AI Tools & ETF Weekly: Research tools, AI video, and a chip ETF split

Good morning. This is AI Tools and ETF Weekly for Monday, July twentieth. The week brought a few changes that are easy to miss if you only watch model launches: Google is folding NotebookLM more tightly into its Gemini family, Google Vids is adding prompt-driven video editing and personal avatars, and Cursor is moving agent work into Slack while making long conversations easier to manage. In markets, ETF flows stayed large even as semiconductor funds sold off sharply. Here is the short version, with the original sources linked in the show notes.