The DOJ Goes After Nvidia? & $14B US Steel Deal Could Collapse

The DOJ Goes After Nvidia? & $14B US Steel Deal Could Collapse

Episode 403: Neal and Toby discuss the US government potentially blocking Japanese steel company Nippon from acquiring US Steel, who is in desperate need of a bail out as it nears moving its Pennsylvania plant and letting workers go. Then, Nvidia has been dominating the AI industry so much that it’s caught the attention of the DOJ, which has them thinking maybe…there might be some monopolistic malfeasance at-play. Uh oh. Also, Topgolf, the once popular casual golfing venue, is splitting away from Callaway after slumping sales in the last fore! quarters. Meanwhile, Neal shares his favorite numbers from ‘Game of Thrones,’ Caltech’s STEM program, and the US Open. Lastly, the J.Crew catalog is back, baby. Visit https://www.massmutual.com/ for all your financial planning needs Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316 Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Intro 01:00 - The new 9-5 03:35 - US Steel Merger in Peril 07:30 - Nvidia vs DOJ 12:30 - Callaway splitting from TopGolf 16:30 - Neal’s Numbers 23:15 - J. Crew Catalog is back Learn more about your ad choices. Visit megaphone.fm/adchoices

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Author Michael Lewis on 10 Years of “The Big Short," AI Bubble, and Sports Gambling

Author Michael Lewis on 10 Years of “The Big Short," AI Bubble, and Sports Gambling

Episode 711: Neal and Toby chat with author Michael Lewis to talk about the 10th anniversary of “The Big Short” movie and the lines drawn from the 2008 financial crisis to today. Then, Michael shares ...

11 Marras 202537min

Is OpenAI Too Big to Fail? & Shutdown Takes Step Towards End

Is OpenAI Too Big to Fail? & Shutdown Takes Step Towards End

Episode 710: Toby and Kyle discuss whether OpenAI is becoming too big to fail as there’s been rumblings about a government backstop for its AI-fueled debt. Then, President Trump proposes a 50-year mor...

10 Marras 202527min

Musk Wins His $1 Trillion Pay Package & October Layoffs Hit 22-Yr High

Musk Wins His $1 Trillion Pay Package & October Layoffs Hit 22-Yr High

Episode 709: Neal and Toby discuss a report that showed October was the worst month for layoffs in over 20 years. Then, Elon Musk prevails in the battle over this $1 trillion pay package. Meanwhile, E...

7 Marras 202531min

FAA Slashes 10% of US Flights & Data Centers in Space?

FAA Slashes 10% of US Flights & Data Centers in Space?

Episode 708: Neal and Toby dive into the ripple effects of the now longest US government shutdown in history. Then, Whole Foods is experimenting with some new store concepts that include robot power a...

6 Marras 202530min

What Mamdani's Win Means for Wall Street & Tariffs Head to the Supreme Court

What Mamdani's Win Means for Wall Street & Tariffs Head to the Supreme Court

Episode 707: Neal and Toby recap Zohran Mamdani’s victory to become the next mayor of NYC and how Wall Street is reacting. Then, the Supreme Court hears arguments to decide whether Trump’s sweeping ta...

5 Marras 202528min

Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads

Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads

Episode 706: Neal and Toby discuss the acquisition of Kenvue, the maker of Tylenol, by Kimberly Clark. Then, Palantir reports a strong Q3 as their government sales surges. Also, Shein bans the sale of...

4 Marras 202528min

Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?

Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?

Episode 705: Neal and Toby discuss the ‘k-shaped’ economy where wealthy Americans are spending like nothing’s wrong, while lower-income earnings are pulling back their spending. Then, Disney pulls its...

3 Marras 202527min

AI Music is Catching On & Businesses Have a Penny Problem

AI Music is Catching On & Businesses Have a Penny Problem

Episode 704: Happy Halloween! Neal and Toby cover Apple’s earnings which beat expectations thanks to a reinvigorated demand for the iPhone 17. And Amazon’s cloud business is booming.Then, since the st...

31 Loka 202529min

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