
AI leadership broadens as defense and markets evolve 7/31/26
Markets are being driven by strong AI investment, cloud growth and improving earnings as companies continue expanding digital infrastructure...
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Markets are being driven by strong AI investment, cloud growth and improving earnings as companies continue expanding digital infrastructure...

Strong earnings from Microsoft and resilient consumer spending are helping stabilize markets, even as investors reassess Big Tech, free cash...

Markets are navigating a pivotal stretch as investors weigh AI spending, earnings and a Federal Reserve expected to keep rates on hold. Plus...

Markets navigate another pivotal week as earnings, AI investment and sector rotation reshape the outlook. Plus, employers embrace AI, semico...

Markets are balancing strong corporate earnings against geopolitical tensions, higher oil prices, and rising Treasury yields. Plus, AI inves...

Markets are navigating rising tariffs, higher interest rates and geopolitical tensions as investors assess the outlook for inflation, growth...

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

Markets look to major earnings from Alphabet, Tesla and IBM as investors weigh AI spending against rising oil prices and higher interest rat...

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

Strong earnings, resilient AI spending and improving fundamentals continue to support the broader market, even as momentum shifts beyond the...

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

Markets are balancing strong earnings expectations with rising geopolitical tensions, higher oil prices, and persistent inflation concerns....

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures...

AI demand remains strong as Samsung's earnings reinforce long term confidence in semiconductors despite near term profit taking. Plus, Space...

Markets remain supported by resilient economic growth, broadening leadership and renewed IPO activity despite growing concerns around global...