Morning Call
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- 13. Nov. 2026
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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.
Folgen 1.485
Morning Call: NVIDIA Fallout, AI IPOs and Fed Rate Pressure
November 13, 2026; 5AM: Morning Call breaks down a mixed market setup as investors weigh NVIDIA fallout, a Microsoft 365 outage, hotter inflation data, rising Treasury yields, and renewed scrutiny of AI chip …
Shownotes
November 13, 2026; 5AM: Morning Call breaks down a mixed market setup as investors weigh NVIDIA fallout, a Microsoft 365 outage, hotter inflation data, rising Treasury yields, and renewed scrutiny of AI chip exports to China. The key takeaway: markets are still on pace for strong weekly gains, but leadership risk, policy pressure, and next week’s NVIDIA earnings and Anthropic IPO could reset the AI trade.
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NVIDIA CEO Crisis: AI Trade Fallout, Governance and Market Risk
November 12, 2026; 5am: Morning Call tracks reports that NVIDIA’s board may remove Jensen Huang as CEO, the pre-market hit to NVIDIA and AI-linked stocks, and the governance questions now confronting the …
Shownotes
November 12, 2026; 5am: Morning Call tracks reports that NVIDIA’s board may remove Jensen Huang as CEO, the pre-market hit to NVIDIA and AI-linked stocks, and the governance questions now confronting the company. Morgan Brennan and guests assess succession risk, AI demand, chip export concerns, and broader market implications.
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NVIDIA, AI Volatility, Fed Rates and Defense Tech on Veterans Day
November 11, 2026; 5am: CNBC’s Morning Call covers a tech-led futures rebound after hotter CPI, NVIDIA scrutiny, AI infrastructure volatility, and Fed rate hike expectations, with analysis from Kevin Rippey …
Shownotes
November 11, 2026; 5am: CNBC’s Morning Call covers a tech-led futures rebound after hotter CPI, NVIDIA scrutiny, AI infrastructure volatility, and Fed rate hike expectations, with analysis from Kevin Rippey, Joe Mazzola, and the call-sheet crew. Morgan Brennan reports from Washington with Suzanne Clark on business policy and Sam Mehta on L3Harris, defense tech, munitions capacity, and Veterans Day.
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Nvidia China Probe, Allstate CEO Tom Wilson & Blue Origin Data Centers
November 10, 2026; 5am: Morning Call tracks volatile markets ahead of CPI, new scrutiny around Nvidia CEO Jensen Huang and alleged China chip-sales ties, and Morgan Brennan’s B20 Summit interview with Allstate …
Shownotes
November 10, 2026; 5am: Morning Call tracks volatile markets ahead of CPI, new scrutiny around Nvidia CEO Jensen Huang and alleged China chip-sales ties, and Morgan Brennan’s B20 Summit interview with Allstate CEO Tom Wilson on trust, insurance pricing, AI and autonomous driving. The episode also covers Blue Origin’s space data-center push, gas prices, Fed rate risk and investor views on bonds, consumer stocks and market breadth.
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NVIDIA Probe, AI Export Controls and the Market Risk Ahead
November 10, 2025; 5am: Morgan Brennan breaks down U.S. futures, inflation data ahead, crude weakness, and the latest on NVIDIA’s board investigation into CEO Jensen Huang over an alleged Chinese spy …
Shownotes
November 10, 2025; 5am: Morgan Brennan breaks down U.S. futures, inflation data ahead, crude weakness, and the latest on NVIDIA’s board investigation into CEO Jensen Huang over an alleged Chinese spy relationship. Guests discuss AI export controls, data center policy, Berkshire results, China trade tensions, and why Washington turmoil could keep tech market volatility elevated.
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AI Sell-Off, Data Center Policy and the Space Race After Midterms 11/6/26
November 6, 2026; 5am: Morning Call breaks down the AI-led market sell-off after the midterms, with Leslie Picker and Morgan Brennan covering U.S. futures, global tech pressure, data center policy and the …
Shownotes
November 6, 2026; 5am: Morning Call breaks down the AI-led market sell-off after the midterms, with Leslie Picker and Morgan Brennan covering U.S. futures, global tech pressure, data center policy and the coming jobs report. Dan Ives, John Stoltzfus, Glenn Youngkin, Cathie Wood, Ryan Dietrich and Rae-Ann Mitrione weigh in on whether the AI trade is overdone and where investors see opportunity.
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Markets React to Midterm Fallout, AI Data Centers and Energy Risks 11/5/26
November 5, 2026; 5am: Morning Call breaks down the post-midterm market rally, pressure on AI/data center trades, and the sectors moving as Democrats are projected to take Congress. The key takeaway: policy …
Shownotes
November 5, 2026; 5am: Morning Call breaks down the post-midterm market rally, pressure on AI/data center trades, and the sectors moving as Democrats are projected to take Congress. The key takeaway: policy risk around data centers, defense spending, energy and rates is reshaping investor positioning beyond the short-lived election bounce.
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Blue Wave, Market Rally and AI Data Center Fallout After Midterms 11/4/26
November 4, 2026; 5am: Morgan Brennan anchors a special Morning Call as Democrats flip the House and Senate in a larger-than-expected blue wave, while stock futures surge and markets digest the implications for …
Shownotes
November 4, 2026; 5am: Morgan Brennan anchors a special Morning Call as Democrats flip the House and Senate in a larger-than-expected blue wave, while stock futures surge and markets digest the implications for AI, data centers, clean energy, health care, defense, taxes, tariffs and global trade. The key takeaway: investors are treating the election as a clearing event, but policy uncertainty remains high across Washington, state governments and major growth sectors.
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Big Tech Selloff, Election Day Stakes and AI Spending Pressure 11/3/26
November 3, 2026; 5am: Morning Call tracks the Nasdaq 100’s latest correction, pressure on Apple and Palantir after earnings, rising scrutiny of AI spending, and Election Day stakes for Congress. The episode’s …
Shownotes
November 3, 2026; 5am: Morning Call tracks the Nasdaq 100’s latest correction, pressure on Apple and Palantir after earnings, rising scrutiny of AI spending, and Election Day stakes for Congress. The episode’s key takeaway: markets are weighing strong AI demand against valuation risk, policy uncertainty, oil volatility and the potential for contested midterm results.
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Morning Call 11/2/26
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 …
Shownotes
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.
Tech Sell-Off Hits Amazon, Intel and AI Trade as Crypto Hack Rattles Binance 10/30/26
October 30, 2026; 5am: Dominic Chew tracks a major tech-led market sell-off as Amazon, Intel and semiconductor shares pressure Nasdaq futures, while guests break down AI capex, South Korea’s chip cycle, energy …
Shownotes
October 30, 2026; 5am: Dominic Chew tracks a major tech-led market sell-off as Amazon, Intel and semiconductor shares pressure Nasdaq futures, while guests break down AI capex, South Korea’s chip cycle, energy earnings and a record Binance crypto hack. The key takeaway: investor concern is shifting from AI growth potential to valuations, debt financing, earnings expectations and market fragility.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Morning Call 10/29/26
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 …
Shownotes
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.
Morning Call 10/28/26
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 …
Shownotes
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.
Anthropic IPO, AI spending and Fed outlook 10/27/26
Anthropic's IPO raises questions about AI spending and profitability. Plus, earnings and tech growth remain in focus. Later, Fed policy and market risks shape the outlook. Hosted by Simplecast, an AdsWizz …
Shownotes
Anthropic's IPO raises questions about AI spending and profitability. Plus, earnings and tech growth remain in focus. Later, Fed policy and market risks shape the outlook.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Morning Call 10/26/26
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 …
Shownotes
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.
Market rotation, AI and oil risks 10/23/26
Falling bond yields fuel market rotation as AI concerns weigh on tech. Plus, the White House pushes to boost U.S. refining capacity. Later, Fed policy, inflation and geopolitical risks shape the market outlook …
Shownotes
Falling bond yields fuel market rotation as AI concerns weigh on tech. Plus, the White House pushes to boost U.S. refining capacity. Later, Fed policy, inflation and geopolitical risks shape the market outlook.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI spending, Big Tech earnings and defense outlook 10/22/26
Nvidia CEO Jensen Huang discusses AI expansion, chip demand and China. Plus, Big Tech earnings, cloud spending and market volatility. Later, airline demand, rising costs and defense stocks. Hosted by …
Shownotes
Nvidia CEO Jensen Huang discusses AI expansion, chip demand and China. Plus, Big Tech earnings, cloud spending and market volatility. Later, airline demand, rising costs and defense stocks.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Morning Call 10/21/26
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 …
Shownotes
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.
AI, earnings and inflation risks 10/20/26
Markets face rising bond yields, inflation and earnings uncertainty. Plus, SpaceX, Starlink and AI spending remain in focus. Later, Europe's debt crisis and affordability concerns weigh on the outlook. Hosted …
Shownotes
Markets face rising bond yields, inflation and earnings uncertainty. Plus, SpaceX, Starlink and AI spending remain in focus. Later, Europe's debt crisis and affordability concerns weigh on the outlook.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Morning Call 10/19/26
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 …
Shownotes
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.
Morning Call 10/16/26
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 …
Shownotes
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.
AI debt risks, tech sell-off and inflation 10/15/26
AI debt concerns weigh on tech stocks. Plus, inflation and rising yields fuel Fed uncertainty. Later, investors assess opportunities in defense, AI and bonds. Hosted by Simplecast, an AdsWizz company. See …
Shownotes
AI debt concerns weigh on tech stocks. Plus, inflation and rising yields fuel Fed uncertainty. Later, investors assess opportunities in defense, AI and bonds.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Chips, inflation and bank earnings 10/14/26
AI demand fuels chip stocks. Plus, inflation and Fed rate risks remain in focus. Later, bank earnings reveal trends in consumer spending and the economy. Hosted by Simplecast, an AdsWizz company. See …
Shownotes
AI demand fuels chip stocks. Plus, inflation and Fed rate risks remain in focus. Later, bank earnings reveal trends in consumer spending and the economy.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Morning Call 10/13/26
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 …
Shownotes
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.
Geopolitical risks, bank earnings and AI drive market outlook 10/12/26
Markets face renewed uncertainty as geopolitical tensions in the Middle East threaten oil supplies, fuel inflation concerns and pressure consumers. Plus, bank earnings and upcoming inflation data could set the …
Shownotes
Markets face renewed uncertainty as geopolitical tensions in the Middle East threaten oil supplies, fuel inflation concerns and pressure consumers. Plus, bank earnings and upcoming inflation data could set the tone for stocks as investors look for signs of economic resilience. Later, strong expectations for AI and big tech earnings, rising deal activity and massive infrastructure spending could help sustain the bull market despite growing risks.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Morning Call 10/9/26
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 …
Shownotes
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.
Rising yields, AI momentum and media industry challenges 10/8/26
Markets face growing pressure from rising bond yields, inflation and concerns over housing affordability as investors prepare for third-quarter earnings. Plus, strong AI demand continues to fuel optimism around …
Shownotes
Markets face growing pressure from rising bond yields, inflation and concerns over housing affordability as investors prepare for third-quarter earnings. Plus, strong AI demand continues to fuel optimism around Nvidia and tech stocks, while banks and emerging markets offer opportunities for diversification. Later, Paramount and Warner Bros. face an $80 billion debt burden and mounting competition from Netflix as the combined company looks to expand its streaming business.
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AI, crypto and market breadth drive the trading day 10/7/26
Markets hover near record highs as investors weigh weak breadth, crypto volatility and fresh Fed uncertainty. Plus, AI adoption and rising demand for data centers continue to fuel a long-term tech opportunity …
Shownotes
Markets hover near record highs as investors weigh weak breadth, crypto volatility and fresh Fed uncertainty. Plus, AI adoption and rising demand for data centers continue to fuel a long-term tech opportunity. Later, political and regulatory risks put crypto and government investments in focus as investors look toward the midterms.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI, rates and global growth shape the market outlook 10/6/26
Markets push higher as AI and compute demand remain resilient despite rising Treasury yields and concerns about market concentration. Plus, the next phase of AI agents, crypto and orbital data centers is …
Shownotes
Markets push higher as AI and compute demand remain resilient despite rising Treasury yields and concerns about market concentration. Plus, the next phase of AI agents, crypto and orbital data centers is creating new opportunities across technology and space infrastructure. Later, investors look beyond the U.S. as higher yields, emerging markets and infrastructure spending reshape the global investment outlook.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Morning Call 10/5/26
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 …
Shownotes
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.
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