CNBC
Morning Call
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.
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Episodes
Hearings on Defense Budget, OpenAI Misses Key Metrics 4/28/26 28.04.2026 43:44
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Markets rally on AI and earnings as policy and geopolitics add risk 4/27/26 27.04.2026 43:50
Markets are pushing higher as strong earnings and surging AI investment continue to drive momentum, with tech and semi-leading gains despite stretched valuations. Plus, rising capex from hyperscalers and demand for infrastructure are reinforcing the bullish narrative. Later, central bank uncertainty, geopolitical tensions, and shifting policy dynamics keep risks elevated for markets and global gro...
Morning Call 4/24/26 24.04.2026 43:52
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Morning Call 4/23/26 23.04.2026 43:48
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Morning Call 4/22/26 22.04.2026 43:50
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Markets hold firm as tech leads and risks build 4/21/26 21.04.2026 43:43
Markets stay resilient despite geopolitical risks and Apple’s leadership shift, with investors focused on AI growth and strong earnings, with insights from Richard Kramer, Julian Mitchell and Mike Pyle. Plus, tech leadership and market momentum continue to support gains, according to Ryan Detrick and David Zervos. Later, housing weakness and rate volatility raise questions for the outlook, as Loga...
Markets hold steady as oil risks rise and earnings stay strong 4/20/26 20.04.2026 43:44
Markets remain resilient despite oil supply disruptions and geopolitical tensions, with investors focusing on strong earnings and a steady consumer backdrop. Plus, technical momentum and concentrated gains in tech and energy continue to support the rally. Later, policy uncertainty, inflation pressures, and volatility in energy markets keep risks elevated for growth and sentiment. Hosted by Simplec...
Morning Call 4/17/26 17.04.2026 43:57
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Markets rally, earnings strength, and risk appetite returns 4/16/26 16.04.2026 43:45
Markets climb to record highs despite geopolitical tensions and rising oil prices, as investors lean into earnings resilience and global growth signals. Plus, FOMO and renewed risk appetite push equities higher, with cyclicals and financials leading the charge. Later, elevated expectations, AI driven productivity and potential growth risks remain key factors shaping the market outlook. Hosted by S...
AI rally broadens, geopolitical risks linger, and earnings stay strong 4/15/26 15.04.2026 44:02
Markets surge toward record highs as AI driven growth expands beyond Mega-cap tech, and earnings remain resilient despite geopolitical tensions. Plus, Amazon’s push into satellite connectivity highlights the next phase of AI infrastructure and competition. Later, energy shocks, policy uncertainty, and global risks continue to shape the outlook for inflation, growth, and investor positioning. Hoste...
AI momentum, oil shocks, and markets look through volatility 4/14/26 14.04.2026 43:56
Markets push higher despite oil shocks and geopolitical uncertainty, as investors focus on forward earnings and strong tech driven growth. Plus, AI continues to expand across sectors, driving expectations for margin gains and productivity. Later, inflation risks and supply disruptions remain in focus, with potential impacts on earnings and consumer demand still unfolding. Hosted by Simplecast, an...
Fragile ceasefire, earnings in focus, and AI reshapes markets 4/13/26 13.04.2026 43:47
Markets navigate a fragile ceasefire with volatility driving uncertainty as investors weigh geopolitical risks and shifting global dynamics. Plus, earnings season kicks off with strong expectations led by tech even as caution remains. Later, the AI race accelerates as innovation moves from software into physical industries, reshaping investment strategies and long term growth. Hosted by Simplecast...
Morning Call 4/10/26 10.04.2026 43:50
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Morning Call 4/9/26 09.04.2026 43:45
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Ceasefire rally, oil risks, and global trade outlook 4/8/26 08.04.2026 43:55
Markets rally on a fragile U.S.-Iran ceasefire as oil risks linger and supply disruptions persist. Plus, airlines and commodities react to shifting prices and inflation pressures. Later, Ray Dalio points to trade talks and long term risks shaping U.S.-China relations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv...
Oil volatility, geopolitical risk, and the rise of the space economy 4/7/26 07.04.2026 43:53
Markets remain headline driven as oil swings fuel volatility and investors weigh geopolitical uncertainty around the Middle East. Plus, aluminum supply chains adjust to disruptions, earnings resilience supports equities, and AI continues to anchor long term optimism. Later, SpaceX’s retail focused IPO plans and NASA’s Artemis II mission highlight the growing momentum behind the global space econom...
Morning Call 4/6/26 06.04.2026 43:50
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Morning Call 4/2/26 02.04.2026 43:39
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Morning Call 4/1/26 01.04.2026 43:56
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Morning Call 3/31/26 31.03.2026 43:51
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Morning Call 3/30/26 30.03.2026 44:05
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
Market volatility, Nvidia reset, and rising geopolitical risks 3/27/26 27.03.2026 44:05
Markets grapple with a sharp rotation as Nvidia and megacap tech pull back while oil surges and yields climb, fueling inflation concerns and volatility. Plus, investors weigh whether this selloff creates new buying opportunities in AI leaders. And later, geopolitical tensions and policy uncertainty add pressure on markets as traders look for clarity on energy, inflation, and the Fed’s next move. H...
Oil shocks, IPO frenzy, and AI reshaping markets 3/26/26 26.03.2026 43:40
Markets face rising volatility as oil shocks and geopolitics fuel inflation concerns. Plus, IPO hype sparks investor FOMO while AI reshapes tech and software valuations. And later, broader risks add pressure to the outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
AI disruption, energy shocks, and policy risks reshape markets 3/25/26 25.03.2026 43:41
Markets grapple with renewed AI disruption as software stocks face pressure, and investors rethink long-term profitability. Plus, energy prices and geopolitical tensions continue to drive inflation concerns and consumer strain. And later, policy uncertainty around tariffs and affordability adds another layer of risk as investors look for clarity in an increasingly complex macro environment. Hosted...
Morning Call 3/24/26 24.03.2026 43:48
Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of...
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