Published by Morning Brew
Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by Ann Berry, an investor, board member and former CEO, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.
Listen on Apple PodcastsEpisode 238: Today, Ann unpacks Chipotle's stronger-than-expected quarter and why the fast-casual chain was able to shake off an industry-wide food safety scare. Then, it's another earnings bonanza as we break down why Meta shares are plunging while Microsoft stock is soaring. Plus, from sneakers to coffee to tacos, what Steve Madden, Starbucks and Yum! Brands’ earnings are telling us. Finally, we put tickers on stickers and fly through the airline earnings that are taking off – even as fuel costs soar. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $CMG $META $MSFT $SHOO $SBUX $YUM $DAL $UAL $LUV $AAL $ALK $JBLU The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships. Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 237: Today, hot off the press, Ann unpacks the Fed’s decision to hold rates steady – and why policymakers weren’t all united. Then, it’s an earnings bonanza as we survey results from Ford, Procter & Gamble and Wingstop. Plus, the CBIZ–Grant Thornton merger, set to create the fifth-largest audit firm in the U.S. – and why DoorDash is taking to the skies. Finally, we discuss all things LVMH: earnings, succession and the family exposé that pushed CEO Bernard Arnault to fire back on X. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $F $PG $WING $CBIZ $DASH $LVMUY The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships. Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 236: Today, Ann unpacks Coca-Cola's earnings and asks whether a can of Coke is really an indicator of economic health. Then, we spin through market headlines including why Corning stock is tumbling, whether investors are buying into UPS' turnaround strategy, PayPal's impressive quarter and Johnson & Johnson's proposed settlement that could finally bring its decade-long talc litigation to an end. Finally, Ann is joined by David Schassler, Head of Multi-Asset Solutions at VanEck, for a wide-ranging conversation about gold, China's position in the AI race and this week's Fed meeting. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $KO $GLW $UPS $JNJ $PYPL The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 235: Today, Ann discusses the latest wave of tariffs - this time hitting a market already grappling with a host of other pressures. Then we spin through market headlines including the Paramount-Warner Bros. Discovery merger delay, Peacock’s content heading to YouTube and Cracker Barrel’s leadership shake-up. We also cover the U.S. resuming Mexican cattle imports and China's blockbuster IPO. Finally, we survey the open vs. closed model AI debate dividing Silicon Valley. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $NVDA $PSKY $WBD $CMCSA $GOOG $CBRL $TSN The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 234: Today, Ann is joined by Ariel Cohen, co-founder and CEO of Navan, the corporate travel and expense management platform that counts Yahoo!, Netflix and Anthropic among its clients. They discuss why Cohen describes Navan as an "Amazon for travel” and how the company is disrupting and modernizing business travel. They also unpack how Navan is using AI to improve the traveler experience, the acquisition strategy supporting its global expansion and why the lines between business and personal travel are increasingly blurring. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 233: Today, Ann dives into Tesla’s earnings and explains why one analyst comment has piqued her curiosity about a potential Tesla–SpaceX merger. Then, we spin through market headlines, including earnings from Alphabet, Comcast and Harley-Davidson, as well as Taco Bell’s bid to win back customers. Finally, we answer a listener question and delve into Steel Dynamics – the modern steelmaker that’s betting aluminum will be its next frontier for growth. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $TSLA $SPCX $YUM $HOG $CMCSA $GOOG $STLD The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 232: Today, Ann unpacks a new report suggesting Reddit may be rethinking its AI licensing agreement with Google. Then, we spin through the market headlines, including what sent Super Micro Computer stock soaring and Pegasystems stock tumbling. We also cover Nike's strategy shift in China, Cal-Maine Foods' earnings report and France becoming the first EU country to ban social media for children under 15. Finally, we delve into earnings from 3M, the 120-year-old manufacturer in the midst of a major turnaround. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $RDDT $GOOG $MMM $SMCI $PEGA $NKE $CALM The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 231: Today, Ann lays out how some investors are betting against SpaceX – and what Elon Musk has to say about it. Then, we spin through market headlines including earnings from General Motors and Hasbro, Jersey Mike's upcoming IPO, and a new partnership between Disney and Kraft Heinz. Finally, we answer a listener's question and dive into the HVAC industry – one of the unexpected winners of the AI boom – to examine whether legacy cooling companies can continue riding the AI wave as chip technology evolves. Visit: Aflac.com/BrewMarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $SPCX $KHC $DIS $HAS $GM $TT $CARR $JCI $VRT $FIX $ECL The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 230: Today, Ann surveys Chevron's latest move into Iraq and why the energy giant signed a preliminary agreement to develop two massive oil fields in the country. Then, we dive into earnings, including AMC's record-setting quarter and Domino's supply-chain growth engine. We also unpack Alibaba's latest AI model and the newest development in the Paramount–Warner Bros. merger. Finally, we examine the market fallout from the food-borne illness outbreak making headlines and ask what history can teach investors. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $CVX $AMC $DPZ $WBD $PSKY $BABA $YUM $MCD $CMG The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 229: How can everyday investors gain exposure to the world's most sought-after private companies? Today, Ann is joined by Mike Dinsdale, CEO of Powerlaw Capital Group, whose publicly traded fund invests in private companies like OpenAI, Stripe, Kalshi and Canva before they go public. They discuss what happens when a portfolio company like SpaceX lists, reinvesting those proceeds into the next group of private companies, and the challenges of valuing private businesses. They also unpack why more companies are staying private for longer – and what ultimately drives the share price of a publicly traded fund that invests in private companies. Visit: Aflac.com/BrewMarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 228: Today, Ann surveys new grocery data and how a spending slowdown is putting pressure on food companies. Then, we spin through market headlines including Eli Lilly’s expansion into psychedelics, United Airlines’ multi-billion-dollar fuel problem and UnitedHealth’s turnaround strategy. Finally, we bring back Ticker-on-a-Sticker to survey earnings from some of the biggest banks, including JPMorgan and Goldman Sachs. Visit: Aflac.com/BrewMarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $CAG $PEP $KHC $GIS $CPB $LLY $UNH $UAL $JPM $GS $BAC $MS $C $WFC The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 227: Today, Ann surveys Stripe and private equity firm Advent International's $53 billion bid for PayPal - and whether going private could help revive the payments giant after years of struggles. Then, we dive back into earnings with reports from Johnson & Johnson, Conagra Brands and Cartier-owner Richemont. We also unpack the latest macro developments, including the newly released Producer Price Index and key takeaways from Fed Chair Kevin Warsh's second day on Capitol Hill. Finally, we answer a listener's question with a deep dive into entertainment company Cineverse and its bet that a string of acquisitions will fuel future growth. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $CNVS $PYPL $JNJ $CAG $CFRUY $CNVS The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 226: Today, Ann discusses JPMorgan's historic earnings report and the surprising role payments OG Visa played in the blockbuster results. Then, we spin through the stories moving markets today, including IBM's profit warning, Chipotle's expansion into Mexico and New York's data center ban. We also unpack the latest Consumer Price Index and Fed Chair Kevin Warsh's testimony from Capitol Hill. Finally, we break down how markets are reacting to the landmark housing affordability law that just went into effect. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $JPM $IBM $WDAY $NOW $CMG The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 225: Today, Ann breaks down Shein's IPO plans and why the fast-fashion giant is turning to Hong Kong after two prior listing attempts. Then, we survey the stories moving markets today, including a fresh lawsuit in the Paramount-Warner tie-up, TSMC's blockbuster revenue report and the first nuclear fusion company to go public. Finally, we dive into WD-40's latest earnings and the one product driving roughly 80% of the company's revenue. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $PSKY $WBD $TSM $GFUZ $WDFC The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 224: Today, Ann and John bring you a Summer Friday special - a curiosity episode! As we near the end of this quieter stretch between earnings seasons, they're digging into some of the stories that caught their eye this week. They explore the debate over whether Americans actually want driverless cars on their roads and why Barnes & Noble Education is reinventing the way it sells textbooks to students. They also examine the price-fixing claims scrambling the egg industry and ask whether liquor stocks are priced for a "big tobacco moment." www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 223: Today, Ann breaks down blockbuster earnings from Uniqlo parent Fast Retailing – and what’s helping it zip past the rest of the apparel industry. Then we spin through market headlines, including earnings results from Levi Strauss and PepsiCo, plus why AstraZeneca shares are tumbling after a late-stage trial miss. Finally, we take a listener’s question and unpack why some pawn shop stocks are trading at all-time highs – and what that could be telling us about the American consumer. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $FRCOY $PEP $AZN $LEVI $FCFS $EZPW The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 222: Today, Ann breaks down the latest developments in the escalating conflict in the Middle East and how renewed tensions are rippling through global markets. Then we spin through today’s market headlines, including Apple’s move to shore up its domestic supply chain and Waymo’s expansion into new markets. Finally, we answer a question from the audience and take a closer look at Loews Corporation – the holding company behind Loews Hotels – and the billionaire family behind it all. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $AAL $UAL $DAL $MPC $VLO $PBF $NOC $LMT $AAPL $AVGO $L The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 221: Today, Ann surveys the wave of initiating coverage reports from Wall Street's biggest banks as SpaceX's post-IPO quiet period comes to an end. Then, we spin through today's market headlines, including Walmart's bid to win over cost-conscious consumers, why Rivian shares are sliding and Microsoft's push to replace outside AI models with its own. Finally, we welcome Jeanne Sun, Head of Portfolio Advisory at Citi Wealth, for a wide-ranging conversation on where Asian investors are putting money to work, the opportunities outside of AI and what the upcoming midterm elections could mean for investors. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $SPCX $MSFT $RIVN $WMT The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 220: Today, Ann surveys South Korean memory chip giant SK Hynix’s U.S. Nasdaq listing, why it differs from a traditional IPO and what the size of the blockbuster offering says about investor demand. Then we take a spin through the market headlines, including Lockheed Martin's $3.5 billion push into undersea warfare technology, SpaceX joining the Nasdaq-100 and why Microsoft's Xbox is getting a major overhaul. Finally, we unpack the rapidly evolving media landscape through the lens of legacy powerhouse Comcast – and the growing web of spin-offs reshaping its business. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $LMT $SPCX $CMCSA $VSNT $MSFT The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 1219: In a market dominated by glamorous mega-caps and AI hyperscalers, small-caps just had their best first half in 35 years. So today we revisit Ann’s January conversation with Manny Weintraub, Principal of Cannell & Spears. Manny explains how he defines the category, why we may be at “peak tech” and how simply buying a basket of small caps through an ETF may not be the best approach. It’s excellent context for the “revenge of the non-nerds” gains that we’ve seen so far this year. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
Keep the useful structure, then change the audience, point of view, and voice until the idea is unmistakably yours.
Open a creative brief