Brew Markets

Episode 178: Today, Ann unpacks GameStop’s bold and bizarre $55 billion bid for eBay… and why the video game retailer is going after a company multiple times its size. Then, we survey the logistics industry reaction as Amazon expands its own supply chain offerings. Also – why crypto companies are gaining after a key development in the CLARITY Act. Plus, we unpack earnings from Norwegian Cruise Line and Tyson Foods. And finally, a tale of two UGC giants: Roblox and Reddit – why one stock got crushed… while the other is rallying.

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Stocks mentioned:

$GME $EBAY $AMZN $FDX $UPS $ODFL $NCLH $TSN $CRCL $COIN

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

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Episode 177: Today, a rare conversation with a founder-CEO at a turning point. Ann is joined by Dave Girouard, Co-Founder of fintech Upstart, as he steps down as CEO after scaling the AI-driven credit platform to nearly a $3 billion market cap. They break down how Upstart hit record revenue and profitability in 2025, why it’s setting aggressive growth targets and what’s driving its push for a national bank charter. Plus, why investors are watching closely as the company drops quarterly guidance, navigates a leadership transition and leans into a more AI-native future – and how Dave plans to stay involved in this next chapter.

$UPST

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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

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Episode 176: Today, Ann surveys Uber’s latest bid to become a one-stop shop for all things travel and mobility through its new partnership with Expedia Group. Then, Ticker on a Sticker: Big Tech edition. Ann and John step into the shoes of the hyperscalers to break down their latest earnings. Plus, an update on oil prices – and what’s pushing them higher. Finally, ’tis the season… earnings keep rolling in. We’ve got the latest from Eli Lilly, Magnum Ice Cream, Chipotle, and Royal Caribbean.

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Stocks mentioned:

$UBER $EXPE

$META $AMZN $GOOG $MSFT

$LLY $MICC $CMG $RCL

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

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Episode 175: Today, Ann joins us live from Miami as the Possible conference continues. After attending a conversation with iHeartMedia CEO Bob Pittman, she breaks down the possibility of a SiriusXM-iHeartMedia merger and what it could mean for the radio industry. Then, we bring you the highlights from Ann’s fireside chat with Zeta Global CEO David Steinberg - they discuss building AI-native products and navigating the “SaaSpocalypse.” Plus, the latest out of the Federal Reserve – from the most recent rate decision to where Kevin Warsh’s nomination stands and what Chair Powell might do next. Finally, a spin through today’s earnings from Starbucks, Yum! Brands and Robinhood.

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An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

Stocks mentioned:

$IHRT $SIRI 

$ZETA 

$SBUX $HOOD $YUM

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

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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 fallout from the OPEC shakeup as the United Arab Emirates exits. Finally, it’s earnings season and results are rolling in from Spotify, UPS and American Tower… plus Coke’s growth attributed to the success of one beverage.

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Stocks mentioned:

$ORCL $NVDA $AMD $AVGO $SFTBY

$KO $SPOT $UPS $AMT 

$IVEP $IVES $GEV $SMERY $BE $VRT $MDB $MU

An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

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

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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 take you behind the scenes of Joby Aviation’s flight campaign in New York City, where the Brew Markets team witnessed one of its first air taxi demonstrations. Finally, Peloton teams up with Spotify, Domino's tumbles after earnings miss and Lionsgate gets a boost from its latest celebrity biopic.

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

Stocks mentioned:

$NSC $UNP $JOBY $PTON $DPZ $LION

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

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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 third-party partnerships. Also: how Amprius is balancing speed and agility with National Defense Authorization Act (NDAA) compliance, all while working toward profitability.

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An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

Stocks mentioned:

$AMPX

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

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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 buyback program and Microsoft and Meta adapt to rising AI costs. Finally, new moves in rideshare: Lyft bets on London’s black cabs, and Uber teams up with Block in a new global partnership.

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An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

Stocks mentioned:

$TSLA

$MSFT $META

$UBER $XYZ $LYFT

$LULU

$NFLX

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

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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 Spirit Airlines’ potential bailout out of Washington to United Airlines’ earnings results that left investors wary. Finally, SpaceX goes all in on AI, BestBuy gets a new CEO and Palantir Technologies expands its government partnerships. 

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An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

Stocks mentioned:

$ADBE

$BB

$FLYYQ $UAL $BBY $PLTR

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

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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, Amazon jumps on two megatrends: AI and GLP-1s, and we unpack earnings from UnitedHealth Group and Alaska Airlines. Finally, we take it to DC to break down key moments from Kevin Warsh’s Fed chair confirmation hearing. 

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Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets

An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor. 

Stocks mentioned:

$AAPL $AMZN $UNH $ALK

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

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