A daily briefing from Derek Drew

What’s happening. Why it matters. What everyone else is missing.

Drewscast is the daily shortcut for people who want to understand the stories moving markets, business, AI, tech, and the world without spending two hours on social media.

Latest episode

November 3, 2026

Nvidia Draws a Line With China, Palantir's $2.3 Billion Quarter, and Unilever's Billion-Dollar Makeover

Nvidia is tightening the boundaries around who gets access to its AI chips, Palantir nearly doubles its revenue but still leaves investors wanting more, and Unilever is planning a billion-dollar makeover that could reshape some of the world's most recognizable household brands. Plus, AMD delivers another monster quarter as demand for AI computing continues to surge....

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What Drewscast covers

Markets

Stocks, rates, commodities, sentiment, and the signals beneath the headlines.

Business

Companies, deals, money, and decisions changing the landscape.

AI & Tech

The developments that matter beyond the hype cycle.

The world

The weird, important, and surprisingly relevant stories worth knowing.

Market intelligence

Understand what’s happening beneath the market.

Drewscast uses market-breadth analysis to look beyond the major indexes. Breadthly is the platform behind that work, bringing market participation and breadth indicators together to help make sense of the bigger picture.

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The idea

You shouldn't need to spend your morning scrolling through hundreds of posts to understand what's going on.

Drewscast follows the stories worth knowing, explains why they matter, and looks for what everyone else is missing.