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Morning Call

Author: CNBC

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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.
1320 Episodes
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“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. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets absorb a sharp rise in oil prices as geopolitics drive volatility and reshape expectations for growth and inflation. Plus, AI infrastructure demand fuels strength in semiconductors despite concerns around peak earnings and rising capex, and later, economists warn higher energy costs could pressure consumers, raise recession risks and test market resilience. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“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. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets grapple with rising oil prices and geopolitical tensions as energy gains leadership and equities face renewed volatility. Plus, Fed uncertainty and inflation risks weigh on sentiment, and AI demand remains strong even as tech leadership broadens beyond megacaps. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets face volatility as oil prices jumps and investors watch the Fed and the Strait of Hormuz. Plus, strategists see opportunities in pullbacks across tech and consumer stocks. Later, Nvidia’s GTC conference could shape sentiment around AI and semiconductor demand.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets grapple with rising oil prices, volatility, and renewed inflation concerns as investors assess geopolitical risks and the Fed outlook. Plus, private credit stress rattles sentiment while hedging activity grows. And later, AI transforms investment research, narrowing the gap between questions and answers while rewarding investors who think deeper. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“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. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets grapple with surging oil prices and geopolitical uncertainty as investors weigh the economic impact of a potential energy shock and rising inflation pressures. Plus, portfolio managers emphasize holding dry powder while positioning in megacap growth and cyclical sectors tied to commodities. Later, strong Oracle results revive parts of the AI infrastructure trade while economists debate whether AI will prove inflationary in the near term before delivering longer term productivity gains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“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. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets confront rising volatility as oil surges and tensions around the Strait of Hormuz threaten global energy supply. Plus, strategists debate how long markets can absorb $100 oil and whether geopolitics could reignite inflation risks. And later, Anthony Pompliano argues Bitcoin is emerging as global financial insurance while warning the bigger economic threat may be deflation driven by AI, tariffs, and robotics. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
NASA announced its latest initiative to recruit engineers and other top talent. NASA Administrator Jared Isaacman joins Morgan Brennan to discuss the new venture, returning to the moon, how the agency utilizes AI, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Private space developer Vast just announced a $500 million fundraising round to keep developing private space stations that could replace the ISS once it is retired. Vast CEO Max Haot joins Morgan Brennan to discuss the startup's first significant investment round, why Vast is the right choice to replace the ISS, what he expects data centers in space to look like, and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“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. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets navigate rising Treasury yields and geopolitical tensions as investors assess defense spending, energy shocks, and global trade risks. Plus, strategists point to opportunities in aerospace, defense, and diversification beyond megacap tech as earnings remain resilient. And later, economists break down how oil price spikes could affect inflation, Fed rate cuts, and a cooling labor market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets face rising volatility as geopolitics push oil higher and keep stocks range bound. Plus, strategists say energy moves could shape the next market breakout. And later, experts warn LNG disruptions could hit Europe and Asia hardest. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets slide as oil spikes and volatility jumps, with strategists urging patience rather than rushing to buy the dip. Plus, shipping rates hit historic highs as supply tightens in key energy corridors, boosting tanker profits even as global risk rises. And later, Credo CEO Bill Brennan calls AI an architectural shift, arguing the buildout is structural, global, and just getting started despite market skepticism. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
“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. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets navigate a broad shift away from megacap tech as energy, utilities, and transports surge while volatility persists beneath the surface. Plus, consumers remain resilient despite affordability pressures, private credit concerns linger, and AI driven productivity gains raise new questions about jobs, margins, and the next phase of economic growth. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets grapple with AI-driven volatility as strong tech earnings clash with layoffs, repricing fears, and shifting momentum. Plus, concerns over liquidity in private credit and software exposure keep investors cautious despite improving spreads. And later, strategists debate whether stabilization in megacap tech, infrastructure spending, and energy rotation can support the next phase of the market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets parse the State of the Union for policy clues as tariffs, tax uncertainty, and affordability dominate the economic message. Plus, AI’s surging electricity needs spotlight utilities, infrastructure, and data center buildouts as the next investment battleground. And later, strategists debate whether strong growth, rate cuts, and fiscal concerns could reshape equities, bonds, gold, and portfolio positioning in the months ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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