Episode
Telecom Titans Join Forces & Latest From China Summit
- Podcast
- Brew Markets
- Published
- May 14, 2026
- Duration seconds
- 1428
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/brew-markets-7451311/episodes/telecom-titans-join-forces-latest-from-china-summit/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/brew-markets-7451311/telecom-titans-join-forces-latest-from-china-summit.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Episode 186: Today, Ann dives into a major telecom partnership between AT&T, T-Mobile, and Verizon focused on satellite-based, direct-to-device technology – designed to connect phones in remote areas where traditional cell towers can’t reach. Then, we unpack Cerebras’ blockbuster IPO and what it says about momentum in the AI semiconductor space. We also break down earnings from Honda, Cisco, YETI Holdings, and Versant Media – including Honda’s first loss in 70 years and Versant Media’s first report as an independent company. Finally, we head to China for the highly anticipated Trump-Xi summit – and discuss why so many high-profile U.S. CEOs made the trip. Visit Schwab.com/FinancialDecoder 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: $T $TMUS $VZ $CBRS $HMC $VSNT $YETI $CSCO 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. Vis…