Morning Call

Tensions across the Middle East continue to rise after a U.S. destroyer and three commercial ships in the Red Sea came under fire this weekend. RBC Capital Markets' Helima Croft discusses. Plus, following a stellar year of gains for tech, can the sector rally into 2024? Wedbush's Dan Ives weighs in. And, the telecom industry is just one beneficiary of the AI boom. Calix CEO Michael Weening explain...

It's been an extraordinary month for tech and the Nasdaq. Hargreaves Landsdown's Sophie Lund-Yates explains. Plus, a big part of tech's rally has been artificial intelligence. Dynatrace CEO Rick McConnell and Mastercard's Raj Seshadri discuss their AI investments. And, OPEC has agreed to new voluntary output cuts of around 2.2 million barrels per day. Amena Bakr dives into the decision. Hosted by...

OPEC ministers are meeting this morning ahead of their previously delayed meeting. Rystad Energy's Jorge Leon explains. Plus, today marks one year since the public launch of ChatGPT. Hackensack Meridian Health CEO Robert Garrett and Oura CEO Tom Hale discuss the impact of AI on health care. And, Dell reports earnings after the close as investors look for commentary on the global PC market. Raymond...

The investment and business worlds are paying their respects to Berkshire Hathaway Vice Chairman Charlie Munger, who has passed away at 99 years old. R360’s Barbara Goodstein discusses. Plus, Salesforce reports earnings today as analysts focus on revenue growth and margin expansion. Main Street Research’s James Demmert explains. And, Nvidia may be the clear winner in the AI arms race, but what oth...

We're just two days away from the one-year anniversary of ChatGPT's public launch. Wall Street Journal's Joanna Stern explains. Plus, BMO Capital Markets says the market rally may just be getting started. Potomac Wealth Advisors' Mark Avallone discusses his outlook. And, what's ahead for the final trading days of the month? CIC Wealth's Malcolm Ethridge weighs in. Hosted by Simplecast, an AdsWizz...

It's been one year since the public release of OpenAI's ChatGPT. Arete Research's Richard Kramer explains. Plus, the holiday shopping season is showing no signs of slowing down ahead of Cyber Monday. LSEG's Jharonne Martis discusses. And, e-commerce continues to be a big part of the consumer narrative. DHL's Kraig Foreman weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for...

We are just one day away from Thanksgiving and the turkey dinners, Black Friday deals, and holiday travel it brings. OPIS' Denton Cinquegrana, American Farm Bureau Federation's Veronica Nigh, and Storch Advisors' Gerald Storch lay out the most impacted industries. Plus, Nvidia shares are lower despite reporting a third straight blowout quarter. CFRA Research's Angelo Zino explains. And, stocks hav...

Chaos at OpenAI continues as investors explore legal action against the company's board due to fears over the safety of their investments. Cleo Capital's Sarah Kunst discusses. Plus, Nvidia reports earnings this afternoon, with shares near an all-time high. Decatur Capital's Degas Wright gives his expectations. And, CRH is acquiring a new portfolio of building material assets for more than $2 bill...

Former OpenAI CEO Sam Altman will join Microsoft as the head of a new AI research division. Albion Financial Group's Jason Ware explains. Plus, the holiday shopping period is kicking off in earnest, with consumers expected to spend a record amount during Black Friday and Cyber Monday. Brookfield's Kevin McCrain gives his outlook. And, the S&P 500 is on pace for its largest monthly gain of the year...

Oil prices are coming off their worst day in more than a month. Energy Aspects' Amrita Sen explains. Plus, a number of retailers are warning about the strength of the consumer ahead of the holiday season. Jefferies' Corey Tarlowe discusses the outlook. And, Amazon is getting into a new product category: cars. CNBC's Micheal Wayland dives into the news. Hosted by Simplecast, an AdsWizz company. See...

President Biden and China President Xi Jinping have agreed to re-establish military communications and combat the flow of illegal fentanyl into the U.S. Eurasia Group's Rick Waters explains. Plus, Walmart reports earnings this morning following Target's strong results yesterday. Cadinha & Co.'s Kalei Cadinha-Pua'a's gives her expectations. And, the markets continue to cheer on positive signals aro...

Target reports earnings this morning as the company grapples with a string of disappointing quarterly results. The Glenview Trust Company's Bill Stone discusses. Plus, Mastercard is out with its latest SpendingPulse data. Mastercard's Steve Sadove dives into the key findings. And, President Biden will meet with Chinese leader Xi Jingping for the first time in a year today at the APEC Summit. Counc...

Investors are bracing for a fresh read on inflation from the October CPI. First Watch CEO Chris Tomasso discusses how higher prices are impacting his business. Plus, Home Depot reports earnings today amid concerns about slowing consumer spending. Northstar Asset Management’s Nimrit Kang gives her expectations. And, what’s in store for the trading day ahead? Cetera’s Gene Goldman and Gilman Hill As...

It's a make-or-break week for Congress, with lawmakers just days away from a government shutdown. Stifel's Brian Gardner explains. Plus, markets are coming off two straight weeks of gains. Wall Street Journal's Gunjan Banerji discusses. And, investors are preparing for fresh economic data, including October CPI and PPI. Veritas Financial Group's Greg Branch breaks down the agenda. Hosted by Simple...

Treasury secretary Janet Yellen will meet with China’s vice premier for a second day today ahead of next week’s APEC Summit. Longview Global’s Dewardric McNeal tees up the event. Plus, the markets are facing fresh pressure after the S&P 500 and Nasdaq snapped their longest win streaks in two years. Regions Wealth Management’s Alan McKnight and Matrix Asset Advisors’ David Katz explain. And, shares...

Disney shares are moving higher following an earnings beat. Citigroup's Jason Bazinet discusses. Plus, the Nasdaq is on its longest winning streak in two years, with the boost in tech stocks coinciding with the drop in Treasury yields. Hargreaves Lansdown's Sophie Lund-Yates weighs in on the sector. And, GXO is cutting its full-year revenue outlook and warning of a holiday spending slowdown. GXO C...

Disney reports earnings today, with a key focus on profitability for its streaming business. Bleakley Financial Group's Peter Boockvar tees up the results. Plus, a number of companies are facing pressure over a recent string of cyberattacks. Gen Digital CEO Vincent Pilette discusses. And, investors continue to debate the Federal Reserve's next move for rates. Silvercrest Asset Management's Robert...

A number of companies are reporting earnings today, including Uber, Occidental Petroleum, and Robinhood. KBW's Jade Rahmani previews results from D.R. Horton. Plus, the IMF has upgraded its growth forecast for China. HSBC's Fred Neumann explains. And, Minneapolis Fed President Neel Kashkari is not convinced rate hikes are over. Howard Capital Management's Vance Howard and CIC Wealth's Malcolm Ethr...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz...

The monthly jobs report is out this morning, with economists expecting employers to have added 170,000 jobs during October. Milken Institute's William Lee discusses. Plus, Apple shares are under pressure after posting a fourth consecutive quarter of revenue declines. Neuberger Berman's Daniel Flax explains. And, stocks are on track for their best week of the year. Wall Street Alliance Group's Aadi...

Apple reports earnings today amid concerns about demand in the U.S. and China. Essex Investment Management's Nancy Prial tees up the results. Plus, the Federal Reserve has paused its rate hiking campaign for the second straight month. Former Fed Vice Chairman Roger Ferguson discusses. And, what signals are the freight industry sending about the economy? ArcBest CEO Judy McReynolds explains. Hosted...

The latest Federal Reserve monetary policy decision is out today. Citi's Veronica Clark discusses. Plus, Microsoft is launching its AI copilot tool today. Clockwise Capital's James Cakmak explains. And, what's ahead for the new trading month? Principal Asset Management's Seema Shah and GenTrust's Mimi Duff weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abou...

The Federal Reserve kicks off its two-day monetary policy meeting today. Citi's Steven Wieting gives his expectations for the decision. Plus, Apple is revamping its Mac lineup with new MacBook Pros and a new iMac. Six Colors' Dan Moren explains. And, what's ahead for the final trading day of the month? Clough Capital Partners' Vince Lorusso and Douglas C. Lane & Associates' Sarat Sethi weigh in. H...

Old National Bancorp is acquiring Capstar Financial in a partnership worth $3.3 billion. Old National CEO James Ryan discusses. Plus, Lenovo is investing $1 billion in AI over the next three years and expanding its partnership with Nvidia. Lenovo SVP Vladimir Rozanovich explains. And, McDonald's reports earnings this morning, with a key focus on higher rates, inflation, and the impact of weight lo...

Amazon shares are popping after reporting a 13% increase in revenue. Cleo Capital's Sarah Kunst wraps up the busy week of tech earnings. Plus, U.S. fighter jets have launched an early morning strike on two locations in Syria. RBC Capital Markets' Helima Croft discusses. And, Stonepeak Partners is acquiring intermodal container company Textainer for $7.4 billion. Stonepeak Co-COO Luke Taylor lays o...