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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Données mises à jour le 14/11/2026
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How Companies Are Getting AI Wrong (ft. Kai-Fu Lee)
vendredi 13 novembre 2026 • Durée 49:16
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.
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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
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Jensen Huang Resigns & NVIDIA’s Long AI Shadow
jeudi 12 novembre 2026 • Durée 24:42
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.
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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
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Will Airfare Prices Ever Fall? (ft. U.S. Travel Association CEO, Geoff Freeman)
mercredi 11 novembre 2026 • Durée 27:56
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.
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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
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Nvidia Fallout, Anthropic’s IPO & SHARPIES!
mardi 10 novembre 2026 • Durée 21:40
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.
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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
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Huang Affair Rocks Nvidia & Tesla Shifts Gears
lundi 9 novembre 2026 • Durée 25:57
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.
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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
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Nike, Adidas: The Marathon Marketing Race & Can Zelda Save Nintendo?
vendredi 6 novembre 2026 • Durée 26:29
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.
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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
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Tech Crashes Wall Street & Wendy’s Poison Pill
jeudi 5 novembre 2026 • Durée 27:36
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.
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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
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Wall Street Reacts to Midterms & CVS’s Big Breakup
mercredi 4 novembre 2026 • Durée 26:28
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.
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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
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Episode 305: Today, John and Kaila discuss how the midterms and World Cup boosted Fox’s quarter – and whether that momentum can last. Then, we unpack the market reaction to Apple’s earnings and how the AI boom is squeezing the iPhone maker’s margins. Also, we dive into Shopify’s quarterly results, its preparations for holiday season and what AI shopping agents could mean for its business. Finally, we round up the latest earnings from Ferrari, Pfizer, Yum! Brands and Palantir.
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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
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Marriott Cashes in on Loyalty & Scent-Maxxing Fuels Estée Lauder
lundi 2 novembre 2026 • Durée 25:09
Episode 304: Today, John and Kaila unpack Marriott’s quarterly results, how its loyalty program became a money machine and who wants a bigger cut. Then, we dive into Estée Lauder’s strong quarter and why Gen Z is fueling fragrance sales. Also, we break down the $6 billion Binance hack and the reaction across crypto markets. Plus, we round up the latest market headlines, including Marvell Technology’s acquisition of an optical-components maker, what’s lifting SpaceX shares and why Once Upon a Farm’s stock fell. Finally, we preview Apple’s earnings and the key things we’re watching.
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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.
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