Morning Call

Kickstart your morning with @MorganLBrennan on CNBC's 5-6am ET program, Morning Call!

[Morning Call @CNBCMorningCall]

Charles Dallara, Chairman and Advisory Partner at @PartnersGroup, joins @MorganLBrennan to discuss France's debt crisis, rising global bond yields, persistent inflation, geopolitical risks, potential Fed rate hikes and concerns over AI investment returns.

$SPY $QQQ $TLT $NVDA $MSFT $GOOGL

https://t.co/GlFuqQtgf8

[Morning Call @CNBCMorningCall]

.@QuantinuumQC CEO Rajeeb Hazra joins @MorganLBrennan to discuss a major quantum error correction breakthrough, plans for commercial deployment by 2029, scaling production and how quantum computing complements AI.

$HON $IONQ $RGTI $QBTS $IBM $GOOGL

https://t.co/Gs2j2Kvw84

[Morning Call @CNBCMorningCall]

.@Barclays' Anthony Valentini joins @MorganLBrennan to discuss $SPCX earnings, surging AI infrastructure demand, Starship's growth potential, Starlink expansion and a potential merger with $TSLA.

$SPCX $TSLA $NVDA $CRWV $NBIS

https://t.co/Eu6wmWkyXD

[Morning Call @CNBCMorningCall]

CNBC's @MorganLBrennan reports on special committees exploring a potential Tesla and SpaceX merger, $SPCX's first profitable quarter, surging AI demand, massive capex plans and Starship expansion.

$TSLA $SPCX $NVDA $CRWV $NBIS

https://t.co/tz0LD7hwjY

[Morning Call @CNBCMorningCall]

Morning Call Sheet: AI spending, earnings and rising bond yields.

@DrewMPettit of Roundhill Investments, @FrankCappelleri of CappThesis and Mike O'Rourke of JonesTrading join @MorganLBrennan to discuss AI investment, tech earnings, rising rates and market risks.

$SPY $QQQ $NVDA $META $TSLA $NFLX

https://t.co/CKSYorss3L

[Morning Call @CNBCMorningCall]

.@Markzandi, Chief Economist at @economics_ma, joins @MorganLBrennan to discuss rising affordability pressures, inflation driven by the Iran war, soaring housing costs, tariffs, immigration restrictions and economic risks ahead of the midterms.

$SPY $QQQ $TLT $XLE $USO

https://t.co/zVQ6ML3SOH

[Morning Call @CNBCMorningCall]

$SPACEX earnings in focus. @MorganLBrennan reports on @SpaceX's @Starlink subscriber growth, AI compute expansion, massive capital spending plans, upcoming Starship launches and key questions surrounding funding as investors await Q3 results.

$SPACEX $TSLA $GOOGL $AMZN $NVDA @Starlink

https://t.co/L00tI5yX2z

[Morning Call @CNBCMorningCall]

.@ajeets, Founder of Different, joins @MorganLBrennan to discuss launching his AI marketing startup, its $48 million seed round, helping smaller B2B teams compete with industry giants and growing investor interest in AI.

$GOOGL $META $MSFT $NVDA

https://t.co/XzA1i8jGEI

[Morning Call @CNBCMorningCall]

.@MCaruso_Cabrera, MCC Global Enterprises CEO and CNBC Contributor, joins CNBC's @MorganLBrennan to discuss France's fiscal crisis, Europe's stagnant growth, pension reforms, rising borrowing costs and mounting pressure on global bond markets.

$TLT $IEF $VGK $EWQ

https://t.co/ZGX6bqDSZz

[Morning Call @CNBCMorningCall]

.@pboockvar of One Point BFG Wealth Partners, Veronica Clark of Citi and Thomas Martin of Globalt Investments join @MorganLBrennan to discuss the growing affordability issues around the world, the big earnings week on tap and how it will all drive the trading day ahead.
https://t.co/9Ge9dnKmlH

[Morning Call @CNBCMorningCall]

.@HenriettaVeda of @VedaPartners1 joins @MorganLBrennan to discuss The Economy Election and the key Senate races and top issues for voters in the midterms.
https://t.co/3aP8sH8HbX
https://t.co/3aP8sH8HbX

[Morning Call @CNBCMorningCall]

.@MorganLBrennan looks ahead to @spacex earnings and the geopolitical controversy swirling around the company's Starlink service.
https://t.co/Zd14bmGCei
$SPCX

[Morning Call @CNBCMorningCall]

.@adampatti of @VistaSharesX joins @MorganLBrennan to discuss how Berkshire Hathaway's Class B shares have recovered to trade near an all-time high.
https://t.co/M72VHiVhe8
$BRK.B

[Morning Call @CNBCMorningCall]

Tom Lee of @fundstrat and Ben Emons of FedWatch Advisors join @MorganLBrennan to discuss the market setup follow Friday's tech-led selling.
https://t.co/4GsjH73u83

[Morning Call @CNBCMorningCall]

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

https://t.co/hdkZ1wSbMf

[Morning Call @CNBCMorningCall]

.@tomkarako, Director of the Missile Defense Project at @CSIS, joins @MorganLBrennan to discuss surging missile demand, Ukraine's Patriot missile shortages, defense funding, counter-drone systems and hypersonic technology.

$LMT $RTX $NOC $BA $GD $LHX $KTOS $AVAV $RKLB

https://t.co/w2fLgRwLux

[Morning Call @CNBCMorningCall]

.@energyx Founder and CEO Teague Egan joins @MorganLBrennan to discuss a $2 billion lithium supply deal, rising battery demand, mining projects in Chile and the U.S., China's refining dominance and U.S. supply chains.

$GM $TSLA $ALB $SQM $LAC $LAR $RIO $BHP $LIT

https://t.co/mFy1bxEKcb

[Morning Call @CNBCMorningCall]

CNBC's @MorganLBrennan reports on @blueorigin's $3 billion investment in Florida, plans to ramp up New Glenn launches, expand rocket production and compete with @SpaceX for commercial and government missions.

$BA $LMT $NOC $RKLB $ASTS $LUNR $RDW $PL $SPCE

https://t.co/CS0zEm9KEA

[Morning Call @CNBCMorningCall]

.@TFMkts, Head of Macro Strategy at Academy Securities, joins CNBC's @MorganLBrennan to discuss Fed policy, AI spending risks, Treasury yields, rising diesel prices, inflation and potential credit market weakness.

$SPY $QQQ $TLT $HYG $JNK $XLE

https://t.co/laM5rX3xct