The Fed Slashes Rates Again & Big Tech’s Endless AI Spending
Morning Brew Daily30 Loka 2025

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

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Iran War Sparks Market Mayhem & Will Live Nation Be Broken Up?

Iran War Sparks Market Mayhem & Will Live Nation Be Broken Up?

Episode 791: Neal and Toby give an update on the Iran war and its impact on the stock market, causing traders to move with caution. Then, ticket seller giant Live Nation goes on trial to face accusati...

3 Maalis 29min

Anthropic Blacklisted By US Government? & US-Iran War Disrupts Gulf Travel

Anthropic Blacklisted By US Government? & US-Iran War Disrupts Gulf Travel

Episode 790: Neal and Toby talk about the US-Iran conflict that’s erupted and the shake up across the global economy. Then, OpenAI reaches an AI agreement with the Defense Department after Anthropic r...

2 Maalis 29min

Netflix Walks Away From WBD Deal & Why is Everyone Leaving America?

Netflix Walks Away From WBD Deal & Why is Everyone Leaving America?

Episode 789: Neal and Ann dive into why Netflix has walked away from acquiring Warner Bros. Discovery after Paramount makes another counter offer. Then, Jack Dorsey’s Block cuts nearly half of his sta...

27 Helmi 30min

Kalshi Punishes MrBeast’s Editor for Insider Trading & Claude Used to Hack Mexico

Kalshi Punishes MrBeast’s Editor for Insider Trading & Claude Used to Hack Mexico

Episode 788: Neal and Ann recap Nvidia’s reported earnings that buoy the AI sector by beating expectations. Then, Kalshi reveals a couple cases of insider trading on its prediction markets platform, i...

26 Helmi 27min

Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

Episode 787: Neal and Toby recap the biggest news from President Trump’s State of the Union address. Then, the recent fears of AI, causing widespread selloffs, has been a boon for utility or energy st...

25 Helmi 30min

Fictional Story Tanks Stock Market & The iPod Making a Comeback?

Fictional Story Tanks Stock Market & The iPod Making a Comeback?

Episode 786: Neal and Toby chat about the software stock wipeout after a report from Citrini Research said AI could be detrimental to the economy. Then, Anthropic CEO Dario Amodei will meet with Defen...

24 Helmi 30min

SCOTUS Shuts Down Trump’s Tariffs & TSA PreCheck Pause Causes Confusion

SCOTUS Shuts Down Trump’s Tariffs & TSA PreCheck Pause Causes Confusion

Episode 785: Neal and Toby discuss the Supreme Court’s ruling to deem Trump’s tariffs as illegal and the potential fallout for the federal government and US companies. Then, the DHS suspended TSA PreC...

23 Helmi 30min

Tariffs Ineffective Against US Trade Deficit? & Family Feud Over Reese’s Recipe

Tariffs Ineffective Against US Trade Deficit? & Family Feud Over Reese’s Recipe

Episode 784: Neal and Toby discuss the swelling trade deficit despite Trump’s aggressive tariffs. Then, the grandson of the Reese’s Peanut Butter Cup inventor is publicly criticizing Hershey’s for ski...

20 Helmi 28min

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