Morning Call
Morning Call
CNBC
AI momentum, earnings and market rotation in focus 7/16/26
42 minutes Posted Jul 16, 2026 at 11:00 am.
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Strong earnings, resilient AI spending and improving fundamentals continue to support the broader market, even as momentum shifts beyond the biggest technology names. Plus, investors are finding new opportunities in industrials, power infrastructure, small caps and value stocks as AI investment expands across the economy. Later, inflation, interest rates and earnings from companies like Netflix and UnitedHealth will help determine whether the rally broadens through the second half of the year.