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Morning Call · July 22 · 41 min

Earnings, AI and the space economy take center stage 7/22/26

Markets look to major earnings from Alphabet, Tesla and IBM as investors weigh AI spending against rising oil prices and higher interest rates. Plus, the commercial space economy continues to expand, with defense, lunar exploration and Earth observation driving long term growth. Later, options positioning, semiconductor demand and resilient corporate earnings offer clues on where markets could head next. 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 look to major earnings from Alphabet, Tesla and IBM as investors weigh AI spending against rising oil prices and higher interest rates. Plus, the commercial space economy continues to expand, with defense, lunar exploration and Earth observation driving long term growth. Later, options positioning, semiconductor demand and resilient corporate earnings offer clues on where markets could head next.


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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