Episodios

  • Meet Nuuly: Urban’s Rental Gem & Petco: An Old Dog Learns New Tricks

    Meet Nuuly: Urban’s Rental Gem & Petco: An Old Dog Learns New Tricks
    Nov 26 2025
    Episode 73: Ann explores Nuuly, the hidden gem inside Urban Outfitters that’s pushing Rent the Runway off the catwalk and bringing in predictable, recurring revenue for the clothing giant. Then we look at Dell, the decades-old PC maker that has found a path in bespoke AI solutions. Plus, Petco is begging for a turnaround, Uber robotaxis launch in Abu Dhabi and what exactly did Campbell’s have to say about the suggestion the company 3D-prints its chicken? We’ll be back on Monday - have a great Thanksgiving! For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:40 $URBN’s HIDDEN JEWEL 04:00 EARNINGS: $DELL $WOOF 16:00 $UBER ABU DHABI ROBOTAXI 18:00 $CPB TALKS CHICKEN The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Availability of the Investment Plans tool on Public.com is not a recommendation or endorsement of the tool. Public.com does not provide investment, tax or legal advice. For additional disclosures about Investment Plans, go to public.com/disclosures. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • NVIDIA Insists It’s Not Enron & Smucker’s Billion-Dollar Sandwich

    NVIDIA Insists It’s Not Enron & Smucker’s Billion-Dollar Sandwich
    Nov 25 2025
    Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition is heating up, with Meta is in talks to buy billions of dollars of Google's TPUs. Then, we break down some of today’s earnings: why Smucker’s is protecting its billion-dollar frozen sandwich and how Foot Locker aims to tame the shoe wall. Finally, is Abercrombie back and was there a spy at TSMC… prep and espionage ripped from the headlines. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:30 NVIDIA SAYS IT IS NOT ENRON 05:00 EARNINGS: $SJM $DKS 16:00 ABERCROMBIE SHARES SOAR 18:30 DID $TSMC HAVE A SPY? The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 m
  • Eli Lilly Joins an Exclusive Club & Does Netflix Really Want Warner Bros?

    Eli Lilly Joins an Exclusive Club & Does Netflix Really Want Warner Bros?
    Nov 24 2025
    Episode 71: Today, Eli Lilly becomes the first healthcare company to join the Trillion-Dollar Market Cap Club - Ann looks at this intriguing and historical collection of companies. Plus, Warner Brothers Discovery has put itself up for sale, we survey which Hollywood heavy hitters have submitted bids: Paramount seems to be in the lead, but can Comcast overcome debt and political headwinds… and will Netflix embrace theatrical releases? Finally, a peak behind the curtain of Ann’s appearance on Fox Business Network. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:30 $LLY JOINS THE TRILLION DOLLAR CLUB 04:00 $NFLX $CMCS $PSKY BID FOR $WBD 20:00 Ann’s Appearance on FBN 24:30 Market Close The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, orning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    30 m
  • Hungry for Data at Kellanova & Bath and Bodyworks Circles the Drain

    Hungry for Data at Kellanova & Bath and Bodyworks Circles the Drain
    Nov 21 2025
    Episode 70: Ann welcomes Charisse Hughes, the Chief Growth Officer of Kellanova (think Pringles and Special K) to explore how the company is using advanced analytics for greater customer insights and applying AI to marketing tasks while retaining the human creative. Plus we look at the frank comments made by the CEO of Bath and Bodyworks after the company’s recent poor earnings report and stock hit. www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:30 Advanced Analytics in Food Brands 03:00 Charisse Hughes Joins 19:00 Bath and Bodyworks Earnings $BBWI Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 m
  • Does Walmart Fancy Itself A Tech Company? & Nvidia Fails to Assuage Fears

    Does Walmart Fancy Itself A Tech Company? & Nvidia Fails to Assuage Fears
    Nov 20 2025
    Episode 69: Today, Ann reviews Abbott Labs’ purchase of Cologuard maker Exact Sciences and what it could mean for the future of precision oncology. Then, we survey earnings from Walmart and Nvidia - they’re both giants - but are they both tech companies… and why did shares rise today for one and not the other? Then, Ann explores why Professor Yann LeCun - one of the godfathers of modern AI - is leaving Meta for his own startup. Finally, Ann looks at Intuit’s earnings as they come over the wire. For a limited time, you can earn an uncapped 1% bonus when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:00 $ABT BUYING COLOGUARD’S $EXAS 00:00 EARNINGS: $WMT $NVDA 00:00 Yann LeCun Leaving Meta Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Alpha is an experimental AI research tool from Public Holdings, Inc., powered by GPT-4. It may produce inaccurate or inappropriate responses and is not investment research or a recommendation. All output is provided “as is,” without warranties, and use is at your own risk. Please independently verify any information before making decisions. The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • Inside Adobe’s AI Identity Crisis & Target Misses the Mark

    Inside Adobe’s AI Identity Crisis & Target Misses the Mark
    Nov 19 2025
    Episode 68: Today, Ann looks at Adobe’s struggle with lack of innovation and why she found today’s announcement that the company is buying Semrush for $1.9 billion… anticlimactic. Then we look at earnings for Target and if an additional $1B refresh can turn the company around. Plus, Viking River Cruises is thriving without kids on-board. Finally, Ann answers your question about a 53-week reporting period. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:00 Adobe’s AI Problem 00:00 Earnings: $TGT $VIK 00:00 QFA: A 53-week year? The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Paid for by Public Investing. Full disclosures in podcast description. Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI research tool from Public Holdings, Inc., powered by GPT-4. It may produce inaccurate or inappropriate responses and is not investment research or a recommendation. All output is provided “as is,” without warranties, and use is at your own risk. Please independently verify any information before making decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • Travel’s ‘Frictionless Future’ with CLEAR’s CEO & Home Depot Weathers Few Storms

    Travel’s ‘Frictionless Future’ with CLEAR’s CEO & Home Depot Weathers Few Storms
    Nov 18 2025
    Episode 67: Today, Ann takes a look at CLEAR, the identity security company whose service you may use to cut those airport lines. Ann sits down with CEO Caryn Seidman Becker for the latest on the impact of the government shutdown and what’s next for biometrics. Then we take a look at earnings for Home Depot and why a quiet storm season may have driven down revenue. Plus, Klarna expands into credit card offerings - looking to expand now and profit later. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets 00:00 Welcome to Brew Markets Daily 00:30 Biometrics in Travel and beyond 03:00 EARNINGS: $HD & $KLAR 16:00 Caryn Seidman-Becker Joins The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    29 m
  • Which Companies Are Chattiest about AI & Sinclair Takes a Stake in Scripps

    Which Companies Are Chattiest about AI & Sinclair Takes a Stake in Scripps
    Nov 17 2025
    Episode 66: Today, Ann explores a report of which companies have spoken about AI on their earnings calls and what it could potentially mean. Next up, a look at Aramark’s earnings report and what it means for the $10 billion food giant. Then a look at the potential merger between local news operators Scripps and Sinclair. And finally a look at how Alphabet keeps hitting record-highs. For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 m