Épisodes

  • Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles

    Puma v. Nike: Sportswear Wars Go Global + AT&T Dials Up Bundles
    Jan 28 2026
    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. Shop Now at iHerb.com www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    27 min
  • Corning Glass: Unlikely AI Winner & UnitedHealth in Critical Condition

    Corning Glass: Unlikely AI Winner & UnitedHealth in Critical Condition
    Jan 27 2026
    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. Shop now at www.iHerb.com www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 min
  • Capital One Going Fintech with Brex & Inside Intel’s Supply Issues

    Capital One Going Fintech with Brex & Inside Intel’s Supply Issues
    Jan 26 2026
    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. Shop now at www.iHerb.com www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 min
  • Small-Cap Stocks Are Having A Run: What to Know

    Small-Cap Stocks Are Having A Run: What to Know
    Jan 23 2026
    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. VISIT PUBLIC.COM/BREWMARKETS FOR MORE www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 min
  • Discounts to Insure Self-Driving Cars + P&G's Premium Diaper

    Discounts to Insure Self-Driving Cars + P&G's Premium Diaper
    Jan 22 2026
    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. VISIT PUBLIC.COM/BREWMARKETS FOR MORE www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 min
  • Berkshire May Exit Kraft Heinz Debacle & Netflix Shares Hit 52-Week Low

    Berkshire May Exit Kraft Heinz Debacle & Netflix Shares Hit 52-Week Low
    Jan 21 2026
    Episode 107: Today, Ann surveys Berkshire Hathaway’s expected retreat from Kraft Heinz - a decade on and after billions in losses in the ill-fated food tie-up, Berkshire’s new CEO is already making big moves. Then we pour through Netflix’s earnings and the company’s PR campaign for Warner Brothers Discovery - the investor narrative is concern about debt, price hikes and content spend in 2026. Finally, we hit the highlights of President Trump’s 80-minute address to the World Economic Forum… in 60 seconds. VISIT PUBLIC.COM/BREWMARKETS FOR MORE www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:00 Berkshire Hathaway Retreats From $KHC 00:00 Fallout from Netflix Earnings00:00 President Trump in Davos 00:00 Market Close 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. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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
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    25 min
  • Greenland Hits the Markets & International Intrigue at Coupang

    Greenland Hits the Markets & International Intrigue at Coupang
    Jan 20 2026
    Episode 106: Today, ahead of President Trump’s appearance in Davos, Ann examines the latest in the White House bid for Greenland, what’s at stake for the European-US trade relationship and how markets are reacting to the rhetoric. Then we explore the fallout from a data breach at South Korea’s Coupang - the e-commerce giant that draws comparisons to Amazon: a CEO is out, a former employee is on the lam and many analysts see the fallen share price as an opportunity. Finally we survey stories impacting the markets including sales numbers out of OpenAI and a Lululemon legging that’s been pulled after just 3 days. VISIT PUBLIC.COM/BREWMARKETS FOR MORE www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:00 Greenland Hits the Markets 00:00 Data Breach at Coupang 00:00 Market Close 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. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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
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    26 min
  • Drilling Down on Global Energy & AI’s Nuclear Ambition vs Risk

    Drilling Down on Global Energy & AI’s Nuclear Ambition vs Risk
    Jan 16 2026
    Episode 105: Today, Ann welcomes energy guru Alix Steel - Principal at DrivePath Advisors and formerly of Bloomberg - to demystify the energy sector. The engaging and dynamic conversation brings context and life to a jargon-filled industry. Alix guides us through OPEC, U.S. shale and Venezuela’s gooey heavy crude. We explore why oil majors have diversified into renewables and why they might not want to see offshore wind farm projects shut down. Plus, with a rally around nuclear to address AI power needs we ask if there’s a regulatory appetite to see it advance and who ultimately takes on the risk. VISIT PUBLIC.COM/BREWMARKETS FOR MORE www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... 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 Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 min