Brew Markets

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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 Ann Berry, an investor, board member and former CEO, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.

  1. Inside PepsiCo’s Super Bowl Playbook & ELF’s Billion Dollar Beauty Bet

    HACE 4 H

    Inside PepsiCo’s Super Bowl Playbook & ELF’s Billion Dollar Beauty Bet

    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

    32 min
  2. AI Hammers Software Stocks & Uber’s Earnings Don’t Deliver

    HACE 1 DÍA

    AI Hammers Software Stocks & Uber’s Earnings Don’t Deliver

    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

    24 min
  3. Can Musk Helm Two Public Companies? & A Wave of New CEOs Take Charge

    HACE 2 DÍAS

    Can Musk Helm Two Public Companies? & A Wave of New CEOs Take Charge

    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

    27 min
  4. Disney Magic Comes at a Price & SoFi Adds A Million Members

    HACE 3 DÍAS

    Disney Magic Comes at a Price & SoFi Adds A Million Members

    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

    28 min
  5. The 2026 IPO Pipeline with Nasdaq’s Vice Chairman Bob McCooey

    HACE 6 DÍAS

    The 2026 IPO Pipeline with Nasdaq’s Vice Chairman Bob McCooey

    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

    26 min
  6. A Robust Starbucks Investor Day & Defense Earnings Roundup

    29 ENE

    A Robust Starbucks Investor Day & Defense Earnings Roundup

    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

    25 min
  7. Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles

    28 ENE

    Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles

    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

    27 min
  8. Corning Glass: Unlikely AI Winner & UnitedHealth in Critical Condition

    27 ENE

    Corning Glass: Unlikely AI Winner & UnitedHealth in Critical Condition

    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

    19 min
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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 Ann Berry, an investor, board member and former CEO, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.

Información

  • Canal
    Morning Brew Podcasts
  • Creador
    Morning Brew
  • Años de actividad
    2025 - 2026
  • Episodios
    119
  • Clasificación
    Apto
  • Copyright
    © 2025 Morning Brew, Inc.

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