Brew Markets

Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by John Crotteau and Hanna Horvath, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.

  1. hace 1 día

    How Companies Are Getting AI Wrong (ft. Kai-Fu Lee)

    Episode 313: Are companies using AI to its full potential? Today, Ann Berry returns to Brew Markets for a special episode with AI pioneer and AI Native author Kai-Fu Lee – the man Andrew Ross Sorkin called one of the “OGs” of AI. They unpack why AI transformation starts with the CEO, how Lee uses AI to uncover problems employees aren’t bringing to the boss, and why adopting the technology should deliver measurable business results. Then, they discuss why Lee believes AI’s potential is undervalued, even as some individual AI companies are overvalued, how cheaper Chinese models could challenge U.S. AI leaders, and why Hollywood could be vulnerable to disruption. Finally, they explore Lee’s prediction that AI devices could remember everything we say and hear – and the privacy questions that come with that. Visit ProShares.com/Nasdaq100brew  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets 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

    How Companies Are Getting AI Wrong (ft. Kai-Fu Lee)
  2. hace 2 días

    Jensen Huang Resigns & NVIDIA’s Long AI Shadow

    Episode 312: Today, John and Hanna unpack Jensen Huang’s exit from Nvidia, the company’s succession problem and walk through the possible contenders for CEO. Then we zoom out and discuss why Nvidia’s leadership crisis could ripple through the AI trade and the broader economy. Also, we break down the bull and bear cases for buying the dip… and what to watch out for in next week’s earnings report. Finally, we round up market headlines, including earnings from Corteva and Yeti, United Airlines’ move to block AI agents from booking flights and why Super Micro Computer stock is under pressure. Visit ProShares.com/TQQQBrew  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets 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

    Jensen Huang Resigns & NVIDIA’s Long AI Shadow
  3. hace 3 días

    Will Airfare Prices Ever Fall? (ft. U.S. Travel Association CEO, Geoff Freeman)

    Episode 311: The holiday season is right around the corner… meaning millions of Americans are preparing to head to the airport. Cue the groans about long lines, higher fares and all the familiar frustrations. Today, John is joined by Geoff Freeman, President and CEO of the U.S. Travel Association, to discuss what’s being done to improve that airport experience. They unpack why families may be more resilient travelers than business passengers, whether lower fuel costs could bring down airfares, and why the World Cup fell short of delivering a surge in international visitors. Plus, they go beyond the airport to explore why the U.S. keeps struggling with high-speed rail and why Europe seems so far ahead. Visit ProShares.com/Nasdaq100brew  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets 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

    Will Airfare Prices Ever Fall? (ft. U.S. Travel Association CEO, Geoff Freeman)
  4. hace 4 días

    Nvidia Fallout, Anthropic’s IPO & SHARPIES!

    Episode 310: Today, John and Emily discuss AI’s growing PR problem… as a lawsuit hits Nvidia and Anthropic lowers its IPO valuation. Plus, could CoreWeave’s earnings add fuel to the fire? Then, we unpack October’s hotter-than-expected inflation report and what it means for the Fed’s next move. Also: can Newell Brands, the company behind Sharpie and Yankee Candle, pull off a turnaround? We delve into the numbers. Finally, we round up market headlines, including earnings from Take-Two Interactive and On Holding, Anthropic’s threat to Microsoft, and Frontier Airlines’ push into premium. Visit ProShares.com/Nasdaq100brew  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets 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

    Nvidia Fallout, Anthropic’s IPO & SHARPIES!
  5. hace 5 días

    Huang Affair Rocks Nvidia & Tesla Shifts Gears

    Today, John and Emily discuss the market reaction to Jensen Huang’s affair, and the larger question it raises: can Nvidia survive without its CEO? Then, we shift gears to Tesla’s pivot from Cybertrucks to Cybercabs… and if the latter can live up to Elon Musk’s ambitions. Plus: did DraftKings make a losing bet on prediction markets? We unpack its lackluster earnings. Finally, we round up market headlines, including earnings from Monday.com and Constellation Energy, SiriusXM’s leadership shakeup, and Eli Lilly’s latest sleep apnea drug results. Visit ProShares.com/TQQQBrew  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets 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

    Huang Affair Rocks Nvidia & Tesla Shifts Gears
  6. 6 nov

    Nike, Adidas: The Marathon Marketing Race & Can Zelda Save Nintendo?

    Episode 308: Today, John and Hanna explore who really won the New York City Marathon (brand edition) – and how companies from Nike and Adidas to New Balance and TCS turn race day into a marketing opportunity. Then, we unpack Nintendo’s slowing Switch 2 sales, rising memory costs and whether Zelda can help turn its stock around. Finally, we hit the Analyst Disco to break down why analysts are making moves on Nike and JetBlue.  Visit ProShares.com/Nasdaq100brew www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets 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

    Nike, Adidas: The Marathon Marketing Race & Can Zelda Save Nintendo?
  7. 5 nov

    Tech Crashes Wall Street & Wendy’s Poison Pill

    Episode 307: Today, John and Hanna discuss what the midterm elections could mean for the data center buildout – and whether there’s a bull case for slowing the AI boom. Then, we unpack why Wendy’s rejected a $1.4 billion buyout bid and adopted a “poison pill” to fend off a takeover. Finally, we round up market headlines, including Warby Parker’s Intelligent Eyewear launch, turnaround efforts at Peloton and Krispy Kreme, and Wonder’s confidential IPO filing. Visit ProShares.com/TQQQBrew  www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets 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

    Tech Crashes Wall Street & Wendy’s Poison Pill
  8. 4 nov

    Wall Street Reacts to Midterms & CVS’s Big Breakup

    Episode 306: Today, John and Shreyas unpack Wall Street’s reaction to the midterm elections and what a divided government could mean for clean energy, Elon Musk’s companies and the AI buildout. Then, we explain why CVS is spinning off its pharmacies… but still holding onto its healthcare empire. Also, we dive into Kraft Heinz’s coffee sale and what consumers trading down from their K-cups means for the industry. Finally, we round up earnings from The New York Times, Wayfair and Duolingo. Visit ProShares.com/Nasdaq100Brew www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets 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

    Wall Street Reacts to Midterms & CVS’s Big Breakup

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Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by John Crotteau and Hanna Horvath, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.

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