Morning Brew Daily

Episodes

Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads
705
Nov. 4, 2025

Tylenol Maker Bought for $40B & Coke Doubles Down on AI Ads

Episode 705: Neal and Toby discuss the acquisition of Kenvue, the maker of Tylenol, by Kimberly Clark. Then, Palantir reports a strong Q3 as their government sales surges. Also, Shein bans the sale of “child-like” sex dolls on its platform after a French watchdog gives them a final warning. Meanwhile, Toby dives into the trend of AI marketing as Coca-Cola doubles down on an AI-generated commercial, disregarding the backlash they received from the first go-around. Finally, OpenAI signs a massive ...
Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?
705
Nov. 3, 2025

Disney and YouTube Are Beefin’ & What’s Behind the ‘K-Shaped’ Economy?

Episode 705: Neal and Toby discuss the ‘k-shaped’ economy where wealthy Americans are spending like nothing’s wrong, while lower-income earnings are pulling back their spending. Then, Disney pulls its content off of YouTube TV as content negotiations go south. Also, CEOs from Nvidia, Samsung, and Hyundai were spotted eating fried chicken in Seoul, which sent fried chicken stocks flying. Also, Egypt unveils its $1 billion Grand Egyptian Museum, aiming to be the best museum in the world. Finally, ...
AI Music is Catching On & Businesses Have a Penny Problem
704
Oct. 31, 2025

AI Music is Catching On & Businesses Have a Penny Problem

Episode 704: Happy Halloween! Neal and Toby cover Apple’s earnings which beat expectations thanks to a reinvigorated demand for the iPhone 17. And Amazon’s cloud business is booming.Then, since the stoppage of the penny, businesses have been unsure what to do when they need to give their customers exact change. Also, a popular AI music generator raised funds at a $2B valuation and just released a free version. Meanwhile, as more Americans are turning to GLP-1 drugs, obesity in the US has steadil...
The Fed Slashes Rates Again & Big Tech’s Endless AI Spending
703
Oct. 30, 2025

The Fed Slashes Rates Again & Big Tech’s Endless AI Spending

Episode 703: Neal and Toby recap big tech earnings coming from Meta, Microsoft, and Alphabet. Then, the Fed makes its 2nd rate cut for the year as well as ending the effort to reduce its balance sheet, all while acknowledging the data blackout from the government shutdown. Also, ‘A House of Dynamite’ might have just made a big boom…but in the wrong place as the Pentagon vehemently rejects how the US missile defense system is portrayed. Next, Neal shares his favorite numbers on the fried chicken ...
Mass Layoffs Hit Corporate America & Musk’s Grokipedia vs. Wikipedia
702
Oct. 29, 2025

Mass Layoffs Hit Corporate America & Musk’s Grokipedia vs. Wikipedia

Episode 702: Neal and Toby discuss the wave of layoffs sweeping across companies in different industries as a result of AI and mergers. Then, Microsoft and OpenAI reach a new deal that enables a for-profit structure for the ChatGPT-maker. Also, Elon Musk launches Grokipedia, the AI-powered encyclopedia that will compete with Wikipedia. Meanwhile, Bill Gates says it’s time to adopt a more “measured tone” when it comes to addressing climate change. Finally, an update on Hurricane Melissa as it mak...
Govt. Shutdown Threatens Food Stamps & AI Giving Performance Reviews?
701
Oct. 28, 2025

Govt. Shutdown Threatens Food Stamps & AI Giving Performance Reviews?

Episode 701: Neal and Toby give an update on the government shutdown approaching its 28th day, which now threatens funding SNAP benefits that millions of Americans rely on. Plus, airport delays continue to plague the country. Then, a surge of AI usage in the workplace is leading to some misuse and reporting scams. Also, Qualcomm brings new chips for AI data centers and Wall Street is loving it. Meanwhile, Toby investigates the trend of Halloween candy that’s becoming less chocolate-y and more ex...
Trump Raises Tariffs On Canada Over Ad Spat & Nike Wants Motorized Walking
700
Oct. 27, 2025

Trump Raises Tariffs On Canada Over Ad Spat & Nike Wants Motorized Walking

Episode 700: Neal and Toby talk about Trump’s tariff retaliation on Canada after it aired a misleading ad on TV. Then, Argentina’s Javier Milei’s free-market revolution hangs in the balance of the country’s elections. Also, a restaurant’s take on New York-style bagels may have upset bagel purists but it’s catching the attention of investors as it hopes to expand nationwide. Meanwhile, Nike unveils a new project to bring a new meaning of ‘power walk’ to the average commuter. Finally, what you nee...
Gambling Scandal Rocks the NBA & Oil Jumps After US Sanctions Russia
699
Oct. 24, 2025

Gambling Scandal Rocks the NBA & Oil Jumps After US Sanctions Russia

Episode 699: Neal and Toby unpack the gambling scandal that’s led to the arrests of Chauncey Billups and Terry Rozier, which also involves an organized crime family. Then, the US just placed sanctions on two Russian oil producers, further putting pressure on Putin. Also, Trump pardons convicted Binance founder Changpen Zhao, who pleaded guilty for money laundering in 2023. Meanwhile, the Korean skin care industry gets a boost from a Kardashian. And Google takes another quantum leap towards…quant...
Kalshi is Scaring DraftKings & How Do You Sell $102M of Louvre Loot?
698
Oct. 23, 2025

Kalshi is Scaring DraftKings & How Do You Sell $102M of Louvre Loot?

Prediction markets enter the arena & thieves get away with it?
Amazon Outage Knocks Out the Internet & The iPhone 17 is Saving Apple
696
Oct. 21, 2025

Amazon Outage Knocks Out the Internet & The iPhone 17 is Saving Apple

No one could use anything & the iPhone is back?
JPMorgan’s $3B Temple of Work & The Louvre Looted in Broad Daylight
695
Oct. 20, 2025

JPMorgan’s $3B Temple of Work & The Louvre Looted in Broad Daylight

JPMorgan’s impressive HQ & heist of all heists
Seasonal Jobseekers in Trouble? & Waymo Will DoorDash Your Burrito
694
Oct. 17, 2025

Seasonal Jobseekers in Trouble? & Waymo Will DoorDash Your Burrito

There may not be enough seasonal jobs to go around & meals on wheels
Walmart and OpenAI Go Shopping Together & Silver Takes Gold
692
Oct. 15, 2025

Walmart and OpenAI Go Shopping Together & Silver Takes Gold

Shopping with a touch of AI & Silver is slick
US-China Trade War Reignited? & The Bankruptcy Shaking Wall St.
691
Oct. 14, 2025

US-China Trade War Reignited? & The Bankruptcy Shaking Wall St.

Tensions flared & First Brands implosion
Tech's Polarizing “996” Work Life & The “Low-Hire, Low-Fire” Job Market
690
Oct. 13, 2025

Tech's Polarizing “996” Work Life & The “Low-Hire, Low-Fire” Job Market

How much work is too much work? & job market is stagnant
Analysts Fear We’re in an AI Bubble & Amazon Prime Deals…Aren’t Really Deals?
689
Oct. 10, 2025

Analysts Fear We’re in an AI Bubble & Amazon Prime Deals…Aren’t Really Deals?

Investors worried about a burst & how much are we really saving?
Air Traffic Staffing Issues Cripple Flights & Solo Living Gets Pricier
688
Oct. 9, 2025

Air Traffic Staffing Issues Cripple Flights & Solo Living Gets Pricier

US flights delayed all around & we all can’t live like Carrie Bradshaw
OpenAI Inks Massive Deal with AMD & French PM Quits After 27 Days
Oct. 7, 2025

OpenAI Inks Massive Deal with AMD & French PM Quits After 27 Days

Episode 686: Neal and Toby dive into the massive multibillion-dollar deal between OpenAI and AMD. Then, France’s Prime Minister resigns just after 27 days of taking over, causing a political earthquake and financial markets trembling. Also, Deloitte has to refund the Australian government after a report made with AI is riddled with errors. Meanwhile, Toby looks into why craft beer is failing to regain its footing as sales continue to struggle. Finally, flights across the US experience delays due...
Paramount Nears $150M Deal for the “Free Press” & Sora Takes Over the Internet
685
Oct. 6, 2025

Paramount Nears $150M Deal for the “Free Press” & Sora Takes Over the Internet

Paramount reworks CBS News and OpenAI’s new video app is here
OpenAI is the World's Most Valuable Private Company & Tesla Sales Are… Up?
691
Oct. 3, 2025

OpenAI is the World's Most Valuable Private Company & Tesla Sales Are… Up?

OpenAI keeps on growing and Tesla sales are bumping back up
How Long Will The Gov Shutdown Last? & Peloton Mounts a Comeback
683
Oct. 2, 2025

How Long Will The Gov Shutdown Last? & Peloton Mounts a Comeback

Government in a lurch & get back on the bike with AI