A daily briefing from Derek Drew

What’s happening. Why it matters. What everyone else is missing.

Drewscast is the daily shortcut for people who want to understand the stories moving markets, business, AI, tech, and the world without spending two hours on social media.

Latest episode

November 2, 2026

Apple's $2,000 Foldable, a $115 Billion AI Deal, and Oil's Sudden Drop

Apple's new CEO faces a major test as the company enters the foldable phone market, memory costs rise, and investors look for clues about its next growth opportunity. Meanwhile, Marvell is making a massive bet on the technology connecting AI data centers, and oil prices plunge on hopes of U....

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What Drewscast covers

Markets

Stocks, rates, commodities, sentiment, and the signals beneath the headlines.

Business

Companies, deals, money, and decisions changing the landscape.

AI & Tech

The developments that matter beyond the hype cycle.

The world

The weird, important, and surprisingly relevant stories worth knowing.

Market intelligence

Understand what’s happening beneath the market.

Drewscast uses market-breadth analysis to look beyond the major indexes. Breadthly is the platform behind that work, bringing market participation and breadth indicators together to help make sense of the bigger picture.

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The idea

You shouldn't need to spend your morning scrolling through hundreds of posts to understand what's going on.

Drewscast follows the stories worth knowing, explains why they matter, and looks for what everyone else is missing.