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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Morning Call 11/12/26
<p>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. </p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
NVIDIA, AI Volatility, Fed Rates and Defense Tech on Veterans Day
<p>November 11, 2026; 5am: CNBC’s Morning Call covers a tech-led futures rebound after hotter CPI, NVIDIA scrutiny, AI infrastructure volatility, and Fed rate hike expectations, with analysis from Kevin Rippey, Joe Mazzola, and the call-sheet crew. Morgan Brennan reports from Washington with Suzanne Clark on business policy and Sam Mehta on L3Harris, defense tech, munitions capacity, and Veterans Day.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Nvidia China Probe, Allstate CEO Tom Wilson & Blue Origin Data Centers
<p>November 10, 2026; 7am: Morning Call tracks volatile markets ahead of CPI, new scrutiny around Nvidia CEO Jensen Huang and alleged China chip-sales ties, and Morgan Brennan’s B20 Summit interview with Allstate CEO Tom Wilson on trust, insurance pricing, AI and autonomous driving. The episode also covers Blue Origin’s space data-center push, gas prices, Fed rate risk and investor views on bonds, consumer stocks and market breadth.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
NVIDIA Probe, AI Export Controls and the Market Risk Ahead
<p>November 10, 2025; 5am: Morgan Brennan breaks down U.S. futures, inflation data ahead, crude weakness, and the latest on NVIDIA’s board investigation into CEO Jensen Huang over an alleged Chinese spy relationship. Guests discuss AI export controls, data center policy, Berkshire results, China trade tensions, and why Washington turmoil could keep tech market volatility elevated.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
AI Sell-Off, Data Center Policy and the Space Race After Midterms 11/6/26
<p>November 6, 2026; 5am: Morning Call breaks down the AI-led market sell-off after the midterms, with Leslie Picker and Morgan Brennan covering U.S. futures, global tech pressure, data center policy and the coming jobs report. Dan Ives, John Stoltzfus, Glenn Youngkin, Cathie Wood, Ryan Dietrich and Rae-Ann Mitrione weigh in on whether the AI trade is overdone and where investors see opportunity.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Markets React to Midterm Fallout, AI Data Centers and Energy Risks 11/5/26
<p>November 5, 2026; 5am: Morning Call breaks down the post-midterm market rally, pressure on AI/data center trades, and the sectors moving as Democrats are projected to take Congress. The key takeaway: policy risk around data centers, defense spending, energy and rates is reshaping investor positioning beyond the short-lived election bounce.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Blue Wave, Market Rally and AI Data Center Fallout After Midterms 11/4/26
<p>November 4, 2026; 5am: Morgan Brennan anchors a special Morning Call as Democrats flip the House and Senate in a larger-than-expected blue wave, while stock futures surge and markets digest the implications for AI, data centers, clean energy, health care, defense, taxes, tariffs and global trade. The key takeaway: investors are treating the election as a clearing event, but policy uncertainty remains high across Washington, state governments and major growth sectors.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Big Tech Selloff, Election Day Stakes and AI Spending Pressure 11/3/26
<p>November 3, 2026; 5am: Morning Call tracks the Nasdaq 100’s latest correction, pressure on Apple and Palantir after earnings, rising scrutiny of AI spending, and Election Day stakes for Congress. The episode’s key takeaway: markets are weighing strong AI demand against valuation risk, policy uncertainty, oil volatility and the potential for contested midterm results.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Morning Call 11/2/26
<p>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.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
Tech Sell-Off Hits Amazon, Intel and AI Trade as Crypto Hack Rattles Binance 10/30/26
<p>October 30, 2026; 5am: Dominic Chew tracks a major tech-led market sell-off as Amazon, Intel and semiconductor shares pressure Nasdaq futures, while guests break down AI capex, South Korea’s chip cycle, energy earnings and a record Binance crypto hack. The key takeaway: investor concern is shifting from AI growth potential to valuations, debt financing, earnings expectations and market fragility.</p><br/> <p>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.</p>
