Morning Call
@CNBCMorningCall

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

 Englewood Cliffs, NJ
Joined March 2009
6,215 Photos and videos
Morning Call Sheet: Rising yields, volatility and oil test the stock market. @BilalSLittle of @DirexionINV, Matt Powers of Powers Advisory Group and Stephen Myrow of Beacon Policy Advisors discuss rising yields, stocks, oil, inflation, earnings and U.S. China tensions. $SPY $QQQ $TLT $HYG $CL_F @MorganLBrennan cnbc.com/video/2026/09/25/mo…

Morning Call Sheet: Rising yields, volatility and oil test the stock market

Bilal Little of Direxion, Matt Powers of Powers Advisory Group and Stephen Myrow of Beacon Policy Advisors discuss rising yields, stocks, oil, inflation, earnings and U.S. China tensions.

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CNBC’s @MorganLBrennan reports surging Treasury yields are pressuring dividend stocks as bonds offer more attractive returns, while markets weigh the Fed’s next rate move. $VICI $UPS $GIS $KHC $EIX $TMUS $T $VZ cnbc.com/video/2026/09/25/su…

Surging Treasury yields pressure dividend stocks as Fed uncertainty grows

CNBC’s Morgan Brennan reports surging Treasury yields are pressuring dividend stocks as bonds offer attractive returns, while markets weigh the Fed’s next rate move.

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Jason Rathje, President of Public Sector at @thewebAI, discusses U.S. China AI competition, open source models, national security and the need to build resilient American AI supply chains. $NVDA $AMD $AVGO $INTC $TSM @MorganLBrennan cnbc.com/video/2026/09/25/ja…

Jason Rathje: U.S. open source AI investment is key as China leads the space

Jason Rathje, President, Public Sector at webAI: discusses U.S. China AI competition, open source models, national security and the need for resilient American AI supply chains.

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Matt Maley, Chief Market Strategist at Miller Tabak + Co., discusses rising Treasury yields, weakness in high yield and growing market risks, urging investors to take a more cautious and defensive approach. $SPY $QQQ $HYG $TLT $IEF @MorganLBrennan cnbc.com/video/2026/09/25/ma…

Matt Maley: Higher rates eventually have an impact on the stock market

Matt Maley, Managing Director and Chief Market Strategist at Miller Tabak + Co., LLC: discusses rising yields, high yield weakness and market risks, urging investors to be more cautious and defensive.

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Morning Call Sheet: Rising yields put the AI rally and stocks to the test. @Stephanie_Link of Hightower, @DrewMPettit of Roundhill Investments and @SteveSosnick of @IBKR discuss rates, the Fed, AI, earnings, consumers and market breadth. $SPY $QQQ $IWM $XRT cnbc.com/video/2026/09/24/mo…

Morning Call Sheet: Rising yields put the AI rally and stocks to the test

Stephanie Link of Hightower, Drew Pettit of Roundhill Investments and Steve Sosnick of Interactive Brokers discuss rates, the Fed, AI, earnings, consumers and market breadth.

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.@shehzadhqazi, COO and Managing Director at @ChinaBeigeBook, discusses low expectations for U.S. China talks, trade distrust, AI, Iran, energy and the limited prospects for major deals. $BA $NVDA $AMD $XOM $CVX @MorganLBrennan cnbc.com/video/2026/09/24/sh…

Shehzad Qazi: This is a very low expectations summit

Shehzad Qazi, China Beige Book COO and Managing Director: discusses low expectations for U.S. China talks, trade distrust, AI, Iran, energy and the limited prospects for major deals.

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.@tomkarako, Director at @Missile_Defense and Senior Fellow at @CSIS, discusses depleted U.S. missile stocks, China, Taiwan arms delays, defense production and the need for new funding. $LMT $RTX $NOC $GD $BA $GM @MorganLBrennan cnbc.com/video/2026/09/24/to…

Tom Karako: We have expended a very significant percentage of our missiles

Tom Karako, CSIS Missile Defense Project Director and Senior Fellow: discusses depleted U.S. missile stocks, China, Taiwan arms delays, defense production and the need for new funding.

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.@Wedbush analyst Ygal Arounian discusses Meta’s Muse, AI wearables, monetization, compute costs and potential disruption across the consumer tech ecosystem. $META $AAPL $AMZN $SHOP $BKNG $ABNB @MorganLBrennan cnbc.com/video/2026/09/24/yg…

Ygal Arounian: This is just the start of it for Meta

Ygal Arounian, Wedbush Managing Director, Internet Equity Research: discusses Meta’s Muse, AI wearables, monetization, compute costs and disruption across the consumer tech ecosystem.

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CNBC's @MorganLBrennan reports Meta's Muse AI could make switching or canceling services easier, pressuring stocks that benefit from customer loyalty and consumer inertia. $META $PLNT $LPLA $NYT $SCHW $ALL $JPM $WFC $BKNG cnbc.com/video/2026/09/23/me…

Meta’s Muse AI puts consumer inertia stocks under pressure

CNBC’s Morgan Brennan reports Meta’s Muse AI could make switching or canceling services easier, pressuring stocks that benefit from customer loyalty and consumer inertia.

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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 cnbc.com/video/2026/09/23/mo…

Morning Call Sheet: AI, rates and China drive the market outlook

Paul Hickey, Bespoke Co-Founder, Sarah Bianchi, Evercore ISI Chief Strategist, and Douglas Boneparth, Bone Fide Wealth President, discuss AI, rates, China, oil and stocks.

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.@Rep_Whitesides discusses AI safety, proposing a 30 day pause on frontier AI development to establish safeguards as competition with China accelerates. $META $GOOGL $MSFT $NVDA @MorganLBrennan cnbc.com/video/2026/09/23/re…

Rep. George Whitesides: AI leaders should give full testimony before Congress

Rep. George Whitesides, U.S. Representative for California’s 27th District, discusses AI safety, proposing a 30 day frontier AI pause to establish safeguards as competition with China accelerates.

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.@crudegusher's Paul Sankey discusses oil, refining constraints, the Strait of Hormuz and potential export bans, warning restrictions could disrupt markets despite lowering pump prices. $CL_F $BZ_F $XLE cnbc.com/video/2026/09/23/pa…

Paul Sankey: Diesel prices at the pump are still very close to their all time high

Paul Sankey, Founder and Lead Analyst at Sankey Research, discusses oil, refining constraints, Hormuz and export bans, warning that restrictions could disrupt markets despite lowering pump prices.

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FedWatch Advisors Founder and CIO Ben Emons discusses AI, Fed policy, oil and global growth, saying greater market certainty and stronger investment could support equities. $SPX $NDX $QQQ $CL_F $TNX cnbc.com/video/2026/09/23/be…

Ben Emons: It's a global story because AI is everywhere

Ben Emons, Founder and Chief Investment Officer at FedWatch Advisors, discusses AI, Fed policy, oil and global growth, saying market certainty and stronger investment could support equities.

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.@YorkSpaceSystem CEO Dirk Wallinger discusses satellite weather data, autonomy, U.S. manufacturing, launch capacity and the growing role of space in national security. $BA $LMT $NOC $RKLB $ASTS @MorganLBrennan cnbc.com/video/2026/09/22/yo…

York Space Systems CEO Dirk Wallinger: Space and autonomy will reshape defense

Dirk Wallinger, CEO of York Space Systems, discusses satellite weather data, autonomy, U.S. manufacturing, launch capacity and the growing role of space in national security.

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Morning Call Sheet: China, oil, rates and AI put markets on alert. Mike O'Rourke of JonesTrading, @pboockvar of One Point BFG Wealth Partners and @JimPethokoukis of @AEI discuss AI momentum, China, rates, market risks and the outlook for investors. $SPX $META $GOOGL $QCOM $AAPL $MSFT $NVDA $AMZN cnbc.com/video/2026/09/22/mo…

Morning Call Sheet: AI mania, profits and China put markets on alert

Mike O'Rourke, JonesTrading Chief Market Strategist, Peter Boockvar, One Point BFG Wealth Partners CIO, and James Pethokoukis, AEI Economic Policy Analyst, discuss AI, profits, China and Treasuries.

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Morning Call Sheet: China, oil, rates and AI put markets on alert. @TFMkts of Academy Securities, Steven Wieting, CIO Group Co-CIO & Chief Investment Strategist, and @HenriettaVeda of Veda Partners discuss China, oil, rates and AI. $SPX $NDX $CL $US10Y cnbc.com/video/2026/09/21/mo…

Morning Call Sheet: China, oil, rates and AI put markets on alert

Peter Tchir, Academy Securities Head of Macro Strategy, Steven Wieting, Citi Wealth Chief Investment Strategist, and Henrietta Treyz, Veda Partners Co-Founder, discuss China, oil, rates and AI.

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.@JJovanovicUSA, President and Chairman of @EximBankUS, discusses U.S. China trade, critical minerals, supply chain resilience, manufacturing and the global push for American AI exports. @MorganLBrennan $MP $FCX $NVDA $AMD $AVGO cnbc.com/video/2026/09/21/jo…

John Jovanovic: We need to find ways for us to be competitive and resilient

John Jovanovic, President and Chairman of the Export-Import Bank of the United States, discusses China trade, critical minerals, supply chains, manufacturing and AI exports.

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.@AGCOCorp CEO Eric Hansotia discusses trade uncertainty, pressure on farmers, precision agriculture, AI, tariffs and how new technology can cut costs and boost efficiency. $AGCO cnbc.com/video/2026/09/21/ag…

AGCO CEO Eric Hansotia: Farmers are thirsty for our technology

Eric Hansotia, AGCO Corp. Chairman & CEO, discusses trade uncertainty, farmer pressures, precision agriculture, AI, tariffs and technology that can cut costs and boost efficiency.

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CNBC's @MorganLBrennan reports on $SPCX SpaceX’s Nasdaq 100 weighting rising to 2.8%, forcing passive funds that track the index to buy more shares. $QQQ cnbc.com/video/2026/09/21/sp…

SpaceX’s Nasdaq 100 weight jumps, fueling passive fund demand

CNBC's Morgan Brennan reports on SpaceX’s Nasdaq 100 weighting rising to 2.8%, forcing passive funds that track the index to buy more shares.

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.@StormUru Storm Uru, Liontrust Asset Management Global Innovation Fund Co-Manager, discusses market volatility, surging AI compute demand, opportunities in China, higher rates and why valuations matter. $NVDA $SNDK $BE cnbc.com/video/2026/09/21/st…

Storm Uru: There’s no doubt that macro events right now are driving markets

Storm Uru, Liontrust Asset Management Global Innovation Fund Co-Manager, discusses market volatility, AI compute demand, China opportunities, rates and the importance of valuations.

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