Brew Markets

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 Ma...

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 Hirs...

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...

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...

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:...

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...

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 evol...

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...

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 c...

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 Entertai...

Episode 194: Today, Ann dives into Ford’s latest growth engine and the unexpected business fueling it (hint:  it’s not cars or trucks). Then, we break down earnings from Dick’s Sporting Goods and what’s driving MGM Resorts’ shares higher. Also: Robinhood opens its platform to AI agents, and the latest update in Lululemon’s proxy battle. Finally, we take a question from the audience and dive into e...

Episode 193: Today, Ann is joined by economist and former Fed insider Danielle DiMartino Booth to discuss what a Federal Reserve under new chair Kevin Warsh could look like – including the economic and market challenges he may inherit, and why Jerome Powell could end up being one of his biggest allies. They also dive into the disconnect between consumer sentiment and market performance, domestic m...

Episode 192: On this special episode of Brew Markets, Ann sits down with social media powerhouse and NYT best selling author Haley Sacks (Mrs. Dow Jones) – live from the Brew Markets "Eyes on Her" event. They get into Haley's background in late night comedy, why she initially boxed herself out of finance, and the mantra she now lives by: exciting life, boring investments. Plus her takes on predict...

Episode 191: Today, Ann reports back from Spotify’s first investor day since 2022 – and the first under its new co-CEOs, who took the helm earlier this year. Then, we take a spin through earnings reports out of Walmart and Ralph Lauren. Also, why a Trump administration announcement is sending quantum-computing stocks rallying and Oura Health’s move to go public. Finally, we unpack the main takeawa...

Episode 190: Today, Ann brings you highlights from the World Department Store Summit – including her key takeaways from interviewing Authentic Brands Group (Sports Illustrated, Guess, Juicy Couture and DOZENS of other brands) founder Jamie Salter in one of his final interviews as CEO, as the company pivots to a possible IPO in the next 12 months.  Then, we break down earnings from CAVA, Lowe’s and...

Episode 189: Today, Ann is joined by Mona Mahajan, Head of Investment Strategy at Edward Jones, to discuss why this earnings season has been "absolutely phenomenal" - and what's driving the results.   They also get into oil prices and  if markets are already pricing in a resolution to the Middle East conflict. Then, why buying on IPO day is often a losing bet and a spin through macro: U.S. Treasur...

Episode 188: Today, Ann brings you the latest in the Lululemon saga, as the athleisure giant issues its first major public response in its ongoing battle with founder Chip Wilson. Then, we dive into Berkshire Hathaway’s revamped investment portfolio under its new CEO. Also: Why Publicis Groupe is acquiring LiveRamp and why shares of Regeneron Pharmaceuticals are tumbling. Finally, we wrap it up wi...

Episode 187: Soaring fuel prices, geopolitical tensions and airline disruptions are putting pressure on the travel industry.  Consumers still want to travel - they’re just changing how they do it. Today, Ann is joined by Airbnb CFO Ellie Mertz to discuss how travelers are adapting amid global uncertainty, why Airbnb is expanding further into boutique hotels, and where the company is seeing its big...

Episode 186: Today, Ann dives into a major telecom partnership between AT&T, T-Mobile, and Verizon focused on satellite-based, direct-to-device technology – designed to connect phones in remote areas where traditional cell towers can’t reach. Then, we unpack Cerebras’ blockbuster IPO and what it says about momentum in the AI semiconductor space. We also break down earnings from Honda, Cisco, YETI...

Episode 185: Today, Ann dives into the demand for AI through the lens of the upcoming Cerebras IPO – on track to raise up to $4.8 billion at a valuation just shy of $50 billion. Then, we unpack earnings from Birkenstock and Alibaba – why one stock is falling while the other is on the rise. Also: Rent the Runway loses its founder and geothermal company Fervo Energy gets a warm welcome to the public...

Episode 184: Today, Ann dives into earnings results out of Archer Aviation – why investors are looking beyond the concept phase and focusing on execution metrics, plus Archer’s legal battle with competitor Joby Aviation. Then, Ann is joined by Tony Bancroft, Portfolio Manager of the Commercial Aerospace & Defense ETF at GAMCO Investors. They discuss whether the U.S. is spending enough on defense –...

Episode 183: Today, Ann dives into the growing partnerships between AI giants and private equity firms – including what’s driving the deals and why they’re being adopted so quickly. Then, shares in Monday.com jump after reporting earnings, Dunkin’ Donuts heads back to Wall Street, and Sony Music expands its catalog by more than 45,000 songs. We also break down the Trump administration’s move to br...

Episode 182: The AI boom is here but how are we actually POWERING it and can the U.S. electric grid handle the growth?  Today, Ann is joined by Aman Joshi, Bloom Energy’s Chief Commercial Officer to discuss the company’s scaling of solid oxide fuel cells that convert fuel directly into electricity without combustion, generating power on-site without relying entirely on the grid.  They survey what...

Episode 181: Where does retail money go and why does it move so quickly? Today, Ann is joined by Steph Guild, Chief Investment Officer at Robinhood, the platform that holds around $307 billion in total retail investor assets. We discuss why access to information is pushing markets to move faster We also delve into the latest big tech earnings – why Steph is watching Amazon but disappointed in Micr...

Episode 180: Today, Ann unpacks how Burger King helped drive better-than-expected results for parent company Restaurant Brands International, even as other brands in the portfolio struggled to keep pace. Then, we survey earnings from Disney, Uber, CVS Health, and Compass, all trading higher after reporting results. Finally, a look at Victoria’s Secret’s proxy fight with one of its biggest sharehol...