Morning Call
@CNBCMorningCall
Kickstart your morning with @MorganLBrennan on CNBC's 5-6am ET program, Morning Call!
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Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities.
$META $SPCX $NVDA $MSFT $GOOGL $TSLA
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Jefferies Aerospace & Defense Analyst Sheila Kahyaoglu joins @MorganLBrennan alongside @DivesTech, Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners to discuss airline demand, rising fuel costs, defense stocks and the outlook for $UAL $DAL $LUV $LMT $RTX $BA.
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Morning Call Sheet: Tech sell-off, AI concerns and market outlook
@RyanDetrick, Chief Market Strategist at @CarsonGroupLLC, Rob Haworth of @usbank and @spotgamma Founder Brent Kochuba join @MorganLBrennan to discuss AI concerns, the tech sell-off, market rotation and the outlook for stocks.
$SPY $QQQ $NVDA $AMD $MSFT $GOOGL $META $SMH $XLK $TLT
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Cappelleri: The bullish trend we’ve seen in the S&P 500 should continue in Q4 @FrankCappelleri
Morning Call Sheet: AI, rates and affordability test markets.
Oppenheimer’s John Stoltzfus, @spotgamma’s Brent Kochuba and @marctshort of @AmericanFreedom join @MorganLBrennan to discuss AI, rates, energy, consumers and market risks.
$SPY $QQQ $NVDA $MU $IWM $DIA $TLT
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Morning Call Sheet: AI, rates and China drive the market outlook.
@bespokeinvest's Paul Hickey, Sarah Bianchi of Evercore ISI and @dougboneparth of Bone Fide Wealth discuss AI, rates, China, oil and stocks.
$NVDA $META $MSFT $SPX $TNX $CL_F
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Morning Call Sheet: Rates, oil and AI put markets under pressure
@leebaker00 of Claris Financial Advisors, @JoseTorresEcon of @IBKR and Brent Kochuba of @spotgamma discuss rates, oil, consumers and AI stocks.
$SPY $QQQ $TLT $USO $NVDA
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The transformation of Lower Manhattan 25 years post 9/11.
CNBC’s @MorganLBrennan explores how Lower Manhattan transformed from Ground Zero into a thriving residential, financial, tech and tourism hub 25 years after the attacks.
#September11# #NeverForget# #NewYork#
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@IonQ_Inc CEO and Chairman @NiccoloDeMasi sits down with @MorganLBrennan to discuss the future of quantum computing, AI, cybersecurity, Superion and IonQ’s growth strategy.
$IONQ
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Morning Call Sheet: Inflation, rates and AI volatility test markets
@AmyWuSilverman of RBC Capital Markets, @RyanDetrick of @CarsonGroupLLC and @JimPethokoukis of @AEI discuss inflation, Fed policy, rising yields, market volatility, AI risks and the rotation into software.
$SPY $QQQ $VIX $TLT $IGV
@MorganLBrennan
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Morning Call Sheet: AI, rising yields and oil test the September rally.
@PaulHickey of Bespoke Investment Group, @Stephanie_Link of Hightower and Sylvia Jablonski of Defiance ETFs discuss AI spending, rising bond yields, oil prices and the risks facing markets in September.
solana:J3NKxxXZcnNiMjKw9hYb2K4LUxgwB6t1FtPtQVsv3KFr $QQQ $VIX
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Brent Kochuba of @spotgamma says $NVDA earnings are driving S&P options volatility as traders position for lower rates, with bullish signals emerging in bonds, gold and Bitcoin.
$SPX $TLT $GLD $BTC
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.@LynAldenContact , Founder and Principal at Lyn Alden Investment Strategy, says Treasury actions favor hard assets and sees Bitcoin as an attractive buy as bearish positioning fades.
$BTC $MSTR $GLD $SPY
@MorganLBrennan
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