
Show Notes
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.
More from 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.
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.
Anthropic's IPO raises questions about AI spending and profitability. Plus, earnings and tech growth remain in focus. Later, Fed policy and market risks shape the outlook.
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.
Falling bond yields fuel market rotation as AI concerns weigh on tech. Plus, the White House pushes to boost U.S. refining capacity. Later, Fed policy, inflation and geopolitical risks shape the market outlook.