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Morning Call · July 31 · 40 min

AI leadership broadens as defense and markets evolve 7/31/26

Markets are being driven by strong AI investment, cloud growth and improving earnings as companies continue expanding digital infrastructure. Plus, defense spending is accelerating across Europe, lifting demand for aerospace and security while digital transformation creates new opportunities in emerging markets. Later, investors weigh ETF driven volatility, geopolitical tensions and higher energy prices as they look beyond Big Tech for the next phase of market leadership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

0:00-40:43
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Markets are being driven by strong AI investment, cloud growth and improving earnings as companies continue expanding digital infrastructure. Plus, defense spending is accelerating across Europe, lifting demand for aerospace and security while digital transformation creates new opportunities in emerging markets. Later, investors weigh ETF driven volatility, geopolitical tensions and higher energy prices as they look beyond Big Tech for the next phase of market leadership.


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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