Nvidia Stock Falls in US Brawl with China & Harvard's $2.2B Fund Freeze
Episode 563: Neal and Toby talk about how Nvidia became the latest victim in the US-China trade war, which could hurt its chip sales. Then, Harvard has stood up against the Trump administration and hopes other elite schools will join their fight. Also, Chinese influencers are flooding TikTok claiming popular name brands and luxury brands can be bought for cheap by going directly to the factories they’re made. Meanwhile, Neal shares his favorite numbers on family business, nepo homeowners, and flying iPhones.Â
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00:00 - Spotify OutageÂ
03:10 - Nvidia In US-China Crossfire
07:40 - Harvard vs Trump Admin
11:20 - Chinese Wholesalers Head to TikTok
18:20 - Neal’s NumbersÂ
25:00 - Headlines
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32:34
Boeing Caught in US-China Crossfire & Zuckerberg Takes The Stand
Episode 562: Neal and Toby talk about the latest chapter in the US-China trade war, with China holding out on two things: rare earth minerals and Boeing deliveries. Then, Mark Zuckerberg takes the stand in the trial against the FTC where old emails are being dubbed the ‘smoking gun’. Also, LVMH loses its crown to Hermès in market cap. Plus, Twitter founder Jack Dorsey and Elon Musk agree on something: IP law should be deleted. Do they have a strong case? Finally, American Airlines offers free WI-FI, OpenAI’s naming flubs, and the baseball to photographer career path.
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How much progress have we made this year: https://year-progress.cnln.dev/
00:00 - Year in Progress
03:00 - China Makes a Move vs US
07:40 - Meta vs the FTC
12:35 - LVMH Sto Drops
17:40 - IP Law Debate
21:45 - HeadlinesÂ
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29:32
Nvidia To Make AI Supercomputers in Texas & Goldman Sachs Cashes In for Q1
Episode 561: Neal and Toby dive into Nvidia’s announcement to build its first-ever American-made AI supercomputers in Texas and the history of manufacturing in the US. Then, Goldman Sachs equities traders have been riding the wave to record revenue during the markets’ volatility from the trade war. Plus, Katy Perry, Gayle King, and an all-female space crew take a tour around space in Blue Origin’s 11th mission in the last 4 years. Meanwhile, Toby looks at the trend of restaurants putting caviar on everything. Also, Hollywood has been banking on franchises and sequels to bring life into the box office, which has left original movies struggling to attract movie-goers. Finally, robotaxi riders are leaving love notes for future riders. Cute.Â
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.
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00:00 - Coachella TicketsÂ
02:50 - Nvidia Goes in On TexasÂ
09:00 - Goldman Sachs Revenue
11:30 - Blue Origin's All Female Crew
16:45 - Toby’s Trends: Caviar
20:00 - Original Movies Struggle
23:40 - HeadlinesÂ
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30:25
Smartphones Exempt From Tariffs… For Now & Meta vs. FTC in Antitrust Trial
Episode 560: Neal and Toby review the exemption for smartphones, computers, and other electronics from Trump’s reciprocal tariffs since a massive portion of our electronic manufacturing comes from overseas. Then, the US dollar and bond market has tumbled in the last few weeks, leading to world markets selling off all-things USA. Also, Meta has its day in court against the FTC, who accuses it of using antitrust ways to squash its competitors. Meanwhile, the resale market is booming and golfers are eyeing the coveted green Masters jacket, making it the weekend’s winners. Finally, what you need to know in the week ahead.Â
00:00 - Vote for Macy and Dan at the Webby’s!
2:15 - Tariff exemptions…for now
7:00 - Sell USA era?
10:40 - Meta vs. FTC trial
15:00 - Winner: Resale market
17:30 - Winner: Masters’ green jacket
21:00 - Week Ahead
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28:03
Can Cooling Inflation Withstand Tariffs? & Prada Buys Versace for $1.4B
Episode 559: Neal and Toby look into a promising inflation report but see if the trade wars could spoil everything. Then, while Trump pulls back most reciprocal tariffs from most of the world, he remains staunch against China, which could mean many goods, including Christmas trees and movies, are diminishing. Also, Prada pays a pretty penny for its rival, Versace. Meanwhile, the Stock of the Week is Ring Pop, and the Dog of the Week is Pharma stocks. Let the weekend begin!Â
00:00 - ‘Twilight’ concert goes on tour
3:30 - US-China trade war escalates
9:30 - Inflation cools…for now
13:00 - Prada strikes deal for Versace
16:45 - Dog of the Week: Pharma stocks
19:00 - Stock of the Week: Ring Pop
21:00 - Sprint Finish!
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Morning Brew Daily, a daily talk show that covers the latest news on business, the economy, and everything else, with Neal Freyman and Toby Howell. Witty, informative and everything you need to start your day. Available on all podcasting platforms and Youtube.