Brew Markets

Episode 112: Today, Ann reviews Anta’s plan to buy a 29% stake in Puma - positioning China’s biggest sportswear group to take on Nike as the American sneaker OG struggles through a global turnaround.  Then we look at earnings from AT&T and Seagate - the telecom veteran’s stock is up on low churn and the pioneer hard drive maker is innovating its product for AI build.  Finally, we look at the latest from the Fed, Corning’s earnings and Starbuck’s turnaround plan. 

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00:00 Welcome to Brew Markets Daily

00:20 Puma v. Nike in Sportswear Wars

05:00 Earnings: $T UP ON CONVERGENCE  

14:45 Earnings: $STX UP ON HDD

19:10 Market Close - $SBUX $GLW

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 111: Today, Ann covers Meta’s multi-year deal with Corning for $6 billion of fiber-optic cable from the 175-year old glass company that also manufactures 100% of iPhone and Apple Watch cover glass… what a tech GLoW-up!   Then we survey UnitedHealthcare’s struggles: soft earnings, investigations into its Medicare Advantage business and affordability pressure from the federal government have sent shares plummeting - can the return of a previous CEO resuscitate the stock?  Finally - live from Ann’s flight delay - we review American Airlines’ earnings, downsizing at UPS, an Amazon grocery refresh and the resilience of GM trucks.

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00:00 Welcome to Brew Markets Daily

00:30 Meta’s $6B Deal with Corning - $GLW $META

04:00 UnitedHealth’s Turnaround Tested - $UNH

10:45 Market Close - $AAL $AMZN $UPS $GM

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 110: Episode 110: Today, Ann explores Capital One’s move into fintech with the acquisition of Brex at a nearly 60% discount from its peak valuation.  VCs are looking to get their money out of long-running bets and this deal sees early investors making a good return, while others are left holding the bag.  Then we go inside Intel’s supply and demand issues that have the stock tumbling - and six months later, where does the investment by American taxpayers stand?  We finish with market headlines: gold is up, Booz Allen Hamilton loses a client and a new owner swallows up Nathan’s Famous.

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00:00 Welcome to Brew Markets Daily

00:00 Capital One Going Fintech with Brex

06:00 Inside Intel’s Supply and Demand Issues

14:52 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 109: Today, Ann discusses small-cap stocks with Manny Weintraub, Principal at investment firm Cannell & Spears.  After a year dominated by mega-cap tech and AI, small-caps are making a run and Weintraub shares how he defines the category and evaluates companies for stability and cash flow.  He previews some stocks that have his attention and lays out why ETFs may not be the best play here.  Get ready to go small or go home as we jargon-bust and nerd out with analysis of this less covered corner of the market.

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00:00 Welcome to Brew Markets Daily

00:30 Small-cap Stocks

02:00 Manny Weintraub Joins

Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. 

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 108: Today, Ann looks at a new partnership between insurer Lemonade and Tesla that uses driving data to cut rates for Full Self Driving cars - a move that sent shares higher today for both companies.  Then we look at earnings from two historic companies: Procter and Gamble and General Electric - P&G is expanding luxury into diapers and GE is riding a tailwind in aviation.  Finally, we survey what’s  next for bankrupt Spirit Air, Tesla’s Austin Robotaxis and Halliburton’s oil field services. 

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

00:00 Welcome to Brew Markets Daily

00:00 Autonomous Car insurance

00:00 Earnings: $PG & $GE

00:00 Market Close - $TSLA

Disclosure in Podcast Description: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. 

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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