Morning Call

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

[Morning Call @CNBCMorningCall]

@kmahnhw discusses AI infrastructure plays, diversification beyond tech, interest rate risks and how investors should navigate the AI boom.

$NVDA $MSFT $AMZN $QQQ $SMH

https://t.co/7dJRcw34PY

[Morning Call @CNBCMorningCall]

@kmahnhw discusses AI infrastructure plays, diversification beyond tech, interest rate risks and how investors should navigate the AI boom.

$NVDA $MSFT $AMZN $QQQ $SMH

https://t.co/7dJRcw34PY

[Morning Call @CNBCMorningCall]

Fatima Boolani of Citi discusses rising cybersecurity demand, trusted AI vendors, CrowdStrike and Palo Alto momentum, and evolving enterprise software trends.

$CRWD $PANW $FTNT $MSFT $QQQ

https://t.co/oZkbxk6JI0

[Morning Call @CNBCMorningCall]

@Redwire Chairman and CEO Peter Cannito discusses space industry momentum, defense tech demand, SpaceX IPO impacts, capital raises and Redwire’s growth strategy.

$RDW $SPCE $LMT $RTX $BA

https://t.co/8NNQWtAykS

[Morning Call @CNBCMorningCall]

@Redwire Chairman and CEO Peter Cannito discusses space industry momentum, defense tech demand, SpaceX IPO impacts, capital raises and Redwire’s growth strategy.

$RDW $SPCE $LMT $RTX $BA

https://t.co/8NNQWtAykS

[Morning Call @CNBCMorningCall]

Sarah Kunst of Cleo Capital says Anthropic’s enterprise focused AI strategy may be resonating more with investors than OpenAI, while Alphabet remains undervalued despite massive AI spending.

$GOOGL $MSFT $NVDA $TSLA

https://t.co/0etSuCmWAP

[Morning Call @CNBCMorningCall]

Morning Call Sheet: Markets look past Iran as AI momentum keeps driving stocks higher.

Panel with @timseymour, @GinaMartinAdams and Christopher Hodge discuss AI leadership, software strength, inflation, consumers and the Fed.

$QQQ $SPY $PANW $CRWD $DG $ULTA

https://t.co/uEx5iFrevt

[Morning Call @CNBCMorningCall]

Morning Call Sheet: AI momentum keeps pushing markets to record highs.

.@DivesTech says the AI chip supercycle still has legs, @RyanDetrick sees more runway for the bull market, and @Stephanie_Link is expanding beyond tech into industrials and energy tied to the AI boom.

$NVDA $AMD $MSFT $GOOGL $AMZN

https://t.co/7oGoYWbdkj

[Morning Call @CNBCMorningCall]

.@adampatti of @VistaSharesX says Berkshire Hathaway’s Taylor Morrison deal is a “classic Buffett play,” combining value investing, consolidation and vertical integration in housing.

$BRK.B $TMHC

https://t.co/MxQu4LBGsq

[Morning Call @CNBCMorningCall]

.@chadsonofchad of @SpaceCapital says SpaceX remains the “apex player” driving the modern space economy, with AI infrastructure, satellite growth and private markets creating massive long-term opportunities.

🚀 $ASTS $PL $LUNR $RDW $SPCE

https://t.co/9V3guhEz9H

[Morning Call @CNBCMorningCall]

.@FonrougeGab joins @CNBCMorningCall and reports retailers could face a tougher Q2 as tax refund boosts fade, delinquencies rise and more consumers turn to buy now, pay later spending.

$M $FIVE $VSCO $ULTA $DG $TGT $TJX $BURL $ROST $DKS

https://t.co/KMVkFuHUZo

[Morning Call @CNBCMorningCall]

AI momentum keeps driving tech higher as investors debate whether the chip rally is getting too frothy.

.@DivesTech says the AI trade is still in the “third inning,” while Victoria Greene of @gsquaredpw stays bullish tech but cautious on overheated semis.

$NVDA $MSFT $ORCL $AMD $MU $PANW $CRWD

https://t.co/vh7Wd8jKAJ

[Morning Call @CNBCMorningCall]

John Stoltzfus and @RoyceInvestment Co CIO Francis Gannon joined @CNBCMorningCall to discuss resilient markets, small cap momentum, AI productivity gains and why diversification is broadening beyond mega cap tech.

https://t.co/OVZC4JqeMd

[Morning Call @CNBCMorningCall]

Former DOJ Antitrust Chief Jonathan Kanter joined @CNBCMorningCall to discuss litigation funding, political retaliation concerns, the rise of “lawfare” and the responsibilities tied to DOJ power and public trust.

https://t.co/tByT1hjsIE

[Morning Call @CNBCMorningCall]

@MizuhoAmericas Senior Analyst Graig Suvannavejh discusses major ASCO presentations, biotech volatility, cancer breakthroughs and emerging oncology companies to watch.

https://t.co/XkwucgKBdQ

[Morning Call @CNBCMorningCall]

@MizuhoAmericas Senior Analyst Graig Suvannavejh discusses major ASCO presentations, biotech volatility, cancer breakthroughs and emerging oncology companies to watch.

https://t.co/XkwucgKBdQ

[Morning Call @CNBCMorningCall]

@MizuhoAmericas Senior Analyst Graig Suvannavejh discusses major ASCO presentations, biotech volatility, cancer breakthroughs and emerging oncology companies to watch.

$MRK $SMMT $RVMD $CRBP $IMRX $IMTX

https://t.co/XkwucgKBdQ

[Morning Call @CNBCMorningCall]

@MizuhoAmericas Senior Analyst Graig Suvannavejh discusses major ASCO presentations, biotech volatility, cancer breakthroughs and emerging oncology companies to watch.

$MRK $SMMT $RVMD $CRBP $IMRX $IMTX $XBI

https://t.co/XkwucgKBdQ

[Morning Call @CNBCMorningCall]

Ramaco Resources CEO Randall Atkins discusses critical minerals, coal markets, AI demand and rare earth expansion.

$METC $MP $NVDA $XME $COPX $CLF $RIO

https://t.co/2xtN5nNdJ9

[Morning Call @CNBCMorningCall]

Morning Call Sheet: AI trade drives markets as inflation risks rise.

@GinaVSanchez, @SeanaNSmith & @pboockvar discuss AI driven markets, tech volatility and inflation risks.

$NVDA $DELL $SNOW $QQQ $SMH $AMD $MU

https://t.co/8VUF5fIBgp