Advertise on podcast: Brew Markets

Episode 312: Today, John and Hanna unpack Jensen Huang’s exit from Nvidia, the company’s succession problem and walk through the possible contenders for CEO. Then we zoom out and discuss why Nvidia’s leadership crisis could ripple through the AI trade and the broader economy. Also, we break down the bull and bear cases for buying the dip… and what to watch out for in next week’s earnings report. Finally, we round up market headlines, including earnings from Corteva and Yeti, United Airlines’ move to block AI agents from booking flights and why Super Micro Computer stock is under pressure. Visit ProShares.com/TQQQBrew  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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 311: The holiday season is right around the corner… meaning millions of Americans are preparing to head to the airport. Cue the groans about long lines, higher fares and all the familiar frustrations. Today, John is joined by Geoff Freeman, President and CEO of the U.S. Travel Association, to discuss what’s being done to improve that airport experience. They unpack why families may be more resilient travelers than business passengers, whether lower fuel costs could bring down airfares, and why the World Cup fell short of delivering a surge in international visitors. Plus, they go beyond the airport to explore why the U.S. keeps struggling with high-speed rail and why Europe seems so far ahead. Visit ProShares.com/Nasdaq100brew  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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 310: Today, John and Emily discuss AI’s growing PR problem… as a lawsuit hits Nvidia and Anthropic lowers its IPO valuation. Plus, could CoreWeave’s earnings add fuel to the fire? Then, we unpack October’s hotter-than-expected inflation report and what it means for the Fed’s next move. Also: can Newell Brands, the company behind Sharpie and Yankee Candle, pull off a turnaround? We delve into the numbers. Finally, we round up market headlines, including earnings from Take-Two Interactive and On Holding, Anthropic’s threat to Microsoft, and Frontier Airlines’ push into premium. Visit ProShares.com/Nasdaq100brew  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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Today, John and Emily discuss the market reaction to Jensen Huang’s affair, and the larger question it raises: can Nvidia survive without its CEO? Then, we shift gears to Tesla’s pivot from Cybertrucks to Cybercabs… and if the latter can live up to Elon Musk’s ambitions. Plus: did DraftKings make a losing bet on prediction markets? We unpack its lackluster earnings. Finally, we round up market headlines, including earnings from Monday.com and Constellation Energy, SiriusXM’s leadership shakeup, and Eli Lilly’s latest sleep apnea drug results. Visit ProShares.com/TQQQBrew  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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 308: Today, John and Hanna explore who really won the New York City Marathon (brand edition) – and how companies from Nike and Adidas to New Balance and TCS turn race day into a marketing opportunity. Then, we unpack Nintendo’s slowing Switch 2 sales, rising memory costs and whether Zelda can help turn its stock around. Finally, we hit the Analyst Disco to break down why analysts are making moves on Nike and JetBlue.  Visit ProShares.com/Nasdaq100brew 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 307: Today, John and Hanna discuss what the midterm elections could mean for the data center buildout – and whether there’s a bull case for slowing the AI boom. Then, we unpack why Wendy’s rejected a $1.4 billion buyout bid and adopted a “poison pill” to fend off a takeover. Finally, we round up market headlines, including Warby Parker’s Intelligent Eyewear launch, turnaround efforts at Peloton and Krispy Kreme, and Wonder’s confidential IPO filing. Visit ProShares.com/TQQQBrew  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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 306: Today, John and Shreyas unpack Wall Street’s reaction to the midterm elections and what a divided government could mean for clean energy, Elon Musk’s companies and the AI buildout. Then, we explain why CVS is spinning off its pharmacies… but still holding onto its healthcare empire. Also, we dive into Kraft Heinz’s coffee sale and what consumers trading down from their K-cups means for the industry. Finally, we round up earnings from The New York Times, Wayfair and Duolingo. Visit ProShares.com/Nasdaq100Brew 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 305: Today, John and Kaila discuss how the midterms and World Cup boosted Fox’s quarter – and whether that momentum can last. Then, we unpack the market reaction to Apple’s earnings and how the AI boom is squeezing the iPhone maker’s margins. Also, we dive into Shopify’s quarterly results, its preparations for holiday season and what AI shopping agents could mean for its business. Finally, we round up the latest earnings from Ferrari, Pfizer, Yum! Brands and Palantir. Visit ProShares.com/Nasdaq100Brew 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 304: Today, John and Kaila unpack Marriott’s quarterly results, how its loyalty program became a money machine and who wants a bigger cut. Then, we dive into Estée Lauder’s strong quarter and why Gen Z is fueling fragrance sales. Also, we break down the $6 billion Binance hack and the reaction across crypto markets. Plus, we round up the latest market headlines, including Marvell Technology’s acquisition of an optical-components maker, what’s lifting SpaceX shares and why Once Upon a Farm’s stock fell. Finally, we preview Apple’s earnings and the key things we’re watching. Visit ProShares.com/TQQQBrew  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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets Podcast Disclosure Investing involves risk, including the possible loss of principal. There is no guarantee any ProShares ETF will achieve its objective. ProShares leveraged and inverse ETFs have a daily investment objective. For any holding period other than a day, your return may be higher or lower than the Daily Target. These differences may be significant. Carefully consider the investment objectives, risks, charges and expenses of ProShares before investing. This and other information can be found in their summary and full prospectuses on ProShares.com. Read them carefully before investing. Distributor SEI Investments Distribution Co. 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

Episode 303: Today, John and Hanna discuss Airbnb’s limit on checkout chores, why hosts are pushing back and whether the one-time hotel alternative is becoming more like its competition. Then, we head to Churchill Downs… where the company behind the Kentucky Derby posted a record quarter despite horse racing’s struggles. Finally, we head back to the analyst disco to break down why analysts are making moves on eBay and Sprouts Farmers Market. Visit schwab.com/trading 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 302: Today, John and Hanna unpack Microsoft’s earnings and its voluntary buyout offer to 60,000 employees to discuss what a booming business with a shrinking workforce says about the job market. Then, we connect the dots between the Fed’s rate decision, its Beige Book and the latest PCE report to see what signals the economy is sending. Also: Alphabet shares are tumbling after its latest earnings – what does it have to do with Google Search? Finally, we break down quarterly results from Caterpillar, Eli Lilly and Crocs… and why Hershey gave investors a scare just before Halloween. Visit schwab.com/trading 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 301: Today, John and Emily discuss whether Boeing’s turnaround is taking flight and if investors are on board. Then, the Cheesecake Factory has been serving up headlines all week… but did its earnings results give Wall Street something to celebrate? Also: we check the pulse of GE HealthCare and Boston Scientific after the medical companies reported earnings. But wait, there’s more on the menu! We spin through headlines out of Wendy’s, Jersey Mike’s, Chili’s parent company Brinker International and Wingstop. Finally, we unpack what SK Hynix’s results reveal about the broader chip industry – and, a taste of tomorrow’s conversation about the Fed’s rate decision. Visit schwab.com/trading 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 300: Today, John and Emily dive into Coca-Cola’s earnings, unpacking which products are driving growth, why international sales are rising while domestic sales are flat, and what’s behind its new partnership with KFC. Then, we turn to Philip Morris and discuss whether cigarettes or ZYN are behind its record quarter. Plus, we play “Overheard on Earnings,” as our colleague Dave tries to match each quote to the executive who said it. Finally, we round up the latest market headlines, including General Motors’ move to the Nasdaq, DoorDash’s reported talks to buy Instacart, and earnings from UPS and PayPal. Visit schwab.com/trading 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 299: Today, Emily and Kaila unpack the main takeaways from Anthropic’s S-1 filing and ask whether the company’s explosive growth is sustainable. We also zoom out to examine the broader AI market – and how much of the earnings boom is concentrated in a handful of companies. Then, we discuss why Brazilian stocks plunged following the unexpected victory of incumbent President Luiz Inácio Lula da Silva. Finally, we round up the latest market headlines, including Verizon’s earnings, Meta’s plans to raise $95 billion for its AI buildout and Apollo’s minority stake in Mubadala Capital – the private capital arm of Abu Dhabi’s sovereign wealth fund. Visit schwab.com/trading 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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

Episode 298: Today, John and Hanna explore the evolving relationship between Hollywood and Silicon Valley, and why filmmakers are shining a harsh spotlight on their neighbors to the north. Then, with the midterm elections fast approaching, we unpack how elections impact your money and influence the way people invest. Finally, we head back to the analyst disco to break down why Victoria’s Secret and Boyd Gaming both scored analyst upgrades. Visit schwab.com/trading 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 Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 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