Brew Markets

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 day. 

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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. 

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 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 the lens of his new book, The Infinity Machine: Demis Hassabis, DeepMind and the Quest for Superintelligence, they dive into the balance between government regulation and private sector innovation as well as the economics behind the industry. They also explore the personalities shaping AI and why, in the rapidly evolving space, the future could come down to the people building it.

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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. 

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 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 its snacking business rebounds, and Charles Schwab gets into bitcoin. Finally, we look at the biggest U.S. industrial IPO since 1999 – and Brian Williams’ comeback… with Netflix.

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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:

$FIG 

$GS $MS $JPM $WFC $BAC $C

$FLYYQ $PEP $SCHW $MAIR $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 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 campaign. Finally, Snap rises on its AI-related layoffs, Caterpillar falls on reports of a new acquisition and Robinhood gains from a new SEC framework. 

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Stocks mentioned:

$NVDA $RGTI

$BIRD

$NKE $AEO $SNAP $CAT $HOOD $LYV

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 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 take off on merger rumors, and Netflix’s gaming push shows signs of life in the App Store.

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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:

$AMZN $GSAT

$NFLX $UAL $AAL

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 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 on NVIDIA acquisition speculation, Revolution Medicines jumps on promising phase 3 data for its pancreatic cancer drug, and Conagra – the company behind Slim Jim and Reddi-wip – gets a new CEO.

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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:

$BP 

$DELL $RVMD $CAG

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 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.  

Kulkarni also addresses the quantum vs. classical computing debate on the path to AGI,  Rigetti’s partnerships with financial institutions and unpacks a recent Google white paper warning quantum computers could eventually crack bitcoin’s encryption.  

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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. 

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 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 maker of Jack Daniel’s - is suddenly the most popular kid on the block, fielding interest for another potential merger deal. Finally, Amazon CEO Andy Jassy goes all-in on AI in his annual shareholder letter, and Disney plans more layoffs.

Ann’s conversation with Jon McNeill

https://www.youtube.com/watch?v=vyurMcr9NM4&t=107s

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Stocks mentioned:

$DAL $​​BF.B $AMZN $DIS

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 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 also take a look at Meta’s new AI model - Muse Spark - that might be coming to a Facebook or WhatsApp page near you.

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Stocks mentioned:

$LEVI

$META $CCL $NCLH $RCL

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 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 general managers and what the future looks like under – and potentially after – private equity ownership. 

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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

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