Morning Call

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.

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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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Falling bond yields fuel market rotation as AI concerns weigh on tech. Plus, the White House pushes to boost U.S. refining capacity. Later, Fed policy, inflation and geopolitical risks shape the market outlook.

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

Nvidia CEO Jensen Huang discusses AI expansion, chip demand and China. Plus, Big Tech earnings, cloud spending and market volatility. Later, airline demand, rising costs and defense stocks.

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

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets face rising bond yields, inflation and earnings uncertainty. Plus, SpaceX, Starlink and AI spending remain in focus. Later, Europe's debt crisis and affordability concerns weigh on the outlook.

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

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI debt concerns weigh on tech stocks. Plus, inflation and rising yields fuel Fed uncertainty. Later, investors assess opportunities in defense, AI and bonds.

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

AI demand fuels chip stocks. Plus, inflation and Fed rate risks remain in focus. Later, bank earnings reveal trends in consumer spending and the economy.

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

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets face renewed uncertainty as geopolitical tensions in the Middle East threaten oil supplies, fuel inflation concerns and pressure consumers. Plus, bank earnings and upcoming inflation data could set the tone for stocks as investors look for signs of economic resilience. Later, strong expectations for AI and big tech earnings, rising deal activity and massive infrastructure spending could help sustain the bull market despite growing risks.

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

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 https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets face growing pressure from rising bond yields, inflation and concerns over housing affordability as investors prepare for third-quarter earnings. Plus, strong AI demand continues to fuel optimism around Nvidia and tech stocks, while banks and emerging markets offer opportunities for diversification. Later, Paramount and Warner Bros. face an $80 billion debt burden and mounting competition from Netflix as the combined company looks to expand its streaming business.

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

Markets hover near record highs as investors weigh weak breadth, crypto volatility and fresh Fed uncertainty. Plus, AI adoption and rising demand for data centers continue to fuel a long-term tech opportunity. Later, political and regulatory risks put crypto and government investments in focus as investors look toward the midterms.

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