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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Markets climbed to fresh highs as strong earnings, AI adoption and resilient economic data supported investor confidence. Plus, Palantir, SpaceX and the expanding space economy highlighted how AI, defense and innovation are reshaping long term growth opportunities. Later, rising Treasury yields, geopolitical tensions, sanctions, energy markets and consumer spending remained key risks investors are watching 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.

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.

Markets are being driven by strong AI investment, cloud growth and improving earnings as companies continue expanding digital infrastructure. Plus, defense spending is accelerating across Europe, lifting demand for aerospace and security while digital transformation creates new opportunities in emerging markets. Later, investors weigh ETF driven volatility, geopolitical tensions and higher energy prices as they look beyond Big Tech for the next phase of market leadership.

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

Strong earnings from Microsoft and resilient consumer spending are helping stabilize markets, even as investors reassess Big Tech, free cash flow and AI investment. Plus, cloud growth, AI infrastructure, and sector rotation continue creating opportunities across technology and the broader market. Later, Fed uncertainty, persistent inflation, higher bond yields and geopolitical risks keep investors focused on interest rates and the outlook for equities.

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