Published by 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.
Listen on Apple Podcasts40 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
41 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
Markets are navigating rising tariffs, higher interest rates and geopolitical tensions as investors assess the outlook for inflation, growth and Fed policy. Plus, AI spending and semiconductor demand continue supporting technology, while companies balance higher borrowing costs with strong investment. Later, oil supply risks, Middle East tensions and trade uncertainty remain key factors shaping markets and the economic outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
41 min
Markets look to major earnings from Alphabet, Tesla and IBM as investors weigh AI spending against rising oil prices and higher interest rates. Plus, the commercial space economy continues to expand, with defense, lunar exploration and Earth observation driving long term growth. Later, options positioning, semiconductor demand and resilient corporate earnings offer clues on where markets could head next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
40 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
43 min
Markets are balancing strong earnings expectations with rising geopolitical tensions, higher oil prices, and persistent inflation concerns. Plus, AI investment, hyperscaler spending and sector rotation continue shaping market leadership as earnings season begins. Later, investors watch Fed testimony, inflation data and corporate outlooks for clues on interest rates, consumer demand and the next move for stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
41 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
42 min
AI demand remains strong as Samsung's earnings reinforce long term confidence in semiconductors despite near term profit taking. Plus, SpaceX joins the Nasdaq 100, drawing billions in passive inflows as investors weigh index inclusion and insider lockups. Later, NATO defense spending, the World Cup's economic impact and shifting market leadership keep investors focused on the second half of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
40 min
Markets remain supported by resilient economic growth, broadening leadership and renewed IPO activity despite growing concerns around global liquidity and volatility. Plus, AI regulation, national security and tokenization are reshaping the future of technology and capital markets. Later, investors are watching the Fed, tariffs, chip earnings and the unwinding of global liquidity risks as the second half unfolds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.