Morning Brew Daily

Episode 706: 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 $38B cloud deal with Amazon. 

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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, what you need to know in the week ahead. 

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Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ 

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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 steadily declined over the last three years. Finally, a British reporter interviews the wrong Bill de Blasio. Whoops.
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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 wars, animal actors, and PTO. 

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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 makes landfall in Jamaica.

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Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app.

Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠ 

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