Narwhal Capital Management

The Morning Market Briefing

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The Morning Market Briefing presented by Narwhal Capital Management offers daily market commentary and long-form investment analysis, opinion, theory, and entertainment. Visit our website: https://www.narwhal.com/ Please see disclosures: https://www.narwhal.com/disclosure

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Narwhal Capital Management

Episodes

AI Mints More Trillion-Dollar Stocks: SK Hynix, Micron, Eli Lilly | May 27, 2026 – Morning Market Briefing 27.05.2026 20:10

Andrew, Ben, and Tom discuss the AI-driven expansion of the trillion-dollar club with SK Hynix, Micron, and Eli Lilly crossing the $1T market cap threshold and Nvidia leading at $5.2T, Zscaler's 21% premarket drop on prudent guidance and sales leadership departures, the longer-term cybersecurity opportunity as AI expands endpoints, and Ben's case for why we don't own Micron in size. Join our live...

Markets Swing on Iran Deal Progress, Oil Drops to Low $90s, 10-Year Back to 4.50% | May 26, 2026 – Morning Market Briefing 26.05.2026 20:21

Andrew, Ben, and Tom discuss the reported two-phase US-Iran deal to reopen the Strait of Hormuz and dispose of enriched uranium, market reactions with oil dropping to the low $90s and the 10-year falling to 4.50%, Kevin Warsh's first comments as Fed Chair signaling reform, the WSJ piece on the vanishing equity risk premium, and Eli Lilly's VERVE-102 one-shot gene editing therapy showing up to 62%...

Economic Data Softens as Iran War Bites + Kevin Warsh Sworn In as Fed Chair Today | May 22, 2026 – Morning Market Briefing 22.05.2026 16:03

Tom and Hannah discuss early signs of the Iran war, high oil prices, and interest rates weighing on growth with the AIA Architectural Billings Survey and Philly Fed Index softening, US-Iran peace talks progressing but stalling over the Strait of Hormuz tolls and nuclear enrichment, Kevin Warsh's swearing-in as Fed Chair at the White House, and new studies showing GLP-1 weight loss drugs may slow c...

Quantum Computing Gets Federal Boost & Nvidia Eyes $200B CPU Market with Vera Rubin | May 21, 2026 – Morning Market Briefing 21.05.2026 22:08

Andrew and Tom discuss the US quantum computing grants going to IBM, Rigetti, and GlobalFoundries, and Nvidia's earnings call highlights including the Vera CPU opening a new $200 billion TAM with $20 billion in visible revenue this year, plus NVDA gaining inference market share against Amazon's Trainium and Google's TPUs thanks to frontier model partners like Perplexity, Cursor, Anthropic, TML, an...

Trump Wins Big in Primaries + Target's Q1 Blowout Signals Resilient Consumer | May 20, 2026 – Morning Market Briefing 20.05.2026 15:07

Ben and Tom discuss Trump's strong primary night with Burt Jones winning in Georgia and Gallrein beating Massie in Kentucky, Trump extending his Iran timeline beyond the prior 2-3 day window, and Target's better-than-expected Q1 results Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com...

Google & Blackstone Form $25B AI Cloud Venture + Trump Rx Partners With Mark Cuban | May 19, 2026 – Morning Market Briefing 19.05.2026 21:24

Andrew, Ben, and Tom discuss Google and Blackstone teaming up on a massive $25 billion AI cloud infrastructure play to challenge CoreWeave, alongside the high-profile rollout of 600 new generic drugs on the expanded TrumpRx platform with Mark Cuban and Amazon. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures:...

NextEra’s $66B Deal for Dominion Energy; Bond Sell-Off Deepens After UAE Drone Strike | May 18, 2026 – Morning Market Briefing 18.05.2026 25:02

Andrew, Ben, and Tom discuss NEE considering purchasing Dominion. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Oil Rises + Trump Back from China | May 15, 2026 – Morning Market Briefing 15.05.2026 19:08

Andrew, Ben, and Tom Iran outlook and Trumps return from China. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Cisco's $5B AI Surge & Hyperscale Demand; Trump and Tech CEOs Meet Xi in Beijing | May 14, 2026 – Morning Market Briefing 14.05.2026 18:02

Andrew, Ben, and Tom discuss Cisco's earnings and Trump's meeting with Xi. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

PPI Surges + Trump & Friends Fly to China | May 13, 2026 – Morning Market Briefing 13.05.2026 17:33

Andrew, Ben, and Tom discuss Trump's trip to China and PPI. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

CPI Comes in HOT + Home Sellers Outnumber Buyers by Record 630k | May 12, 2026 – Morning Market Briefing 12.05.2026 16:23

Andrew and Ben discuss this morning's CPI data, the state of the housing market, and NFIB small business. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Trump Rejects Iran Demands Ahead of Xi Summit | May 11, 2026 – Morning Market Briefing 11.05.2026 25:25

Andrew, Ben, and Tom discuss Trump's rejection of Iran's demands ahead of his visit to China. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

DOJ Probes NFL Antitrust Exemption + Lime Scooters IPO | May 8, 2026 – Morning Market Briefing 08.05.2026 19:25

Andrew, Thomas, and Tom discuss the latest NFL streaming drama, Lime Scooters' IPO, and Trump's trip to China. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

M&A Lawyers Charged in Insider Trading Ring + Hantavirus Outbreak | May 7, 2026 – Morning Market Briefing 07.05.2026 21:02

Thomas and Tom discuss the insider trading scheme involving lawyers and an Iran update. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Nvidia's $500M Investment in Corning + Why Memory Prices Keep Going Up | May 6, 2026 – Morning Market Briefing 06.05.2026 21:41

Thomas and Tom discuss the price of memory and Nvidia's latest investment. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Iran Fires on US Warships + Ryan Cohen’s Wild $56B eBay Strategy | May 5, 2026 – Morning Market Briefing 05.05.2026 18:51

Tom discusses Iran firing on US warships and Gamestop CEO Ryan Cohen's wild interview. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Spirit Airlines Ceases Operations + GameStop Launches Bid for eBay | May 4, 2026 – Morning Market Briefing 04.05.2026 19:57

Tom discusses his beef with Star Wars, Spirit's bankruptcy, and GameStop's bid for eBay. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Trump CUTS British Whisky Tariffs + Elon Musk Testifies Against OpenAI | May 1, 2026 – Morning Market Briefing 01.05.2026 17:11

Andrew, Tom, and Thomas discuss Trump's Meeting with King Charles & Elon Musk testifying against OpenAI. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Powell’s Final Fed Meeting + White House Blocks Anthropic's Mythos Expansion Plan | April 30, 2026 – Morning Market Briefing 30.04.2026 13:58

Andrew, Tom, and Thomas discuss Powell's last meeting as chair & the White House blocking Anthropic's plan to expand Mythos. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

UAE Abandons OPEC After 60 Years + What It Means for Oil Prices | April 29, 2026 – Morning Market Briefing 29.04.2026 17:22

Tom and Thomas discuss the UAE dumping OPEC. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

OpenAI Misses Revenue Targets + Why You Can’t Beat the Polymarket Bots | April 28, 2026 – Morning Market Briefing 28.04.2026 20:55

Tom and Thomas discuss OpenAI's financial issues and state of prediction markets. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

China Halts Meta’s $2B Acquisition + White House Correspondents’ Dinner Shooting | April 27, 2026 – Morning Market Briefing 27.04.2026 21:10

Tom and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Out With The Old: Microsoft & Meta Purge Veterans While Deloitte Cuts Perks | April 24, 2026 – Morning Market Briefing 24.04.2026 22:01

Ben and Thomas discuss various earnings. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

Lululemon’s New CEO Drama + The Potential $500M Spirit Airlines Takeover | April 23, 2026 – Morning Market Briefing 23.04.2026 22:55

Kevin Warsh’s Independence Test: Is the Fed Responsible for Its Own Failures? | April 22, 2026 – Morning Market Briefing 22.04.2026 21:14

Ben and Tom discuss Kevin Warsh's Senate confirmation. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure