Brew Markets
Brew Markets
Morning Brew
Tariffs Return & Silicon Valley’s AI Debate
21 minutes Posted Jul 27, 2026 at 8:46 pm.
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Show notes
Episode 235: Today, Ann discusses the latest wave of tariffs - this time hitting a market already grappling with a host of other pressures. Then we spin through market headlines including the Paramount-Warner Bros. Discovery merger delay, Peacock’s content heading to YouTube and Cracker Barrel’s leadership shake-up. We also cover the U.S. resuming Mexican cattle imports and China's blockbuster IPO. Finally, we survey the open vs. closed model AI debate dividing Silicon Valley.
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