Brew Markets

They unpack market dispersion — why broad indexes look calm while individual stocks swing wildly. They spotlight Target and Best Buy’s recent results and what drove their surprising gains. They discuss how earnings, guidance, and merchandising shifts move shares. They also track market moves tied to oil, defense ETFs, and geopolitical uncertainty after strikes on Iran.

A run-through of the Justice Department antitrust trial that could reshape concert ticketing. Markets respond to US-Israeli strikes on Iran and the risk of a Strait of Hormuz shutdown. Shipping reroutes and war surcharges lift carrier pricing. Oil, LNG and defense stocks see big moves while safe-haven assets get attention.

Bill Gurley, veteran VC behind bets like Uber and OpenTable and author of Running Down a Dream, shares big-picture market views. He discusses why fewer big winners are going public, how IPO mechanics could be fixed for retail, and when the AI sell-off creates buying opportunities. He also champions lifelong curiosity, founder determination, and moving where the action is to accelerate learning.

A deep dive into CLEAR’s post-bankruptcy comeback and its cash-first product push into healthcare. A look at Joby Aviation’s progress toward FAA certification and plans to scale air taxi service with Uber and international launches. Quick rundowns on corporate moves from eBay, Krispy Kreme, Celsius, and how NVIDIA’s blockbuster results still shook markets.

Three market takeaways from the State of the Union, including energy policy tied to AI, retirement plan changes, and tariff signals. A deep dive into GoDaddy’s latest results and its new Agent Name Service for authenticating AI agents. Competitive pressure from vibe-coding platforms and CAVA’s rebound with a new loyalty tier and menu additions.

A price cut in popular obesity drugs sparks a showdown among major pharma players and shifts market dynamics. Nuclear power earnings meet regulatory scrutiny as AI-driven demand pushes grid and data center planning. Corporate deal-making and takeover moves heat up in the media and analytics space.

Amanda Whelan, Klaviyo CFO and financial leader at the email and SMS marketing platform, shares perspective on the software sell-off and AI’s role in marketing. She talks about how Klaviyo drives targeted engagement, its Shopify partnership, and why AI can accelerate discovery rather than replace brand relationships. Short, direct takes on sector pressure and company positioning.

Scott Blackley, Oscar Health CFO and seasoned public-company finance leader, outlines the company’s recovery plan and tech-driven playbook. He discusses state-by-state expansion, how ACA policy and 2025 disruptions shaped results, the push to lower medical loss ratios through disciplined pricing, ICRA employer-funded choice, and Oscar’s AI and cloud-native stack for personalized care.

A look at how a major consulting firm is tracking AI use and shifting promotions toward tech-savvy staff. A clash between delivery giants as they test prices, robots, and fast fulfillment. Quarterly results that shook car rentals and used-car sellers and renewed concerns about private credit stability.

A deep dive into Madison Square Garden Sports considering spinning off the Knicks and Rangers and why separate team values could outpace the parent company. A rundown of earnings from Wingstop, Fiverr and Moody’s touching on same-store sales, AI risks to gig platforms, and data moats. Quick market headlines including Moderna’s FDA reversal, Berkshire moves, and a Palo Alto Networks shakeup.