Morning Call(@CNBCMorningCall):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@CNBCMorningCall

2026.09.29 11:27

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