Morning Brew Daily A New Southwest Air Arrives & US Dollar Dips to 4-Yr Low
97 snips
Jan 30, 2026 They break down Apple’s monster quarter and a surprise AI-related acquisition. A major documentary gets a huge theatrical push and industry controversy. Southwest ditches open seating while aiming for better profits. Zoom’s stake in an AI startup sends its stock higher. The US dollar slides to a four-year low amid market and policy chatter.
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Markets Prefer Profit Over AI Hype
- Big tech differs: investors rewarded Apple’s profits while punishing software firms spending heavily on AI.
- The market is rethinking expensive AI burn when it doesn't immediately translate to profits.
Melania Movie Upends Documentary Playbook
- Amazon paid unusually large sums to secure and promote the Melania documentary, breaking documentary industry norms.
- The scale and timing of the buy raised questions about motives and First Lady norms.
Five Rare Documentary Blockbusters
- Neil lists five documentaries that ever grossed at least $75M to show how rare big documentary hits are.
- He uses these examples to highlight how unusual Amazon's $75M spend is for Melania.
