Morning Call by CNBC | Biz and Tech Podcasts

September 2, 202642 min

Rising yields, AI earnings and oil risks test markets 9/2/26

Global bond yields climb as investors weigh fiscal concerns, sticky inflation and higher energy prices. Plus, AI demand drives a massive Dell server beat as markets look to Broadcom and signs of a software rebound. Later, Venezuela’s oil ambitions face a long road as renewed Middle East conflict keeps pressure on global supplies and commodity prices. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

September 1, 202642 min

Morning Call 9/1/26

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 31, 202642 min

Markets, rates and AI risks shape the September outlook 8/31/26

Markets close out a turbulent August as strong market breadth and rising inventory shape the outlook for stocks and housing. Plus, Apple faces a new era as AI and innovation take center stage. Later, Treasury yields, AI debt, energy prices and geopolitical risks keep investors on alert heading into September. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 28, 202640 min

Morning Call 8/28/26

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 27, 202642 min

AI momentum, nuclear power and policy risks shape the outlook 8/27/26

Nvidia’s strong results and accelerating AI demand fuel optimism across tech as investors look for the next winners in software, cloud and cybersecurity. Plus, nuclear power gains momentum as the military and data centers seek reliable new energy sources. Later, AI regulation, job disruption, U.S. China competition, semiconductor tariffs and Jackson Hole keep investors focused on the risks ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 26, 202640 min

Nvidia, inflation and Fed policy shape the market outlook 8/26/26

Markets are watching Nvidia earnings as AI demand and data center spending keep tech in focus. Plus, Target, Starbucks and Nike test whether experienced leaders can deliver successful turnarounds. Later, PCE inflation, interest rates and Fed policy keep investors focused on the next move for markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 25, 202642 min

Markets, rates and Nvidia test investor confidence 8/25/26

Markets face a critical stretch as rising yields, geopolitical tensions and Treasury intervention keep investors focused on the path for interest rates. Plus, Nvidia earnings put the AI trade back in focus as questions grow around spending, valuations and data center demand. Later, Iran sanctions, China risks and uncertainty around Jackson Hole add to the challenges shaping the market outlook Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 24, 202640 min

Rates, AI and trade tensions test markets near record highs 8/24/26

Markets hover near record highs as investors weigh rising rates, debt and resilient corporate earnings against growing geopolitical and trade uncertainty. Plus, Nvidia earnings, biotech M&A and breakthroughs in cancer vaccines put AI and health care innovation in focus. Later, Jackson Hole, Fed policy and escalating U.S. Canada trade tensions raise fresh questions about tariffs, inflation and the market outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 21, 202642 min

Morning Call 8/21/26

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 20, 202642 min

Morning Call 8/20/26

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morning Call

About the show

Listen to episodes

Rising yields, AI earnings and oil risks test markets 9/2/26

Morning Call 9/1/26

Markets, rates and AI risks shape the September outlook 8/31/26

Morning Call 8/28/26

AI momentum, nuclear power and policy risks shape the outlook 8/27/26

Nvidia, inflation and Fed policy shape the market outlook 8/26/26

Markets, rates and Nvidia test investor confidence 8/25/26

Rates, AI and trade tensions test markets near record highs 8/24/26

Morning Call 8/21/26

Morning Call 8/20/26

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