Morning Call @CNBCMorningCall
Kickstart your morning with @MorganLBrennan on CNBC's 5-6am ET program, Morning Call! Englewood Cliffs, NJ Joined March 2009-
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Today’s Call Sheet: The key issues that will drive the trading day @grassosteve @SeanaNSmith @TFMkts cnbc.com/video/2026/06/…
Ferguson: The Fed is becoming somewhat more bank-friendly cnbc.com/video/2026/06/…
Watching SpaceX shares and their potential place in your 401(k) @Aon_plc cnbc.com/video/2026/06/…
Nordic American Tankers CEO on the state of shipping through the Strait of Hormuz $NAT cnbc.com/video/2026/06/…
Kunst: The AI trade continues to be a little frothy, but it’s different with these legacy names @cleocapital cnbc.com/video/2026/06/…
Morning Call Sheet: AI demand stays strong as rates and valuations test markets Tom Lee of @fundstrat, @Stephanie_Link of Hightower and @pboockvar of @onepointbfg discuss AI spending, interest rates, small cap leadership, Micron earnings and whether the latest tech pullback is a buying opportunity. $MU $SMH $IWM $SPY #AI #Stocks #Markets #Investing cnbc.com/video/2026/06/…
Craig Johnson, Chief Market Technician at Piper Sandler, says the bull market remains intact and recent volatility is a healthy pause rather than a major trend change. He continues to favor AI and semiconductors while seeing growing opportunities in small and mid cap stocks. $SMH $IWM $QQQ $SPY #Stocks #Markets #AI #Investing #SmallCaps cnbc.com/video/2026/06/…
Kevin Cassidy, Senior Research Analyst at Rosenblatt Securities, says Micron's selloff was driven by investor jitters rather than weakening fundamentals. He expects tight memory supply, strong demand and continued margin expansion to support the sector. $MU $SMH $NVDA #Semiconductors #AI #Stocks #Markets #Investing cnbc.com/video/2026/06/…
Tom Lee of @fundstrat says the semiconductor selloff is a buying opportunity, with earnings growth and AI spending continuing to support stocks. He sees further upside for the S&P 500 as profits keep rising. $MU $NVDA $SMH $SPY #Stocks #AI #Markets #Investing cnbc.com/video/2026/06/…
Tony Bancroft, Portfolio Manager at Gabelli Funds, says rising geopolitical tensions are accelerating demand for missiles, aircraft and naval assets. He sees opportunities in Honeywell $HON, L3Harris $LHX and Albany International $AIN as defense spending expands. #Defense #Aerospace #Stocks #Investing #Markets cnbc.com/video/2026/06/…
.@janetmui1 says the recent AI selloff looks more like profit taking than a change in fundamentals. She remains bullish on AI infrastructure spending and sees continued strength for chipmakers and memory stocks. $NVDA $AMD $MU $SOXX $SMH cnbc.com/video/2026/06/…
David Vernon of Bernstein says FedEx's post spin off valuation looks compelling, backed by strong cash generation, balance sheet flexibility and leverage to an industrial recovery. $FDX $UPS $IYT $DIA $SPY $XLI cnbc.com/video/2026/06/…
@MattJMcClintock of M Squared Capital expects a strong Prime Day as deal seeking consumers look for ways to stretch their budgets. He sees Walmart benefiting from trade down spending, but believes Target offers the more compelling stock opportunity. $AMZN $WMT $TGT cnbc.com/video/2026/06/…
Morning Call Sheet: AI trade cools as SpaceX risks and earnings loom @powers_invest, Tony Zhang of OptionsPlay and @JayWoods3 discuss the global tech selloff, AI spending concerns, SpaceX downside risks and what to watch from key earnings reports including Micron and FedEx. $MU $FDX $SPX $NDX cnbc.com/video/2026/06/…
.@MorganLBrennan and CNBC Europe's Steve Sedgwick discuss growing pressure on UK Prime Minister Keir Starmer, the rise of Andy Burnham, fiscal challenges, bond market concerns and what the political uncertainty could mean for Britain's economic outlook. $FXB $EWU cnbc.com/video/2026/06/…
Morning Call Sheet: AI momentum outweighs geopolitical risks for markets Panel with Stephanie Roth, Chief Economist at Wolfe Research, @MCaruso_Cabrera, Chief Executive Officer of MCC Global Enterprises, and Gina Sanchez, Chief Market Strategist at Lido Advisors, discuss AI's staying power, Micron earnings, Iran risks, inflation trends and the Fed outlook. cnbc.com/video/2026/06/…
Rep. Dan Meuser, Chairman of the House Financial Services Oversight and Investigations Subcommittee, supports tighter trading rules in Congress, backs Kevin Warsh's Fed agenda, and expects housing legislation to improve market conditions. $KRE $XLF $ITB $XHB cnbc.com/video/2026/06/…
Leo Pareja, Chief Executive Officer of eXp Realty, says housing conditions vary dramatically by market, with homebuilders offering rare incentives and lower prices in some Sun Belt cities, while mortgage rates are likely to remain closer to 7% than 5% through year end. $ITB $XHB $DHI $LEN $PHM cnbc.com/video/2026/06/…
.@AmiDaniel1, Co Founder & CEO of Windward, says confidence in shipping through the Strait of Hormuz remains weak despite signs of progress. Vessel traffic is still limited, freight rates remain elevated, and Iran's ability to disrupt global trade continues to be a key risk. $CL_F $BZ_F $XLE cnbc.com/video/2026/06/…
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