Morning Call

Honeywell CEO Vimal Kapur joins @CNBCMorningCall tomorrow at 5:30 am ET to discuss the ongoing separation of the company's units and what that means for its next steps.

Morning Call Sheet: AI rally powers markets despite inflation fears @jefmacrostrat, @RyanDetrick and @JoseTorresEcon say AI strength and investor optimism continue supporting markets despite inflation and geopolitical risks. $NVDA $MSFT $META $AMZN $AMD $AVGO $TSM $QQQ cnbc.com/video/2026/05/…

@BroughtonDonald of Broughton Capital says freight flows point to a strengthening economy, resilient consumer spending and improving housing demand despite higher fuel prices. $FDX $UPS $CSX $UNP $NSC $XPO $ODFL $JBHT $LEN $DHI cnbc.com/video/2026/05/…

@KyleBetaClark of Beta Technologies says the company is launching cargo and medical operations this year as U.S. demand for electric aviation accelerates. $JOBY $ACHR $BA $GE $RTX $LMT $TXT $HON $EMR cnbc.com/video/2026/05/…

.@annikakimc says Moderna’s hantavirus vaccine research remains in early stages, while health experts raise concerns about the CDC’s response to recent outbreaks. $MRNA $PFE $BNTX cnbc.com/video/2026/05/…

@victoriaf322 of Crossmark Global Investments says AI earnings and capex continue driving markets higher, while inflation risks, Fed policy and cautious consumer trends create a split economy. $NVDA $MSFT $AMZN $META $GOOGL $AMD $AVGO $TSM $MU $SMCI $AAPL cnbc.com/video/2026/05/…

@victoriaf322 of Crossmark Global Investments says AI earnings and capex continue driving markets higher, while inflation risks, Fed policy and cautious consumer trends create a split economy. $NVDA $MSFT $AMZN $META cnbc.com/video/2026/05/…

@victoriaf322 of Crossmark Global Investments says AI earnings and capex continue driving markets higher, while inflation risks, Fed policy and cautious consumer trends create a split economy. $NVDA $MSFT $AMZN $META $GOOGL cnbc.com/video/2026/05/…

Morning Call Sheet: Tech and momentum drive markets higher Panel with @grassosteve, @barbara_doran1 and @EdMillsDC says strong earnings, resilient consumers and stable labor markets are supporting stocks despite inflation, war and oil price risks $SPY $QQQ $IWM $XLE $XLF $DIA cnbc.com/video/2026/05/…

@MorganStanley’s Brian Harbour tells @TheDomino that China remains a key growth market for fast food, while beverage chains like Dutch Bros continue outperforming the broader restaurant sector $MCD $SBUX $BROS $QSR $YUM $CMG cnbc.com/video/2026/05/…

Rebecca Babin, Senior Energy Trader at CIBC Wealth, says systematic trading and extreme volatility are driving oil markets, while traders increasingly ignore headlines and focus on long term normalization $WTI $USO $XOM $CVX $COP $SHEL $BP cnbc.com/video/2026/05/…

@NiccoloDeMasi, Chairman and Chief Executive Officer of IonQ, says quantum computing demand is accelerating across AI, defense and healthcare, with revenue expected to double again this year as adoption expands across industries $IONQ $NVDA $AMD cnbc.com/video/2026/05/…

@TheDomino reports rising war driven costs are pressuring appliance, airline and tire companies, while investors rotate into energy, industrial and cybersecurity stocks amid persistent inflation fears $WHR $GT $DAL $UAL $XOM $CVX $PANW cnbc.com/video/2026/05/…