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

Jaksot(822)

Fed Hikes Rates Despite Banking Woes, AirBnB Room Rentals & NY Out On Gas Stoves

Fed Hikes Rates Despite Banking Woes, AirBnB Room Rentals & NY Out On Gas Stoves

Episode 52: Neal and Toby discuss the Federal Reserves decision to raise interest rates by a quarter point and what it could mean for the future of the banking sector. Plus, AirBNB goes all-in on sing...

4 Touko 202326min

Regional Bank Stocks in Free Fall, Hindenburg Targets Icahn & Pornhub Blocks Utah

Regional Bank Stocks in Free Fall, Hindenburg Targets Icahn & Pornhub Blocks Utah

Episode 52: Neal and Toby discuss the future of regional banks amidst the failure of First Republic and stock free fall of Western Alliance and PacWest. They also breakdown the Hindenburg report on Ic...

3 Touko 202327min

SpaceX Explosion Lawsuit, Hollywood Writers' Strike & 'Godfather of AI' Quits

SpaceX Explosion Lawsuit, Hollywood Writers' Strike & 'Godfather of AI' Quits

Episode 51: Neal and Toby discuss the impact the Hollywood writers strike will have on the movie, television and streaming industries. They also explain why environmental groups are suing the FAA over...

2 Touko 202326min

JPMorgan Buys First Republic Bank, What is Bluesky? & ChatGPT Negotiations

JPMorgan Buys First Republic Bank, What is Bluesky? & ChatGPT Negotiations

Episode 50: Neal and Toby dive into JPMorgan's acquisition of First Republic Bank and what it means for the banking crisis. Plus I bet you randomly heard about an app called Bluesky this weekend, but ...

1 Touko 202325min

Fastest Earnings Recap in Biz, GDP Slowdown & Jerry Springer Renaissance Man

Fastest Earnings Recap in Biz, GDP Slowdown & Jerry Springer Renaissance Man

Episode 49: Neal and Toby are looking to break their own world record for fastest earnings coverage. This time they're hitting Amazon all the way to Crocs. Also its a 'worst of both worlds' scenario a...

28 Huhti 202326min

AI Helps Meta Surge, Disney Sues DeSantis & Hawks Delay Janet Concert

AI Helps Meta Surge, Disney Sues DeSantis & Hawks Delay Janet Concert

Episode 48: Neal and Toby dive deep into Meta's strong sales quarter and break down why Zuck thinks AI deserves some of the credit. Meanwhile Disney is suing DeSantis claiming his political antics are...

27 Huhti 202327min

Need to Know Earnings Roundup & UK blocks $69B Microsoft-Activision Deal

Need to Know Earnings Roundup & UK blocks $69B Microsoft-Activision Deal

Episode 47: Neal and Toby rip through a huge week so far in earnings reports. Microsoft, Alphabet, McDonalds, Spotify; who isn't reporting? They share their biggest takeaways and what it could mean fo...

26 Huhti 202325min

Carlson Wipes $500M+ from Fox Stock, LVMH passes $500B, Snap's Hated AI

Carlson Wipes $500M+ from Fox Stock, LVMH passes $500B, Snap's Hated AI

Episode 46: Toby and Neal discuss how Tucker Carlson's departure from Fox led to over a $500 million stock loss. They also discuss LVMH's rise to a $500 billion valuation and how the family behind the...

25 Huhti 202325min

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