Morning Brew Daily

Episode 809: Neal and Toby talk about the new Senate bill that proposes a sweeping ban of prediction markets on sports, politics, and the military. Then, some major US metros such as LA and Miami are shrinking. Also, travelers are flocking to Clear to avoid frustratingly long TSA lines at airports. Meanwhile, the US bans foreign-made internet routers.  Learn more at linkedin.com/MBD Subscribe to M...

Episode 808: Neal and Toby cover the verdict that came down on Meta and Google, with a jury finding the companies liable for putting out addictive features that cause harm to teens. Then, the global supply chain is reeling as the crisis around the Strait of Hormuz deepens. Also, NASA plans to build a $20B moon base. Meanwhile, Neal presents his numbers on the struggling US worker, AI fruit slop, a...

Episode 807: Neal and Toby explain why OpenAI is shutting down Sora as the company tries to reel in costs. Then, United wants more premium seating and antimatter is transported for the first time. Next up robots get into baseball and the headlines you need to know to start your day.  Learn more at linkedin.com/MBD Subscribe to Morning Brew Daily for more of the news you need to start your day. Sha...

Episode 806: Neal and Toby discuss the TACO trade making its return on Monday morning. The guys also give the latest updates with TSA wait times and the collision at LGA. Next up, the great AI agents race and why Samsung wants their fridges to display ads. Then, what does monitoring the situation actually mean and the headlines you need to know to start your day.  Learn more at linkedin.com/MBD Su...

Episode 805: Neal and Toby discuss the TSA woes over the weekend and why Donald Trump is sending ICE to airports to help. Then the guys discuss the economic fallout over the war in Iran and why EVs are looking a lot more attractive. Next up, ranchers love AI and the winners of the weekend include Tesla semi trucks and a BTS comeback in Korea. Finally a look at the week ahead.  Learn more at linked...

Episode 804: Neal and Toby talk about a report that ranks the happiest countries in the world where Finland ranks top (no surprise there) for the ninth year in a row, but also how social media has contributed to the decline of happiness in the US. Then, Amazon plans to cut about two-thirds of its packages delivered from the already-struggling USPS. Meanwhile, Uber partners with Rivian to power its...

Episode 803: Neal and Toby chat about the Fed’s decision to keep rates unchanged as it monitors the risks from the Iran War. Then, the WNBA and its players’ union reach a historic deal that reflects the growth of value for women’s basketball. Plus, the company behind the ‘steroid Olympics’ is breaking into the consumer market as it will begin selling injectable peptides. Meanwhile, it’s Neal’s Num...

Episode 802: Neal and Toby chat about a new report showing service-based tenants now leasing more than 50% of retail space vs. goods-based tenants as gyms and spas take over major cities. Then, an Israeli journalist reveals he received death threats after reporting on a missile story from Iran that apparently messed with bets on Polymarket. Meanwhile, Blank Street wants to become the spot where in...

Episode 801: Neal and Toby talk about the ripple effects of the Iran War, particularly in Dubai where aspirations of becoming a global financial hub are in jeopardy. Then, the Giving Pledge used to be all the rage amongst billionaires. Now, they’re looking to opt out. Also, the company behind Pokemon Go has partnered with a robotics company and plans to use its trove of data to train robots. Meanw...

Episode 800: Neal and Toby recap the weekend with the biggest headlines from Oscars night. Then, David Protein is being accused of their popular bars having more calories and fat content than advertised. Also, Dick’s Sporting Goods is dominating one industry that AI hasn’t touched: youth sports Meanwhile, an Australian tech entrepreneur uses AI to develop a vaccine to cure his dog’s cancer. Finall...

Episode 799: Neal and Toby talk about the funding gap happening in Congress that’s hurting many federal employees’ paychecks. Some airports are asking for donations to help their TSA agents. Then, Google Maps finally is getting an AI makeover thanks to Gemini. Plus, Nintendo shares pop thanks to its dark horse hit Pokemon Pokopia. Meanwhile, safe haven stocks used to be where investors flock durin...

Episode 798: Neal and Ray discuss the release of 400 million barrels of oil reserves, the largest in history as the Strait of Hormuz is near closure. Then, Porsche CEO plans to cut more jobs as it struggles to gain traction in China. Then it’s Neal’s numbers on YouTube surpassing Disney, people are more scared of AI than ICE, and a little known soccer club upsetting European giants.  Learn more at...

Episode 797: Neal and Toby chat about Amazon calling an internal meeting to address a string of AI coding errors. Is this doing more harm than good? Then, Oracle reports another strong quarter but investors are cautious of its commitment to data centers. Also, Fabletics is launching a denim collection as athleisure is falling out of style. Meanwhile, a startup company wants to build huge mirrors t...

Episode 796: Neal and Toby dive into the drama intensifying between Anthropic and the White House as the AI company sues the Trump administration after calling Anthropic a ‘supply chain risk.’ Then, why oil is so tied to the economy. Meanwhile, the Chevy Bolt is back and its loyal fans are excited. Is this the McRib of EVs? Plus, Toby examines the trend of dirty sodas that’s been popularized by a...

Episode 795: Neal and Toby talk about the oil price crisis deepening as more Gulf producers slow their output. Then, the Feb jobs report showed a widespread and unexpected downturn in the labor market. For our weekend winners, an authorized photo shoot of Goldman Sachs junior bankers has upset the old heads. And AI ‘man camps’ offer golf and steaks to lure workers to build data centers. Finally, w...

Episode 794: Neal and Kyle chat about the booming business of entrepreneurship that has swept across the US as workers are finding themselves vulnerable to AI-caused layoffs. Plus, a preview of the jobs report for February. Also, Robinhood introduces a new platinum card to compete with American Express. Meanwhile, the Pentagon is interested in Ukrainian interceptor drones to counter Iran. And, the...

Episode 793: Neal and Toby dive into the Big Tech’s pledge to foot the bill of their own power plants to power their AI aspirations, but will it actually work? Then, Apple debuts a new low-cost laptop to attract consumers and businesses looking for a more affordable option. Also, markets are up as the war in the Middle East enters its sixth day, signaling, they’re not so worried about it. Meanwhil...

Episode 792: Neal and Toby chat about the fallout from the war in the Middle East, with spiking gas prices, luxury stocks slumping, and travelers finding all types of ways to escape the war zone. Then, Target reports another disappointing quarter, but its new CEO has a plan to turn it all around. Meanwhile, the World Cup is 100 days away and most of the focus has been on security. Plus, McDonald’s...

Episode 791: Neal and Toby give an update on the Iran war and its impact on the stock market, causing traders to move with caution. Then, ticket seller giant Live Nation goes on trial to face accusations of being a monopoly. And, with the purchase of Warner Bros. Discovery, Skydance plans to merge Paramount+ with HBO into one big app to challenge Netflix. Meanwhile, Sweetgreen used to be the darli...

Episode 790: Neal and Toby talk about the US-Iran conflict that’s erupted and the shake up across the global economy. Then, OpenAI reaches an AI agreement with the Defense Department after Anthropic refuses to give it access. Plus, Pokemon celebrates its 30th anniversary and continues to be one of the most valuable brands in the world. Meanwhile, former New Zealand Prime Minister Jacinda Ardern is...

Episode 789: Neal and Ann dive into why Netflix has walked away from acquiring Warner Bros. Discovery after Paramount makes another counter offer. Then, Jack Dorsey’s Block cuts nearly half of his staff due to AI, and he thinks companies will ultimately do the same. Meanwhile, more and more Americans are packing up their bags and moving away. Also, Waymo expands into more cities. Papa John’s close...

Episode 788: Neal and Ann recap Nvidia’s reported earnings that buoy the AI sector by beating expectations. Then, Kalshi reveals a couple cases of insider trading on its prediction markets platform, including one from MrBeast’s production team. And, Anthropic's safety measures are under scrutiny as a hacker uses its code to break into the Mexican government to obtain sensitive information. Meanwhi...

Episode 787: Neal and Toby recap the biggest news from President Trump’s State of the Union address. Then, the recent fears of AI, causing widespread selloffs, has been a boon for utility or energy stocks, or HALO trades, “heavy assets, low obsolescence.” Also, the creators of Dark Sky are back with a new weather app that overshadows your native weather app. Meanwhile, “Survivor” returns for its 5...

Episode 786: Neal and Toby chat about the software stock wipeout after a report from Citrini Research said AI could be detrimental to the economy. Then, Anthropic CEO Dario Amodei will meet with Defense Secretary Pete Hegseth to discuss the use of Claude for the US military. Also, what is Blue Owl? And why is it rattling the private credit industry? Meanwhile, Toby dives into the trend of the iPod...

Episode 785: Neal and Toby discuss the Supreme Court’s ruling to deem Trump’s tariffs as illegal and the potential fallout for the federal government and US companies. Then, the DHS suspended TSA PreCheck and Global Entry, then quickly reversed course, causing a travel whiplash in an already chaotic weekend. Also, the Winter Olympics is wrapping up and its viewership has been on a tear. Meanwhile,...