Market Takeaways from the SOTU & GoDaddy Registering AI Agents
Brew Markets
GoDaddy earnings and booking slowdown
Ann and John review GoDaddy's quarter, bookings miss, weaker 2026 guidance, and segment breakdown.
Episode 131: Today, Ann zooms in on three market takeaways from President Trump’s State of the Union address, including policy around energy for AI, retirement plans and tariffs - plus an investing issue that received bipartisan support. Then we look at earnings nuggets from GoDaddy, including the company’s goal of registering agentic agents - and Cava’s new super-secret loyalty tier. Finally - we cover earnings headlines that had two security stocks soaring and one home improvement store CEO saying “We’re certainly bouncing along what we hope would be a bottom.”
State of the Union Transcript:
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00:00 Welcome to Brew Markets Daily
00:30 Market Takeaways from the SOTU
05:20 Earnings: GoDaddy $GDDY
12:30 Earnings: $CAVA
18:30 Market Close - $AXON - $YOU - $HD - $LOW
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