Episode 637: Neal and Toby chat about Boeing’s strongest quarter yet as it seems to have successfully turned the tides of its performance. Then, Novo Nordisk, the maker of Ozempic and Wegovy, are losing the lead to other competitors and copycat drugs. Also, the AI surge is also causing a surge in electricity bills for the locals who live around these massive ... Show More
Today
OpenAI Levels Up to GPT-5 & ‘Buffett Premium’ Gone for Berkshire?
Episode 644: Neal and Toby sit down with Brian McCullough, the host of Morning Brew’s tech-focused show, Tech Brew Ride Home, to dive into OpenAI’s all-new powerful GPT-5 AI model. Then, a new CDC study reveals that more than half of Americans rely heavily on ultraprocessed foods ... Show More
33m 40s
Apr 2024
Beeper acquired by Automattic, fintech's decline and YC's lack of LatAm founders
Today, the Equity crew dug into Automattic buying Beeper for $125 million. Recall that the WordPress parent company bought Texts.com last year for $50 million. Elsewhere in deal-land, Proton bought Standard Notes, and we recently discussed the Wonderschool-Early Day purchase. Mor ... Show More
30m 56s
Jan 2025
Market declines, tech earnings season kicks off, investors focus on the Fed's upcoming rate decision.
Deepseek rattles the market to start off the week. Today on Morning Brief, anchors Brad Smith and Seana Smith tackle the biggest market stories and speak to top Wall Street experts ahead of the opening bell. Our hosts analyze some of the top trending tickers: Nvidia (NVDA), AT&T ... Show More
52m 45s
Feb 2025
The high stakes for AI Alexa
AI will fix everything, right? In this episode, friend of The Verge (and Waveform co-host) David Imel joins Nilay and David to talk all about Alexa Plus, and the AI-powered voice assistant Amazon thinks can do everything from turn on your lights to order your friend an Uber. The ... Show More
1h 56m
Oct 2024
Market volatility: earnings misses and economic surprises
Global stock markets are facing headwinds as several high-profile companies have fallen short of earnings expectations. However, recent economic data releases have painted a more optimistic picture, with Germany's economy unexpectedly posting growth in Q3. In this episode, we're ... Show More
12m 6s
Apr 2024
Markets and the Israel-Iran Conflict, Netflix Slumps, New Woes for Tesla 4/19/24
Carl Quintanilla and Jim Cramer discussed what to make of the markets trying to shrug off Israel's early Friday retaliatory strike against Iran -- with the S&P 500 and Nasdaq in the midst of five-session losing streaks. The anchors also reacted to Netflix shares down sharply, as ... Show More
42m 36s