Morning Call

Markets navigate an AI-driven rebound as investors debate whether recent gains signal a true reversal or just a bounce. Stephanie Guild, Seana Smith, and John Blank break down selective tech buying, Nvidia’s outsized impact, AI-driven disruption across sectors, and why markets are increasingly becoming a stock picker’s game. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets navigate AI-driven volatility as investors debate tech’s next winners. Plus, insights from Jay Woods, Douglas Boneparth, Alex Kantrowitz, Wayne Kaufman, and Niccolo De Masi on market rotation, earnings strength, quantum’s rise, software selloffs, and where long-term opportunity may emerge. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets react to AI-driven tech and crypto selloffs as Ryan Nece of Next Legacy Partners, a former NFL player, breaks down long-term investing amid disruption. Plus, panel insights on market rotation, retail dip-buying, hyperscaler spending, IPO momentum, and where opportunity may emerge next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with Voyager Technologies CEO And Chairman Dylan Taylor to discuss the company's Starlab Space Station — on track to launch in 2029 — and how its expanding into data centers in space and setting its sights on the moon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets absorb an AI-driven selloff in software as Steve Pagliuca of Bain Capital argues the disruption will ultimately retool the global economy. Plus, panel insights on AI productivity, market rotation, gold’s surge amid geopolitical tensions, industrial policy, Fed leadership, crypto volatility, and where investors see opportunity next. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Project Vault launches the first U.S. strategic critical minerals reserve as markets digest sharp moves in gold and silver, rising yields, and shifting AI leadership. Plus, SpaceX’s $1.25 trillion valuation, a crowded IPO pipeline, crypto stabilization, and what it all means for risk, growth, and the Fed’s next move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI’s infrastructure bill is coming due. Markets digest Oracle’s warning, OpenAI’s funding risks, and the real cost of the AI race. Plus, silver and gold swing sharply, volatility returns, and the panel debates Fed leadership, rate cuts, and whether fundamentals can hold. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Catherine Kirkpatrick-Boss, General Counsel at Starkware, unpacks zero-knowledge proof tech and legal angles for blockchain. Storm Uru, co-head of LionTrust Global Innovation Team, discusses AI infrastructure, capex dynamics, and technology winners. Joyce Chang, Chair of Global Research at J.P. Morgan, covers Fed policy, currency moves, and global growth trends. Short, sharp conversations on crypto law, AI buildout, and macro forces.

Live market preview and macro setup ahead of the Fed decision. Deep dive into AI supply-chain momentum driven by ASML, SK Hynix and NVIDIA H200 import reports. Semiconductor and tech earnings outlook with potential leadership rotation beyond MAG7. Discussion of UK-China diplomatic moves, European luxury softness, and implications of a weakening dollar for global trade and markets.