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Morning Brew Daily

Nvidia's Earnings Make Investors Antsy & The Retail Battle of Jeans

Morning Brew Daily

Morning Brew

Business News, News, Business

4.43K Ratings

🗓️ 28 August 2025

⏱️ 30 minutes

🧾️ Download transcript

Summary

Episode 658: Neal and Toby discuss Nvidia’s earnings and what it means for AI across the tech industry. Then, OpenAI changes its policies for teenagers and retailers are battling over… Jean campaigns. Neal shares his top numbers from reading a week’s worth of news. Then finally the headlines you need to know. LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Check out LinkedIn.com/mbd for more. 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. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 7/18/25. APY is variable and subject to change. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account’s annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

The holiday shopping season is just around the corner. Yes, really. The October, November, December rush is a real one. One minute you're spooky and the next you're decking the halls. So send your customers on a spree while you sit back, relax, and watch the sales roll in with Contentful. Contentful helps retailers deliver content that converts. You can create tailored on-brand

0:22.9

shopping experiences in less time and gain the technical flexibility you need to launch

0:28.2

successful campaigns this holiday shopping season and beyond. Head to contentful.com

0:33.1

slash black Friday. That's contentful.com slash black Friday.

0:48.1

Good morning, Bird Daily show. I'm Neil Fryman. And I'm Toby Howell. Today, why everyone is talking about jeans, ads. Then Nvidia's earnings answered a $4 trillion question, is AI spending slowing down?

0:56.2

It's Thursday, August 28th, let's ride.

1:02.9

If you can believe it, the NFL season is just one week away.

1:06.9

Next Thursday night, the defending Super Bowl champion Philadelphia Eagles will face their rival,

1:11.2

the Dallas Cowboys, in the season opener. And that means it's crunch time to draft yourself a

1:16.1

respectable fantasy football team. But even more importantly, give it a respectable name. Toby,

1:21.1

you're a big fantasy football guy. Do you have any ideas for people out there who are scrambling

1:25.4

for a punny team name? Yes, and let's start with

1:28.6

a player name pun. I recommend going with the CDEFGs, as in Cowboys Receiver, CD Lamb. There's

1:36.4

always the next Shadur neighbor if you want to go with a more modern player or maybe you're

1:41.8

fan of broadcasters, in which case Joe Buck yourself is out there.

1:46.2

But we just saw Taylor Swift get engaged to Travis Kelsey, so I do have some Taylor Swift

1:50.4

options for you as well. If you draft Colts running back Jonathan Taylor, that could become

1:55.5

Jonathan Taylor's version or getaway car for the recently retired QB Derek car. So a lot of different avenues for you

2:03.7

out there, but I do recommend going with a pun. All right. Now a quick word from our sponsor,

2:08.1

LinkedIn ads. Toby, I keep getting ads for things I have no use for. Like what? Law and care.

2:13.4

I would love to have my own yard one day, but right now we are in a concrete jungle. I simply don't need grass seed taking up room in my apartment. I hear that, Neil. We are inundated with useless ads every day, and a big part of that is because marketers are wasting their time and money. LinkedIn ads can help you stop wasting resources, like money, time, and effort, like 71% of B2B ads, they can find the right audience for your brand.

2:35.0

They've got over 130 million decision makers and over 10 million C-suite execs,

...

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