Morning Call

Stocks drift higher as investors balance expectations for a Fed rate cut with labor-market concerns. Futures are mixed ahead of key jobs data. Plus, NVIDIA pushes to regain access to China’s AI market. And later, new questions for HHS Secretary Robert F. Kennedy Jr. over proposed vaccine-policy changes. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collect...

Wall Street shakes off its holiday hangover as risk-on appetite returns. Plus, American Eagle jumps on earnings, fueling optimism in retail. And later, all eyes on Salesforce results — with one key number that could set the tone for Big Tech in 2025. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A crypto crisis is spilling into Wall Street, pressuring risk sentiment as futures dip after a five-day win streak. Plus, an Apple Intelligence shake-up as the iPhone maker hires a Microsoft–Google veteran to energize its A.I. efforts. And later, the new rate risk hitting stocks and the central bank driving the move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abo...

Investors start December in the red after a strong November rally. With earnings behind us, focus now turns to the Fed. Plus, President Trump says he’s chosen his pick to replace Jay Powell as rate-cut odds rise. And later, Black Friday results show consumers still spending this holiday season. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u...

“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...

“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...

Wall Street looks to rebound after its worst week in over a month, with futures pointing higher. Plus, the mantra “don’t fight the Fed” resurfaces as a voting member argues against a hike. And later, a big week in Washington as President Trump seeks policy momentum.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for adv...

Futures are trying to rebound after a historic market swing wiped out more than $2.7 trillion in value. Plus, Nvidia looks to recover after a sharp single session drop. And later, crypto slides to its lowest levels since early April as we break down what’s driving the sell-off. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da...

Nvidia delivers a powerful third-quarter trifecta, with CEO Jensen Huang insisting there’s no bubble. Plus, Nvidia’s surge sparks a global relief rally, with futures jumping early. And later, two key reads on the consumer and the U.S. economy: the final jobs report before the Fed meeting, and Walmart’s results before the open.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for inf...

“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...

Wall Street and the three-year-old bull market look to rebound despite fresh doubts and a shaky AI trade. Plus , a delayed September jobs report. A wave of retail earnings. Nvidia’s make-or-break results on Wednesday. And later , Buffett boosts Berkshire’s tech bets, sending Alphabet jumping. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use...

“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...

“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...

The Senate takes the first step to end the longest U.S. government shutdown. But hurdles remain before the deal is done. Plus, stock futures rebound after Wall Street’s worst week since April. Nasdaq leads the charge as the A.I. trade powers back. And later, China eases trade barriers with the U.S. as tensions thaw. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information abou...

“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...

Wall Street limps into a new day of trading after its worst single session in nearly a month, driven by growing fears of an AI bubble and a massive wealth wipeout in chip stocks. Plus, investors are zeroing in on Election Day and what’s shaping up to be a potential Democratic sweep, as President Trump faces a critical tariff test in the Supreme Court. And later, lawmakers in Congress return to the...

Drawdowns, corrections, and valuation worries. Top Wall Street voices weigh in on the rally and what’s next. Plus, the Supreme Court revisits Trump’s tariff tactics. And later, a big bet against Palantir despite its earnings beat. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The AI flywheel is starting to operate in a meaningful way. Meanwhile, Christopher Hodge, Chief U.S. Economist at Natixis CIB Americas, warns that a prolonged shutdown could hurt growth into 2026, deepen inequality, and reignite inflation. CNBC’s Frank Holland reports top executives are selling millions in shares as insider selling surges. Berkshire’s discipline and value focus remain its strength...

The action in ETF flows this week. Why Agilent is a good way to play the health care sector. This growth fund looks far beyond the Mag 7 to profit from AI. Big takeaways from Apple and Amazon’s earnings, and the expectations for continued massive spending on AI. Yale School of Management’s Jeff Sonnenfeld discusses the pros & cons from President Trump’s meeting with Chinese president Xi Jinping. W...

XPO CEO Mario Harik on earnings and the AI impact on trucking operations. Joe Lonsdale, the founder of venture firm 8VC, says that top executives in artificial intelligence are underselling the resources they need to meet their ambitious goals. Alphabet stock jumps 4% after company posts strong earnings results and boosts AI spend. Big takeaways from President Trump’s meeting with Chinese presiden...