Morning Call

Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland 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.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland 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.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland 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.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland 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.

Nike shares are falling after the company missed on earnings for the first time in three years. Oppenheimer’s Brian Nagel breaks down the results. Plus, a Japan-backed fund is set to buy semiconductor firm JSR as the country pushes for domestic production. JSR CEO Eric Johnson discusses the details. And, what’s ahead for the markets in the second half of the year? Chantico Global’s Gina Sanchez and RBC Capital Markets’ Elsa Lignos weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Micron shares are rising after the company beat on both earnings and revenue. Wedbush’s Matt Bryson breaks down the quarter. Plus, investors are gearing up for results from Nike after the close today. RBC Capital Markets’ Piral Dadhania lays out what to expect. And, Virgin Galactic is set to launch its first commercial space flight today as the space tourism race ramps up. Phantom Space CEO Jim Cantrell discusses the event. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are putting a stop to their skid and preparing to close out a solid performance for June. Blanke Schein Wealth Management’s Robert Schein discusses the movement. Plus, CAVA’s successful IPO may be providing inspiration for other restaurants to go public this year. Barclays’ Jeffrey Bernstein gives his expectations. And, what’s ahead for the final trading days of the quarter? Evans May Wealth’s Lizzie Evans weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech has had a stellar start to 2023, but as investors look ahead to the second half of the year, they’re growing more focused on the potential risks around mega-cap tech’s massive market concentration. Big Technology’s Alex Kantrowitz discusses the outlook. Plus, the Biden administration has now allocated more than $260 billion for thousands of infrastructure projects, ranging from broadband and public transit to roads and bridges. Wolfe Research’s Timna Tanners breaks down which companies are set to benefit. And, a slew of housing data is out this week, providing fresh insight into the sector following the Fed’s first pause in its interest rate hiking campaign in more than a year. Brown Harris Stevens CEO Bess Freedman lays out her expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors are digesting this weekend's short-lived armed rebellion against Russian president Vladmir Putin, which ended with Moscow signing a deal with the Wagner Group. RBC Capital Markets' Helima Croft and Fordham Global Foresight's Tina Fordham discuss the implications on Wall Street. Plus, Carnival reports earnings this morning amid a rally for cruise line stocks. Citi's James Hardiman lays out his expectations for the report. And, what's ahead for the final trading week of the month? TS Lombard's Skylar Montgomery Koning and Veritas Financial Group's Greg Branch weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Treasury Secretary Janet Yellen says the risks of a U.S. recession are easing due to the resilient job market. UBS Global Wealth Management’s Mark Haefele discusses how this impacts his investing strategies. Plus, the EU’s Internal Market Commissioner is meeting with the CEOs of Tesla, Meta, OpenAI, and Nvidia today to discuss tech regulation. GlobalData’s Cyrus Mewawalla lays out the details. And, the S&P 500 and Nasdaq are poised to snap multi-week win streaks, which JPMorgan attributes to restrictive monetary policy. 2/13 Strategic Partners’ Greg Sarian closes out the final trading day of the week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.