Show Notes
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.
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.
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.
Nvidia CEO Jensen Huang discusses AI expansion, chip demand and China. Plus, Big Tech earnings, cloud spending and market volatility. Later, airline demand, rising costs and defense stocks.
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.
Markets face rising bond yields, inflation and earnings uncertainty. Plus, SpaceX, Starlink and AI spending remain in focus. Later, Europe's debt crisis and affordability concerns weigh on the outlook.