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Morning Call — Business
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.

Latest Episodes:

NVIDIA Probe, AI Export Controls and the Market Risk Ahead Nov 09, 2026

Show notes

November 10, 2025; 5am: Morgan Brennan breaks down U.S. futures, inflation data ahead, crude weakness, and the latest on NVIDIA’s board investigation into CEO Jensen Huang over an alleged Chinese spy relationship. Guests discuss AI export controls, data center policy, Berkshire results, China trade tensions, and why Washington turmoil could keep tech market volatility elevated.

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

AI Sell-Off, Data Center Policy and the Space Race After Midterms 11/6/26 Nov 06, 2026

Show notes

November 6, 2026; 5am: Morning Call breaks down the AI-led market sell-off after the midterms, with Leslie Picker and Morgan Brennan covering U.S. futures, global tech pressure, data center policy and the coming jobs report. Dan Ives, John Stoltzfus, Glenn Youngkin, Cathie Wood, Ryan Dietrich and Rae-Ann Mitrione weigh in on whether the AI trade is overdone and where investors see opportunity.

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

Markets React to Midterm Fallout, AI Data Centers and Energy Risks 11/5/26 Nov 05, 2026

Show notes

November 5, 2026; 5am: Morning Call breaks down the post-midterm market rally, pressure on AI/data center trades, and the sectors moving as Democrats are projected to take Congress. The key takeaway: policy risk around data centers, defense spending, energy and rates is reshaping investor positioning beyond the short-lived election bounce.

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

Blue Wave, Market Rally and AI Data Center Fallout After Midterms 11/4/26 Nov 04, 2026

Show notes

November 4, 2026; 5am: Morgan Brennan anchors a special Morning Call as Democrats flip the House and Senate in a larger-than-expected blue wave, while stock futures surge and markets digest the implications for AI, data centers, clean energy, health care, defense, taxes, tariffs and global trade. The key takeaway: investors are treating the election as a clearing event, but policy uncertainty remains high across Washington, state governments and major growth sectors.

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

Big Tech Selloff, Election Day Stakes and AI Spending Pressure 11/3/26 Nov 03, 2026

Show notes

November 3, 2026; 5am: Morning Call tracks the Nasdaq 100’s latest correction, pressure on Apple and Palantir after earnings, rising scrutiny of AI spending, and Election Day stakes for Congress. The episode’s key takeaway: markets are weighing strong AI demand against valuation risk, policy uncertainty, oil volatility and the potential for contested midterm results.

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

Morning Call 11/2/26 Nov 02, 2026

Show notes

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.

Tech Sell-Off Hits Amazon, Intel and AI Trade as Crypto Hack Rattles Binance 10/30/26 Oct 30, 2026

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.

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

Morning Call 10/29/26 Oct 29, 2026

Show notes

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 10/28/26 Oct 28, 2026

Show notes

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.

Anthropic IPO, AI spending and Fed outlook 10/27/26 Oct 27, 2026

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.

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

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