Morning Call
Morning Call
CNBC
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
Earnings strength meets jobs, rates and market rotation 8/7/26
Markets push higher as strong earnings broaden beyond tech and a resilient labor market supports investor confidence. Plus, software growth, AI investment and SpaceX ambitions keep technology in focus. Later, Fed uncertainty, Middle East volatility and rising commodity prices keep investors watching risks across markets.
Aug 7
42 min
AI, quantum and defense fuel the next growth wave 8/6/26
AI, quantum computing and advanced manufacturing continue driving investment as companies expand capacity, boost productivity and accelerate innovation. Plus, SpaceX's growing ecosystem and resilient insider confidence highlight long term opportunities across the space economy. Later, market volatility, earnings expectations and policy uncertainty keep investors focused on risks while AI adoption and infrastructure spending remain powerful long term themes.
Aug 6
40 min
Morning Call 8/5/26
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
Aug 5
42 min
AI, space and geopolitics drive market momentum 8/4/26
Markets climbed to fresh highs as strong earnings, AI adoption and resilient economic data supported investor confidence. Plus, Palantir, SpaceX and the expanding space economy highlighted how AI, defense and innovation are reshaping long term growth opportunities. Later, rising Treasury yields, geopolitical tensions, sanctions, energy markets and consumer spending remained key risks investors are watching in the months ahead.
Aug 4
42 min
Morning Call 8/3/26
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
Aug 3
42 min
AI leadership broadens as defense and markets evolve 7/31/26
Markets are being driven by strong AI investment, cloud growth and improving earnings as companies continue expanding digital infrastructure. Plus, defense spending is accelerating across Europe, lifting demand for aerospace and security while digital transformation creates new opportunities in emerging markets. Later, investors weigh ETF driven volatility, geopolitical tensions and higher energy prices as they look beyond Big Tech for the next phase of market leadership.
Jul 31
40 min
Tech earnings, AI spending and Fed uncertainty drive markets 7/30/26
Strong earnings from Microsoft and resilient consumer spending are helping stabilize markets, even as investors reassess Big Tech, free cash flow and AI investment. Plus, cloud growth, AI infrastructure, and sector rotation continue creating opportunities across technology and the broader market. Later, Fed uncertainty, persistent inflation, higher bond yields and geopolitical risks keep investors focused on interest rates and the outlook for equities.
Jul 30
42 min
AI spending, Fed policy and market rotation drive the outlook 7/29/26
Markets are navigating a pivotal stretch as investors weigh AI spending, earnings and a Federal Reserve expected to keep rates on hold. Plus, enterprise AI demand, memory growth and infrastructure investment continue reshaping opportunities across technology, cloud computing and data centers. Later, sector rotation, geopolitical risks and uncertainty around inflation and interest rates keep investors focused on where the next market leaders will emerge.
Jul 29
41 min
AI, earnings and the Fed keep investors on edge 7/28/26
Markets navigate another pivotal week as earnings, AI investment and sector rotation reshape the outlook. Plus, employers embrace AI, semiconductor demand stays strong and investors look beyond Big Tech for new opportunities. Later, Fed policy, inflation trends, bond positioning and cybersecurity concerns surrounding advanced AI models remain key themes driving markets.
Jul 28
42 min
Tech earnings, AI spending and Fed risks drive the market outlook 7/27/26
Markets are balancing strong corporate earnings against geopolitical tensions, higher oil prices, and rising Treasury yields. Plus, AI investment, cloud demand and semiconductor spending continue supporting the long-term technology story as investors watch another critical week of Big Tech earnings. Later, Fed policy, inflation expectations and volatility around global events could determine whether markets resume their rally or remain stuck in a trading range.
Jul 27
42 min
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