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 stocks, or HALO trades, “heavy assets, low obsolescence.” Also, the creators of Dark Sky are back with a new weather app that overshadows your native weather app. Meanwhile, “Survivor” returns for its 50th season and a chat about how it’s shaped TV. 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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Episoder(886)

American AI Companies Fend Off Chinese Copy Cats & Gen Z Loves Love Island

American AI Companies Fend Off Chinese Copy Cats & Gen Z Loves Love Island

#884: American AI companies are sounding the alarm on Chinese companies copying their models through “distillation.” Stellantis officially opens its doors to the sale of the tiny car priced at under $...

8 Jul 29min

Xbox Hits Reset Button on Business & Netflix Has a ‘Season 2’ Problem

Xbox Hits Reset Button on Business & Netflix Has a ‘Season 2’ Problem

#883: Microsoft cuts over 4,000 jobs including its Xbox unit as it looks to downsize its gaming division. SpaceX joins the Nasdaq in less than a month of it becoming public. Netflix has a retention pr...

7 Jul 30min

Trump Accounts Are Now Live & Philosophy Majors Find Work in AI

Trump Accounts Are Now Live & Philosophy Majors Find Work in AI

#882: What you need to know about the Trump accounts that are now live. Scientists have made a cell from scratch for the first time. Bending Spoons raises $1 billion in its IPO. AI labs are turning to...

6 Jul 31min

Ultimate America 250 Trivia Game Show & Drafting July 4 Essentials

Ultimate America 250 Trivia Game Show & Drafting July 4 Essentials

#881: In this America250 edition, Neal and Toby tested some Morning Brew colleagues, Olivia Lake, MBD’s Associate Producer; Ethan McCarthy, Social Video Producer; and Henrik Blix, Senior Branded Video...

3 Jul 45min

The Points Guy: Airlines Make More Money Selling Miles Than Flying Planes

The Points Guy: Airlines Make More Money Selling Miles Than Flying Planes

#880: Neal and Toby chat with The Points Guy (real name: Brian Kelly) about the latest trends in travel, points, and the airline industry. We learn about how Brian created The Points Guy and what he’s...

2 Jul 34min

Stocks Have Their Best Quarter Since 2020 & ‘Supergirl’ is a Super Flop

Stocks Have Their Best Quarter Since 2020 & ‘Supergirl’ is a Super Flop

#879: It’s the first day of the second half of 2026, which means it’s time to wrap up the first half of the markets! A new study shows heavy AI adopters are actually expanding their workforce. DC Stud...

1 Jul 34min

Comcast Dumps NBCUniversal & SCOTUS Protects Fed’s Independence…For Now

Comcast Dumps NBCUniversal & SCOTUS Protects Fed’s Independence…For Now

#878: The Supreme Court blocks Trump’s attempt to fire Fed governor Lisa Cook but upholds its other firings. Comcast is splitting off NBCUniversal into its own company in another media shakeup. World ...

30 Jun 29min

Chinese AI Model Closes Gap on US & African Teams Surprise at the World Cup

Chinese AI Model Closes Gap on US & African Teams Surprise at the World Cup

#877: Chinese AI models are beginning to catch up to Anthropic and OpenAI, threatening America’s top spot in the AI game. NASA races to save a telescope that is falling back down to Earth. Nine out of...

29 Jun 28min

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