NVIDIA Insists It’s Not Enron & Smucker’s Billion-Dollar Sandwich
Brew Markets
Dick's results and Foot Locker takeover
Ann and John analyze Dick's quarter, Foot Locker integration, same-store sales, and inventory/store rationalization plans.
Episode 72: Today, Ann digs into NVIDIA's note to analysts defending itself against concerns that it’s another Enron - meanwhile, AI chip competition is heating up, with Meta is in talks to buy billions of dollars of Google's TPUs. Then, we break down some of today’s earnings: why Smucker’s is protecting its billion-dollar frozen sandwich and how Foot Locker aims to tame the shoe wall. Finally, is Abercrombie back and was there a spy at TSMC… prep and espionage ripped from the headlines.
For a limited time, you can get up to $10,000 when you transfer your investment portfolio to your Public brokerage account. Check out https://www.public.com/brewmarkets
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
Follow Ann Berry on social:
Instagram: instagram.com/annberry_nyc
X: x.com/AnnBerry_NYC
Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee
Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets
00:00 Welcome to Brew Markets Daily
00:30 NVIDIA SAYS IT IS NOT ENRON
05:00 EARNINGS: $SJM $DKS
16:00 ABERCROMBIE SHARES SOAR
18:30 DID $TSMC HAVE A SPY?
The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships
Disclosure in Podcast Description: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Crypto trading provided by Zero Hash LLC. Zero Hash LLC is licensed to engage in virtual currency business activity by NYDFS and is not a registered broker-dealer or a FINRA member. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. The Bond Account is a self-directed brokerage account offered by Public Investing, member FINRA/SIPC. Deposits are used to purchase 10 investment-grade and high-yield bonds. The 5%+ yield reflects the average annualized yield to worst (YTW) across the bonds, before fees, as of 8/8/2025. Actual YTW may vary at purchase and is not guaranteed. Selling before maturity or bond defaults may result in losses. Public Investing charges a markup on each bond trade. Bond selections are not personalized or recommended. See our Fee Schedule and Bond Account Disclosures for details
Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy.
APY as of 11/7/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change.
Learn more about your ad choices. Visit megaphone.fm/adchoices
The AI-powered Podcast Player
