Brew Markets
Brew Markets
Morning Brew
A Robust Starbucks Investor Day & Defense Earnings Roundup
25 minutes Posted Jan 29, 2026 at 10:14 pm.
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Starbucks Investor Day
Defense Earnings: Ticker on a Sticker
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Episode 113: Today, Ann shares her firsthand experience at today’s NYC Starbucks Investor Day and how the coffee giant’s CEO Brian Niccol is positioning its comeback around an elevated customer experience.  Next, we put tickers on stickers and role play as the biggest defense companies that reported earnings this week - military budgets are up as is scrutiny from the White House.  Finally, Meta commits to its AI spend, Tesla is switching gears - we look at what’s driving swings in the tech sector.
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