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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.

Worldwide Exchange

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 5/8/26

Markets continue pushing higher as strong earnings and resilient consumers offset concerns around war, inflation and higher energy prices. Plus, AI momentum, cloud demand and productivity gains are helping support growth across tech and corporate America. Later, Fed uncertainty, oil volatility and pressure on consumer spending keep investors focused on risks heading into the second half of the year.

 
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Markets, earnings and oil risks shape the outlook 5/7/26

Morning Call 5/6/26

Morning Call 5/5/26

Morning Call 5/4/26

Morning Call 5/1/26

Markets are balancing rising inflation risks and geopolitical uncertainty with continued strength in AI driven tech and semiconductor demand. Plus, earnings and capital spending trends continue to support momentum across key sectors. Later, Fed divisions, higher energy prices and global instability add complexity to the outlook and keep volatility in focus.

 
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Markets, oil and AI drive outlook as risks and momentum build 4/30/26

Markets stay resilient as strong earnings and AI driven growth support sentiment, even as geopolitical tensions and energy shocks add pressure. Plus, investors rotate beyond big tech into energy, defense and commodities while watching inflation trends. Later, Fed policy uncertainty, labor market shifts and the impact of AI on growth and jobs keep risks elevated for markets.

 
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Markets balance AI optimism with war risks and Fed uncertainty 4/29/26

Morning Call 4/28/26

Markets are pushing higher as strong earnings and surging AI investment continue to drive momentum, with tech and semi-leading gains despite stretched valuations. Plus, rising capex from hyperscalers and demand for infrastructure are reinforcing the bullish narrative. Later, central bank uncertainty, geopolitical tensions, and shifting policy dynamics keep risks elevated for markets and global growth.

 
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Markets rally on AI and earnings as policy and geopolitics add risk 4/27/26

Brian Sullivan lays out 20 stocks that Goldman Sachs identifies as falling within the bank’s “margin of safety”. Plus, the true cost for truckers filling up with diesel fuel. And, the CEO of CNBC Disruptor Exotec, on how robotics can help address the global supply and labor shortage. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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advertising.

Goldman’s “Margin of Safety” Stocks; The Crude Reality of Diesel Fuel Prices; Disruptor 50: How One Company is Revolutionizing E-Commerce Through Robotics. 5/18/22

Goldman’s “Margin of Safety” Stocks; The Crude Reality of Diesel Fuel Prices; Disruptor 50: How One Company is Revolutionizing E-Commerce Through Robotics. 5/18/22

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