Brew Markets

Activist investors pile into travel names after leadership changes and strategic pressure on Tripadvisor. A deep dive into Medtronic's earnings, division performance, and bets on robotics and AI-driven surgical tools. Market moves include a messy bidding war for Warner Bros Discovery and slipping snack and cereal stocks amid changing consumer habits.

Steve Bailey, CFO at Match Group, steers the company's financial strategy and product pivot. He discusses Hinge vs Tinder positioning, how Hinge sustains growth despite deletions, AI-driven Project Aurora and a $60M product budget, Gen Z dating preferences, monetization shifts, localization and three-phase turnaround goals for 2026.

They dig into how Meta kept a $27 billion data-center project off its balance sheet and why auditors are raising questions. They cover Robinhood’s surprising revenue gains and the company’s push to become a one-stop financial app. They also explain what drove a pop in McDonald’s shares amid broader market weakness.

A deep dive into Kraft Heinz pausing a planned split and the CEO’s big turnaround plan for the U.S. business. A look at Unity’s mixed earnings: revenue beats but worrying guidance and integration headaches. Discussion of AI competition for game engines and Unity’s strategic moves. Quick rundown of jobs data plus rough earnings news from Lyft and Mattel.

Spotify’s surprise revenue and subscriber surge takes center stage. A deep dive into the 2026 “software-mageddon” sell-off and which software categories face the most disruption. AI’s upside for cybersecurity and why ERP systems may hold firm. Quick rundowns of Coca-Cola, Harley-Davidson, Hasbro, BP and Alphabet headlines.

They dig into a sharp 20% drop at monday.com after the company pulled guidance and why AI tools threaten its self-serve model. They cover a record Super Bowl betting haul and the rise of prediction markets challenging traditional sportsbooks. The conversation includes how DraftKings and FanDuel are moving into prediction bets and a rapid roundup of corporate legal fights, mergers, and a major grocery CEO hire.

Kathy Lien, Managing Director of FX Strategy at BK Asset Management and noted FX author, breaks down why the US dollar has slid and what that means for global rates, gold, and investor flows. She explains how geopolitics, treasuries, and reserve choices shape currency moves. They also touch on the monetary value of Olympic medals.

Mark Kirkham, PepsiCo Beverages US CMO, helps shape Super Bowl marketing and beverage innovation. He teases Pepsi’s Super Bowl playbook and why a polar bear and taste-first ads matter. He explains timing and scale of Super Bowl spend, Pepsi Zero Sugar’s momentum, and how big sports moments fuel global brand growth and new product rollouts.

AI breakthroughs from Anthropic spark a rout in niche software names and wipe out massive market value. Legal and data-focused firms feel acute pressure from new Claude tools. Traders rotate into old-school value stocks like Walmart and Exxon. Uber posts record rides and strong cash flow but raises questions about returns amid heavy autonomous vehicle investments.

They debate whether one person can ethically and effectively run two public companies at once, using recent tech tie-ups as the backdrop. They break down Grainger’s strategy and the online assortment play behind its 52-week high. They survey a wave of CEO changes at major firms and what those leadership swaps mean for corporate direction.