Brew Markets

Boeing’s turnaround faces production delays and continued commercial-aircraft losses. Cheesecake Factory rides record sales, younger diners, and viral Cajun salmon buzz. GE HealthCare benefits from strong equipment demand, while Boston Scientific navigates a costly cyberattack. Wendy’s, Jersey Mike’s, Chili’s, and Wingstop deliver mixed signals. Meanwhile, chip demand surges ahead of the Fed’s rate decision.

Coca-Cola’s earnings spotlight Coke Zero’s momentum, international growth, and a new KFC partnership. Philip Morris reveals how ZYN and other smoke-free products are reshaping its business. Plus, a playful earnings-call quote challenge and market moves involving GM, DoorDash, Instacart, UPS, and PayPal.

Anthropic’s S-1 reveals soaring revenue, massive compute needs, and mounting competitive and regulatory risks. The broader AI boom appears highly concentrated, while debt-fueled neocloud firms face consolidation pressure. Brazilian markets reel after Lula’s victory, and headlines include Verizon’s results, Meta’s $95 billion AI financing plan, and Apollo’s Mubadala Capital investment.

Avni Leroyah, a Brew Markets contributor covering markets and analyst moves, joins the discussion on Hollywood’s sharper take on Silicon Valley billionaires and the entertainment industry’s complicated dependence on tech. The conversation explores midterm election anxiety, portfolio shifts, and market history. Plus, Victoria’s Secret and Boyd Gaming earn a spot in the analyst spotlight.

Tesla’s earnings and a possible SpaceX merger reignite debate around Elon Musk’s empire. Meta faces investor scrutiny over massive AI spending, weak cash flow and a $25 billion privacy penalty. A critical PHP flaw threatens millions of websites, sending cybersecurity stocks into focus. Plus, fresh results from Spotify and Procter & Gamble, and major moves from David’s Bridal and Bose.

Netflix’s strong quarterly results mask a troubling outlook, leadership shakeups, and uncertainty over its next content strategy. The discussion explores a capital crunch fueled by AI spending and government borrowing, with cash-rich companies gaining the upper hand. Plus, AT&T’s selloff, a possible SpaceX-Tesla deal, Abbott’s planned spinoff, and Meta’s AI spending.

The U.S. housing market is splitting in two, with luxury demand surging as everyday buyers struggle. Hasbro’s Magic: The Gathering powers a standout quarter, while its century-old Rhode Island roots face a major change. 3M bets on AI infrastructure through an expanded Amazon partnership. Plus, headlines on sports spinoffs, gaming, holiday hiring, Salesforce’s Braze deal, and a dramatic market debut.

Elon Musk’s plan to give American kids SpaceX shares sparks speculation about a Tesla merger and a flying Roadster. J.B. Hunt’s results reveal pressure from diesel and labor costs, while tariffs bolster Cleveland-Cliffs’ outlook. Plus, Merck’s biotech acquisition, Unilever’s Welly sale, and the NYSE’s push for longer trading hours.

Avani Laroya, a market analyst and on-air contributor covering consumer companies, joins a lively discussion of Bumble’s $1.3 billion take-private deal and its plunge from a $14 billion valuation. The conversation explores swipe fatigue, premium dating tiers, AI matchmaking, and the push toward real-world connections. Plus, analyst upgrades for Texas Roadhouse and Crocs, including Crocs’ growth beyond its classic clog.

AI jitters shake confidence in TSMC and CoreWeave despite booming demand, while memory-chip stocks face oversupply fears. Penske Automotive’s $16.3 billion go-private deal shifts the spotlight to auto retail. ManpowerGroup explores AI-powered hiring and its complications. Plus, producer inflation, Lyft’s chauffeur push, Rocket Lab’s plunge, and Anthropic’s growth.