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Morning Brew Daily

Musk Wins His $1 Trillion Pay Package & October Layoffs Hit 22-Yr High

Fri, 07 Nov 2025
Episode 709: Neal and Toby discuss a report that showed October was the worst month for layoffs in over 20 years. Then, Elon Musk prevails in the battle over this $1 trillion pay package. Meanwhile, ESPN drops Penn Entertainment as its sports betting partner and brings in DraftKings. Plus, Snap announces a partnership with Perplexity AI to AI-ify its search engine, sending shares up 8%. And, Duolingo, Celsius, and E.l.f. Beauty join the 20% club…with each of its shares falling by at least 20%. Finally, an update on the FAA’s plans to cut flights and how it may affect you. 

Learn more at usbank.com/splitcard 

Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY 

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 

Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠
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FAA Slashes 10% of US Flights & Data Centers in Space?

Thu, 06 Nov 2025
Episode 708: Neal and Toby dive into the ripple effects of the now longest US government shutdown in history. Then, Whole Foods is experimenting with some new store concepts that include robot power and offering products not normally available on shelves. Plus, Google thinks there’s a way to solve the AI data center problem of limited space…put 'em up in space! Next, Neal shares his favorite numbers on double major’d students, bright headlights, and indoor plants. Finally, this past World Series may have been the most exciting in recent years. 

Learn more at usbank.com/splitcard 

Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY 

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 

Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

What Mamdani's Win Means for Wall Street & Tariffs Head to the Supreme Court

Wed, 05 Nov 2025
Episode 707: Neal and Toby recap Zohran Mamdani’s victory to become the next mayor of NYC and how Wall Street is reacting. Then, the Supreme Court hears arguments to decide whether Trump’s sweeping tariffs are valid or not. Also, Michael Burry, the famous ‘Big Short’ investor who predicted the housing bubble is calling his next shot: the AI bubble. Meanwhile, Pizza Hut has been struggling for years and its parent company is considering selling it away. Finally, the government shutdown is now the longest in US history. 

Learn more at usbank.com/splitcard 

Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY 

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 

Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Tue, 04 Nov 2025
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. 

Learn more at usbank.com/splitcard 

Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY 

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 

Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Mon, 03 Nov 2025
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. 

Learn more at usbank.com/splitcard 

Get your MBD live show tickets here! https://www.tinyurl.com/MBD-HOLIDAY 

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 

Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠
Learn more about your ad choices. Visit megaphone.fm/adchoices

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