Brew Markets

Episode 130: Today, Ann digs into the Novo Nordisk vs Eli Lilly vs Pfizer news roundabout: with Novo’s share price dropping, now too are the list price of its popular obesity drugs - does that leave the entire sector vulnerable to… loss?  Then we look at earnings from Constellation Energy, the largest operator of nuclear power plants in the U.S. -  regulatory scrutiny builds as the sector grows in the AI age and residential customers see higher bills.  Finally, we shine a light on Henry Schein and Factset and hit Parmount’s new salvo in the battle for Warner Brothers.

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00:00 Welcome to Brew Markets Daily

00:30 Inside The GLP-1 Wars

04:30 Earnings: Constellation Energy

15:00 Market Close

Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships
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Episode 129: Today, Ann digs into the market’s reaction to the Supreme Court striking down the Trump administration’s tariffs, what the White House is signaling could come next and where it leaves businesses seeking refunds.  Then we look at a potential takeover of PayPal, a strong slate of films bringing hope to AMC and stuff-crust delivering for Domino’s.  Finally, amidst a continued sell-off of software stocks on renewed fears about the risks that AI could pose to segments of tech, Ann is joined by Amanda Whelan, the CFO of Klaviyo for an inside look at what is happening in the sector and how executives might get investors to keep the faith.

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The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

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Episode 128: Today, Ann is joined by Scott Blackley, Chief Financial Officer of Oscar Health to discuss how the company is dusting itself off after a tough, loss-making 2025.  The conversation is a de-jargoned survey of the $1.5 trillion health insurance sector, including insights into the  realities of the Affordable Care Act, state-by-state regulation and how Oscar aims to scale through personalization and tech.  

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

Learn more about GDX at vaneck.com/BrewGDX

Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com or call 1-800-826-2333 to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before 

investing. 

© Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships
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Episode 127: Today, Ann digs into reports that Accenture’s new AI policy monitors how its staff uses AI tools and directs promotions toward employees who are more AI-inclined - and what it might portend for people-centric businesses beyond tech.  Then we survey earrings from DoorDash and Walmart as the two companies seek to get a handle on consumer sentiment and spend on tech in the war for delivery.  Finally, we take a spin through auto-related earnings that saw shares in Carvana and Avis Budget crash - and a glimpse at the move by Blue Owl that has once again stoked fears about the world of private credit. 

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00:00 Welcome to Brew Markets Daily

00:00 Consulting’s AI Reckoning - $ACN

00:00 Doordash v. Walmart

00:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships
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Episode 126: Ann breaks down today’s game film on Madison Square Garden Sports’ record-setting share price performance following news that the company is considering spinning-off the Knicks and Rangers - a classic example of the sum of the parts being greater than the whole. Then we survey earnings from Moody’s, Fiverr and Wingstop - as leadership addresses AI adoption, the gig economy and potential World Cup foot traffic. Finally, a glimpse at Warren Buffett’s final pre-retirement investment decisions, the FDA’s u-turn on Moderna’s mRNA application and why Palo Alto Networks saw its shares sink.

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

00:00 Welcome to Brew Markets Daily

00:30 Rangers and Knicks Spinning Off?

06:00 Earnings: WING

09:15 Earnings: FVRR

14:00 Earnings: MCO

19:00 Market Close

The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships

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