Brew Markets

Episode 165: Today, Ann discusses NVIDIA’s new AI model designed to “accelerate the path to useful quantum computers” and what it means for the industry. Then, we unpack AllBirds’ pivot from shoes to AI and explore what sent the stock soaring over 600% today. In other retail news: a vote of confidence for Nike from its CEO and Tim Cook and American Eagle Outfitters unveils its new Sydney Sweeney campaign. Finally, Snap rises on its AI-related layoffs, Caterpillar falls on reports of a new acquisition and Robinhood gains from a new SEC framework. 

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Stocks mentioned:

$NVDA $RGTI

$BIRD

$NKE $AEO $SNAP $CAT $HOOD $LYV

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 164: Today, Ann presents this week’s Merger Moment: Amazon’s $11 billion acquisition of satellite telecom company Globalstar – and why the e-commerce giant agreed to pay more than a 30% premium to recent trading levels. Then, we take a look at the new fast-track lane into the Nasdaq 100 ahead of SpaceX’s anticipated blockbuster IPO. Finally, United Airlines and American Airlines shares take off on merger rumors, and Netflix’s gaming push shows signs of life in the App Store.

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An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

Stocks mentioned:

$AMZN $GSAT

$NFLX $UAL $AAL

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 163: Today, Ann explains what's going on behind the scenes at oil giant BP – and why the company could face a shareholder revolt at its upcoming annual meeting. Then, we survey the reaction to Anthropic’s new AI tool, Claude Mythos, which prompted Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell to summon major bank CEOs to Washington, D.C. Finally, Dell shares pop on NVIDIA acquisition speculation, Revolution Medicines jumps on promising phase 3 data for its pancreatic cancer drug, and Conagra – the company behind Slim Jim and Reddi-wip – gets a new CEO.

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

An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

Stocks mentioned:

$BP 

$DELL $RVMD $CAG

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 162:  Many of you requested it - today is an engaging survey of the state of quantum computing through the lens of one public company, Rigetti.  Ann is joined by Dr. Subodh Kulkarni, Rigetti’s President and CEO to discuss share price for a company on the frontier of new technology, the milestones investors should watch and when they might be able to expect revenue to come in at scale.  

Kulkarni also addresses the quantum vs. classical computing debate on the path to AGI,  Rigetti’s partnerships with financial institutions and unpacks a recent Google white paper warning quantum computers could eventually crack bitcoin’s encryption.  

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

An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

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 161: Today, Ann broadcasts from San Francisco and reports how she’s putting insights from former Tesla President Jon McNeill into practice at a manufacturing company (Ann’s conversation with Jon linked below!). Then, we dig into earnings from Delta Air Lines… business travel is back, baby!  Along with new baggage fees and clever hedges against high fuel prices.  Also, Brown-Forman - the maker of Jack Daniel’s - is suddenly the most popular kid on the block, fielding interest for another potential merger deal. Finally, Amazon CEO Andy Jassy goes all-in on AI in his annual shareholder letter, and Disney plans more layoffs.

Ann’s conversation with Jon McNeill

https://www.youtube.com/watch?v=vyurMcr9NM4&t=107s

Learn more at Schwab.com/trading

www.brewmarkets.com 

Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...

Follow Brew Markets on social:

Instagram: instagram.com/brewmarkets

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Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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

Stocks mentioned:

$DAL $​​BF.B $AMZN $DIS

An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

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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