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    Investing

    Brew Markets

    Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by John Crotteau and Hanna Horvath, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.

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    Copyright: © 2022 Morning Brew, Inc.

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    Latest Episodes:
    Is Beyond Meat Beyond Hope? & The Sneaker Race is ‘On’ with Nike and HOKA Nov 12, 2025
    Show notes

    Episode 63: Today, Ann examines what went wrong at Beyond Meat - tanking stock, briefly meme’d, dropped by McDonald’s… and what it might signal for the plant-based sector. Then we jump into earnings for On, the Swiss shoe company that’s setting race records - and look at IP at Sony and why shares in Okla are up despite reporting a loss. Finally, Ann presents our CEO of the week: the man behind Metsera, the company that’s just 3 years old and already the target of an extraordinary bidding war between Pfizer and Novo Nordisk.

    For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets


    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


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    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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


    00:00 Welcome to Brew Markets Daily

    01:00 Is Beyond Meat Beyond Hope?

    04:30 Earnings: $ONON $SONY $OKLO

    17:00 CEO of the Week


    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

    Paid for by Public Investing. Full disclosures in podcast description.

    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI research tool from Public Holdings, Inc., powered by GPT-4. It may produce inaccurate or inappropriate responses and is not investment research or a recommendation. All output is provided “as is,” without warranties, and use is at your own risk. Please independently verify any information before making decisions.

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Visa, Mastercard, and the Price of a Swipe & Instacart Delivering Tech Nov 11, 2025
    Show notes

    Episode 62: Today, Ann examines the evolution of Instacart - from marketplace to software-as-a-service - and where the new CEO wants to go next. Then we discuss the potential changes coming to payments and why your pricey rewards card may be rejected by some merchants. Plus in honor of Veterans Day, we welcome asset manager Ted Oakley to share not only his market perspectives, but lessons learned from his time in the Army.

    For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

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    Instagram: instagram.com/annberry_nyc

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    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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


    00:00 Welcome to Brew Markets Daily

    00:30 $CART Earnings

    03:00 Visa and Mastercard’s New Deal

    09:00 Ted Oakley Joins

    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

    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details

    Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.


    APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    D-Wave's Qubits Bet & WOOF FUN: The Story of Ticker Symbols Nov 10, 2025
    Show notes

    Episode 61: Today, Ann reviews the progress made toward re-opening the government and the markets’ strong reaction. Then, we take a look at quarterly earnings for D-Wave, the quantum computing company that has raised a lot of cash, but hasn’t yet seen big returns... plus what has Tyson asking "where's the beef?". Then Ann answers a question from the audience and explores the naming process for stock tickers - including some of our favorites: PZZA, FUN and WOOF. Finally, Ann considers Warren Buffett’s final letter to Berkshire Hathaway shareholders.


    For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

    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


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    Instagram: instagram.com/annberry_nyc

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    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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

    00:00 Welcome to Brew Markets Daily

    01:00 Let Up in the Shutdown?

    04:00 Earnings: $QBTS $TSN

    11:00 QFA: Stock Tickers

    15:00 Market Close

    15:30 Final Thought


    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

    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details

    Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

    APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.

    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Alexis Ohanian on Bringing Life Back to the Web & The Future of Women’s Sports Nov 07, 2025
    Show notes

    Episode 60: Ann sits down with the co-founder of Reddit, Alexis Ohanian, who explains why the internet needs to feel human again and how he’s partnered with his arch-nemesis to restore trust and fun to the web. He shares a story about working with Sam Altman during OpenAI's earliest era. They also discuss his launch of Athlos - the first women's-only professional track and field competition - his successes in investing in women’s sports and what he would have done differently.

    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


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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


    00:00 Welcome to Brew Markets Daily

    00:30 Alexis Ohanian To Come

    03:00 Alexis Ohanian Joins

    27:30 Market Close


    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

    As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here.

    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


    Will Investors Bet on Robinhood? & Duolingo’s Learning Patience Nov 06, 2025
    Show notes

    Episode 59: Today, Ann examines why Robinhood’s stock is down today despite posting blockbuster revenue - will the trading platform lean into prediction markets? Then we take a look at earnings: investors balk at Duolingo’s long-term play, Planet Fitness names its greatest competitor and what a sale of Warner Brothers might mean to AMC. Then, Ann answers a question from the audience about Netflix’s planned stock split and how they play to investor psychology.


    For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

    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

    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC

    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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


    00:00 Welcome to Brew Markets Daily

    01:00 $HOOD Prediction Markets

    03:30 EARNINGS: $DUOL $PLNT $AMC

    17:00 QFA: Stock Splits

    22:00 Market Close


    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.

    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


    McDonald’s Consumer Reality Check & Tariffs Head to the SCOTUS Nov 05, 2025
    Show notes

    Episode 58: Today, Ann examines McDonald’s earnings and what they - along with the CEO - have to say about the state of the consumer (hint: they like Snack Wraps). Then a conversation about earnings from Toast, Lemonade and Rivian… is its future riding on the next SUV? Finally, Ann sets the table for today’s massive legal moment as the Supreme Court considers Trump’s tariffs.

    For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

    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


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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

    00:00 Welcome to Brew Markets Daily

    01:00 McDonald’s Earnings

    03:00 Earnings: $TOST $LMND $RIVN

    17:30 Tariffs Before SCOTUS

    23:00 Market Close


    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

    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


    Pizza Hut For Sale & Betting Against AI: Big Short or “Bat S**t”? Nov 04, 2025
    Show notes

    Episode 57: Today, Ann examines why famed hedge fund investor, Michael Burry is betting against Palantir & NVIDIA and which CEO called him crazy for shorting chips. Then we look for nuggets in quarterly earnings: Hertz is back in the driver’s seat, while Yum! Is open to selling Pizza Hut. Later, FiServ’s stock dropped off a cliff - did the CEO prompt it on purpose? Ann explores The Big Bath Theory. Plus an update on Pfizer and Novo’s drug war over Metsera.



    For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets



    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


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee


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



    00:00 Welcome to Brew Markets Daily

    01:00 One Man’s Short Position

    04:00 Earnings Roundup

    18:00 $FI: The Big Bath Theory

    22:00 Market Close




    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.




    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


    Can Amazon Deliver on Grocery & Novo Nordisk and Pfizer’s Drug War Nov 03, 2025
    Show notes

    Episode 56: Today, Ann breaks down Kimberly-Clark’s purchase of Tylenol maker Kenvue - with the drug in the political spotlight, who stands to win and what is there to lose? Then we look at Amazon’s cloud hosting wins while the company struggles to deliver on Whole Food’s grocery business. Finally, Ann breaks down Pfizer and Novo Nordisk’s unprecedented battle over who gets to buy Metsera, the biotech company focused on obesity treatments.

    For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets

    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


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee

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


    00:00 Welcome to Brew Markets Daily

    01:00 Kimberly-Clark buying Kenvue

    03:00 Amazon’s Earnings

    16:00 Novo Nordisk & Pfizer’s Drug War

    21:00 Market Close


    Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.


    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


    Love in the Age of AI with ex-CEO of Tinder, Faye Iosotaluno Oct 31, 2025
    Show notes

    Episode 55: Ann sits down with Tinder’s former CEO Faye Iosotaluno for an exclusive conversation on how Gen Z is reshaping modern dating. They explore why younger users are craving more real world connection and how technology is changing what authenticity looks like online. Plus, we wrap up the week with earnings from Hershey that explain why the Halloween candy season got off to a slow start.


    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

    Instagram: instagram.com/brewmarkets

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    X: x.com/brewmarkets


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    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee


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


    00:00 Welcome to Brew Markets Daily

    01:00 Faye Isotoluno Joins

    31:00 Market Close


    Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc.


    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


    Inside Meta’s Mega Stock Drop & Is Chipotle Losing Its Spice? Oct 30, 2025
    Show notes

    Episode 54: Ann explores why after a mega CaPex AI spending spree, Meta shareholders may by saying: show me the money - and what the company plans for 2026. Then, we break down the earnings of other Mag7s: Microsoft and Alphabet including how the cloud is boosting revenue - plus we find out why Chipotle shares were down 20% on earnings. Finally, YouTubeTV squares off with Disney and Ann gives an update on negotiations with China.


    www.brewmarkets.com


    Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...


    Follow Brew Markets on social:

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    X: x.com/brewmarkets


    Follow Ann Berry on social:

    Instagram: instagram.com/annberry_nyc

    X: x.com/AnnBerry_NYC


    Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee


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


    00:00 Welcome to Brew Markets Daily

    01:00 Meta’s CapEx Spend

    05:00 Earnings Roundup

    16:00 CEO of the Week: Dan Rosensweig

    20:00 Market Close


    Disclosure: Includes a paid advertisement for Surf Air Mobility, Inc.


    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


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