Episode notes
Episode 284: Today, John and Kaila dive into Tesla’s latest delivery numbers and what they tell us about the broader EV market. Then, we unpack why Brazilian stocks are surging after a surprise first-round election result. Also: has memory supply finally caught up with AI demand? We dig into Micron’s latest numbers. Finally, we spin through two Merger Monday headlines: C.H. Robinson’s buyout of RXO and GE HealthCare’s plan to acquire SOFIE Biosciences. Visit Schwab.com/trading Download Cash App Today: https://cash.app/ #CashAppPartner. Terms apply. Bitcoin services by Block, Inc. See the…
Podcast
Brew Markets
Morning Brew · Business · English
Brew Markets breaks down the day’s most compelling stock market stories and explores what they mean for you. Hosted by John Crotteau and Hanna Horvath, the show delivers refreshing insights into trading trends and money moves, every weekday afternoon.
More from Brew Markets All episodes →
-
12 Oct 2026 · 23 minNew
How Halloween Became a Nearly Billion-Dollar Business for Hershey (ft. Hershey’s CGO)
Episode 289: When did Halloween become a four-month-long holiday? Today, John is joined by Stacy Taffet, Chief Growth and Marketing Officer at The Hershey Company, to unpack how Halloween became a nearly billion-dollar season for the candy giant. They also discuss why the rise of GLP-1s could be a tailwind for parts of Hershey's business and what's driving its expansion into salty snacks. Plus, they delve into the new Hershey movie hitting theaters next month – and reveal what candy Stacy will be handing out this Halloween! Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to…
-
9 Oct 2026 · 22 min
The Collab Economy & Levi’s Low-Rise Miss
Episode 288: Today, John and Hanna dive into the world of brand collabs to explore why they’re suddenly everywhere – and whether they actually move the needle on the bottom line. Then, we unpack Levi’s latest earnings and ask whether the '90s nostalgia craze is translating into sales for the denim giant. Finally, we hit the analyst disco, breaking down why Harley-Davidson just scored an upgrade while Sphere Entertainment was hit with a downgrade. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow…
-
8 Oct 2026 · 22 min
Pepsi Goes Flat & Uniqlo’s T-Shirt Empire
Episode 287: Stocks are rallying, but the bond market isn't sharing the enthusiasm. Today, John and Hanna unpack what this disconnect tells us about the economy. Then, we dig into PepsiCo's latest earnings and why the snack and beverage giant is struggling to win over North American consumers. Meanwhile, Uniqlo's parent company, Fast Retailing, is taking America by storm – and it's showing up in the numbers. Finally, we round out the show with a few market headlines, including Amazon's new Alexa tablet, Microsoft's Nvidia-powered computer and Starbucks' reportedly eyeing Chipotle. Visit…
-
7 Oct 2026 · 20 min
FanDuel’s Losing Streak & Beer Bounces Back
Episode 286: Today, John and Emily unpack earnings from Modelo and Corona parent Constellation Brands – and discuss why there’s more to the story than its strong topline sales number. Then, they dig into who’s actually involved in building Elon Musk’s massive Terafab facility – and where Intel and TSMC fit into the picture. Also, Flutter Entertainment has had a tough year. Can a bullish call from Citi help the floundering stock? Finally, we unpack a few market headlines including why Webull shares dropped 20% and earnings from Penguin Solutions. Visit Schwab.com/FinancialDecoder…
-
6 Oct 2026 · 22 min
Uber’s Catering Push & Who Produces Your Fast Food Fries?
Episode 285: Today, John and Emily discuss Uber’s plan to buy catering company ezCater for $2.3 billion – and how the rideshare giant is continuing its push to become an “everything app.” Then, we dig into earnings from frozen potato giant Lamb Weston and what its latest quarter tells us about the appetite for fries. Also, Amazon just landed a six-year deal to become the exclusive global home of the Emmy Awards – we analyze the move. Finally, we spin through a few market headlines, including Paramount officially closing its merger with Warner Bros. Discovery and why memory maker Seagate’s…
-
2 Oct 2026 · 19 min
Vail Earnings Slope Down & The Superfan Economy
Episode 283: Today, John and Hanna review the latest earnings from Vail Resorts. Winter passes and skier volume are down, but is it weather or high prices? Then we explore the economy built around the superfan. Are you one? I am not. But a ladder of increasingly premium options is being built for those who are. Visit Schwab.com/FinancialDecoder 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 Listen to Brew Markets…
-
1 Oct 2026 · 26 min
Paramount’s New Co-CEOs & Why Treasury Yields Hit 24-Year Highs
Episode 282: Today, John and Hanna explore the disconnect of an economy that is holding up pretty well on paper… and the feeling that Americans seem to hate it. Then we explore why despite cooling inflation and a likely-deferred rate hike, 10-year U.S. Treasury yields just hit a generational high. Next, Paramount takes on a new co-CEO and debt and a naming challenge. Finally, we explore the announced spin out of the Knicks and the Rangers from MSGS and which new Nike shoe sold out today in just 2 hours! Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets…
-
30 Sep 2026 · 22 min
Inflation Cools & The Egg Boom Busts
Episode 281: Today, John and Emily review the latest government data that showed cooling inflation - and ask what it portends for the Fed. We also dig into earnings out of food giant Conagra: higher gas prices = fewer Slim Jims sold. Plus we explore why shares of America’s biggest egg producer dropped today. Finally, Leslie Pools declares bankruptcy and a Paramount poach leads to entertainment company leadership musical chairs. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on…
-
29 Sep 2026 · 22 min
Oura Ring Pauses IPO & Netflix’s “Worrying” Engagement
Episode 280: Today, John and Emily explore why shares in FICO plummeted today as the near-monopoly credit score company gets more direct competition. Then we discuss Oura Ring putting its planned IPO on ice… and the details coming out from Anthropic’s IPO prospectus. Later: does Netflix have an engagement problem? Finally, we dig into earnings results from CarMax and Carnival Cruise Lines… turns out the American vacation is sacrosanct! Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets…
-
28 Sep 2026 · 22 min
Meta Poaches A Rival CEO & Costco’s Membership Problem
Episode 279: Today, John and Emily kick things off by exploring Meta’s new Enterprise segment and the silicon valley veteran they poached to run it. Then we look at the latest earnings out of Costco and the unique membership situation analysts are following. Plus an update on the unusual takeover dance happening between MGM and Barry Diller’s People. Inc. Finally, a spin through the headlines including NVIDIA’s share buyback and SpaceX’s successful launch. Visit Schwab.com/FinancialDecoder www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...…
Take it with you
The Melo app keeps playing with the screen off, works in the car and on your watch, wakes you to your station, and browses the whole catalogue offline. Free, no ads, no account.
