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 tariffs are valid or not. Also, Michael Burry, the famous ‘Big Short’ investor who predicted the housing bubble is calling his next shot: the AI bubble. Meanwhile, Pizza Hut has been struggling for years and its parent company is considering selling it away. Finally, the government shutdown is now the longest in US history. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Marras 28min
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 “child-like” sex dolls on its platform after a French watchdog gives them a final warning. Meanwhile, Toby dives into the trend of AI marketing as Coca-Cola doubles down on an AI-generated commercial, disregarding the backlash they received from the first go-around. Finally, OpenAI signs a massive $38B cloud deal with Amazon. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Marras 28min
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 content off of YouTube TV as content negotiations go south. Also, CEOs from Nvidia, Samsung, and Hyundai were spotted eating fried chicken in Seoul, which sent fried chicken stocks flying. Also, Egypt unveils its $1 billion Grand Egyptian Museum, aiming to be the best museum in the world. Finally, what you need to know in the week ahead. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Marras 27min
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 stoppage of the penny, businesses have been unsure what to do when they need to give their customers exact change. Also, a popular AI music generator raised funds at a $2B valuation and just released a free version. Meanwhile, as more Americans are turning to GLP-1 drugs, obesity in the US has steadily declined over the last three years. Finally, a British reporter interviews the wrong Bill de Blasio. Whoops. Learn more about your ad choices. Visit megaphone.fm/adchoices
31 Loka 29min
The Fed Slashes Rates Again & Big Tech’s Endless AI Spending
Episode 703: Neal and Toby recap big tech earnings coming from Meta, Microsoft, and Alphabet. Then, the Fed makes its 2nd rate cut for the year as well as ending the effort to reduce its balance sheet, all while acknowledging the data blackout from the government shutdown. Also, ‘A House of Dynamite’ might have just made a big boom…but in the wrong place as the Pentagon vehemently rejects how the US missile defense system is portrayed. Next, Neal shares his favorite numbers on the fried chicken wars, animal actors, and PTO. Learn more at disneycampaignmanager.com Can you climb the MBD Ladder? https://forms.gle/VQEAuctf696J9uzn9 Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Loka 31min
Mass Layoffs Hit Corporate America & Musk’s Grokipedia vs. Wikipedia
Episode 702: Neal and Toby discuss the wave of layoffs sweeping across companies in different industries as a result of AI and mergers. Then, Microsoft and OpenAI reach a new deal that enables a for-profit structure for the ChatGPT-maker. Also, Elon Musk launches Grokipedia, the AI-powered encyclopedia that will compete with Wikipedia. Meanwhile, Bill Gates says it’s time to adopt a more “measured tone” when it comes to addressing climate change. Finally, an update on Hurricane Melissa as it makes landfall in Jamaica. Learn more at disneycampaignmanager.com Can you climb the MBD Ladder? https://forms.gle/VQEAuctf696J9uzn9 Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Loka 29min
Govt. Shutdown Threatens Food Stamps & AI Giving Performance Reviews?
Episode 701: Neal and Toby give an update on the government shutdown approaching its 28th day, which now threatens funding SNAP benefits that millions of Americans rely on. Plus, airport delays continue to plague the country. Then, a surge of AI usage in the workplace is leading to some misuse and reporting scams. Also, Qualcomm brings new chips for AI data centers and Wall Street is loving it. Meanwhile, Toby investigates the trend of Halloween candy that’s becoming less chocolate-y and more expensive. Finally, the world’s oldest president is elected. 0:00 - It was good day on Wall Street 2:30 - Effects of lingering shutdown 8:30 - Fake AI receipts 13:30 - Qualcomm gets into AI game 19:00 - Toby’s trends: Halloween candy 22:30 - Sprint Finish! Learn more at disneycampaignmanager.com Can you climb the MBD Ladder? https://forms.gle/VQEAuctf696J9uzn9 Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Loka 27min
Trump Raises Tariffs On Canada Over Ad Spat & Nike Wants Motorized Walking
Episode 700: Neal and Toby talk about Trump’s tariff retaliation on Canada after it aired a misleading ad on TV. Then, Argentina’s Javier Milei’s free-market revolution hangs in the balance of the country’s elections. Also, a restaurant’s take on New York-style bagels may have upset bagel purists but it’s catching the attention of investors as it hopes to expand nationwide. Meanwhile, Nike unveils a new project to bring a new meaning of ‘power walk’ to the average commuter. Finally, what you need to know in the week ahead. Learn more at disneycampaignmanager.com Can you climb the MBD Ladder? https://forms.gle/VQEAuctf696J9uzn9 Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Loka 27min
