at 07:00 your time
  • Goals layer (+$5 / mo)
  • Shared-audio podcast (+$5 / mo)
TrioMost popular
$17.99/month
3 topics
  • Daily morning brief
  • 3 topics
  • Macro and news context bundled in
  • Email at 07:00 your time
  • Goals layer (+$5 / mo)
  • Shared-audio podcast (+$5 / mo)
Unlimited
$24.99/month
All topics + Custom
  • Daily morning brief
  • All topics + Custom
  • Macro and news context bundled in
  • Email at 07:00 your time
  • Goals layer (+$5 / mo)
  • Shared-audio podcast included
Goals layer · +$5 / mo

One daily move toward each goal you set. Add to any plan.

Podcast · +$5 / mo

A shared-audio companion to your brief. Included on Unlimited. Shared audio only — we never ship daily personalized audio.

On the record

Read by people who cannot afford to be late.

"I deleted four newsletters the week I started. Everything I need before my first meeting. Nothing else comes close."

James R.
Portfolio Manager · Austin

"The Tech and AI topic alone is worth it. I am in healthcare and I now understand what is coming before my competitors do."

Sarah M.
Founder · MedTech

"Forty-minute commute. The podcast version means I arrive already knowing everything. Genuinely changes how I operate."

David K.
VP Strategy · Chicago
Questions

What people ask before they sign up.

A fresh document written for you that morning across the topics you turned on — Markets, Tech & AI, Your Industry, Founder / Builder, The World, or a Custom topic you name. Each topic folds in its own macro and news context automatically, so you never add a separate news or macro feed. Only the topics you chose. Nothing generic, nothing recycled.
The lever is the number of topics you turn on. Solo is $9.99 / month for one topic. Trio is $17.99 / month for any three. Unlimited is $24.99 / month for every topic plus Custom. Goals is an optional add-on at +$5 / month on any plan. A shared-audio podcast is included on Unlimited and available as a +$5 / month add-on on Solo and Trio.
No. Each topic already bundles the macro and news context behind it. Markets folds in rates, benchmarks and the headlines moving your tickers. Tech & AI folds in funding, policy and the news behind each release. You pick a topic and its supporting context comes with it.
Walk through onboarding, choose your topics, answer the intake, and your first brief generates — free, no card required. After it lands you decide whether to subscribe.
Newsletters send the same content to a hundred thousand people. Briefed writes a unique document for each subscriber every morning, using your actual portfolio, your stated focus, and sources relevant to your field.
No. Briefed is an intelligence and analysis platform. We summarize, contextualize and surface relevant information. We never recommend specific trades. Always consult a licensed advisor for investment decisions.
Anytime. Change topics, add or drop the Goals layer, change delivery time. Updates take effect from the next morning's brief.

Tomorrow's brief.
Built for you.

Pick your topics in five minutes. Wake up to a brief written for you. No card, no commitment.

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© 2026 Briefed · Analysis only · Not financial advice
Issue No. 89 · Personalized for you