Morning Brew Daily

Episode 787: Neal and Toby recap the biggest news from President Trump’s State of the Union address. Then, the recent fears of AI, causing widespread selloffs, has been a boon for utility or energy stocks, or HALO trades, “heavy assets, low obsolescence.” Also, the creators of Dark Sky are back with a new weather app that overshadows your native weather app. Meanwhile, “Survivor” returns for its 50th season and a chat about how it’s shaped TV. 

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Episode 786: Neal and Toby chat about the software stock wipeout after a report from Citrini Research said AI could be detrimental to the economy. Then, Anthropic CEO Dario Amodei will meet with Defense Secretary Pete Hegseth to discuss the use of Claude for the US military. Also, what is Blue Owl? And why is it rattling the private credit industry? Meanwhile, Toby dives into the trend of the iPod making a comeback thanks to Gen Z. 

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Episode 785: Neal and Toby discuss the Supreme Court’s ruling to deem Trump’s tariffs as illegal and the potential fallout for the federal government and US companies. Then, the DHS suspended TSA PreCheck and Global Entry, then quickly reversed course, causing a travel whiplash in an already chaotic weekend. Also, the Winter Olympics is wrapping up and its viewership has been on a tear. Meanwhile, do you back into a parking spot or back out? Finally, what you need to know in the week ahead. 

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Episode 784: Neal and Toby discuss the swelling trade deficit despite Trump’s aggressive tariffs. Then, the grandson of the Reese’s Peanut Butter Cup inventor is publicly criticizing Hershey’s for skimping out for cheaper ingredients. Also, Etsy sells its secondhand marketplace to eBay, which is a move investors are cheering for, making it the Stock of the Week. Meanwhile, Amazon finally snaps its 9-day losing streak that resulted in losing $450B in market value, making it the Dog of the Week. 

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Episode 783: Neal and Toby recap Mark Zuckerberg’s testimony in the landmark trial on social media addiction. Then, a debate arises between state law and federal law on the allowance of prediction markets. Also, India’s AI summit draws some of the biggest names in tech as the country hopes to become a beacon of the newest frontier. Meanwhile, Neal shares his favorite numbers on NYC birth rates, a Louver scandal, and a tax provision that is bringing horse racing back. 

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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.

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