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47 episodes
Morning Call
by CNBC · English
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: NVIDIA Fallout, AI IPOs and Fed Rate Pressure
Morning Call covers mixed U.S. stock futures and bond/dollar moves amid hawkish Fed pressure; a Microsoft Outlook/Teams outage; global market reaction to NVIDIA CEO Jensen Huang’s resignation and an…
13 Nov 2026 · 43m · 15 chaptersNVIDIA CEO Crisis: AI Trade Fallout, Governance and Market Risk
Markets react to reports that NVIDIA’s board may remove CEO Jensen Huang after revelations of an extramarital affair involving a suspected Chinese spy; discussion expands to AI trade fallout,…
12 Nov 2026 · 42m · 17 chaptersNVIDIA, AI Volatility, Fed Rates and Defense Tech on Veterans Day
This episode of CNBC’s Morning Call covers: (1) market moves after hotter-than-expected inflation, with bond yields closed for Veterans Day; (2) tech/AI volatility centered on NVIDIA and the broader…
11 Nov 2026 · 42m · 28 chaptersNvidia China Probe, Allstate CEO Tom Wilson & Blue Origin Data Centers
This episode of Morning Call covers three main threads: markets and macro, the NVIDIA “China spy” controversy, and space/data-center investing.
10 Nov 2026 · 42m · 20 chaptersNVIDIA Probe, AI Export Controls and the Market Risk Ahead
Morning Call covers U.S. market conditions and, as the main focus, NVIDIA’s investigation into CEO Jensen Huang after allegations that he had a romantic relationship with Alice Wang, described by U.S.
9 Nov 2026 · 43m · 21 chaptersAI Sell-Off, Data Center Policy and the Space Race After Midterms 11/6/26
Markets plunge after an AI sell-off tied to policy uncertainty around AI/data center buildouts post–midterms; discussion extends to data center regulation, state/local permitting, and whether AI…
6 Nov 2026 · 43m · 14 chaptersMarkets React to Midterm Fallout, AI Data Centers and Energy Risks 11/5/26
The episode is about post-U.S. midterm market fallout and how the election’s Democratic sweep could reshape spending, especially for defense, healthcare, energy, and AI/data centers. U.S.
5 Nov 2026 · 43m · 19 chaptersBlue Wave, Market Rally and AI Data Center Fallout After Midterms 11/4/26
Special Morning Call coverage of U.S. midterm results (“blue wave” Democrats taking Congress), immediate market reaction (futures whipsaw then rally), energy/IRAN-gas headlines, and how a more…
4 Nov 2026 · 48m · 17 chaptersBig Tech Selloff, Election Day Stakes and AI Spending Pressure 11/3/26
This episode of CNBC’s Morning Call (11/3/26) covers markets, Election Day, and AI spending pressure. Topic: U.S.
3 Nov 2026 · 42m · 19 chaptersMorning Call 11/2/26
Morning market wrap plus major themes: tech/AI sell-off and rotation into defensives, energy and U.S.-Iran diplomacy easing crude, credit/treasury moves, crypto exchange security, China stimulus for…
2 Nov 2026 · 42m · 25 chaptersTech Sell-Off Hits Amazon, Intel and AI Trade as Crypto Hack Rattles Binance 10/30/26
A broad tech-driven market sell-off, led by Amazon and Intel, coinciding with rising bond yields concerns, heavy tech net selling, and a major crypto shock after Binance reports a $6.3B hack.
30 Oct 2026 · 42m · 23 chaptersMorning Call 10/29/26
Morning Call (10/29/26) covers markets and big-tech earnings, Fed policy implications, and how retail investors and AI are reshaping trading and finance.
29 Oct 2026 · 42m · 18 chaptersMorning Call 10/28/26
Morning market briefing plus major headlines: Fed decision (expected hold), bond yields rising, AI-driven semiconductor rally, mixed earnings (Robinhood, Enphase, Seagate), geopolitical risk…
28 Oct 2026 · 43m · 17 chaptersAnthropic IPO, AI spending and Fed outlook 10/27/26
Morning market roundup focused on the Fed’s two-day meeting, AI capex and chip financing, and the implications of Anthropic’s IPO S-1; plus election-driven market volatility in Brazil and Israel, and…
27 Oct 2026 · 42m · 19 chaptersMorning Call 10/26/26
Morning Call 10/26/26 covers a busy market-and-policy day plus a major cybersecurity segment. Topic: U.S.
26 Oct 2026 · 42m · 19 chaptersMarket rotation, AI and oil risks 10/23/26
Morning market and geopolitics roundup focused on market rotation (bonds helping small caps), AI-driven capital bottlenecks, and rising oil/geopolitical risk (Iran/Houthi/Saudi; Russia-Ukraine).
23 Oct 2026 · 43m · 20 chaptersAI spending, Big Tech earnings and defense outlook 10/22/26
Morning market wrap focused on AI-driven spending, big-tech earnings and guidance, energy/geopolitical risk (U.S.-Israel/Iran tensions), and defense outlook; includes China and Europe market pressure…
22 Oct 2026 · 50m · 21 chaptersMorning Call 10/21/26
Morning market and policy briefing focused on SpaceX/Tesla, earnings movers (Netflix, United, Super Micro), global rates/energy, and U.S.-Canada tariff impacts in Maine; plus guest segments on…
21 Oct 2026 · 43m · 20 chaptersAI, earnings and inflation risks 10/20/26
Morning market and macro briefing focused on AI/“neocloud” earnings and funding risks, inflation/interest-rate pressures, and Europe’s affordability-driven unrest (especially France), plus key…
20 Oct 2026 · 42m · 18 chaptersMorning Call 10/19/26
Morning Call covers global market moves after an AI-fueled sell-off, including U.S.
19 Oct 2026 · 42m · 16 chaptersMorning Call 10/16/26
Morning Call market wrap and macro/tech/IPO/defense news. Morgan Brennan and guests discuss stock rotation, Treasury yield moves, AI/compute credit stress, and upcoming catalysts (Fed, earnings, IPO…
16 Oct 2026 · 42m · 16 chaptersAI debt risks, tech sell-off and inflation 10/15/26
A global tech sell-off tied to “AI jitters,” rising debt/credit risk for highly levered AI data-center firms, and shifting Treasury yields amid inflation/Fed-rate expectations.
15 Oct 2026 · 42m · 24 chaptersChips, inflation and bank earnings 10/14/26
Morning market briefing focused on “chips, inflation and bank earnings.” Key threads: ASML’s AI-chip machine demand and raised guidance; upcoming U.S.
14 Oct 2026 · 43m · 19 chaptersMorning Call 10/13/26
Morning market briefing focused on a broad tech/semi sell-off, upcoming big-bank earnings, energy and bond moves, Middle East security risk affecting Saudi events, and consumer/holiday outlook; also…
13 Oct 2026 · 42m · 17 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy