Brew Markets

Dan Ives, Global Head of Technology Research at Wedbush Securities and founder of the AI Revolution ETF, shares his insights on the evolving landscape of AI and technology investing. He discusses his bullish outlook on stocks like Palantir, Nvidia, and Tesla, along with his role on the board of Eightco Holdings. Ives also highlights the transformative impact of AI across various industries. In lighter news, there's optimism about falling coffee prices thanks to favorable conditions in Brazil and Vietnam.

Discover how PayPal is teaming up with Alphabet to revitalize its potential after years of stagnation. Gain insights into the Federal Reserve's voting process, including the roles of the Board of Governors and the FOMC. Plus, delve into market highlights like NVIDIA's strategic moves, Darden's innovative menu adjustments linked to GLP-1, and the FTC's actions against Live Nation. This episode connects financial innovation with the latest market trends!

The Federal Reserve's recent rate cut signals a focus on labor market challenges. Workday is making waves with a spree of AI acquisitions, boosting its growth potential. Lyft's CEO, David Risher, is in the spotlight for his dynamic leadership and partnerships that are revitalizing the company. Additionally, there are rising tensions in US-China tech relations, particularly concerning Nvidia chips, which could impact trade negotiations. A lively discussion on these key topics showcases the current market landscape and its players.

The discussion dives into Exxon's initiative to empower retail investors, suggesting it's more about self-interest than altruism. A fierce rivalry emerges as Luckin Coffee threatens Starbucks with aggressive pricing and innovative strategies, prompting Starbucks to rethink its brand. The segment also clarifies the ins and outs of over-the-counter shares, and the latest market movements set the stage for a pivotal Federal Reserve meeting, adding suspense to the financial landscape.

Discover the latest updates at Opendoor, including the impact of a new CEO and board changes. Dive into StubHub's IPO preparations and the challenges it faces in a competitive ticketing market. The discussion also sheds light on the implications of dual class shares for corporate governance. Finally, explore market fluctuations and the evolving landscape for major players. It's a blend of investment insights and corporate dynamics!

Dive into the intriguing world of a low-key CEO raking in wealth from Oracle's AI-driven success. Explore why Rent The Runway is struggling with its stock and facing investor frustration. Discover how Nuuly is outsmarting competitors in the rental market. Gain insights into NASDAQ's new partnership with the Gemini crypto exchange and what it means for the future of digital trading. Lastly, catch up on the latest market trends and IPO highlights shaking things up in the financial landscape.

Discover the intriguing shift of Potbelly from public to private ownership and its implications for restaurant stocks. Dive into the Murdoch family's succession saga, revealing contrasting visions for their media empire and the financial stakes involved. Learn about the nuances of insider sales, especially regarding key executives, and how to differentiate between warning signs and valid financial needs. Finally, explore the latest market highlights and the economic forces at play, including inflation and labor trends.

Discover the innovative partnership between Uber and Joby Aviation that promises seamless on-demand helicopter rides. Explore the highs and lows of Starbucks under CEO Brian Niccol, as he tackles challenges in revamping the coffee giant. Learn about the VIX, the 'fear gauge,' and its significance in understanding market volatility. Finally, get insights into recent market movers and IPO trends, including Klarna's success and Oracle's strong cloud sales forecast.

In this conversation with Eric Jackson, an investor at EMJ Capital known for advocating for retail investors, the potential of Opendoor Technologies takes center stage. Jackson argues passionately for an $82 valuation, contrasting sharply with bearish market ratings. Topics include the distinction between cult and meme stocks, the critical governance challenges facing real estate innovation, and Opendoor's groundbreaking iBuying model. The discussion probes deep into market dynamics, encouraging listeners to reconsider the future of digital real estate.

Explore Robinhood's leap into the S&P 500, symbolizing a pivotal moment for investors. Discover the implications of SpaceX's massive $17 billion spectrum purchase and how it reshapes mobile communications. Delve into the intricacies of Fed rate cut probabilities and what they mean for market dynamics. Plus, insights on Klarna's upcoming IPO and its potential to stir interest in tech stocks as the market shifts towards profitability.