Corning Keeps Winning & The Underwater Arms Race

The Knicks Market Rally & Hot Inflation Ahead of Fed Meeting

Episode 204: Today, Ann delves into the newly released inflation numbers - just one week before the Federal Reserve's next interest rate decision. Then, what Cracker Barrel's earnings say about its turnaround efforts and what has Casey's stock on a tear. Also: we explore why Super Micro Computer shares are falling. Finally, we unpack the Wall Street story inside the NBA Finals and why shares of Madison Square Garden Sports have been soaring. Check out: Liquid.Trade/BrewMarkets [http://liquid.trade/BREWMARKETS] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [https://www.youtube.com/@BrewMarkets] Stocks mentioned: $CBRL $CASY $SMCI $MSGS 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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

OpenAI’s IPO Plan & Will Retail Investors Be Crushed?

Episode 203: Today, Ann digs into OpenAI’s IPO filing and the race to go public as a wave of blockbuster tech offerings head to Wall Street. Then, we survey earnings from J.M. Smucker, drugmaker GSK's $10.6 billion acquisition of Nuvalent and one of the largest private credit deals in history: Anthropic's newly finalized financing package led by Apollo and Blackstone. Finally, we welcome Erik Hirsch, Co-CEO of Hamilton Lane, to discuss the evolving relationship between public and private markets and who stands to benefit - and who might be crushed - by the upcoming blockbuster IPOs. Visit Public.com/BrewMarkets [http://public.com/BrewMarkets] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [https://www.youtube.com/@BrewMarkets] Stocks mentioned: $SJM $NUVL $GSK $BX $APO Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser.  Investing involves risk. Not investment advice. Agentic Brokerage is an AI-powered conversational tool that allows you to enter instructions for a set of self-directed, recurring transactions (your “Agent”) for your account. Outputs from Agentic Brokerage are provided for informational and illustrative purposes only, and should not be considered investment recommendations or advice. Complete disclosures available at public.com/disclosures [http://public.com/disclosures]. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Corning Keeps Winning & The Underwater Arms Race

Episode 202: Today, Ann explores the multibillion-dollar agreement between Corning and Amazon to help build out the tech giant’s next generation of U.S. AI data centers – and why Corning has emerged as one of the AI boom’s most unexpected winners. Then, we dive into earnings from Campbell's and Optical Cable Corporation. Also: Marvell Technology secures a spot in the S&P 500. Finally, we answer a listener question and survey the companies racing to stake their claim underwater. Check out: Liquid.Trade/BrewMarkets [http://liquid.trade/BREWMARKETS] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [https://www.youtube.com/@BrewMarkets] Stocks mentioned: $GLW $AMZN $MRVL $CPB $OCC $OII $GD $TDY  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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Securing the World Cup & Counter-Drones Take Off

Episode 201: Today, Ann welcomes Josh Isner, President of Axon - the public safety technology company originally known for the TASER and now behind body cameras, drones, counter-drone technology and AI-powered dispatch. Josh walks us through Axon's role in securing the World Cup, the explosive growth of its counter-drone business - up 300% last quarter - and what privacy issues come with the scale of a company whose data cloud now holds fifty times the content of the Netflix library. Visit public.com/brewmarkets [http://public.com/brewmarkets] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [https://www.youtube.com/@BrewMarkets] Disclosure for podcast description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser.  Investing involves risk. Not investment advice. Agentic Brokerage is an AI-powered conversational tool that allows you to enter instructions for a set of self-directed, recurring transactions (your “Agent”) for your account. Outputs from Agentic Brokerage are provided for informational and illustrative purposes only, and should not be considered investment recommendations or advice. Complete disclosures available at public.com/disclosures [http://public.com/disclosures]. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

SpaceX’s Unorthodox IPO & The Honeywell Spinoffs

Episode 200: Today, Ann explores the unorthodox SpaceX IPO on the docket for next week - including Elon Musk’s “take it or leave it” approach to pricing.  Then we look at headlines moving the market, including earnings results out of Five Below and Petco and what sent their shares lower.  Finally, we answer a listener’s question about the breakup of Honeywell’s industrial conglomerate.  Check out: Liquid.Trade/BrewMarkets [http://liquid.trade/BREWMARKETS] www.brewmarkets.com [http://www.brewmarkets.com]  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkV0NFpVT3I5d1dEei1vbHVZbURJZ0xuWUdoQXxBQ3Jtc0ttTWlvZGVRNC1CWm1mMk16SEQtUUdWbkxtdnV4N2Fpb211T0p4bl81TG5CZkE5QVhhUHlySlFKdlFjaTlVVmF4Y0NrNW5TLUVjVUx4ZEU5cnEwQUVsbU51YzZ2bzVObzVjLUhFUFQzeGJ5a2xwX0pVYw&q=https%3A%2F%2Fwww.morningbrew.com%2Fbrew-markets%2Fsubscribe%3Futm_campaign%3Devergreen%26utm_medium%3Dyoutube%26utm_source%3Dbm&v=vkF6Dfoew1o] Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee [http://swap.fm/l/9Qk4z73Z2nEwFiCB4qee] Watch Brew Markets Here:⁠ [https://www.youtube.com/@MorningBrewDailyShow] https://www.youtube.com/@BrewMarkets [https://www.youtube.com/@BrewMarkets] 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 Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]