Morning Brew Daily

Episode 734: Neal and Toby discuss Disney's $1 billion deal with OpenAI and what it means for the future of it's characters and Sora. Next up, Time announces their person(s) of the year, hello AI! Then, an entertainment filled stock and dog of the week and all of the headlines you need to know heading into the weekend. Check out https://www.linkedIn.com/mbd for more. Subscribe to Morning Brew Dail...

Episode 733: Neal and Toby talk about the Fed’s third straight rate cut for the year, but with three dissenting votes that show a divided Federal Reserve. Then, Oracle is under pressure from its investors to show eye-popping revenue from its AI data centers but so far, they’re not impressed. Plus, Department of Transportation Sean Duffy and RFK Jr. have a pull-up competition at an airport. You rea...

Episode 732: Neal and Toby chat about Australia’s worlds-first social media ban for teenagers that goes into effect. Then, a new study from McKinsey and LeanIn found an ambition gap growing between women and men where women are less inclined to pursue promotions. Also, an investigation has found evidence that Instacart's AI pricing experiment may be inflating grocery prices of the same item for di...

Episode 731: Neal and Toby get into the Warner Bros. Discovery drama that just turned up a notch with Paramount attempting a hostile bid to snatch the deal away from Netflix. Then, China’s trade surplus topped $1 trillion for the first time, which has many wondering if Trump’s tariffs have done anything to slow down Chinese factories. Also, farmers breathe a sigh of relief as the Trump administrat...

Episode 730: Neal and Toby dive into Netflix’s industry-changing deal to buy Warner Bros. Discovery. Then, Apple is undergoing a personnel shift as key executives are leaving the company. Meanwhile, micro cars in Japan have caught the attention of President Trump who wants to bring them to the US, despite regulatory hurdles in the way. Also, heads to tech billionaires and prominent figures on top...

Episode 729: Neal and Toby discuss why small businesses had so many layoffs last month compared to larger corporations. Then, the FIFA World Cup drawing is on Friday an event that will generate billions of dollars in revenue. Next up, stock and dog of the week where the guys look at American Eagle and Netflix. And finally a look at the headlines you need to know before heading into the weekend. Ch...

Episode 728: Neal and Toby discuss Trump’s proposal to slash fuel efficiency standards, rolling back a Biden-era policy. Then, Spotify Wrapped is upon us. Get ready for everybody showing off how basic their music tastes are. Also, a little known private equity firm Bending Spoons just swept up Eventbrite for $500M. Meanwhile, Neal shares his favorite numbers on Waymo cars, Boston rent, and how we...

Episode 727: Neal and Toby talk about the funding of ‘Trump accounts’ that will deposit $250 into investment accounts for 25 million children, thanks to Michael and Susan Dell. Then, Costco is standing up to the Trump administration by seeking a refund of tariffs. Meanwhile, companies are looking for various incentives to have their workers cozy up to AI, even if it means it may replace them in th...

Episode 726: Neal and Toby discuss a major supreme court case between top music labels and internet providers over who’s liable for copyright infringement. Then, the NY state gaming board approves 3 casino licenses in New York City. Plus, Airbus shares take a hit after multiple reports of new quality issues with their A320 aircrafts. Meanwhile, Toby dives into the trend of quarter zips that are ma...

Episode 725: Neal and Toby recap the biggest holiday shopping time of the year and the different spending habits between Gen Z and Gen X spenders. Then, a viral essay believes the new US poverty line is $140,000. And, a late rally pushes the stock market near another record high. Also, Google’s new hurricane model may be the future of weather forecasting. Finally, what you need to know coming up i...

Episode 724: Neal and Toby talk with James Zahn, the editor-in-chief of The Toy Book, aka @therockfather, to dive deep into the toy industry as the holiday becomes the busiest time of the year for the industry. But will it now have to compete with the advent of AI-powered toys and companions? Also, what’s fueling the Kidult economy and why the term isn’t exactly new. Then, a discussion about the s...

Episode 723: Happy Thanksgiving! Neal and Toby sit down and take you through Thanksgiving Day. Starting off with travel, why Secretary of Transportation Sean Duffy wants to bring respect back to traveling on airlines. Then the guys explain why everyone loves the Macy’s Thanksgiving Day Parade and why Cranberries are such an interesting side at your holiday meal. Following your Turkey feast, you ma...

Episode 722: Neal and Toby discuss the delisting phenomenon plaguing the housing market as sellers would rather take them off than lowering the price. Also, Google seems to have put a crack in Nvidia’s armor as its AI chips are gaining some attention. Meanwhile, September’s retail data reveals shoppers are pulling back their spending, all the while retailers are showing off impressive earnings. Ho...

Episode 721: Neal and Toby chat about X’s new location transparency feature that has opened up a can of worms as some of the most divisive accounts on US politics aren’t actually from the US. Then, Novo Nordisk has taken a big hit after its trials to develop a drug to delay Alzheimer’s have failed. Plus, the Trump administration makes access to federal student loans stricter, particularly for nurs...

Episode 720: Neal and Toby talk about Google’s string of recent wins that resulted in its market value surpassing Microsoft. Then, America’s affordability crisis seemed to be the one thing in common between the Trump and Mamdani meeting. Then, Eli Lilly hits $1 trillion in market value, first for a health care company. Meanwhile, “Wicked: For Good” smashes its target at the box office. Finally, a...

Episode 719: Neal and Toby talk about the latest jobs report…that reports September numbers? That’s because of the government shutdown. And it’s a mixed bag, of course. Then, Walmart, America’s largest, and seemingly most reliable retailer reports strong earnings as consumers prioritize affordability. Meanwhile, AI toys are a thing and parents are being warned to keep their kids away from them. Pl...

Episode 718: Neal and Toby dive into Nvidia’s Q3 earnings that topped expectations while CEO Jensen Huang reiterated his confidence in AI. Then, Target reports another stinker of a quarter causing many to believe the retailer is on the ropes. Also, a new study believes this year’s Thanksgiving dinner will be more affordable than last year’s. Meanwhile, Neal shares his favorite numbers on Gustav Kl...

Episode 717: Neal and Toby discuss Mark Zuckerberg’s big win against the government as a federal judge says Meta does not hold monopoly power in today’s social media landscape. A big loss for the FTC. Then, Home Depot reports a weak Q3 which is seen as a bad sign for the economy. And, Panera Bread, the once No. 1 fast-casual chain in the US, has steadily declined in the last few years and announce...

Episode 716: Neal and Toby chat about bitcoin’s price dropping to its lowest level in six months, stirring fears across Wall Street. Then, a struggling labor market means job seekers are forced to take up jobs that are uncommon and unpopular. Meanwhile, Jeff Bezos is jumping back into the startup world with a new AI company that has an eye popping $6.2B in funding to start. Plus, Toby looks into t...

Episode 715: Neal and Toby discuss Trump’s tariff rollback on beef, coffee, and other food goods to address rising price concerns from the American people. Next, Hollywood is struggling to make hits at the box office, even when movies have a star-studded cast. Plus, Charlie Javice is fooling JPMorgan again, this time by charging luxury hotel stays as legal fees. Meanwhile, CEOs from iconic compani...

Episode 714: Toby and Ann chat about Michael Burry, famed ‘Big Short’ investor, who has been public about the resemblance between the housing bubble of 2008 and the AI boom of today. Then, congress was able to reopen the government, but snuck in a provision that places tighter restrictions on hemp products that could upend the hemp industry. Plus, Cisco Systems, the once darling of the 2000s, is s...

Episode 713: Toby and Ann dive into the ending of the longest government shutdown in US history. But while federal workers and programs start up again, the ripple effects of its impacts may be far-reaching. Then, Google is standing up to scammers as it sues a shadowy operation, hoping to put an end to text phishing. Meanwhile, Toby shares his favorite numbers from Harvard’s alleged grade-flation,...

Episode 712: Toby and Kyle dive into SoftBanks big move to sell its stake in Nvidia to re-focus its investment to OpenAI. Then, Visa and Mastercard reach a settlement over a 20-year dispute with merchants that will now allow stores to reject certain credit cards if the merchant fees are too high. Plus, Toby looks into the trend of trains and buses that have become reliable modes of transportation...

Episode 711: Neal and Toby chat with author Michael Lewis to talk about the 10th anniversary of “The Big Short” movie and the lines drawn from the 2008 financial crisis to today. Then, Michael shares his take on the AI industry and whether or not we’re actually in a bubble. Plus, a dive into prediction markets and the proliferation of sports betting. Finally, Neal and Toby put on their casting dir...

Episode 710: Toby and Kyle discuss whether OpenAI is becoming too big to fail as there’s been rumblings about a government backstop for its AI-fueled debt. Then, President Trump proposes a 50-year mortgage to help with affordability for aspiring home owners. And, Netflix drops a first-look of “Sesame Street” on its debut on the platform. Meanwhile, Starbucks drops a viral “bear cup” that sparked a...