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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

Markets remain focused on AI growth, trillion dollar tech valuations and strong earnings as software, semiconductors and space stocks continue gaining momentum. Plus, NASA’s moon base plans, private market expansion and rising infrastructure investment are fueling optimism across industries. Later, oil tensions, global shipping risks and questions around consumer resilience keep investors watching inflation, energy prices and the broader economic outlook.

 
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AI momentum, space growth and global risks drive markets 5/27/26

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 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 5/26/26

Morning Call 5/22/26

Markets are weighing surging AI demand, blockbuster tech earnings and excitement around the upcoming SpaceX IPO as investors look for the next phase of growth. Plus, Nvidia momentum, semiconductor expansion and AI infrastructure spending continue driving bullish sentiment across Wall Street. And later, rising bond yields, inflation concerns and questions around consumer strength keep pressure on markets as traders watch the Fed and global risks closely.

 
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AI optimism, SpaceX hype and rising yields test markets 5/21/26

Markets remain focused on rising rates, inflation risks and the growing divide between AI driven growth and consumer affordability pressures. Plus, Nvidia, semiconductors and autonomous defense technology continue fueling investor optimism despite concerns around valuations and global bond markets. And later, Wall Street weighs oil volatility, labor market uncertainty and the long term impact of AI spending on the broader economy.

 
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AI, rates and affordability pressures drive market debate 5/20/26

Markets remain supported by AI spending, resilient consumers and strong corporate earnings despite rising yields and energy prices. Plus, retailers, labor data and infrastructure demand continue shaping the economic outlook as investors watch inflation and Fed policy closely. And later, concerns around oil volatility, geopolitical tensions and the sustainability of AI driven growth keep markets on edge heading into 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.

AI growth, retail earnings and market resilience in focus 5/19/26

Morning Call 5/18/26

Morning Call 5/15/26

Markets are watching the Trump Xi summit closely as the U.S. and China navigate trade, artificial intelligence and growing geopolitical tensions. Plus, AI infrastructure demand, chip negotiations and global tech competition continue reshaping markets and corporate strategy. Later, investors weigh oil volatility, Fed uncertainty and consumer pressure as companies look for growth in an increasingly competitive global economy.

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

AI, China and market risks drive the global outlook 5/14/26

Markets remain focused on AI growth, inflation pressures and high stakes U.S. China trade talks as investors watch for potential deals on chips, energy and manufacturing. Plus, companies across tech and industrials continue betting on AI driven productivity, automation and cloud expansion to fuel long term growth. And later, rising inflation concerns, Fed uncertainty and growing concentration in technology stocks keep Wall Street focused on risks facing the broader market outlook.

 
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AI, inflation and China trade talks drive market focus 5/13/26

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.

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

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

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