Brew Markets

The Air Taxi Reality Check & Under Armour Underperforms


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Episode 184: Today, Ann dives into earnings results out of Archer Aviation – why investors are looking beyond the concept phase and focusing on execution metrics, plus Archer’s legal battle with competitor Joby Aviation. Then, Ann is joined by Tony Bancroft, Portfolio Manager of the Commercial Aerospace & Defense ETF at GAMCO Investors. They discuss whether the U.S. is spending enough on defense – and which companies could become the next-generation defense primes. Also, we unpack Under Armour’s disappointing earnings and why Nelson Peltz wants to take Wendy's private. Finally: BuzzFeed gets a new CEO and eBay officially rejects GameStop’s unsolicited offer.


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Stocks mentioned:

$ACHR $BZFD $UAA $WEN $EBAY $GME $GCAD 


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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Brew MarketsBy Morning Brew