The Drewscast archive
What’s happening. Why it matters. What everyone else is missing. Browse the episodes or search for a story you want to understand better.
42 episodes
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…
Episode details →Apple's new CEO faces a major test as the company enters the foldable phone market, memory costs rise, and investors look for clues about its next growth opportunity. Meanwhile, Marvell is making a massive bet on the technology connecting AI data centers, and …
Episode details →Reddit is tightening access to its platform as AI changes how people find information online. The FTC is investigating whether companies are using personal data to determine what customers pay. And a $6.3 billion crypto theft is raising serious questions about…
Episode details →Amazon is preparing to spend $220 billion on AI infrastructure, but investors are questioning when that investment will pay off. Eli Lilly just raised its revenue forecast by $5 billion as demand for weight-loss drugs continues to surge. And Starbucks has quie…
Episode details →Wendy’s could have a new owner, UPS is gearing up for a trillion-dollar holiday shopping season, and Halloween has become a $13.5 billion business. We look at the economics behind a potential fast-food takeover, what UPS’s outlook says about consumer spending,…
Episode details →Coca-Cola is boosting its profit outlook with a strategy built around pricing, products, and packaging. Amazon’s devices business is getting squeezed by rising costs tied to AI. And one company is turning ghost tours into a nationwide business, with operations…
Episode details →Dollar General faces a lawsuit over alleged checkout overcharges, holiday shipping costs are climbing, and Anthropic is taking a major step toward going public as AI companies pour billions into their future. Three stories about the costs hiding behind the num…
Episode details →Instacart may be exploring a sale, American Express reports record revenue while cutting 3,500 jobs, and suppliers are seeing signs that Americans may be eating out less. Plus, small-cap stocks are outperforming the market’s biggest names. I’m Derek Drew, and …
Episode details →P&G expects rising costs to take $1.4 billion out of next year's profit. Spotify is tightening family plan rules, while Uber is expanding ChatGPT access to 30,000 employees. Plus, the stock market's latest selloff reveals a different story beneath the headline…
Episode details →GoPro is making a dramatic move beyond action cameras, a nationwide license plate tracking network is raising serious privacy concerns, and Abbott plans to split off its Similac and Ensure business. Three stories about unexpected business shifts, technology, a…
Episode details →GM is buying back $20 billion in stock, but investors are looking beyond its latest earnings. Meanwhile, U.S. home sales are weakening, and 3M is finding an unexpected opportunity in the AI infrastructure boom. Three stories about what happens when the headlin…
Episode details →Salmon producers are turning to chicken byproducts to cut feed costs. Netflix is changing its content leadership, and hackers are using AI agents to break into company websites for surprisingly little money. Three stories that reveal how businesses adapt when …
Episode details →A ticket broker allegedly made more than $120 million reselling tickets after buying up millions of them. Tesla is bringing rocket technology to its long-promised Roadster, and Southwest is reshaping its loyalty program. Three stories about how companies make …
Episode details →Bumble is being bought for a fraction of its former $14 billion valuation. Smartphone shipments are plunging as memory costs surge, and warehouse demand offers a different view of the economy. Three stories about what happens when business expectations meet re…
Episode details →Inflation just accelerated, China's exports are surging, and Reese Witherspoon is buying back the production company she once sold for a reported $900 million valuation. What changed, and what does it tell us about the business behind the headlines? I'm Derek …
Episode details →Albertsons is rethinking how it competes with Walmart. JPMorgan missed earnings expectations despite billions in profits. And a startup is making money by helping people spend less time on their phones. Three stories about competitive advantages, changing mark…
Episode details →EV sales are falling, but charging companies are still expanding. Amazon may be preparing a $7 billion bet on an AI startup. And this year’s Nobel Prize in Economics highlights how expectations can shape the economy itself. Three stories about the decisions be…
Episode details →Consumer confidence is near historic lows even as stocks hover near records. SpaceX is moving toward competing with wireless carriers, Delta is posting record revenue while fuel costs squeeze profits, and Humana just got a major boost from Medicare ratings. Fo…
Episode details →Starbucks has reportedly explored buying Chipotle, the job market is showing signs of a hiring slowdown, tokenized stocks are bringing blockchain to Wall Street, and the Pentagon is offering Wolfspeed up to $1.5 billion to support critical U.S. chipmaking. I'm…
Episode details →Mattel’s brands may be worth more than its stock price suggests, Priceline is facing scrutiny over how hotel bookings are advertised, and PepsiCo is dealing with a new threat from weight-loss drugs. Plus, $1.8 billion is being put behind AI that could help sci…
Episode details →America is putting billions into domestic medical manufacturing, Uber is buying its way into corporate catering, frozen fries are proving surprisingly resilient, and Amazon is pushing the holiday shopping season into October. I’m Derek Drew, and this is Drewsc…
Episode details →Elon Musk may be bringing TSMC into his massive Texas chip project, putting pressure on Intel. Americans keep spending despite weak consumer sentiment. SpaceX is being valued on what it could become, while the Nasdaq hits records with Treasury yields above 5.3…
Episode details →The U.S. added just 29,000 jobs in September, sending stocks higher as investors bet on lower rates. Amazon is finding a creative way to finance billions in Nvidia chips, Broadcom is lending Anthropic up to $42 billion, and Nike's turnaround gets tougher. And …
Episode details →AI is creating a power problem, the bond market is getting expensive, and Barbie could have a new owner. The 10-year Treasury yield briefly hit its highest level since 2002. Amazon signed a 20-year nuclear power agreement as data centers drive electricity dema…
Episode details →The AI boom is getting enormous, but investors are starting to separate the winners from the hype. Micron just delivered a massive quarter as demand for AI memory explodes, while a new AI infrastructure company struggled on its first day as a public company. M…
Episode details →AI is getting very real, very quickly. McDonald's is using AI to help determine menu prices at individual restaurants, while Anthropic is planning hundreds of billions of dollars in AI infrastructure commitments. Meanwhile, U.S. consumer confidence just hit it…
Episode details →Nvidia just authorized a massive $150 billion stock buyback. Oil is back above $100 as markets worry about inflation and interest rates. The U.S. and China agreed to pursue tariff cuts on $60 billion of goods, while Shein's sales and margins are falling. And S…
Episode details →AI infrastructure is getting enormous. Anthropic just committed $11.6 billion to Akamai for computing capacity, while Google is testing whether AI chips could eventually operate in space. Meanwhile, Costco delivered a huge quarter, oil prices pulled back, Trea…
Episode details →The 10-year Treasury yield just hit its highest level since 2007 as oil prices and inflation concerns put pressure back on markets. Trump and Xi are meeting in Washington with trade, technology and energy on the agenda. An OpenAI agent accessed an Australian g…
Episode details →The 10-year Treasury yield is back above 5%, the U.S. economy is running hotter than expected, and oil is climbing again. Meanwhile, Trump and Xi are meeting with trade, technology and AI on the table. AI executives are warning the U.N. about the technology th…
Episode details →The Nasdaq hit a record today as the AI trade came roaring back. Meta's AI assistant is gaining users fast. Alibaba is building a massive new AI chip and model. And companies are betting that AI's next big interface could be something you wear on your face. Bu…
Episode details →Oil pulled back, stocks jumped, and AMD crossed a major milestone. The S&P 500 gained 1.5%, the Nasdaq jumped more than 2%, and AMD became the latest company to join the $1 trillion club as investors continued piling into AI. Meanwhile, Accenture is putting $2…
Episode details →The Fed just raised rates for the first time since 2023. Oil is still above $100, the 10-year Treasury is back around 5%, and yet stocks keep pushing higher. Meanwhile, Warren Buffett is officially stepping away from Berkshire Hathaway, the SEC is opening the …
Episode details →The Fed raised interest rates yesterday, but Wall Street bounced back today. Meanwhile, oil is still hovering around $100, Treasury yields are near 5%, and the AI boom is creating a problem nobody can ignore: power. Amazon just signed a deal that could be wort…
Episode details →The Fed just raised interest rates for the first time since 2023. Stocks reversed, Treasury yields moved higher, and the question is no longer when rates will fall, but whether the Fed needs to hike again. Meanwhile, scientists may have figured out that T. rex…
Episode details →Space is becoming a battlefield. Today on Drewscast, Derek looks at the growing competition above Earth, SpaceX’s push to turn satellites into cell towers, and what happens when AI starts recreating people who have died. Plus, a bizarre mathematical discovery …
Episode details →Some people are bragging about how many employees they have. The catch? Their employees aren't human. Today on Drewscast, Derek looks at the rise of AI agents being managed like digital coworkers, why some professionals are already building entire teams of the…
Episode details →Inflation is hotter. Oil is still above $100. The Fed may raise rates next week. So naturally, the stock market is up. Today on Drewscast, we break down why investors aren't panicking, what oil could mean for inflation and interest rates, and why Oracle's mass…
Episode details →Would you take a $5,000 check from the government? President Trump says every American adult could get one if Republicans win both chambers of Congress. The catch? Nobody has really explained how it would work or how it would be funded. Today on Drewscast, Der…
Episode details →Oil just hit $100. Apple unveiled a new iPhone. And AI is moving from answering questions to actually doing things. Today on Drewscast, Derek breaks down what’s happening with oil and the potential inflation problem, Apple’s next chapter with a new CEO and its…
Episode details →Today on Drewscast: prediction markets are moving deeper into sports and everyday news, the U.S. is putting $300 million behind quantum computing, Canada is hitting $20 billion of American goods with new tariffs, and AI is creating a strange divide between sof…
Episode details →The economy just delivered Wall Street some surprisingly good news. So why did stocks fall? Today on Drewscast, Derek breaks down the much stronger-than-expected August jobs report, what it means for the Federal Reserve and interest rates, and why good economi…
Episode details →No episodes match that search. Try another keyword.