SoftBank Dumps Nvidia for OpenAI & Reward Cards No Longer Accepted?
Episode 712: Toby and Kyle dive into SoftBanks big move to sell its stake in Nvidia to re-focus its investment to OpenAI. Then, Visa and Mastercard reach a settlement over a 20-year dispute with merchants that will now allow stores to reject certain credit cards if the merchant fees are too high. Plus, Toby looks into the trend of trains and buses that have become reliable modes of transportation whenever the US air travel system craps out. Meanwhile, Netflix bets big on the physical entertainment space with its new location out in Philadelphia, challenging the likes of Disneyland and Universal. Learn more at usbank.com/splitcard Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Listen to Kyle on Per My Last Email here: swap.fm/l/pmle-show 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
12 Marras 27min
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 mortgage to help with affordability for aspiring home owners. And, Netflix drops a first-look of “Sesame Street” on its debut on the platform. Meanwhile, Starbucks drops a viral “bear cup” that sparked a fan frenzy but also backlash. 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 Listen to Kyle on Per My Last Email here: swap.fm/l/pmle-show 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
10 Marras 27min
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, ESPN drops Penn Entertainment as its sports betting partner and brings in DraftKings. Plus, Snap announces a partnership with Perplexity AI to AI-ify its search engine, sending shares up 8%. And, Duolingo, Celsius, and E.l.f. Beauty join the 20% club…with each of its shares falling by at least 20%. Finally, an update on the FAA’s plans to cut flights and how it may affect you. 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
7 Marras 31min
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 and offering products not normally available on shelves. Plus, Google thinks there’s a way to solve the AI data center problem of limited space…put 'em up in space! Next, Neal shares his favorite numbers on double major’d students, bright headlights, and indoor plants. Finally, this past World Series may have been the most exciting in recent years. 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
6 Marras 30min
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
