Brew Markets

Episode 174: Today, Ann breaks down why reports of OpenAI missing internal targets rattled markets, dragging down names like Oracle and Nvidia. Then we’re joined by Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, to talk about the scope of AI, his take on the “SaaSpocalypse” and specific smaller-cap stocks on his radar. Next, we examine the geopolitical fallou...

Episode 173: Today, Ann joins live from the Possible Conference in Miami with what she’s hearing on the ground at a time when marketing technology stocks - like Adobe and Figma - are under real pressure. Then, we answer an audience question on Norfolk Southern railway and where its proposed $85 billion merger with Union Pacific stands – and what it means for the company’s latest earnings. Next, we...

Episode 172: Last month, we covered an audience question about Amprius Technologies – today, we’re going straight to the source. CEO Tom Stepien joins the show! Ann and Tom break down Amprius’ evolution, its path to going public, and where he sees the biggest growth opportunities across its target markets. They also dig into the company’s shift away from owning manufacturing facilities toward thir...

Episode 171: Today, Ann breaks down Tesla’s first-quarter earnings: strong headline numbers, but revenue that missed Wall Street expectations. Then Carolyn Aronson, founder and CEO of It’s a 10, joins the show with an inside look at the beauty industry – including what it takes to stay competitive as trends shift. Plus, Lululemon names a new CEO, Netflix bets on itself with a $25 billion stock buy...

Episode 170: Today, Ann discusses Adobe’s comeback attempt and whether the software giant’s bet on itself will pay off. Then we take a look at Blackberry’s pivot success story. Once known for mobile phones (and brickbreaker) is now a software company specializing in secure communications. We break down how and why that transformation worked. Then, we survey news out of the aviation industry – from...

Episode 169: Today, Ann dives into $160 billion in tariff refunds – how companies are claiming them and the questions around who should be getting that money. Then, we’re joined by Ryan Detrick, Chief Market Strategist at Carson Group, to survey the state of the market – from high P/E ratios to why this bull market may still have room to run. Plus, the market reacts to Tim Cook stepping down, Amaz...

Episode 168: Today, Ann looks at why Netflix co-founder Reed Hastings is leaving the board of the company and if the growth in the streaming giant’s AI policies have anything to do with his departure. Then, Ann and John discuss President Trump’s pick for Fed Chair, Kevin Warsh, and what that confirmation could mean for investors. Finally, a roundup of market headlines you need to know to wrap your...

Episode 167: AI is omnipresent, seeping into every part of our lives. It’s dominating global news cycles, showing up in Washington hearings and moving markets. But how did we get here? Today, Ann is joined by Sebastian Mallaby, two-time Pulitzer Prize finalist and senior fellow at the Council on Foreign Relations, to discuss not only the current state of AI, but the path that led us here. Through...

Episode 166: Today, Ann explains why Anthropic’s Chief Product Officer stepping down from Figma’s board could signal trouble for the software company (hint: AI may be coming for Figma). Then, we bring back Ticker-on-a-Sticker to survey Q1 earnings from some of the biggest banks, including JPMorgan and Goldman Sachs. Also: reports of Spirit Airlines potentially liquidating, PepsiCo shares rise as i...

Episode 165: Today, Ann discusses NVIDIA’s new AI model designed to “accelerate the path to useful quantum computers” and what it means for the industry. Then, we unpack AllBirds’ pivot from shoes to AI and explore what sent the stock soaring over 600% today. In other retail news: a vote of confidence for Nike from its CEO and Tim Cook and American Eagle Outfitters unveils its new Sydney Sweeney c...

Episode 164: Today, Ann presents this week’s Merger Moment: Amazon’s $11 billion acquisition of satellite telecom company Globalstar – and why the e-commerce giant agreed to pay more than a 30% premium to recent trading levels. Then, we take a look at the new fast-track lane into the Nasdaq 100 ahead of SpaceX’s anticipated blockbuster IPO. Finally, United Airlines and American Airlines shares tak...

Episode 163: Today, Ann explains what's going on behind the scenes at oil giant BP – and why the company could face a shareholder revolt at its upcoming annual meeting. Then, we survey the reaction to Anthropic’s new AI tool, Claude Mythos, which prompted Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell to summon major bank CEOs to Washington, D.C. Finally, Dell shares pop...

Episode 162:  Many of you requested it - today is an engaging survey of the state of quantum computing through the lens of one public company, Rigetti.  Ann is joined by Dr. Subodh Kulkarni, Rigetti’s President and CEO to discuss share price for a company on the frontier of new technology, the milestones investors should watch and when they might be able to expect revenue to come in at scale.   Ku...

Episode 161: Today, Ann broadcasts from San Francisco and reports how she’s putting insights from former Tesla President Jon McNeill into practice at a manufacturing company (Ann’s conversation with Jon linked below!). Then, we dig into earnings from Delta Air Lines… business travel is back, baby!  Along with new baggage fees and clever hedges against high fuel prices.  Also, Brown-Forman - the ma...

Episode 160: Today, Ann broadcasts from San Francisco - home of the historic Levi’s Plaza… and nearby Levi’s Stadium.. as we dive into Levi Strauss’ better-than-expected earnings, with sales getting a boost from younger shoppers and possibly from a’90s icon featured on a recent TV series. Then we survey the market reaction to the Middle East ceasefire and why travel stocks are getting a lift. We a...

Episode 159: Today, Ann is joined by Yahoo CEO Jim Lanzone, for an in-depth conversation about the ongoing transformation of the company that was the OG homepage of the internet.  They discuss the progress of his restructuring efforts – including which products he’s shuttered and which classic brands endure (think: Finance, Fantasy Sports and Mail). Lanzone outlines the traits shared by Yahoo’s ge...

Episode 158: Today, Ann unpacks JPMorgan CEO Jamie Dimon’s annual letter that spans private credit, AI and foreign policy… and what it might signal about Dimon’s political future. Then, we dive into BellRing Brands and what’s behind the protein company’s stock slump: a saga starring PowerBar and Premier Protein shakes. Finally, AMC gets a boost from the Super Mario Galaxy movie, Paramount secures...

Episode 157: Today, Ann answers a question from the audience, surveying the rare cases where shareholders strike down a board-recommended merger. Then, we lace up for Nike’s earnings and outlook that sent shares down to a decade low… bottom line: China’s not buying it and the CEO is tired.  Finally, Bed Bath & Beyond purchases the Container Store, The New York Times becomes your new in-flight ente...

Episode 156: Today, Ann explores escalating tensions in the Middle East, after Iran’s Revolutionary Guard threatens major U.S. companies, including MAG7 members. Then, Tilray Brands Chairman and CEO Irwin Simon joins the show to discuss the cannabis company’s latest earnings and its diversification into beverages - making it the 4th largest craft brewer in the US. Finally, the FDA hits pause on fa...

Episode 155: Today, Ann breaks down the “Walmart Recession Signal” – coined by market strategist Jim Paulsen – and what it might indicate about the current state of the economy. Then, over to the McCormick-Unilever deal announced today that would create a $65B sauces and spices behemoth... bringing Old Bay together with Hellmann's. Finally, activist investor Irenic Capital Management pushes to “Sa...

Episode 154: Today, Ann breaks down the potential mega-merger between beverage companies Pernod Ricard and Brown-Forman – and how it could mix Absolut and Jack Daniel’s brands while reshaping the global alcohol industry. Then, we dive into food giant Sysco’s $29 billion purchase of Restaurant Depot and investor skepticism that sent shares down 15% today. Finally, Palo Alto Networks gets a CEO-back...

Episode 153: Today, Ann is joined by Jon McNeill, former President of Tesla and Co-Founder and CEO of DVx Ventures, for a spirited conversation with specific stories about what it takes to build a successful company. Drawing on his experience at Tesla and as a board member of companies including General Motors and Lululemon, Jon discusses his new book The Algorithm - which Ann devoured! We explore...

Episode 152: Today, Ann breaks down a shift in corporate America as some C-suite leaders step aside for AI-savvy successors. Then, we dive into earnings from KB Home and Winnebago to discuss how geopolitical tensions may be weighing on demand for homes, including those that are mobile. Finally, Snapchat faces regulatory pressure in Europe, Henkel moves to acquire haircare brand Olaplex and Diageo...

Episode 151: Today, Ann explains why the leadership shakeup at Swiss sneaker company On Holding could signal deeper struggles and why the stock slid on the news. Then, in our “CEO of the Week” segment we spotlight Disney’s new leader and his roller coaster first week - including billion-dollar turbulent partnerships and Bachelorette drama. Finally, Meta and YouTube are found liable in a major soci...

Episode 150: Today, Ann breaks down the potential merger between Estée Lauder and Spain-based beauty company Puig – and what it could mean for consumers, investors and the broader beauty industry. Then, we dive into earnings from two U.S. critical mineral companies and whether the growing demand is actually showing up in their bottom lines. Finally, what a U.S. ban on foreign routers means for Ame...