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Morning Call

Morning Call

NovoMorning Call: NVIDIA Fallout, AI IPOs and Fed Rate Pressure13 de novembro de 2026 · 43 min
Episódios
1.485
Publicação
diária
Último episódio
13 nov 2026

Sobre o podcast

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.

Episódios 1.485

  1. Morning Call: NVIDIA Fallout, AI IPOs and Fed Rate Pressure

    43 minEpisódio 20261113

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  2. NVIDIA CEO Crisis: AI Trade Fallout, Governance and Market Risk

    42 min

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  3. NVIDIA, AI Volatility, Fed Rates and Defense Tech on Veterans Day

    42 minEpisódio 20261111

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  4. Nvidia China Probe, Allstate CEO Tom Wilson & Blue Origin Data Centers

    42 minEpisódio 20261110

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  5. NVIDIA Probe, AI Export Controls and the Market Risk Ahead

    43 minEpisódio 20261109

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  6. AI Sell-Off, Data Center Policy and the Space Race After Midterms 11/6/26

    43 minEpisódio 20261106

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  7. Markets React to Midterm Fallout, AI Data Centers and Energy Risks 11/5/26

    43 minEpisódio 20261105

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  8. Blue Wave, Market Rally and AI Data Center Fallout After Midterms 11/4/26

    48 min

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  9. Big Tech Selloff, Election Day Stakes and AI Spending Pressure 11/3/26

    42 min

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  10. Morning Call 11/2/26

    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 …

    Notas do episódio

    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.

  11. Tech Sell-Off Hits Amazon, Intel and AI Trade as Crypto Hack Rattles Binance 10/30/26

    42 min

    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 …

    Notas do episódio

    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.

  12. Morning Call 10/29/26

    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 …

    Notas do episódio

    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.

  13. Morning Call 10/28/26

    43 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 …

    Notas do episódio

    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.

  14. Anthropic IPO, AI spending and Fed outlook 10/27/26

    42 min

    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 …

    Notas do episódio

    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.

  15. Morning Call 10/26/26

    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 …

    Notas do episódio

    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.

  16. Market rotation, AI and oil risks 10/23/26

    43 min

    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 …

    Notas do episódio

    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.

  17. AI spending, Big Tech earnings and defense outlook 10/22/26

    50 min

    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 …

    Notas do episódio

    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.

  18. Morning Call 10/21/26

    43 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 …

    Notas do episódio

    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.

  19. AI, earnings and inflation risks 10/20/26

    42 min

    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 …

    Notas do episódio

    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.

  20. Morning Call 10/19/26

    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 …

    Notas do episódio

    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.

  21. Morning Call 10/16/26

    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 …

    Notas do episódio

    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.

  22. AI debt risks, tech sell-off and inflation 10/15/26

    42 min

    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 …

    Notas do episódio

    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.

  23. Chips, inflation and bank earnings 10/14/26

    43 min

    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 …

    Notas do episódio

    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.

  24. Morning Call 10/13/26

    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 …

    Notas do episódio

    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.

  25. Geopolitical risks, bank earnings and AI drive market outlook 10/12/26

    42 min

    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 …

    Notas do episódio

    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.

  26. Morning Call 10/9/26

    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 …

    Notas do episódio

    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.

  27. Rising yields, AI momentum and media industry challenges 10/8/26

    42 min

    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 …

    Notas do episódio

    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.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

  28. AI, crypto and market breadth drive the trading day 10/7/26

    42 min

    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 …

    Notas do episódio

    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.

  29. AI, rates and global growth shape the market outlook 10/6/26

    42 min

    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 …

    Notas do episódio

    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.

  30. Morning Call 10/5/26

    43 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 …

    Notas do episódio

    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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