Morning Call

Ross Mayfield, Investment Strategist at Baird, discussed rising Treasury yields, AI driven capex, the evolving Mag-7, sector rotation, inflation risks and why higher interest rates remain a key challenge for stocks. #Markets #AI #Inflation #Mag7 #Stocks cnbc.com/video/2026/07/…

Stephen Biggar, Director of Financial Services Research at @ArgusResearch, discussed strong bank earnings, M&A momentum, improving net interest margins, valuations and why the outlook for large banks remains favorable. #Banks #Earnings #Mergers #Finance #Markets cnbc.com/video/2026/07/…

Roger Ferguson, Former Federal Reserve Vice Chairman, discussed sticky inflation, AI driven price pressures, oil risks and why markets may need to prepare for additional Fed rate hikes. #Fed #Inflation #AI #Markets #InterestRates cnbc.com/video/2026/07/…

Dave Regan, President of SEIU-UHW, discussed California's billionaire tax proposal, Medicaid funding cuts, health care affordability and efforts to stabilize the state's health care system. #Healthcare #Medicaid #California #Policy cnbc.com/video/2026/07/…

Morning Call Sheet: Inflation, AI spending and earnings drive markets Panel with Veronica Clark, Citi Economist; Marta Norton, Chief Investment Strategist at Empower; and Steven Wieting, CIO Group Chief Investment Strategist at Citi, discussing inflation, AI capex, earnings, oil and market rotation. $SPY $QQQ $DIA $IWM $XLE $USO $NVDA $MSFT $AMZN $META $GOOGL $AAPL $JPM $BAC $C $TLT $TNX $CL_F cnbc.com/video/2026/07/…

Morning Call Sheet: Markets brace for earnings, inflation and oil risks. Panel with @GinaMartinAdams, @JimPethokoukis and Keith Buchanan discussing earnings season, inflation, oil, the Fed, financials and the market outlook. $SPX $QQQ $XLF $XLE cnbc.com/video/2026/07/…

.@DanLeonard_wx, Senior Meteorologist at The Weather Company and Wall Street's Weatherman, discussed Super El Niño, weather risks for cocoa, coffee, sugar and palm oil, plus the implications for crop yields, inflation and energy markets. #Commodities #Weather #Agriculture cnbc.com/video/2026/07/…

.@JanGoetz6, CEO and co-founder of @IQMquantum, discussed the company’s Nasdaq debut, quantum and AI integration, data center growth, cloud expansion and the path toward commercially viable quantum computing. #QuantumComputing #AI #Nasdaq cnbc.com/video/2026/07/…

.@DivesTech, Tech Strategist, says AI demand remains strong despite the rotation into memory names. He discussed Nvidia, SK Hynix's U.S. listing, tech earnings, Apple's lawsuit against OpenAI and why the U.S. leads the next phase of AI. #AI $NVDA $AAPL cnbc.com/video/2026/07/…

.@Ole_S_Hansen, Head of Commodity Strategy at Saxo Bank, says the real stress in energy markets is refined fuels, not crude. He discusses diesel shortages, Russia's refinery disruptions, inflation risks and why shipping through the Strait of Hormuz remains the key market signal. #Oil #Energy #Inflation cnbc.com/video/2026/07/…

@armaniferrante, Founder & CEO of @Backpack, discusses bringing 24/7 trading of U.S. equities like @SpaceX and @MicronTech to international investors, as global retail demand for around-the-clock market access continues to grow. $MU #SpaceX #Fintech #24x7Trading #Markets cnbc.com/video/2026/07/…

Andrew King, General Partner at Bastille Capital and President of Future Union, discusses how investors can gain exposure to the growing wave of private defense tech companies as capital flows into the sector accelerate. $LMT $NOC $RTX $GD $PLTR cnbc.com/video/2026/07/…

Sheila Kahyaoglu of Jefferies breaks down the key metrics and management commentary to watch in Delta Air Lines' earnings, and what it could signal for the broader airline sector. $DAL $UAL $AAL $LUV $JBLU $ALK ✈️📈 cnbc.com/video/2026/07/…

Marques Colston, Managing Partner at Champion Capital and former NFL standout, discusses the firm's new fund giving retail investors access to private sports assets with investments starting at just $500. #SportsInvesting #PrivateMarkets #NFL #Investing cnbc.com/video/2026/07/…

Morning Call Sheet: What will drive today's trading day Markets are watching inflation, earnings, Fed expectations and sector leadership. @RyanDetrick of @CarsonGroupLLC, @pboockvar of BFG Wealth Partners and @JoseTorresEcon of @IBKR break down what could move markets today. $SPY $QQQ $DIA $IWM $VIX $NVDA $AAPL $MSFT $AMZN $TSLA $META cnbc.com/video/2026/07/…

Morning Call Sheet: AI trade, tech rotation and oil keep markets on edge Panel with @fundstrat Head of Research at @fundstratdirect, Adam Crisafulli, Founder and President of Vital Knowledge, and Michael O’Rourke, Chief Market Strategist at JonesTrading. $SPY $QQQ $IWM $NVDA $MU $TSM $AAPL $MSFT $GOOGL $AMZN $XLE $USO $SMH cnbc.com/video/2026/07/…

.@SammyKoppelman, Publisher at @hntrbrkmedia, discussed his investigation into Bloom Energy, questioning its China supply chain, AI data center claims and the evidence behind Hunterbrook's reporting. $BE $ORCL $AI $XLE $XLU cnbc.com/video/2026/07/…

.@jackhidary, CEO of @SandboxAQ, says America should invest in core technologies that strengthen economic resilience. He also discussed large quantitative AI models, the company's Google Cloud partnership and AI driven scientific innovation. $GOOGL $NVDA $MSFT $AMZN $AI $IONQ $RGTI $QBTS cnbc.com/video/2026/07/…

Markets weigh geopolitical risks, defense spending and tech opportunities. @fundstrat Head of Research at @fundstratdirect Tom Lee and Tony Bancroft, Portfolio Manager at Gabelli Funds, discussed market volatility, defense spending, semiconductor pullbacks and long term opportunities in small caps. $SPY $QQQ $IWM $SMH $NVDA $MU $LMT $RTX cnbc.com/video/2026/07/…