Brew Markets

Latest Episodes:

Meta’s Financial Engineering & Robinhood: Broker or Bookie? Feb 12, 2026

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Episode 123: Today, Ann digs into Meta’s SEC filings and financial engineering that’s kept a $27 billion data-center project off its balance sheet - and examines what it means for AI bubble fears. Then we go inside Robinhood’s latest quarter that saw revenue up despite the drag from crypto’s crash - investor sentiment is mixed, but CEO Vlad Tenev is committed to the company’s future as a “Financial SuperApp”. Finally, a glimpse at what sent shares in McDonald’s up today amidst a broader market sell-off.

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00:00 Welcome to Brew Markets Daily

00:30 META’S FINANCIAL ENGINEERING

05:20 Robinhood’s Diversification Bet

18:00 Market Close

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Kraft Heinz Presses Pause on Split & Unity Hits Reset on Advertising Feb 11, 2026

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Episode 122: Today, Ann explores why - just 6 weeks into his position - Kraft Heinz CEO Steve Cahillane puts a pause on the company’s proposed split and how the market and tie-up architect Berkshire Hathaway received the big news. Then we dig into earnings for Unity, the development platform behind some of the world’s most popular video games: revenue beat expectations, so why did the market press the down button on its stock? Finally we take a spin through the fresh jobs report plus earnings from Lyft and Mattel that sent shares lower.

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00:00 Welcome to Brew Markets Daily

00:00 Kraft Heinz Presses Pause on Split

00:00 EARNINGS: $U

00:00 Market Close

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Spotify Pops on Earnings Beat & Inside the "Software-mageddon" Sell-off Feb 10, 2026

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Episode 121: Today, Ann discusses Spotify’s latest earnings report and why the streaming giant impressed investors besting expectations with a huge jump in subscribers and revenue. Then we tackle 2026’s "software-mageddon" sell-off that has investors wondering which companies and products are best insulated from the encroachment of AI - we look at the latest numbers, the market results and even ask Claude what it makes of the sector’s future.

Finally, we look at the biggest market headlines including earnings from companies like Coca-Cola and Harley Davidson.

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Just Another Manic $MNDY & DraftKings and FanDuel’s Prediction Bet Feb 09, 2026

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Episode 120: Today, Ann explores what’s happening at Monday.com that caused its stock to drop 20% today - even on the back of a slight earnings beat (hint: the software company pulled guidance amidst the sector “choppiness” introduced by AI like Claude). Then, in the wake of a record number of bets placed on the Super Bowl and significant dips in their stock prices, we look at the bets “traditional” sports gambling apps like DraftKings and FanDuel are making on recently de-regulated prediction markets. Finally, we zip through market headlines: Novo sues Hims, two offshore drilling services companies unite and Kroger snags a new CEO with a history at a grocery rival.

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00:00 Welcome to Brew Markets Daily

00:00 Just Another Manic $MNDY

00:00 Sports Apps Bet on Prediction Markets

00:00 Market Close

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Understanding Dollar Valuation and Global Currencies & Olympic Metals Feb 06, 2026

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Episode 119: Today, Ann sits down with Kathy Lien, the Managing Director of FX Strategy at BK Asset Management. With the U.S. dollar recently sinking to its lowest level in four years, gold and silver hitting all-time highs, and a brand-new Fed Chair nominee entering the picture, they break down what’s driving dollar valuation and what it means for investors and the global economy. Then with the Olympics kicking off, we look at the value of the metal medals that will be bestowed on the champions.

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00:00 Welcome to Brew Markets Daily

00:00 Kathy Lien Joins

00:00 The value of Olympic Medals

00:00 Market Close

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PepsiCo’s Super Bowl Playbook & ELF’s Billion Dollar Beauty Bet Feb 05, 2026

Show notes

Episode 118: Today, Ann digs into e.l.f. Beauty’s earnings to gauge the impact of Hailey Bieber’s Rhode, a year after e.l.f. bought the celebrity brand for a billion dollars in the thick of tariff turmoil. Then, Ann is joined by PepsiCo CMO Mark Kirkham for a sneak peak inside the company’s advertising playbook going into Super Bowl weekend (hint: it features a polar bear). Finally, we look at today’s market movers, including the public debut of Bob’s Discount Furniture… ticker: BOBS.

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00:00 Welcome to Brew Markets Daily

00:30 E.L.F. BEAUTY + RHODE UPDATE

06:00 PepsiCo CMO Mark Kirkham Joins

27:00 Market Close

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AI Hammers Software Stocks & Uber’s Earnings Don’t Deliver Feb 04, 2026

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Episode 118: Today, Ann explores how AI innovations - like Anthropic’s roll-out of new Claude tools - is disrupting once-reliable software cash flow machines like LegalZoom, wiping out $300 billion of market cap from the sector yesterday and sending the Nasdaq down another 1.5% today. Then we look at the earnings for Uber - the company is touting record ridership and generating cash, but can it win in an increasingly competitive autonomous vehicle ride-hailing market? Plus, Ann answers a listener's question about the growth of Monster Energy. Finally, we sprint through the headlines that moved the market today, including wins at BetMGM, growth for Eli Lilly’s weight loss revenue and Match Group rekindling the Tinder brand.

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Can Musk Helm Two Public Companies? & A Wave of New CEOs Take Charge Feb 03, 2026

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Episode 116: Today, Ann explores the possibility of Elon Musk helming two public companies at once with the announced tie-up and IPO of SpaceX and xAI - the dual-role has been done before, but with mixed results. Then we drill down on earnings from Grainger, the century-old industrial giant whose stock just hit a 52-week high - did the company deliver in its aim to stock an “endless assortment” of supplies? Finally, Disney, Paypal, Target and Walmart all have new CEOs this week -we survey who was ushered into the top spots and who was pushed out.

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00:00 Welcome to Brew Markets Daily

00:30 Musk in a Dual-CEO Role

06:00 $GWW Earnings

13:35 $PLTR Earnings

18:05 Market Close

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Disney Magic Comes at a Price & SoFi Adds A Million Members Feb 02, 2026

Show notes

Episode 115: Today, Ann examines earnings from Disney - despite a boffo year at the box office and streaming growth, the stock is dragged down by expensive sports rights, fewer foreign visitors to U.S. parks and a looming succession challenge. Then we look at earnings from SoFi - despite having its first billion dollar quarter, shares are down as the market asks if the fintech can maintain its growth. Plus, we go behind the scenes on a field trip to the New York Stock Exchange… the energy has changed, but not the bold language. Finally, we survey headlines that moved the market today: lowered tariffs on India, the future of NVIDIA and OpenAI’s partnership and Oracle’s stock down on fundraising for capacity buildout.

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00:00 Welcome to Brew Markets Daily

00:30 Disney Earnings and Succession Plan

06:45 $SOFI Earnings

17:25 Our Trip to the New York Stock Exchange

21:52 Market Close

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The 2026 IPO Pipeline with Nasdaq’s Vice Chairman Bob McCooey Jan 30, 2026

Show notes

Episode 114: Today, Ann is at the Nasdaq in Times Square for a conversation with the exchange’s Vice Chairman Bob McCooey about the outlook for IPOs this year and how the company positions itself to potentially win rumored listings from the likes of SpaceX, Anthropic and Databricks. They also review investing in Asian companies, Walmart’s unprecedented move from the NYSE to the Nasdaq, the rise of the retail investor, what Bob and his team actually do to support the companies after they go public and so much more.

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