EPISODE · Jun 25, 2026 · 22 MIN
Micron’s Memory Crunch Hits Consumers & Alexa+ Goes Shopping
from Brew Markets · host Morning Brew
Episode 214: Today, we survey Micron's blockbuster earnings, what they reveal about the next phase of the AI buildout and the ripple effect being felt in consumer product prices. Then, we spin through the headlines moving markets – including today's inflation report and what it could mean for the Fed's next rate decision. Plus: earnings from Darden Restaurants and BlackBerry. Finally, it's Prime Day... and Alexa wants to help you shop. We welcome Daniel Rausch, Vice President of Alexa and Echo at Amazon, to discuss Alexa's AI-era upgrades, how consumers are responding... and whether Alexa is really always listening. Visit: Aflac.com/BrewMarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $MU $AAPL $MSFT $BB $DRI $AMZN The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
Episode 214: Today, we survey Micron's blockbuster earnings, what they reveal about the next phase of the AI buildout and the ripple effect being felt in consumer product prices. Then, we spin through the headlines moving markets – including today's inflation report and what it could mean for the Fed's next rate decision. Plus: earnings from Darden Restaurants and BlackBerry. Finally, it's Prime Day... and Alexa wants to help you shop. We welcome Daniel Rausch, Vice President of Alexa and Echo at Amazon, to discuss Alexa's AI-era upgrades, how consumers are responding... and whether Alexa is really always listening. Visit: Aflac.com/BrewMarkets www.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here: https://www.youtube.com/@BrewMarkets Stocks mentioned: $MU $AAPL $MSFT $BB $DRI $AMZN The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices
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Micron’s Memory Crunch Hits Consumers & Alexa+ Goes Shopping
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