Lululemon’s Founder Battle & Powering Data Center Alley

Palantir Deal Under Fire & Our Favorite Ticker Rebrands

Episode 199: Today, Ann looks at the latest around Palantir, which has long been a lightning rod for this wave of tech ambivalence.  From protests to a new UK report, the company is finding itself under fire - with shares down 7% today.  Then we survey new jobs numbers and takeaways from Macy’s recent earnings report.  Finally, we dig into Victoria’s Secret ticker rebrand - VSXY - that signals the company’s return to sexy and look at other companies that have made similar moves - for better or worse. 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]

Berkshire Embracing Tech & Investing in Space (ft. Seana Smith)

Episode 198: Today, Ann dives into Berkshire Hathaway’s $10 billion investment in Alphabet and what it signals about the company’s future under new CEO Greg Abel. Then, we welcome Seana Smith, Senior Investment Strategist at Global X ETFs and former Yahoo Finance anchor, back to the show – we discuss opportunities in space, why markets remain resilient despite geopolitical uncertainty and the evolving nature of defense stocks. Finally, we survey earnings out of Victoria’s Secret to see why its stock is 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: $GOOG $VSXY $BRK.B  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]

Hilton Cashes in on College Nostalgia & Berkshire’s Homebuilder Bet

Episode 197: Today, Ann dives into Hilton’s bet on college nostalgia with the launch of Undergraduate by Hilton. Then, we take a spin through the market headlines - including People Inc.’s proposal to acquire MGM Resorts and Anthropic’s plan to go public. Finally, we unpack Berkshire Hathaway’s first major deal under new CEO Greg Abel – and Warren Buffett’s reaction to the $6.8 billion acquisition.  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: $HLT $TNL $TMHC $BRK.B $MGM 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]

The Rise of the Super App & Investing in Southeast Asia (ft. Grab CFO)

Episode 196: Today, Ann welcomes Peter Oey, Chief Financial Officer of Grab - the Southeast Asian super app serving 50 million users a month across 900 cities. Peter explains how what started as a ride-hailing service has grown into a platform combining mobility, food delivery and financial services for a region that's young, mobile-first and full of cities where two, three and four-wheelers all contribute to bustling traffic… and why that may slow the adoption of autonomous vehicles. Visit Schwab.com/FinancialDecoder [http://schwab.com/FinancialDecoder] 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]

The Drone Arms Race Escalates & Legacy Media’s Hidden Assets

Episode 195: Today, Ann dives into why the White House is reportedly making a major bet on America’s drone industry… and which public companies stand to benefit. Then, we unpack the first inflation report since new Fed Chair Kevin Warsh took over and what it could mean for the future rate decisions. Also: why Snowflake stock is surging, Best Buy’s better-than-expected earnings and Caesars Entertainment getting taken private. Finally, ticker-on-a-sticker is back: media edition - from Rupert Murdoch’s legacy empire to SiriusXM’s big podcast pivot. Visit Schwab.com/FinancialDecoder [http://schwab.com/FinancialDecoder] 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: $UMAC $LMT $KTOS $AVAV $CZR $SNOW $BBY $IHRT $SIRI $NWS $FOX 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]