Morning Call

Markets weigh mounting risks as hyperscalers ramp up borrowing to fund massive AI infrastructure, raising concerns about leverage, credit stress, and long-term returns. Plus, Apple’s device dominance reshapes the AI race, shifting competition from model quality to distribution and user scale. And later, strategists argue Big Tech valuations may now look attractive, while resilient US consumers and...

Markets turn fragile as megacap tech weakens and investors brace for a pivotal Nvidia earnings moment that could set the next direction. Plus, copper demand tied to AI, energy, and data centers keep metals in focus despite falling prices and rising stockpiles. And later, panelists warn that geopolitics, tariffs, and global competition are amplifying volatility as traders hunt for opportunity in sh...

Electric aviation gains traction as Beta Technologies advances certification with Amazon and GE backing. Plus, AI reshapes commercial real estate without replacing human expertise as fundamentals improve. And later, markets navigate geopolitics, tariffs and tech volatility while the broader bull cycle holds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our co...

AI driven disruption rattles software and services as investors price in margin pressure, multiple compression and falling fees. Plus, Crypto faces a crisis of faith with capital rotating into tokenized gold while retail flows remain key. And later, rising memory costs, inflation risks and tariff uncertainty add new layers to market volatility and rotation. Hosted by Simplecast, an AdsWizz company...

AI disruption drives volatility as capital rotates from tech into energy and global markets. Todd Gordon, Larry McDonald, and William Lee break down valuation risks, earnings trends, crypto utility, and what comes next for growth stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets navigate an AI-driven rebound as investors debate whether recent gains signal a true reversal or just a bounce. Stephanie Guild, Seana Smith, and John Blank break down selective tech buying, Nvidia’s outsized impact, AI-driven disruption across sectors, and why markets are increasingly becoming a stock picker’s game. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for informa...

Markets navigate AI-driven volatility as investors debate tech’s next winners. Plus, insights from Jay Woods, Douglas Boneparth, Alex Kantrowitz, Wayne Kaufman, and Niccolo De Masi on market rotation, earnings strength, quantum’s rise, software selloffs, and where long-term opportunity may emerge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection an...

Markets react to AI-driven tech and crypto selloffs as Ryan Nece of Next Legacy Partners, a former NFL player, breaks down long-term investing amid disruption. Plus, panel insights on market rotation, retail dip-buying, hyperscaler spending, IPO momentum, and where opportunity may emerge next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and us...

Morgan Brennan sits down with Voyager Technologies CEO And Chairman Dylan Taylor to discuss the company's Starlab Space Station — on track to launch in 2029 — and how its expanding into data centers in space and setting its sights on the moon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets absorb an AI-driven selloff in software as Steve Pagliuca of Bain Capital argues the disruption will ultimately retool the global economy. Plus, panel insights on AI productivity, market rotation, gold’s surge amid geopolitical tensions, industrial policy, Fed leadership, crypto volatility, and where investors see opportunity next . Hosted by Simplecast, an AdsWizz company. See pcm.adswizz...

Project Vault launches the first U.S. strategic critical minerals reserve as markets digest sharp moves in gold and silver, rising yields, and shifting AI leadership. Plus, SpaceX’s $1.25 trillion valuation, a crowded IPO pipeline, crypto stabilization, and what it all means for risk, growth, and the Fed’s next move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...

AI’s infrastructure bill is coming due. Markets digest Oracle’s warning, OpenAI’s funding risks, and the real cost of the AI race. Plus, silver and gold swing sharply, volatility returns, and the panel debates Fed leadership, rate cuts, and whether fundamentals can hold. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan 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 company. Se...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan 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 company. Se...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan 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 company. Se...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan 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 company. Se...

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan 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 company. Se...

“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...

“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...

Signs of stability. Wall Street is trying to rebound after its worst sell-off since October. Plus, fear drives investors to safe havens as gold hits a historic milestone. And later, President Trump prepares for his 2026 Davos debut, renewing threats over Greenland and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data f...

“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...

“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 AdsWiz...

Semi stocks to the rescue. Blockbuster results from the world’s largest contract chipmaker send global chip stocks surging. Plus, big banks taking a big share of the blame for the recent weakness — mostly positive results overshadowed by President Trump’s credit card rate-cap campaign. Our Jim Cramer explains. And later, wild moves in energy as traders game the odds of a U.S. military intervention...

“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...

“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...