Episode 259: What does owning a sports team actually involve – and can they be run like regular businesses? Today, Ann sits down with David Rubenstein, owner of the Baltimore Orioles and co-founder of the Carlyle Group ahead of the release of his new book, “Inside the Owner’s Box.” They unpack the soaring valuations of sports franchises, the rise of private equity and startup leagues, and why David believes ownership is about more than making money. Plus, David discusses his commitment to Baltimore and what he calls “patriotic philanthropy.” Finally, Ann gives more details on her next steps.  Visit Schwab.com/FinancialDecoder 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 258: Today, Ann breaks down yet another blockbuster quarter from NVIDIA and why its nearly $48 billion worth of private-company investments caught our attention. Then, we spin through market headlines, including earnings from Dollar Tree, Dollar General, Okta and Salesforce, plus why Wendy’s shares are sliding. We hit the lanes with Lucky Strike and unpack its push to reinvent bowling for a younger generation – and whether the strategy is paying off.  Finally, we announce big changes coming to the Brew Markets Daily show. Visit Schwab.com/FinancialDecoder 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 257: Today, Ann explores Meta’s $16.7 billion settlement in the landmark trial over teen social media addiction – and the changes coming to how teens can use its apps. Then, we spin through market headlines, including earnings from J.M. Smucker, Bath & Body Works and Abercrombie & Fitch, plus the cyberattack sending Boston Scientific shares sliding. Finally, from where tariff refunds are showing up in corporate earnings to the escalating trade war between the U.S. and Canada – we delve into the world of tariffs. Visit Schwab.com/FinancialDecoder 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 256: Today, Ann is joined by economist and Fed expert Danielle DiMartino Booth to discuss the Treasury’s buyback plan and what she’s watching for at the Jackson Hole Economic Policy Symposium. We also spin through market headlines, including how Foot Locker is weighing on parent company Dick’s Sporting Goods, Oura Health’s upcoming IPO and what’s helping fuel Bloom Energy’s stock surge. Visit Schwab.com/FinancialDecoder 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 255: Today, Ann breaks down the Trump administration’s plan to expand economic pressure on Tehran – and why the latest wave of sanctions could have consequences far beyond Iran’s borders. Then, we spin through market headlines including another development in the Paramount-Warner Bros. merger, Alibaba’s $10 billion share sale and what’s behind Bitcoin’s massive three-day rally. Finally, private islands, swim-up bars and towering water slides: we take a listener’s question and dive into Royal Caribbean’s premium consumer playbook. Visit Schwab.com/FinancialDecoder 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 254: Prudential Financial, the 150-year-old insurance OG, is in the midst of a strategic pivot as it works to reshape its business. For insight into the transformation, Ann is joined by Yanela Frias, Prudential’s Chief Financial Officer. They unpack the company’s five-year plan, its exit from emerging markets and how it’s using AI to enhance the underwriting process. Plus, Yanela reflects on her 30-year career at Prudential and why she’s made a point of never staying in the same role for more than three years. Visit Schwab.com/FinancialDecoder 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 253: Today, Ann dives into Walmart’s latest earnings – and unpacks what the retail bellwether’s rare sales miss tells us about the state of the consumer. Then, we take a spin through market headlines, including earnings results from John Deere, Alibaba and Labubu-parent company Pop Mart. Plus, why a C-suite departure at CrowdStrike sent the stock tumbling. Finally, from airlines to academia – we follow the data trail and survey the unlikely sources feeding the AI boom. Visit Schwab.com/FinancialDecoder 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 252: Today, Ann explains the Treasury’s decision to double its debt buybacks — and what could be driving the move. Then, we spin through market headlines, including earnings from Estée Lauder and Target, why Moderna stock is surging and robotics maker Unitree’s blockbuster IPO. Finally, we take a listener's question and dive into CRISPR Therapeutics to unpack why the biotech company behind the world’s first approved gene-editing therapy still isn’t profitable. Visit Schwab.com/FinancialDecoder 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 251: Today, Ann explores Wendy's turnaround efforts as CEO Bob Wright approaches his 90-day mark in the big seat.. Then, Ann welcomes Charles Lamanna, Microsoft’s Executive Vice President of Copilot, Agents and Platform, to discuss what sets Copilot apart, how AI agents are changing the way we work and the future of enterprise AI. Finally, we take a quick spin through some market headlines, including why shares of buy-now-pay-later platform Klarna are sliding and what Home Depot’s earnings tell us about the housing market. Visit Schwab.com/FinancialDecoder 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 250: Today, Ann breaks down Meta’s landmark social media trial that could cost the company up to $1.4 trillion. Then, we spin through the market headlines, including L3Harris’s surprise leadership shakeup, why Boeing shares are tumbling, Synchrony Financial’s bet on shopping through ChatGPT and the latest development in the Paramount-Warner Brothers merger. Finally, we look at Reddit’s rollercoaster stock ride as it prepares to join the S&P 500. Visit Schwab.com/FinancialDecoder 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 249: Can art be considered an asset class? Today, Ann delves into that question with Andrew Wolff, Founder and CEO of Beowolff Capital. They discuss the massive art market that still lacks many of the features we take for granted in traditional financial markets – and his mission to build the infrastructure needed to spread its economics beyond a small group of winners. They also delve into his journey to acquire Artsy and Artnet and how his team is using AI and data to rethink everything from art discovery to valuations. Visit Schwab.com/FinancialDecoder 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 248: How does a 117-year-old automobile company continue to create new engines of growth? Today, Ann welcomes Paul Jacobson, Chief Financial Officer of General Motors, for a far-reaching conversation about how the company is expanding its relationship with customers beyond the initial car sale – through digital subscriptions, insurance products and more. They also delve into Paul’s conviction in the future of EVs despite the current slowdown, GM’s push into vehicle-to-grid technology and its growing defense business. Plus, Paul shares his approach to breaking the “CF-No” stereotype and what he’s learned from working alongside CEO Mary Barra. Visit Schwab.com/FinancialDecoder 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 247: Today, Ann digs into Goldman Sachs’ latest bet on ETFs and why the bank has spent billions on the sector. Then, an earnings roundup that includes On Holding, CAVA, Chili’s and more. Next up, a look at the Nelson Peltz-Wendy’s saga and a record deal in the sports world. Visit Schwab.com/FinancialDecoder 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 246: Today, Ann unpacks Nvidia’s partnerships with top Wall Street asset managers to unlock up to $500 billion in AI infrastructure financing. Then, we spin through a few market headlines, including Bumble’s strategic U-turn and Joby Aviation’s defense move. Finally, we’re joined by Zeno Mercer, Head of Robotics and AI Research at VettaFi, to explore why robotics could be entering a new growth cycle, how AI is becoming an enabler for the industry and why the opportunity extends across sectors. Visit Schwab.com/FinancialDecoder 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 245: Today, it’s a Brew Markets Newsletter Team takeover! Mark Reeth and Lucy Brewster join us to talk through some of the stories they’ve been covering. First up - it's all about earnings! With roughly 90% of the S&P 500 having reported, we step back and take stock of what corporate results are telling us about the market. Then, we dive into Mark Zuckerberg’s 6,500-word AI manifesto and unpack the biggest takeaways. Finally, we spin through the headlines moving markets today, including Berkshire Hathaway’s latest results, Intel’s $15 billion stock offering, Archer Aviation’s deal to acquire three Boeing subsidiaries and what’s happening at SpaceX after the lockup period ended. Visit Schwab.com/FinancialDecoder 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 244: How does a 158-year-old lawn & gardening company convince consumers to buy more outside of spring? Today, Ann is joined by Nate Baxter, President and CEO of ScottsMiracle-Gro, to discuss his ambition to “push the edges of the season” and transform the lawn-care giant into a lifestyle brand. We also dig into the company’s efforts to reach a younger generation of consumers, how new media talent is reshaping its marketing strategy and why acquisitions will play a bigger role in ScottsMiracle-Gro’s next chapter. Visit Schwab.com/FinancialDecoder 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 243: Today, Ann unpacks Google’s AI leadership reshuffle and why investors are paying attention. Then, we spin through the market headlines, including why Papa John’s and Celsius shares are sliding, how Burger King is giving parent company Restaurant Brands International a boost, and why Versant Media is betting on growth beyond the TV screen. Plus, we survey why shares of United Wholesale Mortgage – the largest U.S. mortgage lender – plunged nearly 50% today. Finally, we take a listener question to explore the evolving landscape of robotic-assisted surgery and what it could mean for industry leader Intuitive Surgical. Visit Schwab.com/FinancialDecoder 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 242: Today, Ann unpacks SpaceX's first-ever earnings report as a public company and why, despite headlines beats, investors still hit the sell button on the stock. Then, we're joined by Torsten Slok, Partner and Chief Economist at Apollo, for a wide-ranging conversation on why the United States is propping up the Japanese yen, how AI could reshape the labor market, and Kevin Warsh's new approach to forward guidance. Finally, we break down earnings from Disney, Bloomin' Brands and Dine Brands. Visit Schwab.com/FinancialDecoder 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 241: Today, Ann surveys Caterpillar’s record quarterly results, fueled by the data-center boom – and explains how the construction-equipment giant became yet another unlikely winner of the AI trade. Then, we spin through earnings from McDonald’s, Wayfair, Palantir and Kimberly-Clark. Finally, we unpack what really happened at Leopold Aschenbrenner’s Situational Awareness hedge fund, how it lost roughly $35 billion in asset value and why Citadel stepped in. Visit Schwab.com/FinancialDecoder 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: $CAT $KMB $MCD $PLTR $W 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 240: Today, Ann unpacks Visa’s $2.4 billion acquisition of fraud intelligence company BioCatch as the payments giant looks to combat increasingly sophisticated cyberattacks and AI-powered scams. Then, we spin through market headlines, including reports of a pharmaceutical mega-merger between AstraZeneca and Bristol Myers Squibb, earnings from Tyson Foods and Nissan, and Boeing securing FAA clearance for its smallest 737 Max after years of delays. Finally, we dive into Weyerhaeuser – the 126-year-old timber company looking to double its profit with an AI-powered strategy. Visit Schwab.com/FinancialDecoder 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: $V $TSN $AZN $BMY $BA $WY 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 239: Today, Ann is joined by Anthony Capuano, President & CEO of Marriott International, for a wide-ranging conversation about the future of travel, how AI could reshape hotel bookings, and the importance of Marriott's Bonvoy loyalty program. They also discuss whether the K-shaped economy is showing up in hotel demand, the rise of experiential travel and the leadership lessons that have guided Anthony's rise to the top of one of the world's largest hospitality companies. 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 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

Episode 218: Today, Ann revisits her May conversation with Mona Mahajan, Head of Investment Strategy at Edward Jones. They discuss what happens when investors buy on IPO day and how those stocks have historically performed against the broader market. They also cover how midterm elections tend to move markets, where investment opportunities exist beyond the U.S. and what we might expect from the Fed under Kevin Warsh. 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 217: Today, Ann revisits her March conversation with Jon McNeill, former President of Tesla and Co-Founder & CEO of DVx Ventures. Jon unpacks the five-step framework behind his book, The Algorithm, drawing on lessons from scaling Tesla, serving on the boards of General Motors and Lululemon, and working alongside Elon Musk. They discuss the leadership habits that drive high-performing companies and what businesses can learn from the likes of Amazon and General Motors. 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 1216: Today, Ann revisits her January conversation with Bob McCooey, Vice Chairman of the Nasdaq. Recorded before the SpaceX IPO, they discuss how the exchange competes for marquee listings from companies including SpaceX, Anthropic and Databricks. They also cover Walmart's unprecedented move from the NYSE to the Nasdaq, the rise of the retail investor, and how Bob and his team support companies after they go public. Check out Liquid.trade/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 215: Today, we step back from the headlines to explore one of the biggest questions in business: How does an industry leader stay on top when the world changes around it? With retailers like Macy's, Victoria's Secret and Lululemon all working to reinvent themselves… or rekindle what worked previously… we look back at the company that once defined American retail: Sears. At its peak, Sears was the Amazon of its era, reaching two-thirds of American households every quarter before ultimately fading into irrelevance. John sits down with Jacob Goldstein – former Planet Money co-host and host of Business History and What's Your Problem – to unpack Sears' rise and fall, why Walmart was better positioned for the next wave of disruption and what that history reveals about today's battle between Amazon, Walmart and Costco.  Visit: Aflac.com/BrewMarkets Check Out: Business History YouTube 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 214: Today, we survey Micron's blockbuster earnings, what they reveal about the next phase of the AI buildout and the ripple effect being felt in consumer product prices. Then, we spin through the headlines moving markets – including today's inflation report and what it could mean for the Fed's next rate decision. Plus: earnings from Darden Restaurants and BlackBerry. Finally, it's Prime Day... and Alexa wants to help you shop. We welcome Daniel Rausch, Vice President of Alexa and Echo at Amazon, to discuss Alexa's AI-era upgrades, how consumers are responding... and whether Alexa is really always listening. 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: $MU $AAPL $MSFT $BB $DRI $AMZN 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 213: Today, we survey a new partnership between Tesla, Sunrun Solar and Renew Home that aims to turn millions of American homes into a single, massive virtual power plant. Then, we spin through the headlines moving markets – including earnings from KB Home and FedEx, Germany scrapping its warship project, Wendy's meme-stock moment and Alphabet's addition to the Dow Jones Industrial Average. Finally, it's “Goal or Red Card?” We shine a light on the stocks getting a World Cup boost - and those getting the boot. 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: $TSLA $RUN $FDX $GOOG $KBH $WEN $STUB $FOX $COKE $NKE $BUD $DKNG 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 212: Today, we explore the global factors that precipitated today’s tech sell-off and which chip stocks to keep an eye on this week. Then, we spin through the headlines moving markets, including Walmart's acquisition of Vibe.co, earnings from Carnival Cruises and Domino's announcement of a new CEO. Finally, it's Money Mover day – and we're looking for insight into what is happening with Bitcoin Ann welcomes Les Borsai, Co-Founder of Wave, an SEC-registered investment adviser focused on digital assets. They discuss how institutional investors could reshape the industry, what's driving the recent volatility and why the CLARITY Act keeps running into roadblocks in Congress. 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: $ $WMT $CCL $DPZ $BTC $AMD $INTC $AVGO $NVDA $SNDK $WDC $MU $STX 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 211: Today, John digs into why pharma giant AbbVie is writing a $10.9 billion check for a clinical-stage company with no approved drugs and no product revenue - and why the “patent cliff” is forcing drugmakers to shop early. Then we take a spin through the headlines - including Getty’s deal with OpenAI and UPS’s investment in their cold chain logistics network. Next, we play a round of Overheard on Earnings with Morning Brew Daily’s Neal Freyman… you can play along… you might score higher than Neal. Finally, we remember former Fed Chair, Alan Greenspan. 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: $ABBV $APGE $GETY $UPS $GOOGL $JNJ $REGN 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 210: Turnarounds are tough – especially as a public company where investors are watching every move. Today, Ann sits down with Kaz Nejatian, CEO of Opendoor, the largest iBuyer in the United States and a company in the midst of a major turnaround effort. In a candid conversation, Kaz explains how he's reshaping the business – from restructuring the real estate portfolio and leaning more heavily on data and technology to bringing employees back into the office. Plus: what it's like to have his compensation tied directly to the success of the turnaround.  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 209: Today, we survey the latest Fed rate decision and its new approach to communicating under Chair Kevin Warsh. Then, we spin through the headlines moving markets – and it's all about cars! OG online used-car retailer Carvana is betting on new cars, CarMax reported earnings and BMW just slashed its profit outlook. Finally, we dive into Bending Spoons – the company buying up famous-but-struggling digital brands like AOL and Vimeo, rebuilding them, and now making a bid to go public. 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: $BMW.DE $CVNA $KMX 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 208: Today, Ann surveys SpaceX's $60 billion acquisition of AI coding platform Cursor and what it suggests about SPCX’s new life as a public company. Then, we spin through market headlines, including earnings out of Dave & Buster's and Pizza Hut's exodus from Yum! Brands. Finally, we welcome JB Mackenzie, Vice President and General Manager of Futures and Prediction Markets at Robinhood, to discuss the rise of prediction markets, how investors are using them and unpack whether prediction markets are a legitimate asset class. 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 $PLAY $YUM 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 207: Today, Ann unpacks the UK’s proposal to ban children under 16 from major social media platforms – and the impact it could have on the social media companies themselves. Then, it’s a Monday full of merger moments – as Salesforce, Fox and American Express announce acquisition plans. Finally, as SpaceX wraps its first full day of public trading, we answer a listener’s question about which companies could stand to benefit from the blockbuster IPO. 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: $META $SNAP $FOX $ROKU $TRIP $AXP $CRM $SPCX $LIN $SPCE $LUNR $RDW $RKLB 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 206: It’s almost the Fourth of July!  Ann welcomes Todd Kaplan, Chief Marketing Officer of North America at Kraft Heinz, to the show. They discuss how the company is celebrating America 250 with its first-ever portfolio-wide campaign: 'The United Tastes of America,' which brings together its household brands, from Heinz Ketchup to Oscar Mayer. They also discuss Kraft Heinz’s decision to stay as one company - doubling down on its one-portfolio strategy by investing $600 million across marketing and R&D. Plus, Todd shares his perspective on the U.S. consumer, how the company is using AI to build campaigns and how Kraft Heinz keeps its brands relevant as consumer tastes and habits evolve. Visit: Aflac.com/BrewMarkets Source: 2025-2026 Aflac Workforces Report" 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 205: Today, Ann unpacks Mercedes-Benz's decision to look skyward for its next frontier of growth by entering the drone arms race. Then, we survey earnings out of Navan and Oracle. Also: the European Central Bank just raised interest rates for the first time since 2023, - days before the Federal Reserve's next policy decision. Finally, we take a question from the audience to discuss the difference between ETFs and mutual funds – and what it could mean for your tax bill. Check out: Liquid.Trade/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: $MBGYY $ORCL $NAVN Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser.  Investing involves risk. Not investment advice. Agentic Brokerage is an AI-powered conversational tool that allows you to enter instructions for a set of self-directed, recurring transactions (your “Agent”) for your account. Outputs from Agentic Brokerage are provided for informational and illustrative purposes only, and should not be considered investment recommendations or advice. Complete disclosures available at public.com/disclosures. 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 204: Today, Ann delves into the newly released inflation numbers - just one week before the Federal Reserve's next interest rate decision. Then, what Cracker Barrel's earnings say about its turnaround efforts and what has Casey's stock on a tear. Also: we explore why Super Micro Computer shares are falling. Finally, we unpack the Wall Street story inside the NBA Finals and why shares of Madison Square Garden Sports have been soaring. Check out: Liquid.Trade/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: $CBRL $CASY $SMCI $MSGS 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 203: Today, Ann digs into OpenAI’s IPO filing and the race to go public as a wave of blockbuster tech offerings head to Wall Street. Then, we survey earnings from J.M. Smucker, drugmaker GSK's $10.6 billion acquisition of Nuvalent and one of the largest private credit deals in history: Anthropic's newly finalized financing package led by Apollo and Blackstone. Finally, we welcome Erik Hirsch, Co-CEO of Hamilton Lane, to discuss the evolving relationship between public and private markets and who stands to benefit - and who might be crushed - by the upcoming blockbuster IPOs. Visit Public.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: $SJM $NUVL $GSK $BX $APO Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser.  Investing involves risk. Not investment advice. Agentic Brokerage is an AI-powered conversational tool that allows you to enter instructions for a set of self-directed, recurring transactions (your “Agent”) for your account. Outputs from Agentic Brokerage are provided for informational and illustrative purposes only, and should not be considered investment recommendations or advice. Complete disclosures available at public.com/disclosures. 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 202: Today, Ann explores the multibillion-dollar agreement between Corning and Amazon to help build out the tech giant’s next generation of U.S. AI data centers – and why Corning has emerged as one of the AI boom’s most unexpected winners. Then, we dive into earnings from Campbell's and Optical Cable Corporation. Also: Marvell Technology secures a spot in the S&P 500. Finally, we answer a listener question and survey the companies racing to stake their claim underwater. Check out: Liquid.Trade/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: $GLW $AMZN $MRVL $CPB $OCC $OII $GD $TDY  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 201: Today, Ann welcomes Josh Isner, President of Axon - the public safety technology company originally known for the TASER and now behind body cameras, drones, counter-drone technology and AI-powered dispatch. Josh walks us through Axon's role in securing the World Cup, the explosive growth of its counter-drone business - up 300% last quarter - and what privacy issues come with the scale of a company whose data cloud now holds fifty times the content of the Netflix library. Visit public.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 Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser.  Investing involves risk. Not investment advice. Agentic Brokerage is an AI-powered conversational tool that allows you to enter instructions for a set of self-directed, recurring transactions (your “Agent”) for your account. Outputs from Agentic Brokerage are provided for informational and illustrative purposes only, and should not be considered investment recommendations or advice. Complete disclosures available at public.com/disclosures. 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 200: Today, Ann explores the unorthodox SpaceX IPO on the docket for next week - including Elon Musk’s “take it or leave it” approach to pricing.  Then we look at headlines moving the market, including earnings results out of Five Below and Petco and what sent their shares lower.  Finally, we answer a listener’s question about the breakup of Honeywell’s industrial conglomerate.  Check out: Liquid.Trade/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 199: Today, Ann looks at the latest around Palantir, which has long been a lightning rod for this wave of tech ambivalence.  From protests to a new UK report, the company is finding itself under fire - with shares down 7% today.  Then we survey new jobs numbers and takeaways from Macy’s recent earnings report.  Finally, we dig into Victoria’s Secret ticker rebrand - VSXY - that signals the company’s return to sexy and look at other companies that have made similar moves - for better or worse. Check out: Liquid.Trade/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 198: Today, Ann dives into Berkshire Hathaway’s $10 billion investment in Alphabet and what it signals about the company’s future under new CEO Greg Abel. Then, we welcome Seana Smith, Senior Investment Strategist at Global X ETFs and former Yahoo Finance anchor, back to the show – we discuss opportunities in space, why markets remain resilient despite geopolitical uncertainty and the evolving nature of defense stocks. Finally, we survey earnings out of Victoria’s Secret to see why its stock is soaring.  Check out: Liquid.Trade/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: $GOOG $VSXY $BRK.B  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 197: Today, Ann dives into Hilton’s bet on college nostalgia with the launch of Undergraduate by Hilton. Then, we take a spin through the market headlines - including People Inc.’s proposal to acquire MGM Resorts and Anthropic’s plan to go public. Finally, we unpack Berkshire Hathaway’s first major deal under new CEO Greg Abel – and Warren Buffett’s reaction to the $6.8 billion acquisition.  Check out: Liquid.Trade/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: $HLT $TNL $TMHC $BRK.B $MGM 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 196: Today, Ann welcomes Peter Oey, Chief Financial Officer of Grab - the Southeast Asian super app serving 50 million users a month across 900 cities. Peter explains how what started as a ride-hailing service has grown into a platform combining mobility, food delivery and financial services for a region that's young, mobile-first and full of cities where two, three and four-wheelers all contribute to bustling traffic… and why that may slow the adoption of autonomous vehicles. Visit Schwab.com/FinancialDecoder 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 195: Today, Ann dives into why the White House is reportedly making a major bet on America’s drone industry… and which public companies stand to benefit. Then, we unpack the first inflation report since new Fed Chair Kevin Warsh took over and what it could mean for the future rate decisions. Also: why Snowflake stock is surging, Best Buy’s better-than-expected earnings and Caesars Entertainment getting taken private. Finally, ticker-on-a-sticker is back: media edition - from Rupert Murdoch’s legacy empire to SiriusXM’s big podcast pivot. Visit Schwab.com/FinancialDecoder 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: $UMAC $LMT $KTOS $AVAV $CZR $SNOW $BBY $IHRT $SIRI $NWS $FOX 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 194: Today, Ann dives into Ford’s latest growth engine and the unexpected business fueling it (hint:  it’s not cars or trucks). Then, we break down earnings from Dick’s Sporting Goods and what’s driving MGM Resorts’ shares higher. Also: Robinhood opens its platform to AI agents, and the latest update in Lululemon’s proxy battle. Finally, we take a question from the audience and dive into e.l.f. Beauty to survey why the stock is down 75% from its 2024 all-time high. Visit Schwab.com/FinancialDecoder 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 $DKS $MGM $HOOD $LULU $ELF  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 193: Today, Ann is joined by economist and former Fed insider Danielle DiMartino Booth to discuss what a Federal Reserve under new chair Kevin Warsh could look like – including the economic and market challenges he may inherit, and why Jerome Powell could end up being one of his biggest allies. They also dive into the disconnect between consumer sentiment and market performance, domestic manufacturing trends and whether current valuation levels reflect underlying economic reality. Plus: what Danielle is watching as the summer season heats up. Then, a spin through the headlines moving markets today –  including Eli Lilly’s move to acquire three companies, Micron Technology entering the $1 trillion club, and Dropbox founder Drew Houston stepping down. Visit Schwab.com/FinancialDecoder 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: $MU $LLY $DBX 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 192: On this special episode of Brew Markets, Ann sits down with social media powerhouse and NYT best selling author Haley Sacks (Mrs. Dow Jones) – live from the Brew Markets "Eyes on Her" event. They get into Haley's background in late night comedy, why she initially boxed herself out of finance, and the mantra she now lives by: exciting life, boring investments. Plus her takes on prediction markets, frictionless finance, and why renting might actually beat buying. Also: we get an exclusive peek at her new book – Future Rich Person: The New Rules for Building Wealth (Even if You're Stuck, Broke, and That Billionaire Won't Text You Back). Visit Schwab.com/FinancialDecoder 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 191: Today, Ann reports back from Spotify’s first investor day since 2022 – and the first under its new co-CEOs, who took the helm earlier this year. Then, we take a spin through earnings reports out of Walmart and Ralph Lauren. Also, why a Trump administration announcement is sending quantum-computing stocks rallying and Oura Health’s move to go public. Finally, we unpack the main takeaways from SpaceX’s 277-page S-1 filing – ahead of what could become the largest IPO in history. Visit Schwab.com/FinancialDecoder 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: $SPOT $RL $WMT $IBM $GFS $RGTI $QBTS  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 190: Today, Ann brings you highlights from the World Department Store Summit – including her key takeaways from interviewing Authentic Brands Group (Sports Illustrated, Guess, Juicy Couture and DOZENS of other brands) founder Jamie Salter in one of his final interviews as CEO, as the company pivots to a possible IPO in the next 12 months.  Then, we break down earnings from CAVA, Lowe’s and Hasbro. Finally, we dive into earnings results from TJX - the parent company of TJ Maxx, Marshalls and HomeGoods - and what they reveal about the state of the consumer. Visit Schwab.com/FinancialDecoder 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: $CAVA $LOW $HAS $TJX 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 189: Today, Ann is joined by Mona Mahajan, Head of Investment Strategy at Edward Jones, to discuss why this earnings season has been "absolutely phenomenal" - and what's driving the results.   They also get into oil prices and  if markets are already pricing in a resolution to the Middle East conflict. Then, why buying on IPO day is often a losing bet and a spin through macro: U.S. Treasury yields, Kevin Warsh as the new Fed chair and how midterm elections impact markets.  Finally, Warby Parker announces new AI glasses, Shake Shack’s CEO buys company shares and Wilson Tennis 360 connects off the court. Visit Schwab.com/FinancialDecoder 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 188: Today, Ann brings you the latest in the Lululemon saga, as the athleisure giant issues its first major public response in its ongoing battle with founder Chip Wilson. Then, we dive into Berkshire Hathaway’s revamped investment portfolio under its new CEO. Also: Why Publicis Groupe is acquiring LiveRamp and why shares of Regeneron Pharmaceuticals are tumbling. Finally, we wrap it up with our Monday Mega-Merger - the proposed $67 billion tie-up between NextEra Energy and Dominion Energy that could become the largest power merger in U.S. history. Visit Schwab.com/FinancialDecoder 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: $LULU $REGN $D $NEE $GOOG $PUBGY $RAMP $UNH $DAL $M 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 187: Soaring fuel prices, geopolitical tensions and airline disruptions are putting pressure on the travel industry.  Consumers still want to travel - they’re just changing how they do it. Today, Ann is joined by Airbnb CFO Ellie Mertz to discuss how travelers are adapting amid global uncertainty, why Airbnb is expanding further into boutique hotels, and where the company is seeing its biggest international growth opportunities. They also dive into rising competition, how AI is reshaping Airbnb’s platform, and why the company raised its 2026 guidance despite ongoing macro and geopolitical headwinds. Visit Schwab.com/FinancialDecoder 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 186: Today, Ann dives into a major telecom partnership between AT&T, T-Mobile, and Verizon focused on satellite-based, direct-to-device technology – designed to connect phones in remote areas where traditional cell towers can’t reach. Then, we unpack Cerebras’ blockbuster IPO and what it says about momentum in the AI semiconductor space. We also break down earnings from Honda, Cisco, YETI Holdings, and Versant Media – including Honda’s first loss in 70 years and Versant Media’s first report as an independent company. Finally, we head to China for the highly anticipated Trump-Xi summit – and discuss why so many high-profile U.S. CEOs made the trip. Visit Schwab.com/FinancialDecoder 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: $T $TMUS $VZ  $CBRS $HMC $VSNT $YETI $CSCO 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 185: Today, Ann dives into the demand for AI through the lens of the upcoming Cerebras IPO – on track to raise up to $4.8 billion at a valuation just shy of $50 billion. Then, we unpack earnings from Birkenstock and Alibaba – why one stock is falling while the other is on the rise. Also: Rent the Runway loses its founder and geothermal company Fervo Energy gets a warm welcome to the public market. Finally, we take a question from the audience and dive into Corning – and why its latest AI partnership may not be so out of the blue.   Visit Schwab.com/FinancialDecoder 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: $RENT $BIRK $BABA $FRVO $GLW $NVDA 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 184: Today, Ann dives into earnings results out of Archer Aviation – why investors are looking beyond the concept phase and focusing on execution metrics, plus Archer’s legal battle with competitor Joby Aviation. Then, Ann is joined by Tony Bancroft, Portfolio Manager of the Commercial Aerospace & Defense ETF at GAMCO Investors. They discuss whether the U.S. is spending enough on defense – and which companies could become the next-generation defense primes. Also, we unpack Under Armour’s disappointing earnings and why Nelson Peltz wants to take Wendy's private. Finally: BuzzFeed gets a new CEO and eBay officially rejects GameStop’s unsolicited offer. Visit Schwab.com/FinancialDecoder 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: $ACHR $BZFD $UAA $WEN $EBAY $GME $GCAD  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 183: Today, Ann dives into the growing partnerships between AI giants and private equity firms – including what’s driving the deals and why they’re being adopted so quickly. Then, shares in Monday.com jump after reporting earnings, Dunkin’ Donuts heads back to Wall Street, and Sony Music expands its catalog by more than 45,000 songs. We also break down the Trump administration’s move to bring down soaring cattle prices. Finally, we take a spin through fin-tech company Block’s earnings report – and how the “buy now, pay later” model is fueling growth. Visit Schwab.com/FinancialDecoder 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: $XYZ $MNDY $SONY 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 182: The AI boom is here but how are we actually POWERING it and can the U.S. electric grid handle the growth?  Today, Ann is joined by Aman Joshi, Bloom Energy’s Chief Commercial Officer to discuss the company’s scaling of solid oxide fuel cells that convert fuel directly into electricity without combustion, generating power on-site without relying entirely on the grid.  They survey what Aman took with him from his decades at GE, why he believes the U.S. needs more nuclear energy and how Bloom’s founder’s background as an engineer and inventor is a unique advantage for the company as it scales its technology and supply chain. Visit Schwab.com/FinancialDecoder 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 181: Where does retail money go and why does it move so quickly? Today, Ann is joined by Steph Guild, Chief Investment Officer at Robinhood, the platform that holds around $307 billion in total retail investor assets. We discuss why access to information is pushing markets to move faster We also delve into the latest big tech earnings – why Steph is watching Amazon but disappointed in Microsoft. Plus, whether the White House push for infrastructure investment can outlive election cycles and her expectation for the Fed under likely new chair, Kevin Warsh. Finally, we dive into whether prediction markets will appear in her managed portfolios. Visit Schwab.com/FinancialDecoder www.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 180: Today, Ann unpacks how Burger King helped drive better-than-expected results for parent company Restaurant Brands International, even as other brands in the portfolio struggled to keep pace. Then, we survey earnings from Disney, Uber, CVS Health, and Compass, all trading higher after reporting results. Finally, a look at Victoria’s Secret’s proxy fight with one of its biggest shareholders, who is pushing for a board seat. Visit ⁠Schwab.com/FinancialDecoder⁠ ⁠www.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: $QSR $DIS $UBER $CVS $VSCO 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 179: Today, Ann is joined by Adam Patti, CEO of VistaShares, to discuss how he builds ETFs around the playbooks of legendary investors – and why he says it’s time to look beyond indexes dominated by the Mag 7. Then, Intel shares surge on reports of a potential partnership with Apple. Plus, earnings from Anheuser-Busch InBev get a boost… but without the buzz. And finally, Microsoft’s gaming division faces a next-generation shakeup, as its new CEO brings in a wave of leaders from the company’s AI ranks. Visit Schwab.com/FinancialDecoder www.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: $MSFT $BUD $INTC $AAPL 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 178: Today, Ann unpacks GameStop’s bold and bizarre $55 billion bid for eBay… and why the video game retailer is going after a company multiple times its size. Then, we survey the logistics industry reaction as Amazon expands its own supply chain offerings. Also – why crypto companies are gaining after a key development in the CLARITY Act. Plus, we unpack earnings from Norwegian Cruise Line and Tyson Foods. And finally, a tale of two UGC giants: Roblox and Reddit – why one stock got crushed… while the other is rallying. Visit Schwab.com/FinancialDecoder www.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: $GME $EBAY $AMZN $FDX $UPS $ODFL $NCLH $TSN $CRCL $COIN 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 177: Today, a rare conversation with a founder-CEO at a turning point. Ann is joined by Dave Girouard, Co-Founder of fintech Upstart, as he steps down as CEO after scaling the AI-driven credit platform to nearly a $3 billion market cap. They break down how Upstart hit record revenue and profitability in 2025, why it’s setting aggressive growth targets and what’s driving its push for a national bank charter. Plus, why investors are watching closely as the company drops quarterly guidance, navigates a leadership transition and leans into a more AI-native future – and how Dave plans to stay involved in this next chapter. $UPST Visit Schwab.com/FinancialDecoder www.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 176: Today, Ann surveys Uber’s latest bid to become a one-stop shop for all things travel and mobility through its new partnership with Expedia Group. Then, Ticker on a Sticker: Big Tech edition. Ann and John step into the shoes of the hyperscalers to break down their latest earnings. Plus, an update on oil prices – and what’s pushing them higher. Finally, ’tis the season… earnings keep rolling in. We’ve got the latest from Eli Lilly, Magnum Ice Cream, Chipotle, and Royal Caribbean. Learn more at Schwab.com/trading 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: $UBER $EXPE $META $AMZN $GOOG $MSFT $LLY $MICC $CMG $RCL 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 175: Today, Ann joins us live from Miami as the Possible conference continues. After attending a conversation with iHeartMedia CEO Bob Pittman, she breaks down the possibility of a SiriusXM-iHeartMedia merger and what it could mean for the radio industry. Then, we bring you the highlights from Ann’s fireside chat with Zeta Global CEO David Steinberg - they discuss building AI-native products and navigating the “SaaSpocalypse.” Plus, the latest out of the Federal Reserve – from the most recent rate decision to where Kevin Warsh’s nomination stands and what Chair Powell might do next. Finally, a spin through today’s earnings from Starbucks, Yum! Brands and Robinhood. Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $IHRT $SIRI  $ZETA  $SBUX $HOOD $YUM 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 174: Today, Ann breaks down why reports of OpenAI missing internal targets rattled markets, dragging down names like Oracle and Nvidia. Then we’re joined by Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, to talk about the scope of AI, his take on the “SaaSpocalypse” and specific smaller-cap stocks on his radar. Next, we examine the geopolitical fallout from the OPEC shakeup as the United Arab Emirates exits. Finally, it’s earnings season and results are rolling in from Spotify, UPS and American Tower… plus Coke’s growth attributed to the success of one beverage. Learn more at Schwab.com/trading 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: $ORCL $NVDA $AMD $AVGO $SFTBY $KO $SPOT $UPS $AMT  $IVEP $IVES $GEV $SMERY $BE $VRT $MDB $MU An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  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 173: Today, Ann joins live from the Possible Conference in Miami with what she’s hearing on the ground at a time when marketing technology stocks - like Adobe and Figma - are under real pressure. Then, we answer an audience question on Norfolk Southern railway and where its proposed $85 billion merger with Union Pacific stands – and what it means for the company’s latest earnings. Next, we take you behind the scenes of Joby Aviation’s flight campaign in New York City, where the Brew Markets team witnessed one of its first air taxi demonstrations. Finally, Peloton teams up with Spotify, Domino's tumbles after earnings miss and Lionsgate gets a boost from its latest celebrity biopic. Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $NSC $UNP $JOBY $PTON $DPZ $LION 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 172: Last month, we covered an audience question about Amprius Technologies – today, we’re going straight to the source. CEO Tom Stepien joins the show! Ann and Tom break down Amprius’ evolution, its path to going public, and where he sees the biggest growth opportunities across its target markets. They also dig into the company’s shift away from owning manufacturing facilities toward third-party partnerships. Also: how Amprius is balancing speed and agility with National Defense Authorization Act (NDAA) compliance, all while working toward profitability. Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $AMPX 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 171: Today, Ann breaks down Tesla’s first-quarter earnings: strong headline numbers, but revenue that missed Wall Street expectations. Then Carolyn Aronson, founder and CEO of It’s a 10, joins the show with an inside look at the beauty industry – including what it takes to stay competitive as trends shift. Plus, Lululemon names a new CEO, Netflix bets on itself with a $25 billion stock buyback program and Microsoft and Meta adapt to rising AI costs. Finally, new moves in rideshare: Lyft bets on London’s black cabs, and Uber teams up with Block in a new global partnership. Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $TSLA $MSFT $META $UBER $XYZ $LYFT $LULU $NFLX 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 170: Today, Ann discusses Adobe’s comeback attempt and whether the software giant’s bet on itself will pay off. Then we take a look at Blackberry’s pivot success story. Once known for mobile phones (and brickbreaker) is now a software company specializing in secure communications. We break down how and why that transformation worked. Then, we survey news out of the aviation industry – from Spirit Airlines’ potential bailout out of Washington to United Airlines’ earnings results that left investors wary. Finally, SpaceX goes all in on AI, BestBuy gets a new CEO and Palantir Technologies expands its government partnerships.  Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $ADBE $BB $FLYYQ $UAL $BBY $PLTR 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 169: Today, Ann dives into $160 billion in tariff refunds – how companies are claiming them and the questions around who should be getting that money. Then, we’re joined by Ryan Detrick, Chief Market Strategist at Carson Group, to survey the state of the market – from high P/E ratios to why this bull market may still have room to run. Plus, the market reacts to Tim Cook stepping down, Amazon jumps on two megatrends: AI and GLP-1s, and we unpack earnings from UnitedHealth Group and Alaska Airlines. Finally, we take it to DC to break down key moments from Kevin Warsh’s Fed chair confirmation hearing.  Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $AAPL $AMZN $UNH $ALK 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 168: Today, Ann looks at why Netflix co-founder Reed Hastings is leaving the board of the company and if the growth in the streaming giant’s AI policies have anything to do with his departure. Then, Ann and John discuss President Trump’s pick for Fed Chair, Kevin Warsh, and what that confirmation could mean for investors. Finally, a roundup of market headlines you need to know to wrap your day.  Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  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 167: AI is omnipresent, seeping into every part of our lives. It’s dominating global news cycles, showing up in Washington hearings and moving markets. But how did we get here? Today, Ann is joined by Sebastian Mallaby, two-time Pulitzer Prize finalist and senior fellow at the Council on Foreign Relations, to discuss not only the current state of AI, but the path that led us here. Through the lens of his new book, The Infinity Machine: Demis Hassabis, DeepMind and the Quest for Superintelligence, they dive into the balance between government regulation and private sector innovation as well as the economics behind the industry. They also explore the personalities shaping AI and why, in the rapidly evolving space, the future could come down to the people building it. Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  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 166: Today, Ann explains why Anthropic’s Chief Product Officer stepping down from Figma’s board could signal trouble for the software company (hint: AI may be coming for Figma). Then, we bring back Ticker-on-a-Sticker to survey Q1 earnings from some of the biggest banks, including JPMorgan and Goldman Sachs. Also: reports of Spirit Airlines potentially liquidating, PepsiCo shares rise as its snacking business rebounds, and Charles Schwab gets into bitcoin. Finally, we look at the biggest U.S. industrial IPO since 1999 – and Brian Williams’ comeback… with Netflix. Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $FIG  $GS $MS $JPM $WFC $BAC $C $FLYYQ $PEP $SCHW $MAIR $NFLX 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 165: Today, Ann discusses NVIDIA’s new AI model designed to “accelerate the path to useful quantum computers” and what it means for the industry. Then, we unpack AllBirds’ pivot from shoes to AI and explore what sent the stock soaring over 600% today. In other retail news: a vote of confidence for Nike from its CEO and Tim Cook and American Eagle Outfitters unveils its new Sydney Sweeney campaign. Finally, Snap rises on its AI-related layoffs, Caterpillar falls on reports of a new acquisition and Robinhood gains from a new SEC framework.  Learn more at Schwab.com/trading 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 $RGTI $BIRD $NKE $AEO $SNAP $CAT $HOOD $LYV 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 164: Today, Ann presents this week’s Merger Moment: Amazon’s $11 billion acquisition of satellite telecom company Globalstar – and why the e-commerce giant agreed to pay more than a 30% premium to recent trading levels. Then, we take a look at the new fast-track lane into the Nasdaq 100 ahead of SpaceX’s anticipated blockbuster IPO. Finally, United Airlines and American Airlines shares take off on merger rumors, and Netflix’s gaming push shows signs of life in the App Store. Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $AMZN $GSAT $NFLX $UAL $AAL 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 163: Today, Ann explains what's going on behind the scenes at oil giant BP – and why the company could face a shareholder revolt at its upcoming annual meeting. Then, we survey the reaction to Anthropic’s new AI tool, Claude Mythos, which prompted Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell to summon major bank CEOs to Washington, D.C. Finally, Dell shares pop on NVIDIA acquisition speculation, Revolution Medicines jumps on promising phase 3 data for its pancreatic cancer drug, and Conagra – the company behind Slim Jim and Reddi-wip – gets a new CEO. Learn more at Schwab.com/trading 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/@brewmarkets3 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  Stocks mentioned: $BP  $DELL $RVMD $CAG 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 162:  Many of you requested it - today is an engaging survey of the state of quantum computing through the lens of one public company, Rigetti.  Ann is joined by Dr. Subodh Kulkarni, Rigetti’s President and CEO to discuss share price for a company on the frontier of new technology, the milestones investors should watch and when they might be able to expect revenue to come in at scale.   Kulkarni also addresses the quantum vs. classical computing debate on the path to AGI,  Rigetti’s partnerships with financial institutions and unpacks a recent Google white paper warning quantum computers could eventually crack bitcoin’s encryption.   Learn more at Schwab.com/trading 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 An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  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 161: Today, Ann broadcasts from San Francisco and reports how she’s putting insights from former Tesla President Jon McNeill into practice at a manufacturing company (Ann’s conversation with Jon linked below!). Then, we dig into earnings from Delta Air Lines… business travel is back, baby!  Along with new baggage fees and clever hedges against high fuel prices.  Also, Brown-Forman - the maker of Jack Daniel’s - is suddenly the most popular kid on the block, fielding interest for another potential merger deal. Finally, Amazon CEO Andy Jassy goes all-in on AI in his annual shareholder letter, and Disney plans more layoffs. Ann’s conversation with Jon McNeill https://www.youtube.com/watch?v=vyurMcr9NM4&t=107s Learn more at Schwab.com/trading 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: $DAL $​​BF.B $AMZN $DIS An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  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 160: Today, Ann broadcasts from San Francisco - home of the historic Levi’s Plaza… and nearby Levi’s Stadium.. as we dive into Levi Strauss’ better-than-expected earnings, with sales getting a boost from younger shoppers and possibly from a’90s icon featured on a recent TV series. Then we survey the market reaction to the Middle East ceasefire and why travel stocks are getting a lift. We also take a look at Meta’s new AI model - Muse Spark - that might be coming to a Facebook or WhatsApp page near you. Learn more at Schwab.com/trading 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: $LEVI $META $CCL $NCLH $RCL An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 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 159: Today, Ann is joined by Yahoo CEO Jim Lanzone, for an in-depth conversation about the ongoing transformation of the company that was the OG homepage of the internet.  They discuss the progress of his restructuring efforts – including which products he’s shuttered and which classic brands endure (think: Finance, Fantasy Sports and Mail). Lanzone outlines the traits shared by Yahoo’s general managers and what the future looks like under – and potentially after – private equity ownership.  Learn more at Schwab.com/trading 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 158: Today, Ann unpacks JPMorgan CEO Jamie Dimon’s annual letter that spans private credit, AI and foreign policy… and what it might signal about Dimon’s political future. Then, we dive into BellRing Brands and what’s behind the protein company’s stock slump: a saga starring PowerBar and Premier Protein shakes. Finally, AMC gets a boost from the Super Mario Galaxy movie, Paramount secures backing from Gulf funds for its WBD takeover and Lucid Motors runs into supply chain issues… again. Learn more at Schwab.com/trading 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 $BRBR $PSKY $AMC $LCID Disclaimer:An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 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 157: Today, Ann answers a question from the audience, surveying the rare cases where shareholders strike down a board-recommended merger. Then, we lace up for Nike’s earnings and outlook that sent shares down to a decade low… bottom line: China’s not buying it and the CEO is tired.  Finally, Bed Bath & Beyond purchases the Container Store, The New York Times becomes your new in-flight entertainment and space stocks… LIFT OFF!   Learn more at Schwab.com/trading 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: $NKE $BBBY $NYT $LUNR $ASTS $FLY $YSS Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 156: Today, Ann explores escalating tensions in the Middle East, after Iran’s Revolutionary Guard threatens major U.S. companies, including MAG7 members. Then, Tilray Brands Chairman and CEO Irwin Simon joins the show to discuss the cannabis company’s latest earnings and its diversification into beverages - making it the 4th largest craft brewer in the US. Finally, the FDA hits pause on fast-tracking nicotine pouch approvals, Eli Lilly’s GLP-1 pill Foundayo gets the green light… and Allbirds sells its assets. 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 $AAPL $MSFT $GOOG $META $TSLA $CSCO $HPQ $INTC $ORCL $IBM $DELL $JPM $GE $BA $IXIC $TLRY $NVO $LLY $PM $BIRD 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 155: Today, Ann breaks down the “Walmart Recession Signal” – coined by market strategist Jim Paulsen – and what it might indicate about the current state of the economy. Then, over to the McCormick-Unilever deal announced today that would create a $65B sauces and spices behemoth... bringing Old Bay together with Hellmann's. Finally, activist investor Irenic Capital Management pushes to “Save Snap Now,” and Novo Nordisk rolls out a Wegovy subscription plan. 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: $WMT $SPGLGUN $MKC $UL $LLY $NVO $SNAP 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 154: Today, Ann breaks down the potential mega-merger between beverage companies Pernod Ricard and Brown-Forman – and how it could mix Absolut and Jack Daniel’s brands while reshaping the global alcohol industry. Then, we dive into food giant Sysco’s $29 billion purchase of Restaurant Depot and investor skepticism that sent shares down 15% today. Finally, Palo Alto Networks gets a CEO-backed boost, while in the airline industry: Air Canada’s CEO announces his retirement amid controversy and JetBlue raises baggage fees.   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: $PRNDY $BF.B $SYY  $PANW $ACDVF $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 153: Today, Ann is joined by Jon McNeill, former President of Tesla and Co-Founder and CEO of DVx Ventures, for a spirited conversation with specific stories about what it takes to build a successful company. Drawing on his experience at Tesla and as a board member of companies including General Motors and Lululemon, Jon discusses his new book The Algorithm - which Ann devoured! We explore his five-step playbook, the companies getting it right (hint: Amazon) and what he learned working alongside Elon Musk. 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 $GM $AMZN $DASH $LULU   Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 152: Today, Ann breaks down a shift in corporate America as some C-suite leaders step aside for AI-savvy successors. Then, we dive into earnings from KB Home and Winnebago to discuss how geopolitical tensions may be weighing on demand for homes, including those that are mobile. Finally, Snapchat faces regulatory pressure in Europe, Henkel moves to acquire haircare brand Olaplex and Diageo sells its IPL cricket team. 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: $ADBE $KO $WMT $WGO $KBH $SNAP $OLPX $HENKY $DEO Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing. Past performance is no guarantee of future results.  An investment in the VanEck Gold Miners ETF (“GDX,” or the “Fund”) involves risks, including those related to gold and silver mining companies; Canadian, Australian, and African issuers; foreign and emerging market securities; foreign currency; depositary receipts; small- and mid-cap companies; and equity securities. Additional risks include market, operational, index tracking, authorized participant concentration, lack of an active trading market, trading issues, passive management, fund share trading, premiums/discounts, liquidity, non-diversification, and index-related concentration, all of which could adversely affect the Fund. Emerging market and foreign issuers may face political, economic, regulatory, repatriation, currency, operational, settlement, and disclosure risks. Small- and mid-cap companies may involve elevated risks. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 151: Today, Ann explains why the leadership shakeup at Swiss sneaker company On Holding could signal deeper struggles and why the stock slid on the news. Then, in our “CEO of the Week” segment we spotlight Disney’s new leader and his roller coaster first week - including billion-dollar turbulent partnerships and Bachelorette drama. Finally, Meta and YouTube are found liable in a major social media addiction trial, Clear’s stock surges amid TSA chaos and EchoStar jumps on SpaceX IPO speculation. 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: $ONON $DIS $META $GOOG $YOU $SATS Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing. Past performance is no guarantee of future results.  An investment in the VanEck Gold Miners ETF (“GDX,” or the “Fund”) involves risks, including those related to gold and silver mining companies; Canadian, Australian, and African issuers; foreign and emerging market securities; foreign currency; depositary receipts; small- and mid-cap companies; and equity securities. Additional risks include market, operational, index tracking, authorized participant concentration, lack of an active trading market, trading issues, passive management, fund share trading, premiums/discounts, liquidity, non-diversification, and index-related concentration, all of which could adversely affect the Fund. Emerging market and foreign issuers may face political, economic, regulatory, repatriation, currency, operational, settlement, and disclosure risks. Small- and mid-cap companies may involve elevated risks. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 150: Today, Ann breaks down the potential merger between Estée Lauder and Spain-based beauty company Puig – and what it could mean for consumers, investors and the broader beauty industry. Then, we dive into earnings from two U.S. critical mineral companies and whether the growing demand is actually showing up in their bottom lines. Finally, what a U.S. ban on foreign routers means for American companies, why a French food giant is buying a protein shake brand and how FedEx is jumping into the ultra-fast delivery race. 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: $EL $PUGBY $UAMY $UEC $NTGR $DANOY $FDX $AMZN $WMT $TGT Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing. Past performance is no guarantee of future results.  An investment in the VanEck Gold Miners ETF (“GDX,” or the “Fund”) involves risks, including those related to gold and silver mining companies; Canadian, Australian, and African issuers; foreign and emerging market securities; foreign currency; depositary receipts; small- and mid-cap companies; and equity securities. Additional risks include market, operational, index tracking, authorized participant concentration, lack of an active trading market, trading issues, passive management, fund share trading, premiums/discounts, liquidity, non-diversification, and index-related concentration, all of which could adversely affect the Fund. Emerging market and foreign issuers may face political, economic, regulatory, repatriation, currency, operational, settlement, and disclosure risks. Small- and mid-cap companies may involve elevated risks. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 149: Today, Ann breaks down the latest developments in the Middle East and what they mean for oil prices, global supply chains, and broader markets. Then, Ann is joined by Seana Smith, Senior Investment Strategist at Global X ETFs and former Yahoo Finance anchor. They discuss energy ETFs, international stocks and where investors are finding opportunities right now. Finally, Elliott Investment Management builds a multibillion-dollar investment in Synopsys and why BTS’ return to the stage isn’t hitting the right note for some 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 Get started at CMEGROUP.COM/PODCAST Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 148: Today, Ann is joined by Ben Zeskind, PhD, Co-Founder and CEO of Immuneering. They break down the science behind cancer treatment and how the company’s Deep Cyclic Inhibitors are taking a different approach to pancreatic cancer by targeting not just tumors, but why treatments fail over time. They also discuss how the technology aims to improve survival rates while maintaining quality of life. Finally, Ben explains why biotech stocks don’t always reflect clinical progress, Immuneering’s late-stage trials, and what’s next for the company. 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 Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 147: Today, Ann discusses activist investor Elliott Investment Management’s new stake in Invisalign-maker Align Technology. The orthodontics company saw strong organic and acquisition-driven growth after its IPO, but shares have since fallen more than 75% from their all-time highs. Then, we break down earnings from Intuitive Machines - LUNR - and how the aerospace company is working to commercialize our solar system. Finally, Tesla stock falls after U.S. regulators expand their investigation into its self-driving technology, Rivian gains as it becomes Uber’s latest robotaxi partner and Five Below gets a boost after earnings. https://www.economist.com/business/2026/03/19/elliott-management-and-the-art-of-telling-bosses-theyre-wrong 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $ALGN  $LUNR $TSLA $UBER $RIVN $UBER $FIVE Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 146: Today, Ann breaks down the 100-year-old U.S. shipping law President Trump just waived and why the White House’s attempt to bring oil prices down may not be working. Then we dig into lululemon’s latest earnings and how a corporate power struggle has destabilized the yoga pants empire. We also discuss Meta’s decision to shut down Horizon Worlds, the company’s virtual reality social network, as it continues pulling back from the metaverse. Plus, we recap Brew Markets’ Eyes on Her: Women, Wealth & What’s Next event and our biggest takeaways from the panels. Finally, the Federal Reserve holds interest rates steady, the Producer Price Index rises, and we survey earnings from Macy’s and General Mills. 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 Get started at CMEGROUP.COM/PODCAST Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 145: Today, Ann explains how airline travel is the latest indicator that the K shaped economy is alive and well. Despite higher jet fuel prices, extreme weather and TSA delays, demand for travel isn’t wavering, resulting in some airlines raising their outlook. Then, we celebrate St. Patrick’s Day – Brew Markets style – by breaking down the struggling alcohol industry through the lens of Diageo, the parent company of Guinness. Finally, activist investors take aim at Six Flags, advanced nuclear reactor company OKLO secures a key license, and Uber continues to expand its robotaxi partnerships. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $DAL $AAL $JBLU  $DEO $FUN $OKLO $UBER $NVDA Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 144: Today, Ann breaks down how one chart challenges the popular “set it and forget it” narrative around investing in the S&P 500, and why the index may not be as diversified as many investors think. Then, we discuss the role of AI in Hollywood as some media companies embrace the technology as a “tool” and others as a full content generator. Finally, the factors driving Dollar Tree’s strong earnings, Peloton’s expansion into gyms, and the potential headcount costs of Meta’s AI push.   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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $INX $NFLX $WBD $PSKY $DIS $CMCSA $PTON $DLTR $META Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 143: Today, Ann is joined by Lauren Antonoff, CEO of Life360. They break down the company’s latest earnings, its move into advertising, and how the platform aims to evolve with its consumer base to serve families at every life stage, including new tools for pets and aging parents.  Plus how the company handles all that data and manages user permissions - along with investors’ wait-and-see approach to the stock.   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 Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 142: Today, Ann breaks down a new lawsuit from a Costco member over who gets to keep the money from $160 billion in tariff refunds retailers could receive after the Supreme Court struck down President Trump’s tariff law. Then, ticker-on-a-sticker makes a comeback as Ann and John step into the companies’ shoes to break down several major retail earnings reports. We also recap Lucid Motors’ Investor Day and how the markets reacted. Finally, Bumble reports earnings and unveils a new AI initiative, and we look at the new Pokémon game helping push Nintendo’s stock higher. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $COST  $WOOF $DKS $OLLI $DG $LCID Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 141: Today, Ann dives into the world of e-waste recycling and how rising demand for critical minerals - along with the price of precious metals - is turning old electronics into a new business opportunity. Then, we break down earnings from Serve Robotics, the company behind the cutesy delivery robots appearing on sidewalks across the U.S., and how it’s expanding through data collection and partnerships. We also look at market reactions to the International Energy Agency historic announcement as the Middle East conflict continues. Finally, Campbell’s disappointing earnings and a potential international acquisition of Papa John’s. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $SERV $CPB $PZZA $ORCL Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 140: Ann breaks down YouTube’s record-breaking ad revenue and how the platform is now bringing in more advertising dollars than its four largest media rivals combined, reshaping the traditional media landscape. Then, we dig into Casey’s latest earnings to see what’s fueling the convenience chain’s profits. Finally, Kohl’s struggles with its meme stock moment, Exxon Mobile is headed to Texas and Applied Materials partners up with Micron. 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 Get started at CMEGROUP.COM/PODCAST Stocks mentioned: $GOOG $WBD $DIS $CMCSA $PSKY  $CASY $XOM  $KSS  $AMAT $MU $AMZN  Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 139: Today, Ann takes a look at Robinhood’s $HOOD newly launched venture fund and why it’s getting a lukewarm reception from investors. Then, we dive into the race to monetize chatbots, as companies experiment with advertising inside AI platforms and OpenAI pivots away from Instant Checkout. Finally, we break down Live Nation’s settlement with the Department of Justice, including its agreement to “open source” parts of its ticketing model.   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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 138: Today, Ann is joined by Lloyd Blankfein, former CEO and Chairman of Goldman Sachs, to discuss everything from the government’s role in public companies to whether gold has become a meme stock and the crypto industry. Drawing on his experience leading one of the world’s largest investment banks, Blankfein reflects on themes from his new book Streetwise: Getting To and Through Goldman Sachs – including steering the firm through the 2008 financial crisis, his rise from humble beginnings in New York and whether he sees a future for himself in public office.  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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 137: Today, Ann unpacks the Ratepayer Protection Pledge, signed by seven major tech companies with the goal of protecting consumers from potential rising electricity prices caused by data centers. Then we take a deep dive into battery manufacturer Amprius Technologies, its earnings results and look at where its batteries are being used (hint: in the air). Finally, shares of Six Flags are up, Victoria’s Secret are down and Burlington aims to be more than just great coats.  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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 136: Today, Ann explores the link between the conflict in Iran, South Korea’s market sell-off and what it could reveal about vulnerabilities around the AI surge.  Then, we dive into earnings from retail brands Bath & Body Works and Abercrombie & Fitch as well as Archer Aviation in its race to launch in the eVTOL space.  Finally, we look at the jump in Bitcoin and crypto-related stocks and what it could say about Bitcoin’s role as a potential safe-haven asset.  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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 135: Today, Ann examines market dispersion, looking beyond the relative stability of major indexes and ETFs and diving into volatility hidden beneath the surface - the phenomenon that makes some investors nervous and others excited for stock picking.  Then, we break down Target and Best Buy earnings and how their “not-as-bad-as-expected” results were enough to send shares higher, making them the two best-performing stocks in the S&P 500. Finally, we continue tracking market reactions on the second day of trading following the strikes on Iran and discuss how uncertainty contributed to broad market declines.  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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 134: Today, Ann previews the government’s antitrust trial of Live Nation that could result in Ticketmaster being spun out from the concert giant. Then, we survey how the markets are reacting to the US-Israeli strikes on Iran and what a shutdown of the Strait of Hormuz could mean for the price of oil.  Finally, Paramount announces plans for Warner Brothers Discovery and Netflix sees its shares rise.  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 133: Today, Ann is joined by Bill Gurley, renowned venture capitalist, who offers his perspective on the market today, why fewer big tech winners are going public and how IPOs need to change to work for retail investors.  Drawing on his experience investing in and serving on the boards of companies like Nextdoor, OpenTable and Uber, Bill discusses themes from his new book Runnin’ Down A Dream - including curiosity, lifelong learning, and going where the action is - and how those traits show up in successful CEOs, offering a bit of an antidote to rising fears around AI.  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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 132: Today, Ann reviews highlights from CLEAR’s recent earnings that sent the stock up 40% - while shining a light on the company’s CEO Caryn Seidman-Becker who bought the company out of bankruptcy and pursues a “cash is queen” mentality while rolling out new products including a move into healthcare.Then we look at earnings from Joby Aviation as the air taxi maker partners with Uber and navigates FAA approval in anticipation of a 2026 customer launch. Finally, we survey the battle for your morning buzz with earnings from Krispy Kreme and Celsius, plus a new fashion bid at eBay and the market response to NVIDIA’s earnings.    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 00:00 Welcome to Brew Markets Daily 00:00  00:00  00:00 Market Close Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 131: Today, Ann zooms in on three market takeaways from President Trump’s State of the Union address, including policy around energy for AI, retirement plans and tariffs - plus an investing issue that received bipartisan support.  Then we look at earnings nuggets from GoDaddy, including the company’s goal of registering agentic agents - and Cava’s new super-secret loyalty tier.  Finally - we cover earnings headlines that had two security stocks soaring and one home improvement store CEO saying “We’re certainly bouncing along what we hope would be a bottom.”  State of the Union Transcript: https://apnews.com/article/donald-trump-transcript-state-of-union-2026-c13e2a07df999b464b733f4a6e84dbd4  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 00:00 Welcome to Brew Markets Daily 00:30 Market Takeaways from the SOTU 05:20 Earnings: GoDaddy $GDDY 12:30 Earnings: $CAVA 18:30 Market Close - $AXON - $YOU - $HD - $LOW Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 130: Today, Ann digs into the Novo Nordisk vs Eli Lilly vs Pfizer news roundabout: with Novo’s share price dropping, now too are the list price of its popular obesity drugs - does that leave the entire sector vulnerable to… loss?  Then we look at earnings from Constellation Energy, the largest operator of nuclear power plants in the U.S. -  regulatory scrutiny builds as the sector grows in the AI age and residential customers see higher bills.  Finally, we shine a light on Henry Schein and Factset and hit Parmount’s new salvo in the battle for Warner Brothers.  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 00:00 Welcome to Brew Markets Daily 00:30 Inside The GLP-1 Wars 04:30 Earnings: Constellation Energy 15:00 Market Close Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 129: Today, Ann digs into the market’s reaction to the Supreme Court striking down the Trump administration’s tariffs, what the White House is signaling could come next and where it leaves businesses seeking refunds.  Then we look at a potential takeover of PayPal, a strong slate of films bringing hope to AMC and stuff-crust delivering for Domino’s.  Finally, amidst a continued sell-off of software stocks on renewed fears about the risks that AI could pose to segments of tech, Ann is joined by Amanda Whelan, the CFO of Klaviyo for an inside look at what is happening in the sector and how executives might get investors to keep the faith.  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 128: Today, Ann is joined by Scott Blackley, Chief Financial Officer of Oscar Health to discuss how the company is dusting itself off after a tough, loss-making 2025.  The conversation is a de-jargoned survey of the $1.5 trillion health insurance sector, including insights into the  realities of the Affordable Care Act, state-by-state regulation and how Oscar aims to scale through personalization and tech.    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 Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 127: Today, Ann digs into reports that Accenture’s new AI policy monitors how its staff uses AI tools and directs promotions toward employees who are more AI-inclined - and what it might portend for people-centric businesses beyond tech.  Then we survey earrings from DoorDash and Walmart as the two companies seek to get a handle on consumer sentiment and spend on tech in the war for delivery.  Finally, we take a spin through auto-related earnings that saw shares in Carvana and Avis Budget crash - and a glimpse at the move by Blue Owl that has once again stoked fears about the world of private credit.   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 00:00 Welcome to Brew Markets Daily 00:00 Consulting’s AI Reckoning - $ACN 00:00 Doordash v. Walmart 00:00 Market Close 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 126: Ann breaks down today’s game film on Madison Square Garden Sports’ record-setting share price performance following news that the company is considering spinning-off the Knicks and Rangers - a classic example of the sum of the parts being greater than the whole. Then we survey earnings from Moody’s, Fiverr and Wingstop - as leadership addresses AI adoption, the gig economy and potential World Cup foot traffic. Finally, a glimpse at Warren Buffett’s final pre-retirement investment decisions, the FDA’s u-turn on Moderna’s mRNA application and why Palo Alto Networks saw its shares sink.  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 00:00 Welcome to Brew Markets Daily 00:30 Rangers and Knicks Spinning Off? 06:00 Earnings: WING 09:15 Earnings: FVRR 14:00 Earnings: MCO 19:00 Market Close 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 125: Today, Ann looks at two travel-related companies that are facing a growing stake from activist investors - one taking advantage of Norwegian Cruise Line’s CEO stepping down - the other pushing for Tripadvisor to sell… itself.  Then we diagnose earrings from Medtronic the medical devices OG that went from producing the first wearable battery powered pacemaker to now developing robotic-assisted surgical procedures… but is it enough to appease investors looking for the next big medical catalyst.  Finally, we review updates on contentious prediction market oversight and the contentious bidding for Warner Brothers Discovery.    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 00:00 Welcome to Brew Markets Daily 00:30 Activist Investors In Travel 06:00 The Heart of Medtronic Earnings 18:00 Market Close 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 124: Today, Ann is joined by the CFO at Match Group, Steve Bailey, to discuss how the company behind Hinge, Tinder and dozens of other dating apps is navigating “swipe fatigue” and skepticism over the insertion of AI into the matchmaking process and where the company is allocating money to reach new users and attract jilted investors back to the stock.  Then we take a look at The Vatican Bank’s first foray into equity indexes intended to track stocks that are consistent with Catholic ethical principles.  Learn more at Schwab.com/trading  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 00:00 Welcome to Brew Markets Daily 00:10 The State of Dating Apps  01:45Match Group CEO Steve Bailey Joins 30:15 Market Close Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 123: Today, Ann digs into Meta’s SEC filings and financial engineering that’s kept a $27 billion data-center project off its balance sheet - and examines what it means for AI bubble fears.  Then we go inside Robinhood’s latest quarter that saw revenue up despite the drag from crypto’s crash - investor sentiment is mixed, but CEO Vlad Tenev is committed to the company’s future as a “Financial SuperApp”.  Finally, a glimpse at what sent shares in McDonald’s up today amidst a broader market sell-off.  Learn more at Schwab.com/trading  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 00:00 Welcome to Brew Markets Daily 00:30 META’S FINANCIAL ENGINEERING 05:20 Robinhood’s Diversification Bet 18:00 Market Close Learn more about GDX at vaneck.com/BrewGDX Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before  investing.  © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 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 122: Today, Ann explores why - just 6 weeks into his position - Kraft Heinz CEO Steve Cahillane puts a pause on the company’s proposed split and how the market and tie-up architect Berkshire Hathaway received the big news.  Then we dig into earnings for Unity, the development platform behind some of the world’s most popular video games: revenue beat expectations, so why did the market press the down button on its stock?  Finally we take a spin through the fresh jobs report plus earnings from Lyft and Mattel that sent shares lower.  Learn more at Schwab.com/trading  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 00:00 Welcome to Brew Markets Daily 00:00 Kraft Heinz Presses Pause on Split 00:00 EARNINGS: $U 00:00 Market Close 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 121: Today, Ann discusses Spotify’s latest earnings report and why the streaming giant impressed investors besting expectations with a huge jump in subscribers and revenue.  Then we tackle 2026’s "software-mageddon" sell-off that has investors wondering which companies and products are best insulated from the encroachment of AI - we look at the latest numbers, the market results and even ask Claude what it makes of the sector’s future. Finally, we look at the biggest market headlines including earnings from companies like Coca-Cola and Harley Davidson. Learn more at Schwab.com/trading  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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 120: Today, Ann explores what’s happening at Monday.com that caused its stock to drop 20% today - even on the back of a slight earnings beat (hint: the software company pulled guidance amidst the sector “choppiness” introduced by AI like Claude). Then, in the wake of a record number of bets placed on the Super Bowl and significant dips in their stock prices, we look at the bets “traditional” sports gambling apps like DraftKings and FanDuel are making on recently de-regulated prediction markets.  Finally, we zip through market headlines: Novo sues Hims, two offshore drilling services companies unite and Kroger snags a new CEO with a history at a grocery rival.  Learn more at Schwab.com/trading  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 00:00 Welcome to Brew Markets Daily 00:00 Just Another Manic $MNDY 00:00 Sports Apps Bet on Prediction Markets 00:00 Market Close 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 119: Today, Ann sits down with Kathy Lien, the Managing Director of FX Strategy at BK Asset Management.  With the U.S. dollar recently sinking to its lowest level in four years, gold and silver hitting all-time highs, and a brand-new Fed Chair nominee entering the picture, they break down what’s driving dollar valuation and what it means for investors and the global economy.  Then with the Olympics kicking off, we look at the value of the metal medals that will be bestowed on the champions. Shop Now at iHerb.com  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 00:00 Welcome to Brew Markets Daily 00:00 Kathy Lien Joins 00:00 The value of Olympic Medals 00:00 Market Close 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 118: Today, Ann digs into e.l.f. Beauty’s earnings to gauge the impact of Hailey Bieber’s Rhode, a year after e.l.f. bought the celebrity brand for a billion dollars in the thick of tariff turmoil.  Then, Ann is joined by PepsiCo CMO Mark Kirkham for a sneak peak inside the company’s advertising playbook going into Super Bowl weekend (hint: it features a polar bear).  Finally, we look at today’s market movers, including the public debut of Bob’s Discount Furniture… ticker: BOBS. Shop Now at iHerb.com  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/9Qk4z73Z2nEwFiCB4qe Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:30 E.L.F. BEAUTY + RHODE UPDATE 06:00 PepsiCo CMO Mark Kirkham Joins 27:00 Market Close 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 118: Today, Ann explores how AI innovations - like Anthropic’s roll-out of new Claude tools - is disrupting once-reliable software cash flow machines like LegalZoom, wiping out $300 billion of market cap from the sector yesterday and sending the Nasdaq down another 1.5% today.  Then we look at the earnings for Uber - the company is touting record ridership and  generating cash, but can it win in an increasingly competitive autonomous vehicle ride-hailing market?  Plus, Ann answers a listener's question about the growth of Monster Energy. Finally, we sprint through the headlines that moved the market today, including wins at BetMGM, growth for Eli Lilly’s weight loss revenue and Match Group rekindling the Tinder brand. Shop Now at iHerb.com  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 116: Today, Ann explores the possibility of Elon Musk helming two public companies at once with the announced tie-up and IPO of SpaceX and xAI - the dual-role has been done before, but with mixed results.  Then we drill down on earnings from Grainger, the century-old industrial giant whose stock just hit a 52-week high - did the company deliver in its aim to stock an “endless assortment” of supplies?  Finally, Disney, Paypal, Target and Walmart all have new CEOs this week -we survey who was ushered into the top spots and who was pushed out. Shop now at www.iHerb.com  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 00:00 Welcome to Brew Markets Daily 00:30 Musk in a Dual-CEO Role 06:00 $GWW Earnings 13:35 $PLTR Earnings 18:05 Market Close 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 115: Today, Ann examines earnings from Disney - despite a boffo year at the box office and streaming growth, the stock is dragged down by expensive sports rights, fewer foreign visitors to U.S. parks and a looming succession challenge.  Then we look at earnings from SoFi - despite having its first billion dollar quarter, shares are down as the market asks if the fintech can maintain its growth.  Plus, we go behind the scenes on a field trip to the New York Stock Exchange… the energy has changed, but not the bold language.  Finally, we survey headlines that moved the market today: lowered tariffs on India, the future of NVIDIA and OpenAI’s partnership and Oracle’s stock down on fundraising for capacity buildout. Shop now at www.iHerb.com  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 00:00 Welcome to Brew Markets Daily 00:30 Disney Earnings and Succession Plan 06:45 $SOFI Earnings 17:25 Our Trip to the New York Stock Exchange 21:52 Market Close 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 114: Today, Ann is at the Nasdaq in Times Square for a conversation with the exchange’s Vice Chairman Bob McCooey about the outlook for IPOs this year and how the company positions itself to potentially win rumored listings from the likes of SpaceX, Anthropic and Databricks.  They also review investing in Asian companies, Walmart’s unprecedented move from the NYSE to the Nasdaq, the rise of the retail investor, what Bob and his team actually do to support the companies after they go public and so much more. Shop Now at iHerb.com  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 00:00 Welcome to Brew Markets Daily 00:10 The 2026 IPO Pipeline 00:00 Nasdaq’s Bob McCooey Joins 00:00 Market Close 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 113: Today, Ann shares her firsthand experience at today’s NYC Starbucks Investor Day and how the coffee giant’s CEO Brian Niccol is positioning its comeback around an elevated customer experience.  Next, we put tickers on stickers and role play as the biggest defense companies that reported earnings this week - military budgets are up as is scrutiny from the White House.  Finally, Meta commits to its AI spend, Tesla is switching gears - we look at what’s driving swings in the tech sector. Shop Now at iHerb.com  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 00:00 Welcome to Brew Markets Daily 00:00 Starbucks Investor Day 00:00 Defense Earnings: Ticker on a Sticker 00:00 Market Close 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 112: Today, Ann reviews Anta’s plan to buy a 29% stake in Puma - positioning China’s biggest sportswear group to take on Nike as the American sneaker OG struggles through a global turnaround.  Then we look at earnings from AT&T and Seagate - the telecom veteran’s stock is up on low churn and the pioneer hard drive maker is innovating its product for AI build.  Finally, we look at the latest from the Fed, Corning’s earnings and Starbuck’s turnaround plan.  Shop Now at iHerb.com  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 00:00 Welcome to Brew Markets Daily 00:20 Puma v. Nike in Sportswear Wars 05:00 Earnings: $T UP ON CONVERGENCE   14:45 Earnings: $STX UP ON HDD 19:10 Market Close - $SBUX $GLW 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 111: Today, Ann covers Meta’s multi-year deal with Corning for $6 billion of fiber-optic cable from the 175-year old glass company that also manufactures 100% of iPhone and Apple Watch cover glass… what a tech GLoW-up!   Then we survey UnitedHealthcare’s struggles: soft earnings, investigations into its Medicare Advantage business and affordability pressure from the federal government have sent shares plummeting - can the return of a previous CEO resuscitate the stock?  Finally - live from Ann’s flight delay - we review American Airlines’ earnings, downsizing at UPS, an Amazon grocery refresh and the resilience of GM trucks. Shop now at www.iHerb.com  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 00:00 Welcome to Brew Markets Daily 00:30 Meta’s $6B Deal with Corning - $GLW $META 04:00 UnitedHealth’s Turnaround Tested - $UNH 10:45 Market Close - $AAL $AMZN $UPS $GM 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 110: Episode 110: Today, Ann explores Capital One’s move into fintech with the acquisition of Brex at a nearly 60% discount from its peak valuation.  VCs are looking to get their money out of long-running bets and this deal sees early investors making a good return, while others are left holding the bag.  Then we go inside Intel’s supply and demand issues that have the stock tumbling - and six months later, where does the investment by American taxpayers stand?  We finish with market headlines: gold is up, Booz Allen Hamilton loses a client and a new owner swallows up Nathan’s Famous. Shop now at www.iHerb.com  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 00:00 Welcome to Brew Markets Daily 00:00 Capital One Going Fintech with Brex 06:00 Inside Intel’s Supply and Demand Issues 14:52 Market Close 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 109: Today, Ann discusses small-cap stocks with Manny Weintraub, Principal at investment firm Cannell & Spears.  After a year dominated by mega-cap tech and AI, small-caps are making a run and Weintraub shares how he defines the category and evaluates companies for stability and cash flow.  He previews some stocks that have his attention and lays out why ETFs may not be the best play here.  Get ready to go small or go home as we jargon-bust and nerd out with analysis of this less covered corner of the market. VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 00:00 Welcome to Brew Markets Daily 00:30 Small-cap Stocks 02:00 Manny Weintraub Joins Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall.  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 108: Today, Ann looks at a new partnership between insurer Lemonade and Tesla that uses driving data to cut rates for Full Self Driving cars - a move that sent shares higher today for both companies.  Then we look at earnings from two historic companies: Procter and Gamble and General Electric - P&G is expanding luxury into diapers and GE is riding a tailwind in aviation.  Finally, we survey what’s  next for bankrupt Spirit Air, Tesla’s Austin Robotaxis and Halliburton’s oil field services.  VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 00:00 Welcome to Brew Markets Daily 00:00 Autonomous Car insurance 00:00 Earnings: $PG & $GE 00:00 Market Close - $TSLA Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall.  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 107: Today, Ann surveys Berkshire Hathaway’s expected retreat from Kraft Heinz - a decade on and after billions in losses in the ill-fated food tie-up, Berkshire’s new CEO is already making big moves.  Then we pour through Netflix’s earnings and the company’s PR campaign for Warner Brothers Discovery - the investor narrative is concern about debt, price hikes and content spend in 2026. Finally, we hit the highlights of President Trump’s 80-minute address to the World Economic Forum… in 60 seconds. VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 00:00 Welcome to Brew Markets Daily 00:30 Berkshire Hathaway Retreats From $KHC 04:30 Fallout from Netflix Earnings - $NFLX 19:00 President Trump in Davos 21:00 Market Close - $UAL Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 106: Today, ahead of President Trump’s appearance in Davos, Ann examines the latest in the White House bid for Greenland, what’s at stake for the European-US trade relationship and how markets are reacting to the rhetoric.  Then we explore the fallout from a data breach at South Korea’s Coupang - the e-commerce giant that draws comparisons to Amazon: a CEO is out, a former employee is on the lam and many analysts see the fallen share price as an opportunity.  Finally we survey stories impacting the markets including sales numbers out of OpenAI and a Lululemon legging that’s been pulled after just 3 days.  VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 00:00 Welcome to Brew Markets Daily 00:00 Greenland Hits the Markets 00:00 Data Breach at Coupang 00:00 Market Close Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 105:  Today, Ann welcomes energy guru Alix Steel - Principal at DrivePath Advisors and formerly of Bloomberg - to demystify the energy sector.  The engaging and dynamic conversation brings context and life to a jargon-filled industry.  Alix guides us through OPEC, U.S. shale and Venezuela’s gooey heavy crude.  We explore why oil majors have diversified into renewables and why they might not want to see offshore wind farm projects shut down. Plus, with a rally around nuclear to address AI power needs we ask if there’s a regulatory appetite to see it advance and who ultimately takes on the risk.    VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall.  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 104: Today, Ann surveys revealing research: that a century of market gains are due to just a few stocks - what it says about market concentration, timing and founder control. Then we tear through this week’s earnings from the six biggest US banks - they’re unique - they’re important - and at the end of our conversation we treat you to a randomly fun airline story. Finally we look at headline deals between Netflix and Sony along with Boston Scientific and Penumbra. VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 00:00 Welcome to Brew Markets Daily 00:30 The Founder Effect 05:15 Bank Earnings Roundup! 21:15 Market Close Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall.  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 103: Today, Ann reviews Congress’s fresh attempt to self-regulate their personal stock trading - will the newly proposed legislation actually curb insider trading and, as the committee chair claims, “restore the public’s trust in their elected officials”?  Then we look at Saks Global’s bankruptcy filing just a year after it acquired Neiman Marcus and survey the possible beneficiaries from Macy’s Bloomingdales to discounter TJMaxx.  Finally, AirBNB updates its AI leadership, Netflix updates its bid for Warner Brothers Discovery and Tesla updates its purchase terms for self-driving. VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 00:00 Welcome to Brew Markets Daily 00:00 Regulating Congressional Stock Trade 00:00 Bankrupt: Saks, Neiman and Bergdorf 00:00 Market Close Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 102: Today, Ann surveys Eli Lilly’s new billion-dollar partnership with NVIDIA to create a “co-innovation lab”, plus the latest obesity-drug deals and other future-of-medicine announcements coming from JP Morgan’s Healthcare Conference.   Then we explore the latest twist in the grocery wars with Amazon building a big box store and Walmart expanding delivery... with drones.  Finally, we cover the stories that moved the market - parsing the inflation report, adding color to oil’s price swings and checking on Delta’s premium push. VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 00:00 Welcome to Brew Markets Daily 00:30 $NVDA & $LLY Healthcare Partnership 05:00 Grocery Wars: Amazon v Walmart 14:30 Market Close Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall.  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 101: Today, Ann analyzes the market reaction to the Justice Department’s criminal investigation of Fed Chair Jerome Powell - and why investors largely shrugged off the escalating tension between the White House and the Fed.  Then we look at Paramount's fresh salvo in the war over Warner Brothers Discovery and the role that legacy cable networks like TBS and CNN might ultimately play in the merger.  Finally, survey the merger of Sun Country and Allegiant Airlines, the teaming of Apple and Gemini to power Siri and the new president of Meta. VISIT PUBLIC.COM/BREWMARKETS FOR MORE  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 00:00 Welcome to Brew Markets Daily 00:30 Markets React To Fed Investigation 08:00 Paramount Launches Proxy War 19:30 Market Close Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 100: Today, Ann welcomes Jamie Siminoff, the Founder and Chief Inventor of Ring Doorbell and VP of Product at Amazon, to discuss the roller coaster ride of designing, building and marketing the device - and how a rejection on Shark Tank was followed by a $1 Billion acquisition by Amazon.  We explore AI’s evolving role in neighborhood security and Fire Watch’s recent integration into the Ring app.  Finally, we survey some of the titles in the Warner Bros. TV catalog - all of which have 100+ episodes and all of which would be very valuable to WBD’s next owner.   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 00:00 Welcome to Brew Markets Daily 00:30 AI in Home Tech 01:45 Jamie Siminoff Joins 24:15 100 Episodes! 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 99: Today, Ann examines Apple’s credit card partnership moving from Goldman Sachs to JPMorgan and what the shift shift says about how different banks are built. Then we tap into earnings for Constellation Brands, the company behind Modelo and Corona beer - the share price jumped today, but does it mean brewskis are back? Finally we review Costco’s December sales results and preview some of the AI enhancements coming to Gmail. 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 00:00 Welcome to Brew Markets Daily 00:00 The Apple Card Breakup 00:00 Earnings: Constellation Brands 00:00 Market Close: $APPL $COST $GOOG 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 98: Today, Ann looks at the pipeline of 2026 IPOs - already featuring SpaceX and now Discord - and what it tells us about investors’ dash for cash.  Then we review earnings for Cal-Maine, the largest egg producer in the US: their ticker remains CALM even as egg prices and their stock price continue to fall.  Then we survey today's flurry of posts from President Trump. Each of which represents major policy shifts across defense, financials and housing.  Finally, a look at airlines, with American and Alaska both making headlines.   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 00:00 Welcome to Brew Markets Daily 00:45 2026’S HOT IPO MARKET 05:00 Earnings: CALM 14:00 Market Close 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 97: Today, Ann surveys NVIDIA’s big CES unveils: including faster, COOLER AI chips and a doubling down on self-driving cars. Then we look into a listener’s question about Fast Retailing, the Japanese fashion giant behind Uniqlo - can it conquer the American Midwest? Finally, a wrapup of market headlines from Meta, Ford and Jollibee… Ann’s favorite burger! 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 00:00 Welcome to Brew Markets Daily 00:00 NVIDIA’S CES UNVEILS 00:00 Uniqlo Expanding in the US 00:00 Market Close 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 96: Today, Ann reviews the market movement in the wake of the weekend’s extraordinary actions in Venezuela - what might it mean long-term for oil and defense companies and the banks that fund them? Then we review the major analyst and bank predictions for the year ahead - will 2026 see a 4th consecutive increase for the S&P 500?  Then, Ann answers a listener who wants to know why Rocket Lab’s valuation has gotten so high and how it might inform a SpaceX IPO.  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 00:00 Welcome to Brew Markets Daily 00:30 The Venezuela Trade 04:00 Market Predictions for 2026 17:15 QFA: Rocket Lab’s Valuation 22:14 Market Close 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 95: Today, Ann revisits her October conversation with author Michael Lewis.  They reflect on 15 years of “The Big Short” - how the 2008 financial crisis might have unfolded in today’s social media environment, why the current market feels more like the internet bubble (with a twist) and how faith in Bitcoin is practically a religious belief.  Plus, Michael outlines his approach to the research and writing of his best-sellers… and reveals how he ended up investing in gold.   Visit Vanguard.com/audio to learn more  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 00:00 Welcome to Brew Markets Daily 00:00 Michael Lewis Intro 00:00 Michael Lewis Joins 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 94: Today, Ann revisits her November conversation with the co-founder of Reddit, Alexis Ohanian.  He explains why the internet needs to feel human again and how he’s partnered with his arch-nemesis to restore trust and fun to the web.  They discuss his launch of Athlos - the first women's-only professional track and field competition - his successes investing in women’s sports and what he would have done differently. Visit Vanguard.com/audio to learn more   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 00:00 Welcome to Brew Markets Daily 00:00 Introducing Alexis Ohanian 00:00 Alexis Ohanian Joins 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 93: Today, Ann revisits her October conversation with CNBC’s SquawkBox anchor and New York Times bestselling author, Andrew Ross Sorkin.  They discuss his latest book 1929: The Inside Story of The Greatest Crash in Wall Street History and the prevailing factors that predicated that year’s market crash and parallels at play today.  Sorkin talks prediction markets, the democratization of access to private capital, where he invests his money and so much more. Visit Vanguard.com/audio to learn more  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 00:00 Welcome to Brew Markets Daily 00:30 Introducing Andrew Ross Sorkin 03:00 Andrew Ros Sorkin Joins 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 92: Today, Ann revisits her October conversation with economist and Fed insider Danielle DiMartino Booth.  With a dearth of data during the government shutdown, the Fed was flying nearly blind.  Danielle gives her insights on the state of the Fed, strategies for young people entering the workforce, if gold has become a meme stock and if we are about to experience Enron 2.0.   Visit Vanguard.com/audio to learn more  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 00:0 Welcome to Brew Markets Daily 00:30 Introducing Danielle DiMartino Booth 01:45 Danielle DiMartino Booth Joins 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 91: Today, Ann revisits her October conversation with Professor Karim Lakhani of Harvard Business School.  With $1.5 trillion spent worldwide on AI this year, they discuss his research on productivity and measuring the return on AI spend.  He explores if corporations should have “clinical trials” of AI before putting more money behind it and what enterprise adoption really looks like.  Visit Vanguard.com/audio to learn more  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 00:00 Welcome to Brew Markets Daily 00:30 Introducing Professor Karim Lakhani 03:30 Professor Karim Lakhani Joins 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 90: Today, Ann reviews why this is the year that crypto went mainstream: including a shift in regulations and the entrance of Wall Street firms into crypto-focused ETFs… so why has BTC remained so volatile and how might it affect DAT companies with crypto on their balance sheets?  Then, author Natalie Brunell joins in-studio to discuss why she remains bullish on Bitcoin, arguing that it is a neutral, finite savings technology in a market where inflation is the real villain.  Finally, we look at the major M&A that continues to roll in before the end of the year and which pharma company got the greenlight from the FDA for a weight loss pill. Visit Vanguard.com/audio to learn more  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 00:00 Welcome to Brew Markets Daily 00:30  The Year in Crypto 12:51 Natalie Brunell Joins 39:00 Market Close 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 89: Today, Ann explains the history and lore behind the “Santa Claus Rally”... what is it and will we get one this year?  Then, 2025 brought controversy in the form of “good genes”, Uncle Herschel and bags that DON’T fly free, we look at which brands took a hit this year, which recovered and which are still finding their way.  Finally, an update on Paramount’s hostile bid for Warner Brothers Discovery and Janus Henderson is going private.   Visit Vanguard.com/audio to learn more  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 00:00 Welcome to Brew Markets Daily 00:30 Santa Claus Rally - Explained! 00:00 2025 Brand Backlash 00:00 Market Close 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 88: Today, Ann welcomes Codie Sanchez, founder & CEO of Contrarian Thinking, a platform designed to empower workers to move from employees to business owners. They discuss buying or investing in a “boring business” that endures and builds wealth, plus Codie shares insights from her time putting money to work in Latin America. Then, Ann takes a look at Rent the Runway, which has seen its shares up 100% this month… but how much runway does the company really have? Visit Vanguard.com/audio to learn more 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 00:00 Welcome to Brew Markets Daily 00:30 Contrarian Thinking’s Codie Sanchez 04:00 Contrarian Thinking’s Codie Sanchez Joins 00:00 Market Close 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 87: Today, Ann checks out Lululemon and the activist investor taking a billion dollar stake in the company with the goal of getting the athleisure OG to get its fit in check. Then we survey earnings from Darden, the parent company of the Olive Garden… apparently diners haven’t had their fill of neverending pasta - plus: Carmax hits the skids and seeks to win back customers with lower prices. Finally, we survey today’s fresh CPI data, see why shares in Micron are up and… it’s back: merger talk of Spirit and Frontier Airlines. Visit Vanguard.com/audio to learn more 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 00:00 Welcome to Brew Markets Daily 00:00 Elliott's $1B bet on $LULU 00:00 Earnings: $DRI $KMX 00:00 Market Close 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 86: Today, Ann analyzes Warner Bro’s scathing letter to shareholders - the board doesn’t mince words about why it rejected an offer from Paramount, including questioning if the money offered is even real! Then we sneak you a cheat sheet on today’s announced merger of online learning rivals Coursera and Udemy. Plus, a look at a listener-suggested manufacturing company Jabil, and how diversity is the key to its work with AI datacenters. AND - for investors looking at their portfolio of stocks to see what’s up and what’s not, we talk to Josh Krugman, Head of Brokerage Product Strategy at Fidelity for insight into potential options for managing year-end tax exposure. Finally, we survey Medline’s landmark IPO - the biggest of the year, and why Blue Owl’s pullout of a deal with Oracle led to today’s AI selloff. Visit Vanguard.com/audio to learn more 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 00:00 Welcome to Brew Markets Daily 00:30 NEW WARNER BROS M&A DRAMA 05:30 Merger in ED TECH 12:30 $JBL EARNINGS 17:30 Tax Optimization: Josh Krugman, Fidelity 24:00 Market Close 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 85: Today, Ann sits down with Howard Lindzon - the founder of Stocktwits - to discuss his 2026 outlook: from small-cap momentum to the psychology driving today’s bull market… and how he never predicted the rise of prediction markets. Then we look for clarity amidst the noise in today’s job’s data - how might the Fed act on the report’s mixed bag? Finally, Tesla hits a record high, guidance from Pfizer is a hard pill to swallow, and coming to a living room near you: Meta reels!  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 00:00 Welcome to Brew Markets Daily 01:40 Stocktwit’s Howard Lindzon Joins 20:00 Delayed November Jobs Report 26:30 $TSLA - $PFE - $META Market Close 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 84: Today, Ann looks at Roomba-maker iRobot’s decline and recent filing for bankruptcy and what it says about the health of public companies… joining other 2025 fails like 23andMe and Sunnova Energy. Then we look at Comcast’s decision to spin off its portfolio of cable networks including CNBC and SyFY - will it reignite the legacy media company and will investors buy into the new Versant? Then, Ann answers a question from a listener who wants to know why shares in Proctor & Gamble are in a holding pattern despite beating earnings and the ubiquity of its products. Finally, we survey why shares in Zillow and ServiceNow saw big declines today. 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 00:00 Welcome to Brew Markets Daily 00:30 iRobot’s Roomba In The Dustbin 03:30 Comcast Spins Off Cable TV 12:30 QFA: What’s happening at P&G 17:25 Market Close 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 83: Today, Ann examines the challenges of turning around a public company with Build-A-Bear’s President and CEO Sharon Price John. They discuss rebuilding operational strength, taking a cherished bricks and mortar brand online and we land a SCOOP on what’s next for Build-a-Bear in video content. Finally, we take a spin through the day’s market headlines including changes at Lululemon and a potential shift in White House policy that had cannabis stocks flying high. 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 00:00 Welcome to Brew Markets Daily 00:30 CEO OF THE WEEK: SHARON PRICE JOHN 02:00 BUILD-A-BEAR’S SHARON PRICE JOHN 28:30 Market Close 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 82: Today, Ann examines Walt Disney Company’s $1 Billion landmark agreement to bring Disney characters to OpenAI’s movie generator Sora… can Mickey protect his own character? Then we explore market concerns that Oracle’s massive AI infrastructure spend will never pay off - leading to today’s massive loss in market cap. Plus, shares in Vail Resorts have been headed downhill, can the return of a former CEO give the stock a lift? Finally, we zip through the headlines around Coca Cola’s new CEO and Manchester United’s cost savings drive. 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 00:00 Welcome to Brew Markets Daily 00:30 Disney’s $1B Bet on OpenAI 03:30 EARNINGS: $ORCL $VAIL 18:00 Market Close - $DIS, $KO 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 81: Today, Ann examines the Fed’s data-blind decision to cut rates by a quarter percent - was it just a gift to the market and what might it mean for Chair Jerome Powell’s legacy? Then we look at companies reporting earrings: did Cracker Barrel finally hit the bottom of the barrel and can fresh biscuits turn it around - and why is online pet retailer Chewy seeking an expansion in brick-and-mortar vet clinics? Finally, a look at GE Vernova’s hyperscaler ambitions and Walmart’s 3D printed stores. 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 00:00 Welcome to Brew Markets Daily 00:30 Data-Blind Fed Cut 05:30 EARNINGS: $CHWY $CBRL 20:00 Market Close 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 80: Today, Ann explores President Trump’s decision allowing NVIDIA to ship H200 chips to China and why the 25% cut to U.S. coffers can’t constitutionally be called an export tax. Then we do a roundup of today’s earnings, looking at the tariff hit on AutoZone and Toll Brothers’ luxury position in a soft housing market. Finally, a look at stocks that moved the market including Campbell’s bland earnings, CVS’s positive up-beat investor day and the money Pfizer is willing to shell out for an oral GLP-1. 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 00:00 Welcome to Brew Markets Daily 00:30 America’s New Chip Tax? 04:30 EARNINGS: $TOL $AZO 16:00 Market Close 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 79: Today, Ann examines the turnaround happening at Ulta that recently sent its share price to an all-time high - how has management executed on three growth initiatives, including turning the beauty retailer into a destination? Then we look at the drama unfolding in Hollywood as Paramount launches a $108 billion hostile takeover of Warner Brothers Discovery just days after Netflix announced a successful bid for the legacy studio, network and streaming company. Finally a survey of today’s market moves by IBM, JPMorgan and others. 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 00:00 Welcome to Brew Markets Daily 00:30 Ulta: Beauty's Beast is Back 04:30 $NFLX $PSKY $WBD Hollywood Drama 21:30 Market Close - JPMorgan - IBM 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 78: Today, Ann is joined in-studio by the founder of Wikipedia - Jimmy Wales - to discuss trust in social media, the prospects of using AI to edit Wikipedia and what Jimmy thinks about the launch of Elon Musk’s Grokipedia. Plus, as Bath and Bodyworks, The Gap and Abercrombie & Fitch see higher foot traffic and sales, we ask: are shopping malls making a resurgence?  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 00:00 Welcome to Brew Markets Daily 00:30 WHAT IS THE VALUE OF TRUST? 03:00 WIKIPEDIA FOUNDER JIMMY WALES JOINS 35:00 Mall Stocks 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 77: Today, Ann examines Meta’s decision to slash the budget for its lagging metaverse operations and applauds the difficult move that’s right out of the playbook of another tech power player: Amazon. Then we look at two companies whose quarterly earnings didn’t wow markets today: why Snowflake is falling and Kroger shelved its automated grocery delivery plans. Finally, we sprint through headline-grabbing stories from iRobot, Dollar General and PVH. 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 00:00 Welcome to Brew Markets Daily 00:00 $META’s $70B Reality Check 00:00 EARNINGS: $KR & $SNOW 00:00 Market Close 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 76: With news coming out of the White House this afternoon that auto fuel standards will be rolled back, Ann reviews which auto companies have already been stepping back from EV models and how their share prices have fared.  Then we look at earnings for Macy’s and Pure Storage… will the retailer’s refresh bring shoppers back to the department store… and can the flash storage company continue to deliver to hyperscale clients?  Finally, Ann addresses 2025’s buyback bonanza when a listener asks why a company would choose a buyback over sending back cash to shareholders through a dividend.   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 00:00 Welcome to Brew Markets Daily 00:00 NEW AUTO FUEL STANDARDS 00:00 EARNINGS: $M $PSTG 00:00 QFA: Buybacks vs. Dividends 00:00 Market Close 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 75: Today, Ann explores why the Omnicom-IPG merger, which created the world’s largest advertising company and is expected to generate more than $25 billion in revenue, might simply be “two drunks propping each other up on a lamppost”.  Then we look at earnings out of Signet and what they signal for holiday jewelry shopping.  Plus, we examine why Costco has joined a list of retailers suing the Trump administration, seeking a potential refund of tariff money.  Finally, Ann weighs in on Michael Dell’s $6.25 billion donation to fund investment accounts for American children. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:30 $OMC Merger Moment 06:00 $SIG EARNINGS 15:00 COSTCO JOINS TARIFF LAWSUITS 18:00 Market Close 20:00 Final Thought 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 74: Today,  Ann takes a look at the major battle shaping up in real estate over ‘private listings” - how Zillow’s ban on off-market and brokerage-exclusive listings is putting it at odds with several of the biggest brokerages.  Then, Ann is joined by Kamini Rangappan Lane, the President and CEO of Coldwell Banker Realty to discuss market conditions, mortgage rates and what it means for potential homebuying individuals to stay on the sidelines while commercial buyers claim inventory.  Finally, we look at some market headlines including Disney’s blockbuster box office weekend. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:30 PRIVATE LISTINGS SHAKE UP REAL ESTATE 04:30 Kamini Rangappan Lane Joins 23:00 Market Close 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Cryptocurrency services are provided by Zero Hash LLC through a software licensing agreement between Zero Hash LLC (“zerohash”) and Public Platform LLC. zerohash is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Zero HashLLC is licensed to engage in virtual currency business activity and money transmission by the New York State Department of Financial Services. Please ensure that you fully understand the risks involved before trading. See here for zerohash licenses and disclosures. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 73: Ann explores Nuuly, the hidden gem inside Urban Outfitters that’s pushing Rent the Runway off the catwalk and bringing in predictable, recurring revenue for the clothing giant.  Then we look at Dell, the decades-old PC maker that has found a path in bespoke AI solutions.  Plus, Petco is begging for a turnaround, Uber robotaxis launch in Abu Dhabi and what exactly did Campbell’s have to say about the suggestion the company 3D-prints its chicken?  We’ll be back on Monday - have a great Thanksgiving!  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:40 $URBN’s HIDDEN JEWEL 04:00 EARNINGS: $DELL $WOOF 16:00 $UBER ABU DHABI ROBOTAXI 18:00 $CPB TALKS CHICKEN 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member.  Availability of the Investment Plans tool on Public.com is not a recommendation or endorsement of the tool. Public.com does not provide investment, tax or legal advice.  For additional disclosures about Investment Plans, go to public.com/disclosures. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition is heating up, with Meta is in talks to buy billions of dollars of Google's TPUs. Then, we break down some of today’s earnings: why Smucker’s is protecting its billion-dollar frozen sandwich and how Foot Locker aims to tame the shoe wall.  Finally, is Abercrombie back and was there a spy at TSMC… prep and espionage ripped from the headlines. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:30 NVIDIA SAYS IT IS NOT ENRON 05:00 EARNINGS: $SJM $DKS 16:00 ABERCROMBIE SHARES SOAR 18:30 DID $TSMC HAVE A SPY? 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 71: Today, Eli Lilly becomes the first healthcare company to join the Trillion-Dollar Market Cap Club - Ann looks at this intriguing and historical collection of companies.  Plus, Warner Brothers Discovery has put itself up for sale, we survey which Hollywood heavy hitters have submitted bids: Paramount seems to be in the lead, but can Comcast overcome debt and political headwinds… and will Netflix embrace theatrical releases?  Finally, a peak behind the curtain of Ann’s appearance on Fox Business Network. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:30 $LLY JOINS THE TRILLION DOLLAR CLUB 04:00 $NFLX $CMCS $PSKY BID FOR $WBD 20:00 Ann’s Appearance on FBN 24:30 Market Close 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, orning 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 70: Ann welcomes Charisse Hughes, the Chief Growth Officer of Kellanova (think Pringles and Special K) to explore how the company is using advanced analytics for greater customer insights and applying AI to marketing tasks while retaining the human creative. Plus we look at the frank comments made by the CEO of Bath and Bodyworks after the company’s recent poor earnings report and stock hit.      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 00:00 Welcome to Brew Markets Daily 00:30 Advanced Analytics in Food Brands  03:00 Charisse Hughes Joins 19:00 Bath and Bodyworks Earnings $BBWI Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. 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 69: Today, Ann reviews Abbott Labs’ purchase of Cologuard maker Exact Sciences and what it could mean for the future of precision oncology.  Then, we survey earnings from Walmart and Nvidia - they’re both giants - but are they both tech companies… and why did shares rise today for one and not the other?  Then, Ann explores why Professor Yann LeCun - one of the godfathers of modern AI - is leaving Meta for his own startup.  Finally, Ann looks at Intuit’s earnings as they come over the wire. For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:00 $ABT BUYING COLOGUARD’S $EXAS 00:00 EARNINGS: $WMT $NVDA 00:00 Yann LeCun Leaving Meta Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Alpha is an experimental AI research tool from Public Holdings, Inc., powered by GPT-4. It may produce inaccurate or inappropriate responses and is not investment research or a recommendation. All output is provided “as is,” without warranties, and use is at your own risk. Please independently verify any information before making decisions. 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 68: Today, Ann looks at Adobe’s struggle with lack of innovation and why she found today’s announcement that the company is buying Semrush for $1.9 billion… anticlimactic.  Then we look at earnings for Target and if an additional $1B refresh can turn the company around.  Plus, Viking River Cruises is thriving without kids on-board.  Finally, Ann answers your question about a 53-week reporting period. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:00 Adobe’s AI Problem 00:00 Earnings: $TGT $VIK 00:00 QFA: A 53-week year? 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 Paid for by Public Investing. Full disclosures in podcast description. Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI research tool from Public Holdings, Inc., powered by GPT-4. It may produce inaccurate or inappropriate responses and is not investment research or a recommendation. All output is provided “as is,” without warranties, and use is at your own risk. Please independently verify any information before making decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 67: Today, Ann takes a look at CLEAR, the identity security company whose service you may use to cut those airport lines.  Ann sits down with CEO Caryn Seidman Becker for the latest on the impact of the government shutdown and  what’s next for biometrics.  Then we take a look at earnings for Home Depot and why a quiet storm season may have driven down revenue.  Plus, Klarna expands into credit card offerings - looking to expand now and profit later. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:30 Biometrics in Travel and beyond 03:00 EARNINGS: $HD & $KLAR 16:00 Caryn Seidman-Becker Joins 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 66: Today, Ann explores a report of which companies have spoken about AI on their earnings calls and what it could potentially mean. Next up, a look at Aramark’s earnings report and what it means for the $10 billion food giant. Then a look at the potential merger between local news operators Scripps and Sinclair. And finally a look at how Alphabet keeps hitting record-highs.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 65: Welcome to Brew Markets. Today, Ann looks at the 12-year tenure of Walmart’s CEO after today’s announcement that he’s stepping down.. is he going out on top?  Then we examine what the headlines missed on StubHub’s earnings, how Sally Beauty is seeking a makeover and if Virgin Galactic will get its next space vehicle off the ground. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204  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 00:00 Welcome to Brew Markets Daily 00:00 Walmart CEO Stepping Down 00:00 Earnings: $STUB $SBH $SPCE 00:00 Market Close 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 64: Today, Ann explores the new partnership between TKO - the boxing and ultimate fighting heavyweight - and prediction market leader, Polymarket… and why it could have sport-betting companies shaking in their boxer shorts.  Then, we look at Disney’s earnings and examine the family-run department store with an $11b market cap that you may not have heard of.  Later, Ann explains why investors in QQQ are being hounded to vote.  Finally, change is about to hit Verizon. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:45 UFC ($TKO) Pairs Up with Polymarket 04:00 Earnings: $DIS $DDS $CSCO 15:00 What’s Going On with $QQQ 18:30 Final Thought - Verizon 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Cryptocurrency services are provided by Zero Hash LLC through a software licensing agreement between Zero Hash LLC (“zerohash”) and Public Platform LLC. zerohash is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Zero HashLLC is licensed to engage in virtual currency business activity and money transmission by the New York State Department of Financial Services. Please ensure that you fully understand the risks involved before trading. See here for zerohash licenses and disclosures. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 63: Today, Ann examines what went wrong at Beyond Meat - tanking stock, briefly meme’d, dropped by McDonald’s… and what it might signal for the plant-based sector.  Then we jump into earnings for On, the Swiss shoe company that’s setting race records - and look at IP at Sony and why shares in Okla are up despite reporting a loss.   Finally, Ann presents our CEO of the week: the man behind Metsera, the company that’s just 3 years old and already the target of an extraordinary bidding war between Pfizer and Novo Nordisk. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 01:00 Is Beyond Meat Beyond Hope? 04:30 Earnings: $ONON $SONY $OKLO 17:00 CEO of the Week 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 Paid for by Public Investing. Full disclosures in podcast description. Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI research tool from Public Holdings, Inc., powered by GPT-4. It may produce inaccurate or inappropriate responses and is not investment research or a recommendation. All output is provided “as is,” without warranties, and use is at your own risk. Please independently verify any information before making decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 62: Today, Ann examines the evolution of Instacart - from marketplace to software-as-a-service - and where the new CEO wants to go next.  Then we discuss the potential changes coming to payments and why your pricey rewards card may be rejected by some merchants.  Plus in honor of Veterans Day, we welcome asset manager Ted Oakley to share not only his market perspectives, but lessons learned from his time in the Army. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:30 $CART Earnings 03:00 Visa and Mastercard’s New Deal 09:00 Ted Oakley Joins 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 61: Today, Ann reviews the progress made toward re-opening the government and the markets’ strong reaction.  Then, we take a look at quarterly earnings for D-Wave, the quantum computing company that has raised a lot of cash, but hasn’t yet seen big returns... plus what has Tyson asking "where's the beef?".  Then Ann answers a question from the audience and explores the naming process for stock tickers - including some of our favorites: PZZA, FUN and WOOF.  Finally, Ann considers Warren Buffett’s final letter to Berkshire Hathaway shareholders. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 01:00 Let Up in the Shutdown? 04:00 Earnings: $QBTS $TSN 11:00 QFA: Stock Tickers 15:00 Market Close 15:30 Final Thought 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.  Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 60: Ann sits down with the co-founder of Reddit, Alexis Ohanian, who explains why the internet needs to feel human again and how he’s partnered with his arch-nemesis to restore trust and fun to the web.  He shares a story about working with Sam Altman during OpenAI's earliest era. They also discuss his launch of Athlos - the first women's-only professional track and field competition - his successes in investing in women’s sports and what he would have done differently.      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 00:00 Welcome to Brew Markets Daily 00:30 Alexis Ohanian To Come 03:00 Alexis Ohanian Joins 27:30 Market Close Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. 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 59: Today, Ann examines why Robinhood’s stock is down today despite posting blockbuster revenue - will the trading platform lean into prediction markets?  Then we take a look at earnings: investors balk at Duolingo’s long-term play, Planet Fitness names its greatest competitor and what a sale of Warner Brothers might mean to AMC.  Then, Ann answers a question from the audience about Netflix’s planned stock split and how they play to investor psychology. For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 01:00 $HOOD Prediction Markets 03:30 EARNINGS: $DUOL $PLNT $AMC 17:00 QFA: Stock Splits  22:00 Market Close Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  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 58: Today, Ann examines McDonald’s earnings and what they - along with the CEO - have to say about the state of the consumer (hint: they like Snack Wraps).  Then a conversation about earnings from Toast, Lemonade and Rivian… is its future riding on the next SUV?  Finally, Ann sets the table for today’s massive legal moment as the Supreme Court considers Trump’s tariffs. For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 01:00 McDonald’s Earnings 03:00 Earnings: $TOST $LMND $RIVN 17:30 Tariffs Before SCOTUS 23:00 Market Close Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  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 57: Today, Ann examines why famed hedge fund investor, Michael Burry is betting against Palantir & NVIDIA and which CEO called him crazy for shorting chips. Then we look for nuggets in quarterly earnings: Hertz is back in the driver’s seat, while Yum! Is open to selling Pizza Hut. Later, FiServ’s stock dropped off a cliff - did the CEO prompt it on purpose? Ann explores The Big Bath Theory. Plus an update on Pfizer and Novo’s drug war over Metsera. For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 01:00 One Man’s Short Position 04:00 Earnings Roundup 18:00 $FI: The Big Bath Theory 22:00 Market Close Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. 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 56: Today, Ann breaks down Kimberly-Clark’s purchase of Tylenol maker Kenvue  - with the drug in the political spotlight, who stands to win and what is there to lose?  Then we look at Amazon’s cloud hosting wins while the company struggles to deliver on Whole Food’s  grocery business.  Finally, Ann breaks down Pfizer and Novo Nordisk’s unprecedented battle over who gets to buy Metsera, the biotech company focused on obesity treatments.  For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 01:00 Kimberly-Clark buying Kenvue 03:00 Amazon’s Earnings 16:00 Novo Nordisk & Pfizer’s Drug War 21:00 Market Close Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. 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 55: Ann sits down with Tinder’s former CEO Faye Iosotaluno for an exclusive conversation on how Gen Z is reshaping modern dating. They explore why younger users are craving more real world connection and how technology is changing what authenticity looks like online. Plus, we wrap up the week with earnings from Hershey that explain why the Halloween candy season got off to a slow start. 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 00:00 Welcome to Brew Markets Daily 01:00 Faye Isotoluno Joins 31:00 Market Close Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc. 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 54: Ann explores why after a mega CaPex AI spending spree, Meta shareholders may by saying: show me the money - and what the company plans for 2026. Then, we break down the earnings of other Mag7s: Microsoft and Alphabet including how the cloud is boosting revenue - plus we find out why Chipotle shares were down 20% on earnings. Finally, YouTubeTV squares off with Disney and Ann gives an update on negotiations with China. 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 00:00 Welcome to Brew Markets Daily 01:00 Meta’s CapEx Spend 05:00 Earnings Roundup 16:00 CEO of the Week: Dan Rosensweig 20:00 Market Close Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc. 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 53: Today, Ann examines the Fed’s vote to cut interest rates and if there may be one more this year. Then we do a roundup of earnings reports moving markets today: Boeing’s ongoing turbulence with its 777x program, Caterpillar’s AI-fueled growth and a bespoke shakeup in leadership at Etsy. Ann then answers your question: why are there record stock buy-backs this year and should the market be skeptical? Finally, NVIDIA touches $5 trillion and Chili’s is crushing it. 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 00:00 Welcome to Brew Markets Daily 01:00 The Fed’s Rate Decision 03:30 Earnings Roundup - Boeing, Caterpillar and Etsy 13:00 Corporate Buybacks 07:00 Market Close Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc. 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 52: Today, Ann examines OpenAI’s split into two: a nonprofit that will control a $500 billion for-profit arm, the powerhouse board and how the restructuring might pave the way for an IPO. Then, we dive into highlights from today’s earnings - including UPS weaning itself off of Amazon, Royal Caribbean hitting rough seas and Wayfair shares way up on brick and mortar. Later, Ann jargon busts the creative financing at play in Keurig Dr Pepper’s acquisition of JDE Peet’s coffee and we look at job headlines. Finally, NVIDIA breathes life into that old Nokia. 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 00:00 Welcome to Brew Markets Daily 00:00 OpenAI Splits In Two 00:00 Earnings Roundup - UPS, Wayfair, Royal Carribean 00:00 QFA: What is convertible preferred stock 00:00 Market Close 00:00 Final Thought - NVIDIA & NOKIA Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc. 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 51: Welcome to Brew Markets. Today, Ann explores the rollout of eVTOL (electric vertical take off and landing aircraft) air taxis and talks to the Founder and CEO of Archer Aviation about what timelines investors should expect and if public safety concerns about small aircraft like helicopters can be overcome by software capabilities in their electric counterparts. Then, Travis Kelce is taking a stake in Six Flags amusement parks - we explore what makes this celebrity investment unique. Finally, we review today’s market movers: lululemon, Qualcomm, Porsche and iRobot and look at Bessent's short list for Jerome Powell's job. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 01:00 Flying Taxi Stocks Take Off 03:00 Travis Kelce Delivering $FUN 12:00 Adam Goldstein Joins 32:00 Market Close 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 Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 50: With $1.5 trillion spent worldwide on AI this year, Ann is joined by Professor Karim Lakhani to discuss his research on productivity and measuring the return on AI spend. He explores if corporations should have “clinical trials” of AI before putting more money behind it. Finally we wrap up the week with Target’s turnaround and earnings out of Proctor and Gamble. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 01:00 Exploring the AI ROI 03:00 Professor Karim Lakhani Joins 30:00 Market Close Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd 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 49: Welcome to Brew Markets. Today, Ann dives into Tesla’s earnings: with vehicle deliveries up and operating income down, why Elon Musk wants to secure his voting control. Then we look at earnings for Southwest and American Airlines for travel trends, what’s signal and what’s noise? Then Ann nerds out over quantum computing: Nobel prizes, solving 150 year old mysteries and now interest from the White House. Finally, we wrap with market headlines from Rivian, Las Vegas Sands and Honeywell. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 01:00 What Musk Wants From $TSLA 04:00 Earnings Roundup 10:30 Quantum Computing In The News 13:00 Market Close Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd 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 48: Today, Ann explores the drama unfolding at Novo Nordisk after the company cuts its profit growth forecast for the third time this year.   Then an earnings roundup that finds Netflix getting squeezed by a Brazilian tax and leaning into live… Hilton embracing international travel… and Mattel feeling down on Barbie and FIsher Price.  Finally, Ann is joined by LinkedIn’s Chief Economist Karin Kimbrough  to discuss the state of the labor market and the role AI may or may not be playing. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204  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 00:00 Welcome to Brew Markets Daily 01:00 Drama At Novo Nordisk 03:00 Earnings Roundup - Netflix, Mattel, Hilton 14:00 LinkedIn’s Chief Economist Karin Kimbrough 25:00 Market Close Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd 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 47: Today, Ann explores the Merger Moment of French luxury powerhouse Kering  agreeing to sell its beauty division to cosmetics giant L’Oréal - how will both parties benefit? Then we break down today’s news out of Hollywood that storied studio Warner Brothers Discovery is considering putting itself up for sale. Plus - it’s earnings season! What nuggets did we glean today from Coke, Philip Morris, General Motors and GE? Finally: exactly who are the players taking Hologic private? Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 00:35 Kering to sell beauty division to L’Oréal  04:20 $WBD FOR SALE? 12:30 Earnings Roundup 18:11 Market Close 19:00 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd 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 46: Today, Ann looks into the activist investor inside Cooper Companies that might be eyeing a link up with Bausch + Lomb. Then we dig into the luxury markets: why Gen Z prefers to buy their handbags second-hand and which marketplace companies are benefitting. Later, Ann busts the jargon around margin debts at record highs. Finally, we wrap up with Apple’s stock hitting a high, Molson Coors pivoting to more non-alcoholic beverages and Weight Watchers partnering with Amazon. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 01:00 Activist Investor in Cooper Companies 04:00 Luxury Resale on the Rise 10:00 QFA: What is Margin Debt? 14:15 Market Close 16:00 Final Thought 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 and Morning Brew 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. Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 45: Ann is joined by author Michael Lewis to reflect on 15 years of “The Big Short” - how the 2008 financial crisis  might have unfolded in today’s social media environment, why the current market feels more like the internet bubble (with a twist) and how faith in Bitcoin is practically a religious belief.  Plus Michael outlines his approach to the research and writing of his best-sellers… and reveals how he ended up investing in gold.  Finally, a quick round of guess the ticker symbol. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204  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 00:00 Welcome to Brew Markets Daily 01:00 The 2008 Financial Crisis 03:45 15 Years of The Big Short 04:45 Michael Lewis Joins 41:00 Guess the Ticker Symbol Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 44: Ann looks into Nestle - the world’s largest food and beverage company.  It has a new CEO who is pledging 16k job cuts to keep up with a quickly changing industry.  Then, two major American timberland companies are merging - we explore if the deal is about timber, or the land?  Plus, auto bankruptcies - we break down how the impact is spreading, as regional bank stocks drop with confidence in their lending practices.  Finally, we unpack earnings from TMSC, JB Hunt, United and more!   Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204  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 00:00 Welcome to Brew Markets Daily 01:00 Nestle Has A New Sheriff in Town 04:30 Timberland! $RYN and $PCH Merge 09:00 Regional Banks 14:10 Earnings! Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at ⁠Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 43: Ann is joined in-studio by Andrew Ross Sorkin to discuss his new book 1929 and the prevailing factors that predicated that year’s market crash and parallels at play today.  Sorkin talks prediction markets, the democratization of access to private capital, where he invests his money and so much more. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204  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 00:00 Welcome to Brew Markets Daily 00:30 Andrew Ross Sorkin on 1929 02:25 Andrew Ross Sorkin Joins 34:49 Market Close Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 42: Ann dives into JPMorgan’s earnings and explores CEO Jamie Dimon’s “Security and Resiliency Initiative”, a politically savvy call for more investment in America.  Then we go inside the bankruptcy of two auto companies, the billions of dollars that vanished and what it might mean for private credit.  Finally, Ann sinks her teeth into Domino’s and Albertsons’ earnings, plus what they portend for consumer sentiment. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204  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 00:00 Welcome to Brew Markets Daily 00:40 $JPM Wants to Finance America 05:19 First Brands & Private Credit Risk 13:05 $DPZ & $ACI Earnings 15:35 Market Close 16:16 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 41: Welcome to Brew Markets. Today, Ann is joined by Fed insider Danielle DiMartino Booth.  Hot on the heels of the release of minutes from the Federal Open Market Committee’s latest meeting, Danielle gives her insights on the state of the Fed, strategies for young people entering the workforce and if we are about to experience Enron 2.0.  Plus, AMD’s Lisa Su is our CEO of the Week. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 01:00 Lisa Su of $AMD 05:25 Danielle DiMartino Booth Joins 30:56 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 40: Welcome to Brew Markets. Today, Ann welcomes “The Mooch” - Anthony Scaramucci - founder and managing partner of SkyBridge Capital. They explore the possibility of artificial intelligence replacing human-run hedge funds and the importance of neuroplasticity: staying mentally flexible and open to new ideas, technologies and generations. Plus shares in rare earth miners hit the mother lode on speculation of more White House investment. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 00:25 Will AI Kill Hedge Funds? 03:04 Anthony Scaramucci Joins 28:43 Market Close 29:24 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 39: Welcome to Brew Markets. Today, Ann discusses why an activist investor is growing impatient with PepsiCo - Ann suggests the CEO may be on borrowed time. Then what Delta’s earnings indicate for the future of business travel. Finally, Ann jargon-busts "dividend recaps" and a look at Ferrari and Costco. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 01:00 $PEP Patience Runs Low? 05:00 $DAL Earnings Fly 12:30 What’s a Dividend Recap? 16:00 Market Close 16:30 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 38: Welcome to Brew Markets. Today, meme ETFs are making a comeback and Ann explores which companies are included - whether or not they want the memestock title. Then the proposed merger of Fifth Third Bank and Comerica has us discussing why regional banks want to scale up and why big banks are trying to go local. Ann goes through why the likes of Robinhood and BlackRock are exploring Tokenization and what it means. Plus, AST SpaceMobile partners with Verizon and Figma is now accessible through ChatGPT. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 00:35 Meme ETFs Crop Up 05:00 More Bank Deals On the Way 14:30 QFA: What is Tokenization? 17:40 Market Close 18:30 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 37: Welcome to Brew Markets. Today, Ann looks at why ICE - the public company that owns the New York Stock Exchange - is investing $2 billion in prediction market player, Polymarket. Next, we unpack why consumers are drinking less beer and what Constellation Brands has to say about the trend. Then, Ann answers a listener's question on what warrants are - and explains why OpenAI’s deal to get them in AMD is so juicy. We wrap on gold hitting new highs, Oracle’s stock nudging down, Ford facing supply chain disruption and Qualcomm’s move into robotics. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204  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 00:00 Welcome to Brew Markets Daily 01:06 Polymarket Joins NYSE’s Family 04:36 $STZ IN RETROGRADE? 11:30 QFA: What Are Warrants? 16:40 Market Close 18:00 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 36: Welcome to Brew Markets. Today, Ann follows the money to see how today’s announcement of OpenAI partnering with - and taking an equity stake in - chip giant AMD may add to fears of an AI bubble. Then, we break down how Reddit’s content licensing deal with ChatGPT is going and Ann answers a listener question on how the prediction markets look at the US government shutdown. Finally, TSLA stock was up after a teaser video launched speculation that a new affordable model is on the way. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 001:00 OpenAI & $AMD: A Bubble? 05:27 Is $RDDT Becoming Invisible? 12:31 What are Prediction Markets? 15:42 Market Close 16:38 Final Thought 00:00 Credits Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 35: Welcome to Brew Markets. Today, Ann explores Spotify’s recent decision to install two CEOs - the unusual setup worked for Netflix, but does it leave folks wondering who’s in charge? Then Ann welcomes the Founder and CEO of Applied Digital, Wes Cummins, to discuss data centers, the physical backbone of AI. Finally, with the expiration of the EV tax credit, a look at automakers’ quarterly delivery number. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 00:38 Are new $SPOT CEOs new? 04:43 Wes Cummins on Data Centers 29:12 Market Close 30:06 Final Thought Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 34: Welcome to Brew Markets. Today, Ann explores Amazon’s drive to dominate WalMart in the enormous grocery market. Then, Ann is joined by Sally Shin, a venture partner at Comcast Ventures, to discuss corporate in-house venture investing and if there is such a thing as new vs. old media. Finally, Ann breaks down how FICO scores are changing along with how consumers access credit. Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204 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 00:00 Welcome to Brew Markets Daily 00:45 $AMZN $WMT War Heats Up 03:39 Inside Corporate Venture with Sally Shin 25:08 Market Close 26:06 Final Thought Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 33: Welcome to Brew Markets. Today, Ann explores what the Government Shutdown means for access to inflation and other data that informs the Fed.  Then, it’s been a year since Nike’s new CEO started a company turnaround - we discuss what's working.  Finally, Ann answers a listener who is seeing headlines of gold at an all-time high and wondering how to buy.   Listen to Capital Ideas on your favorite podcast player https://podcasts.apple.com/us/podcast/capital-ideas-podcast/id1206119204  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 00:00 Welcome to Brew Markets Daily 01:00 Government Shutdown 04:20 $NKE Just Doing It? 14:44 How to Buy Gold 18:45 Market Close 19:53 Final Thought Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 32: Welcome to Brew Markets. Today, Ann explores the agreement announced today between the White House and Pfizer to sell some of its drugs to Medicaid at reduced prices - and what could come next for the pharmaceutical industry. Then we try out ChatGPT’s new Instant Checkout feature on Etsy and discover why it’s an e-commerce game changer. Finally, Ann fields a listener question and explains the Shiller P/E ratio 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 00:00 Welcome to Brew Markets Daily 00:28 White House Partners with $PFE 03:13 Shopping $ETSY With ChatGPT 10:25 Shiller P/E Explained 14:14 Market Close 15:20 Final Thought Disclosure: Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Cryptocurrency trading is offered by Bakkt Crypto Solutions (NMLS ID 1890144), licensed by the NYSDFS. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public Holding’s, Inc. makes no guarantees about its accuracy or reliability—verify independently before use. Options are not suitable for all. Investors should read Options Disclosure at Public.com/odd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 31: Welcome to Brew Markets. Today, Ann looks at the potential government shutdown and how the markets have responded to past shutdowns. Then, even though Costco beat on earnings and is generating cash from membership fees, Ann dives into the numbers to see if the company might be overvalued. Finally, Ann jargon busts “OpCo/PropCos”, ETSY is selling through ChatGPT and the $55 Billion deal for Electronic Arts is the biggest buyout ever. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:25 Potential Government Shutdown 04:35 Is $COST overvalued? 14:29 What’s an OpCo/PropCo? 19:10 Market Close 20:16 Final Thought 22:00 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode #30: Today, Ann reviews how new tariffs are rippling through consumer and healthcare stocks. Then, we bring you an in-studio conversation with global DJ and entrepreneur Steve Aoki. We explore how he takes lessons from his career in music to investing and how he manages his venture arm Aoki Labs.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:35 Tariffs Hit $WSM03:35 Steve Aoki Joins  41:13 Markets  42:10 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 29: Welcome to Brew Markets. Today, Ann looks at US government investments in the private sector and ponders if we will see a surge in “golden shares”. Then, Bumble is cozying up with AI - we look at founder Whitney Wolfe Herd’s first 6 months back as CEO.  Plus, Starbucks announced a significant restructuring today - is this what the market’s been waiting for?  Finally, CarMax misses estimates, Amazon pays a record FTC fine and Spotify is rooting out AI slop. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:28 More Golden Shares? 04:33 AI & $BMBL Cozy Up 13:18 $SBUX Restructures 10:22 Market Close 19:10 Final Thought 20:24 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 28: Welcome to Brew Markets. Today, Ann explores a new deal between Palantir and Boeing that extends AI software across old world manufacturing. Next, we break down the Merger Moment combining the country’s two largest real estate brokers - and what it could mean for home listings. Finally, Ann explains “pump and dump” schemes and we wrap with mining stocks on the rise and Alibaba’s fresh investment in AI. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:26 $BA Integrates $PLTR AI 04:02 $COMP Acquires $HOUS 13:30 What’s a “Pump and Dump” Scheme? 16:37 Market Close 17:55 Final Thought 19:25 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 27: Welcome to Brew Markets. Today, Ann prepares for Nike’s upcoming earnings with a fresh look at its partnership with Kim Kardashian’s SKIMS. Then we reflect on our morning onsite at NASDAQ with an overview of its history and performance as a public company. Finally, Ann welcomes Lucid’s interim CEO, Marc Winterhoff to our studio to discuss the latest on EVs. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:37 Nike-Kardashian Launch 04:37 We Were At The NASDAQ! 11:50 Lucid Interim CEO Marc Winterhoff Joins 28:36 Market Close 29:26 Final Thought 31:04 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 26: Welcome to Brew Markets. Today, Ann reviews President Trump’s comments that Fox Corporation CEO, Lachlan Murdoch, will be involved in a deal to keep TikTok alive in the USA - and what this may mean for other social media platforms. Then, we break down Reddit’s new negotiation with Google in the world of AI. Finally, we ask CEO of Sprott Asset Management, John Ciampaglia, why gold is trading at record highs. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:27 Fox, TikTok & New War for Social? 03:27 $RDDT Deals with $GOOG 11:32 John Ciampaglia on Gold 19:49 Market Close 20:35 Final Thought 21:18 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 25: Welcome to Brew Markets. Today, Ann unveils a Cracker Barrel activist investor with an unusual profile. Then she welcomes to the show Dan Ives, Global Head of Technology Research at Wedbush Securities for his hot takes on hot stocks, how his AI Revolution ETF stacks up versus others and insights into why he joined the board of Eightco Holdings. Finally, some good news on the price of your morning coffee.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:34 $BH ACTIVIST IN $CBRL 02:45 Dan Ives Joins 23:00 Coffee Futures Are Bright 23:55 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 24: Welcome to Brew Markets. Today, Ann wonders if PayPal can start to fulfill its potential after years of underperformance. Then we break down how the Federal Reserve votes on rates. Finally we touch on the biggest headlines from NVIDIA, Intel, Darden and Live Nation. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:25 PayPal Partners with Alphabet 04:15 Inside The Fed: Who Votes? 11:17 Market Close & Headlines 15:11 Final Thought 16:15 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 23: Welcome to Brew Markets. Today, Ann hits the highlights of the Federal Reserve’s eagerly anticipated rate decision. Then, we take a look at Workday’s buying spree and how it’s persuading the market that its AI strategy might work. We wrap with a tour through the career of Lyft CEO, David Risher, on a big day for the company’s stock. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:24 Fed Rallies Around Rate Cut 03:20 $WDAY AI Buying Spree 12:25 CEO Of The Week: Lyft 16:03 Market Close 17:01 Final Thought 18:40 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 22: Welcome to Brew Markets. Today, Ann digs into why oil and gas giant Exxon Mobil is making it easier for retail investors to engage. Exxon claims it’s trying to level the playing field - we say it’s pragmatic self-interest. Then, we explore the threat Starbucks faces from Luckin, the fast-growing Chinese coffee chain famous for deep discounts.  Finally, Ann busts the jargon around ‘Over The Counter’ shares - what you need to know.  We wrap with the market numbers and a look ahead to tomorrow’s pivotal Fed announcement.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:24 $XOM Activating retail investors 04:46 Luckin coming for $SBUX? 13:10 Jargon Busting: Over The Counter Trades 15:34 Market Close 16:32 Final Thought 17:57 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 21: Welcome to Brew Markets. Today, Ann updates us on the latest at Opendoor following her interview last week with activist investor and vocal proponent for the company on X, Eric Jackson. Then, we break down StubHub’s business model in the run up to its IPO, and ask what reception it deserves. Finally we answer a question from the audience on what “dual class shares” mean - both busting jargon and the real world implications of control of public companies.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:25 NEW WEEK, NEW CEO AT $OPEN 04:32 $STUB IPO 15:54  Who controls public companies? 18:54 Market Close 19:44 Final Thought 21:27 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 20: Welcome to Brew Markets. Today, Ann digs into the low key CEO with a sky high net worth, courtesy of Oracle’s share price pop. Then, we explain Rent The Runway’s plummeting stock and why investor patience is running out. Finally, we unpack NASDAQ’s new partnership with crypto exchange Gemini. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:30 $ORCL: Meet Safra Catz 05:14  $RENT OUT OF RUNWAY 13:58 IS $GEMI (T)WINNING 16:30 Market Close 17:35 Final Thought 19:00 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 19: Welcome to Brew Markets. Today, Ann launches a “Merger Moment” segment by shining a light on why Potbelly will leave the NASDAQ - and what this means for investors in restaurant stocks. Then, we unpack the new deal that keeps Fox Corporation and News Corp in Murdoch family control and how the concentration of voting power is more common than people think. Finally, we demystify “insider sales” and wrap with the major market movers.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:28  Potbelly's Merger Moment 05:49 Founder Succession Drama 13:13 Insider Sales: Signal or Not? 17:48 Market Close 19:01 Final Thought 00:00 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 18: Welcome to Brew Markets. Today, Ann digs into Uber’s partnership with Joby Aviation to take its Blade helicopter services on-demand - and unveils some hidden winners from the deal. Then, we take the back-to-school vibe to Starbucks, to grade CEO Brian Niccol’s performance on his one year anniversary at the coffee giant. Finally, Ann jargon busts the VIX, aka the “fear gauge”, and we wrap with a selection of the day’s market movers.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:00 $UBER & $JOBY HIDDEN WINNERS 00:00  GRADING $SBUX CEO 00:00 What is the “Fear Index”? 00:00 Market Close 00:00 Final Thought 00:00 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 17: Welcome to Brew Markets. Today, Ann hones in on Opendoor Technologies - is it a meme stock or just misunderstood? She unpacks how institutions have moved to rate the volatile stock to a hold or sell, with price targets below $2. Then, she interviews Eric Jackson of EMJ Capital on why he believes retail investors could look to a thesis supporting an $82 valuation instead.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:31 $OPEN For Debate 05:45 Eric Jackson Joins 24:14 Market Close 25:02 Final Thought 25:43 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 16: Welcome to Brew Markets. Today, Ann breaks down what Robinhood’s entry into the S&P 500 - or what she calls stocks’ Team USA - symbolizes for the market. Then we go through SpaceX’s $17 billion purchase of spectrum from EchoStar and why it’s setting the stage for a new chapter in mobile communications. Plus, jargon-busting the “probability” of a Fed rate cut and what Klarna’s upcoming IPO may signal about the appetite for tech stocks. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:33 $HOOD Joins the Mainstream 05:51 $SATS Sells to SpaceX 11:05 What is the Probability of a Rate Cut 15:11 Market Close 15:55 Final Thought 00:00 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 15: Welcome to Brew Markets. Today, Ann explores the trillion dollar pay package that Tesla’s proposed for Elon Musk - will it set a precedent for other key man CEOs?  Then Ann busts through American Eagle’s 38% share price jump to study its financials with cold, hard math. Finally, Ann walks us through how ADRs let US investors buy stocks overseas, with closing thoughts on Goldman Sachs investing in T. Rowe Price and what that means for alternative assets.    For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome To Brew Markets Daily 00:23 Musk’s $1T Pay Package ($TSLA) 04:30 Inside American Eagle’s Earnings ($AEO) 07:52 What Is An ADR? 11:56 Markets 13:02 Final Thought - Goldman Sachs investing in T. Rowe Price 15:20 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 14: Welcome to Brew Markets. Today, Ann explores if the market is too impatient for AI pivots by Salesforce and other software OGs. Then, we explain what a stock lock-up is and why long-time Figma investors would sign up to extend one, despite a flashy IPO. Finally, Ann explains what happens to your shares in a public company when it goes private.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 WELCOME TO BREW MARKETS DAILY 00:29 $CRM: CASH OR GROWTH? 05:09 $FIG STAYS LOCKED-UP 12:10 GOING PRIVATE - WHAT HAPPENS? 15:11 MARKET CLOSE 16:27 FINAL THOUGHT - CONGRESS 18:06 CREDITS Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 13: Welcome to Brew Markets. Today, Ann explores why the Justice Department let Alphabet’s Google keep Chrome - and what it signals on the might of GenAI.  Then, Petco’s turnaround bets on in-store experiences - will pet parents come around?  Finally, we unpack why new stock exchanges keep popping up in Texas.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 Welcome to Brew Markets Daily 00:24 Google's Win Proves AI Wins 05:03  The Market For Pet Parents (WOOF) 14:023 Why Are There Texas Stock Exchanges? 17:52 Markets 19:31 Final Thought - Netflix 21:16 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 12: Welcome to Brew Markets. Today, Ann explores why Spirit Airlines - declaring bankruptcy for the 2nd time - desperately needs to be acquired.  Then, 10 years after its mega-merger, Kraft Heinz is breaking up - but does the market like the split?  Finally, we celebrate Warren Buffett’s recent birthday with a cheeky look at Berkshire Hathaway’s succession plan.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:28 Airlines Shake Up On The Way? ($FLYY) 05:35 Kraft Heinz to Split ($KHC) 13:19 Who's In Charge at Berkshire Hathaway? 16:25 Markets 17:39 Final Thought 18:48 Credits Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  APY as of 8/8/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 11: Welcome to Brew Markets. Today, with the markets closed for Labor Day, we listen back to a conversation with Ann and Shark Tank’s Kevin O’Leary - AKA Mr. Wonderful.  To start, Ann and Kevin discuss the growing speculation that the United States will create a sovereign wealth fund and what it would take to be adopted.  Next, they examine what Elon Musk is doing right across his many business ventures.  Finally, Kevin makes the argument for collectibles as an alternative asset,  foreshadowing his recent partnership in the blockbuster purchase of a $12.9 million 2007-08 Michael Jordan and Kobe Bryant dual Logoman card.   For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 10: Welcome to Brew Markets. Today, Ann explores what Urban Outfitters can teach Rent The Runway about how to do clothes rental - and still satisfy shareholders. Next, we break down if trade school stocks offer one way to play AI. Finally, Ann answers your questions about economic indicators by seeing what FedEx and castrated sheep have in common!     For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 9: Welcome to Brew Markets. Today, Ann explores how Uber’s partnerships with thousands of dollar stores plug a gap in rural markets.  Next, we break down the purchase of Foot Locker by Dick’s Sporting Goods and why Senator Elizabeth Warren has her eyes on the deal.  Finally, Ann answers your questions about activist hedge fund investors!     For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 8: Welcome to Brew Markets. Today, Ann explores why Williams Sonoma has a winning retail strategy and the surprising tactics it has in common with the likes of software companies.  Then, we break down how Warren Buffett’s rejection of a train merger may derail consolidation in the industry and finally, Ann explains why inclusion in  the S&P 500 is still like joining the market’s Team USA. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 7: Welcome to Brew Markets. Today, Ann discusses why we should care about quantum computing as IBM and AMD partner up in tech’s next frontier. Then, how Elon Musk and the FCC feature in AT&T’s $23 billion deal with EchoStar. Finally, why the end of Figma’s “quiet period” matters and the market numbers you need to know to wrap up your Tuesday.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets  www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... After Earnings with AT&T CFO Pascal Desroches https://www.youtube.com/watch?v=Ph1R5apUd8M 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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 6: Welcome to Brew Markets. Today, Ann unpacks why Keurig Dr Pepper would buy the owner of Peets Coffee for $18 billion - just to break up after . Then a look at the US Government buying a 9.9% stake in Intel, why it's controversial and if a sovereign wealth fund is next. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 4: Welcome to Brew Markets. Today, Ann discusses Jerome Powell’s speech at Jackson Hole - what he said versus what the market thinks it heard. Plus, what you didn’t know about Intuit and how Zoom has survived beyond the pandemic. Then Ann shares the books on her latest reading list and a sprint through the numbers you need to know to wrap up your week.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 4: Welcome to Brew Markets. Today, Ann discusses why Walmart’s advertising business has been a hidden money-maker. Then, ESPN is launching a streaming service that has been years in the making and why a private equity company is interested in buying a software company. Next up, Chipotle is partnering with a drone company to get you your burrito bowl. Finally, the market numbers you need to know to wrap up your Thursday. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets  Visit 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 00:00 - Intro 00:32 - Walmart's Ad Treasure 03:48 - Fox and ESPN battle in the streaming wars 07:17 - Dayforce to go private 10:38 - Chipotle: Faster Food? 13:33 - Market Close 14:13 - Looking Ahead to Jackson Hole Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 3: Welcome to Brew Markets. Today, Ann discusses Target’s new CEO and why an internal promotion may be a problem for the retailer. Next up, Amazon announces they will be selling used cars from Hertz and a breakdown of the latest earnings from TJX. Then, a look at the fall of tech stocks and what all of the AI headlines have to do with it. Finally, a look at notable market numbers to wrap up your Wednesday.  For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. 00:00 INTRO 00:32 New CEO, New Target? 04:53 Amazon Autos Partnership 08:17 Everyone loves TJ Maxx 11:06 Tech Stocks Retreat 15:45 Market Close 16:16 Final Thoughts Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 2: Welcome to Brew Markets. Today, Ann discusses what SoftBank's $2 billion investment into Intel means for the struggling chipmaker. Next up, why Best Buy is getting into the marketplace game and Ann explains why SPACs are back. Then a breakdown of which fast-casual restaurants are thriving and which are struggling. Finally, the notable market numbers you need to wrap up your Tuesday. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. See full terms here. 00:00 Intro 00:25 SoftBank Bets $2B on Intel 04:55 Best Buy launches 3rd Party Marketplace 07:15 SPACS are making a comeback 11:18 What's up with Applebees & iHop? 13:59 Market Close 15:06 AI - Bubble or not? Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 1: Welcome to Brew Markets. Today, Ann explains what Ulta’s breakup from Target could entail for the retail giant with earnings around the corner. Next, Berkshire Hathaway bets big on struggling UnitedHealthcare, what could it mean? Then, Soho House strikes a $2.7 billion deal to go private and Ozempic is slashing prices for Americans buying without insurance. Finally, the notable market numbers you need to know to wrap up your Monday.  Listen to Brew Markets Here: ⁠swap.fm/l/9Qk4z73Z2nEwFiCB4qee⁠ Watch Brew Markets Here:⁠⁠⁠ ⁠https://www.youtube.com/@BrewMarkets⁠ For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.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 00:00 - Welcome 00:57 - Target under fire 04:28 - Berkshire Hathaway Bets Big on UnitedHealthcare 08:00 - Soho House $2.7B Deal 12:27 - Half-off Ozempic? 14:36 - MARKET CLOSE 🔔 Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Subscribe to the Brew Markets newsletter:⁠ https://www.morningbrew.com/brew-mark...⁠ Visit www.brewmarkets.com 🔗 Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Learn more about your ad choices. Visit megaphone.fm/adchoices