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Morning Call · July 16 · 42 min

AI momentum, earnings and market rotation in focus 7/16/26

Strong earnings, resilient AI spending and improving fundamentals continue to support the broader market, even as momentum shifts beyond the biggest technology names. Plus, investors are finding new opportunities in industrials, power infrastructure, small caps and value stocks as AI investment expands across the economy. Later, inflation, interest rates and earnings from companies like Netflix and UnitedHealth will help determine whether the rally broadens through 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.

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Strong earnings, resilient AI spending and improving fundamentals continue to support the broader market, even as momentum shifts beyond the biggest technology names. Plus, investors are finding new opportunities in industrials, power infrastructure, small caps and value stocks as AI investment expands across the economy. Later, inflation, interest rates and earnings from companies like Netflix and UnitedHealth will help determine whether the rally broadens through 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.

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