Brew Markets

Wes Cummins, the CEO and co-founder of Applied Digital, shares his insights into the fascinating world of data centers, the backbone of AI technology. He explains the metrics that define modern data centers, like power density and megawatts. Discussing Applied Digital's pivot from Bitcoin to AI, he reveals their proactive strategy in building facilities ahead of demand. Wes also touches on North Dakota’s strategic advantages for data centers, including its cold climate and renewable energy resources, while addressing community concerns and workforce strategies.

Sally Shin, a venture partner at Comcast Ventures with expertise in media and AI, shares her insights on corporate venture investing. They dive into Amazon's aggressive strategy to take on Walmart in the grocery sector, discussing the implications for both companies. Sally also addresses the evolving landscape of media, explaining how legacy outlets must adapt to survive. Plus, they explore the value of corporate venture capital for startups and the importance of niche audiences in a competitive market.

Explore the implications of a government shutdown on economic data crucial for the Fed's decisions. Discover how Nike's new CEO is steering a turnaround, focusing on innovative retail strategies and successful collaborations, especially in women's athleisure. Learn the ins and outs of investing in gold, including options like ETFs and physical bullion, as market trends shift. Tune in for insights on the latest market movements and the future of major brands.

Discover how a groundbreaking agreement between the White House and Pfizer aims to lower drug prices for Medicaid. Explore the game-changing integration of ChatGPT with Etsy, making online shopping more intuitive and efficient. Delve into the Shiller P/E ratio to understand its significance in today's market climate. Plus, get insights on the looming risks of a government shutdown and key earnings reports that could influence economic trends. Tune in for a captivating blend of current events and financial insights!

Explore the potential impacts of a government shutdown on the markets, revealing surprising historical responses. Dive into Costco's recent earnings and discuss whether its stock may be overvalued despite impressive membership revenue. Uncover the concept of OpCo/PropCo structures and how they can unlock value for companies. Also, hear about Electronic Arts' record-breaking $55 billion take-private deal and Etsy's innovative sales strategy through ChatGPT. Get insights into market movers and trending stocks!

Steve Aoki, a globally renowned DJ, producer, and entrepreneur, shares his unique perspective on investing. He reveals how his music career influences his investing strategies, discussing early ventures in real estate, art, and restaurants. Aoki dives into his focus on health and longevity through Aoki Labs, highlighting successful startups like Superpower and Symbiotica. He also explores the intersection of AI and music, emphasizing the irreplaceable nature of live performances, while offering advice for young creators navigating the evolving landscape.

Episode 29: Welcome to Brew Markets. Today, Ann looks at US government investments in the private sector and ponders if we will see a surge in “golden shares”. Then, Bumble is cozying up with AI - we look at founder Whitney Wolfe Herd’s first 6 months back as CEO.  Plus, Starbucks announced a significant restructuring today - is this what the market’s been waiting for?  Finally, CarMax misses estimates, Amazon pays a record FTC fine and Spotify is rooting out AI slop. 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  www.brewmarkets.com  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 00:28 More Golden Shares? 04:33 AI & $BMBL Cozy Up 13:18 $SBUX Restructures 10:22 Market Close 19:10 Final Thought 20:24 Credits 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. Cryptocurrency services are provided by Bakkt Crypto Solutions, LLC (NMLS ID 1890144) through a software licensing agreement between Bakkt Crypto Solutions, LLC (“Bakkt”) and Public Crypto, LLC. Bakkt is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not FDIC or SIPC insured. Bakkt Crypto Solutions, LLC is licensed to engage in virtual currency business activity and money transmission by the NYDFS. Please ensure that you fully understand the risks involved before trading. See here for Bakkt licenses and disclosures. Alpha is an AI research tool powered by GPT-4. Output from Alpha is not investment advice and should be verified for accuracy. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how Boeing is revolutionizing its manufacturing efficiency through Palantir's AI software. Dive into the merger between the two largest real estate brokers in the U.S. and what it means for listings and market dynamics. Learn about the controversial 'pump and dump' schemes that have plagued investors for years, alongside insights on rising mining stocks and Alibaba's stake in AI. Plus, explore the implications of AI surpassing professional exams and reshaping talent development in various industries.

Marc Winterhoff, the Interim CEO of Lucid Motors and former COO, shares insights on the future of electric vehicles and Lucid's strategic positioning. He discusses the importance of federal EV tax credits and Lucid's commitment to luxury amidst competition from brands like Tesla. Winterhoff addresses the company's decision to support Tesla's Superchargers, ensuring a better customer experience. Additionally, he reveals plans for a partnership with Uber focused on tailored robo-taxis and highlights Lucid's expansion strategy in the US, Europe, and the Middle East.

In this engaging discussion, John Ciampaglia, CEO of Sprott Asset Management and expert in commodity funds, shares insights on why gold is hitting record highs amid growing investor demand. He delves into the dynamics of the gold market and its role as a safe haven. The conversation also highlights President Trump's comments about a potential TikTok deal involving Lachlan Murdoch, and explores Reddit's new AI negotiations with Google, revealing their implications for social media and tech industries.