Brew Markets

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.

A rundown of Disney’s quarterly squeeze: strong streaming and park receipts shadowed by pricey sports rights and international visitation worries. A look at SoFi hitting a billion-dollar quarter while investors debate its growth sustainability and recent capital moves. Quick takes on market headlines including U.S.-India tariff shifts, NVIDIA–OpenAI developments, and Oracle’s fundraising news.

Bob McCooey, Nasdaq Vice Chairman overseeing international listings and APAC capital markets, joins from Times Square. He discusses why IPO activity could surge in 2026 and what attracts big listings like SpaceX. They cover Walmart’s move to Nasdaq, courting Asian companies, retail investor trends, post-IPO support tools, and tokenization for clearance and settlement.

Live takeaways from Starbucks’ investor day, focusing on revamped stores, in‑store tech, and a loyalty relaunch. A tour through defense earnings, rising military budgets, production backlogs, and policy pressure on contractors. Quick swings in tech as Meta doubles down on AI spend and Tesla pivots toward AI and robotics.

A clash between sportswear giants heats up as Anta builds a major stake in Puma aiming at global share. Telecom moves gain attention with AT&T’s subscriber stability and bundling strategy. Legacy tech pivots shine as Seagate’s HDD innovation taps AI demand. Markets react to Fed signals, Corning results and Starbucks’ recovery plan.

A surprising multi‑year $6B deal ties a 175‑year glass maker to data‑center and AI infrastructure via fiber‑optic supply. A major insurer faces earnings misses, Medicare scrutiny and leadership changes as investors reevaluate its recovery odds. Airlines, logistics and retail moves ripple through markets with airline disruptions, UPS cost cuts, Amazon’s grocery pivot and resilient truck sales driving market chatter.

Capital One’s purchase of Brex and the shakeup it creates in fintech valuations and investor returns. The fallout from post‑COVID tech pricing and which backers win or lose. Intel’s supply, manufacturing and demand mismatch that has pressured its stock. Quick market moves including precious metals strength and notable corporate contract and acquisition news.

Manny Weintraub, principal and portfolio manager at Cannell & Spears who specializes in small-cap investing, cash-flow analysis, and dividends. He talks about why small caps are rising now and how he defines and evaluates them. He highlights attractive sectors like industrials, distribution, and select tech. He also explains why broad ETFs may not match active small-cap strategies.

A game-changing partnership between Lemonade and Tesla is using driving data to offer discounts on self-driving car insurance, boosting both companies’ shares. Procter & Gamble reports mixed earnings, expanding into the premium diaper market despite challenges tied to declining birth rates in China. Meanwhile, GE shows impressive growth in aviation but faces stock price pressure due to cautious future projections. The hosts also discuss the latest developments with Spirit Air and Tesla's robotaxi ambitions.

Berkshire Hathaway looks poised to exit its costly stake in Kraft Heinz, signaling major strategic changes under new leadership. The podcast dives into Netflix's concerning earnings, highlighting worries about rising debt and future content costs. A debate arises over subscriber sensitivity to price hikes, while Netflix's shift to an all-cash bid for Warner sparks discussion on financial implications. Lastly, President Trump's key comments from Davos are recapped, touching on trade and international relations.