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Morning Call · July 28 · 42 min

AI, earnings and the Fed keep investors on edge 7/28/26

Markets navigate another pivotal week as earnings, AI investment and sector rotation reshape the outlook. Plus, employers embrace AI, semiconductor demand stays strong and investors look beyond Big Tech for new opportunities. Later, Fed policy, inflation trends, bond positioning and cybersecurity concerns surrounding advanced AI models remain key themes driving 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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Markets navigate another pivotal week as earnings, AI investment and sector rotation reshape the outlook. Plus, employers embrace AI, semiconductor demand stays strong and investors look beyond Big Tech for new opportunities. Later, Fed policy, inflation trends, bond positioning and cybersecurity concerns surrounding advanced AI models remain key themes driving 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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