Analysts Fear We’re in an AI Bubble & Amazon Prime Deals…Aren’t Really Deals?

Analysts Fear We’re in an AI Bubble & Amazon Prime Deals…Aren’t Really Deals?

Episode 689: Neal and Toby chat about the biggest question plaguing Wall Street right now. Are we in an AI bubble? Then, a Washington Post columnist finds that Amazon Prime Day doesn’t save you much money at all. Perfect timing for the holiday shopping season. Meanwhile, the meme stock ETF is back and…maybe stronger than ever? Also, Ferrari just cut its outlook for EV production as it struggles with a waning demand for electric cars. Spend $250 on your first campaign on LinkedIn Ads and get a free $250 credit for the next one. Check out https://www.linkedIn.com/mbd for more. Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY Join us for October trivia night! https://mbd-trivianight-oct2025.splashthat.com/ 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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Circle K Owner Wants to Buy 7-Eleven & This Tech CEO Hates AI

Circle K Owner Wants to Buy 7-Eleven & This Tech CEO Hates AI

Episode 391: Neal and Toby chat about popular design app Procreate stance made against generative AI, led by its CEO. Then, 7-Eleven parent company is offered a buyout by Canadian company Circle K, which could change the face of convenience stores across America and Asia. Next, a labor dispute might bring Canada’s rail network to screeching stop, potentially costing billions of dollars to North America’s supply chain. Meanwhile, the hot startup boom of 2021 is starting to come crashing down as more and more startups are flaming out. Also, Toby looks at the latest trend of wedding invites made by text message. Lastly, a mayoral candidate in Wyoming’s capital city is promising to use AI to make official decisions.  Visit https://www.massmutual.com/ for help with your financial planning Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316  Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Missing Tech Mogul  02:00 - CEO against AI 07:40 - 7-Eleven Buyout? 11:30 - Potential Canadian Rail Strike  16:30 - Startups are struggling  21:10 - Text Wedding Invites 23:20 - AI Wyoming Mayor  Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Aug 202428min

The Biggest Real Estate Rule Change in Decades & Presidential Candidates' Economic Plans

The Biggest Real Estate Rule Change in Decades & Presidential Candidates' Economic Plans

Episode 390: Neal and Toby discuss the massive change to the real estate industry that shifts the dynamics of buyers and sellers. Then, both Harris and Trump campaigns are promoting their economic plans that are set to change the landscape of businesses across the country. Next, Mpox is on the rise which has the world growing concerns… Except for Danish pharmaceutical companies. Also, Epic Games is returning to iOS… But only in the EU. What happened in the ugly battle between the game company and Apple? Meanwhile, the big winners of the weekend: Northeastern University and *NSYNC. Lastly, the news happening this week to get your Monday started off right. 00:00 - Back to school 2:00 - Big change to Real Estate 7:10 - Presidential economic plans 11:30 - Mpox on the rise 15:00 - Epic Games in the EU 18:30 - Weekend winners: Northeastern & *NSYNC 24:30 - Week ahead Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316  Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Aug 202429min

Medicare’s $6B Savings on Costly Drugs & Musk’s Unhinged Image Chatbot

Medicare’s $6B Savings on Costly Drugs & Musk’s Unhinged Image Chatbot

Episode 389: Neal and Kyle discuss Biden’s historic Medicare negotiating power that is set to discount many drugs for Americans, an estimated cost savings of $6B. Then, Walmart reports their earnings and it looks like the retail king keeps their crown as sales hit a near all-time high. Next, Musk releases a new version of his image generator, Grok, which doesn’t care too much about the rules most AI tools should abide by. Meanwhile, the FTC finalizes a ban on fake reviews that companies use to coax customers. Plus, newly minted Starbucks CEO Brian Niccol gets a hefty pay package, dubbing him the ‘LeBron James’ of restaurants. Lastly, Steve Ballmer’s $2B Inuit Dome, home of the LA Clippers, is set to open with a performance by Bruno Mars.  Checkout https://beehiiv.link/morning-brew-daily and get a 30 day free trial and also 20% off 3 months with code BREW  00:00 - Emergency Subway meeting 3:30 - Medicare savings 8:10 - Walmart keeps its crown 12:00 - Grok is running amok 16:12 - FTC wants no fakes 20:00 - Starbucks Big Bucks 23:30 - Inuit Dome is here Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316  Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Aug 202431min

Is it Time to Breakup Google? & Disney Fights Wrongful Death Suit

Is it Time to Breakup Google? & Disney Fights Wrongful Death Suit

Episode 388: Neal and Kyle review the latest inflation report which shows a promising downward trend that could seal the deal for a Fed rate cut. Then, US courts ruled Google is a monopoly and wants it to either open its data to its rivals, or break up the company. Next, a man is trying to sue Disney after his wife had a fatal allergic reaction at Disney World, but the company says he can’t because of his Disney+ account. Also, Neal shares his favorite numbers this week on the Mars $36B mega deal, online sports betting, and mini farm animals. Lastly, Millennials are actually wealthier than ever thanks to skyrocketing home values.  Checkout https://beehiiv.link/morning-brew-daily and get a 30 day free trial and also 20% off 3 months with code BREW  00:00 - Google remote 3:00 - Inflation easing up 7:30 - Is Google a monopoly? 12:50 - disney 17:00 - Mars mega merger 18:50 - Sports betting not good? 21:00 - Mini goats are on the rise 23:20 - Millennial wealth doing well Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316  Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Aug 202429min

Starbucks Swipes Chipotle's CEO & Ice Cream Liquid Death?

Starbucks Swipes Chipotle's CEO & Ice Cream Liquid Death?

Episode 387: Neal and Toby chat about the big executive change between two powerhouse companies with Starbucks stealing Chipotle’s CEO. Can the new guy turn the coffee shop around? Then, a wind turbine blade falls and washes up ashore in Nantucket that sets the wind energy business in a tailspin. Next, Indonesia is nearing its costly relocation of its capital, but not without many challenges along the way. Also, job hunters are using AI to find jobs but are running into a big problem…AI. Meanwhile, food brands are looking for partnerships that are way outside their comfort zone, hoping consumers are as adventurous as they are. Lastly, a retro resurgence of cassette tapes powered by Gen Z.  Checkout https://beehiiv.link/morning-brew-daily and get a 30 day free trial and also 20% off 3 months with code BREW  00:00 - Most Shazam’d song in a day 2:30 - Starbucks poaches Chipotle CEO 7:00 - Nantucket wind woes 10:50 - Indonesia’s new capital 17:10 - AI resumes flood the job market 21:10 - Wild food mashups 25:20 - Cassette tape comeback Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316  Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Aug 202430min

Musk's Glitchy Trump Interview & People Falling in Love with ChatGPT's Voice?

Musk's Glitchy Trump Interview & People Falling in Love with ChatGPT's Voice?

Episode 386: Neal and Toby recap Elon Musk’s glitchy interview with Republican Presidential candidate Trump on his platform X. Then, the FDA disapproves of MDMA as a treatment for PTSD and users of the new ChatGPT voice mode are reporting the tool is breaking protocol…and breaking hearts. Next, Burning Man ticket sales aren’t selling out like they used to. Has the notorious festival lost its cultural relevance? Meanwhile, Blink Fitness files for bankruptcy, signaling a struggle for budget gyms. Lastly, now that the Olympics have been handed off to LA, the traffic-ridden city pledges to make it a ‘no-car’ Games. And a survey shows many think they can make the Olympics if they start training now. Good Luck.  Checkout https://beehiiv.link/morning-brew-daily and get a 30 day free trial and also 20% off 3 months with code BREW  Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316  Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Aug 202429min

Should the Fed Stay Independent? & Disney Parks Get Even Bigger

Should the Fed Stay Independent? & Disney Parks Get Even Bigger

Episode 385: Neal and Toby discuss Trump’s comments on wanting to change the independence of the Fed, which has historically been immune from political partisanship. Then, how NBC handled the coverage of the 2024 Paris Olympics in a constantly changing media landscape. Next, Disney reveals details of its massive investment to its parks around the world, including a ‘Villains Land’ that hopes to bring back waning theme park visitors. Plus, the weekend’s biggest winners: the Reynolds-Lively household and China’s newest richest person. Meanwhile, Halloween decorations are starting to show up on shelves as ‘Summerween’ is in full effect. Lastly, the biggest news to know for the week ahead.  Checkout https://beehiiv.link/morning-brew-daily and get a 30 day free trial and also 20% off 3 months with code BREW  Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316  Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Aug 202429min

AI-Powered Weapons Startup Raises $1.5B & Mounjaro Soars Past Wegovy

AI-Powered Weapons Startup Raises $1.5B & Mounjaro Soars Past Wegovy

Episode 384: Neal and Toby chat about the round of funding for a startup that could transform the landscape of warfare by combining tech and military manufacturing. Then, upheaval in Bangladesh has global economies nervous about its impacts, especially in the fashion industry. Next, Warner Bros. Discovery and Paramount both had massive write-downs which further signifies the fading of linear programming. Also, Eli Lilly’s Mounjaro is winning the miracle weight-loss drug war as sales soar, while Novo Nordisk’s Wegovy is slugging behind. Meanwhile, Coca-Cola may have to owe the IRS $16 billion in back taxes. Lastly, Blackstone’s Stephen Schwarzman is developing a $100M country estate but is running into some newt headaches.  Checkout https://beehiiv.link/morning-brew-daily and get a 30 day free trial and also 20% off 3 months with code BREW  00:00 - Costco crackdown 2:30 - AI-powered weapons 7:00 - Shakeup in Bangladesh 11:00 - Bad news for cable TV networks 14:45 - Weight-loss drug duel 18:00 - Coca-cola vs. IRS 21:30 - Newt problems Get your Morning Brew Daily T-Shirt HERE: https://shop.morningbrew.com/products/morning-brew-radio-t-shirt?_pos=1&_sid=6b0bc409d&_ss=r&variant=45353879044316  Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Aug 202428min

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