Morning Call

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.

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86 episodes
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English

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Yesterday · 43 min
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 risk around data centers, defense spending, energy and rates is reshaping investor positioning beyond the short-lived election bounce.
Wednesday · 48 min
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 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.
Tuesday · 42 min
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 key takeaway: markets are weighing strong AI demand against valuation risk, policy uncertainty, oil volatility and the potential for contested midterm results.
Monday · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.
October 30 · 42 min
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 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.
October 29 · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.
October 28 · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.
October 27 · 42 min
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.
October 26 · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.
October 23 · 42 min
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.
October 22 · 50 min
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.
October 21 · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.
October 20 · 42 min
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.
October 19 · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.
October 16 · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.
October 15 · 42 min
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.
October 14 · 42 min
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.
October 13 · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.
October 12 · 42 min
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 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.
October 9 · 42 min
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 moves, commodity swings, U.S. futures, and overnight action across global markets.

Showing 1–20 of 86 episodes