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
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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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28:39
Trump Announces 90-Day Tariff Pause & Drones Deliver Your Packages?
Episode 558: Neal and Toby recap the markets’ reactions to Trump’s pause on sweeping tariffs for most countries…except for China. Then, Treasury yields are usually a safe haven when the economy is in the dumps…maybe that isn’t the case anymore. Also, this drone startup wants to beat Amazon to your doorstep. Meanwhile, Neal shares his favorite numbers from Japan’s train feat, microplastics, and The Great Gatsby. Finally, what makes the Masters golf tournament quite unique.Â
00:00 - Uber’s 2025 Lost & Found Index
3:00 - Trump pauses on tariffs
8:00 - Bond market not looking good
12:00 - Look to the sky for drone packages!
18:00 - Japan’s 3D train station
20:00 - Plastics in our brain!?
22:00 - ‘The Great Gatsby’ turns 100
24:30 - The Masters is here
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30:05
Trump Bumps China Tariffs to 104% & People Are Panic-Buying iPhones
Episode 557: Neal and Toby do another round of trade war updates with President Trump committing to impose another 50% tariff on Chinese goods, bringing the total to 104%. Then, in the midst of the trade war, shoppers are rushing to Apple stores to get their iPhones fearing prices are about to skyrocket. Also, the IRS has been the target of cuts by the federal government, which may bring low audit rates even lower. Meanwhile, retail chains are slowly coming back to SF’s downtown, breathing new life and hope for the once-sprawling district.Â
00:00 - Worst baseball game ever?
2:40 - Tariffs reach new heights
8:00 - Panic-buying iPhones
12:15 - IRS audits hit new low
15:45 - SF back?
19:30 - 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.