Morning Call Sheet: Market rotation, AI concerns and bond yields. Chris Verrone of @StrategasRP, @JayWoods3 of Freedom Capital Markets and @JohnRMowrey of NFJ Investment Group join CNBC's @MorganLBrennan to discuss AI spending, falling bond yields, sector rotation, Fed policy and opportunities for a year-end rally. $SPY $QQQ $NVDA $CRWV $TLT $IWM cnbc.com/video/2026/10/23/mo…

.@jarrodagen, Executive Director of the White House National Energy Dominance Council, joins CNBC's @MorganLBrennan to discuss the Defense Production Act, plans to expand U.S. refining capacity, oil supply from Venezuela and Alaska, and efforts to ease energy prices. $VLO $MPC $PSX $XOM $CVX $XLE cnbc.com/video/2026/10/23/ja…

.@Geo_papic of @bcaresearch and @anjamanuel1 of @AspenStrategy join CNBC's @MorganLBrennan to discuss Iran tensions, oil prices, Russia and Ukraine, political risks and the impact of global conflicts on markets. $USO $XLE $SPY $QQQ $TLT cnbc.com/video/2026/10/23/ir…

.@PaulHickey, Co-Founder of @bespokeinvest, joins CNBC's @MorganLBrennan to discuss falling bond yields, the sharp market rotation, AI financing pressures, earnings expectations and why history favors stocks after midterms. $SPY $QQQ $IWM $NVDA $META $TLT cnbc.com/video/2026/10/23/pa…

Morning Call Panel: @DivesTech of Yorkville Ives & Co., Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners join @MorganLBrennan to discuss Big Tech earnings, surging AI spending, the market sell-off and buying opportunities. $META $SPCX $NVDA $MSFT $GOOGL $TSLA cnbc.com/video/2026/10/22/mo…

Jefferies Aerospace & Defense Analyst Sheila Kahyaoglu joins @MorganLBrennan alongside @DivesTech, Kevin Rippey of Evercore ISI and Barbara Doran of BD8 Capital Partners to discuss airline demand, rising fuel costs, defense stocks and the outlook for $UAL $DAL $LUV $LMT $RTX $BA. cnbc.com/video/2026/10/22/sh…

EXCLUSIVE: $NVDA CEO Jensen Huang joins CNBC’s @ArjunKharpal in Berlin to discuss $10B in European AI investments, surging neocloud demand, China competition, AI safety and Nvidia’s massive supply chain expansion. Plus, what’s next for $CRWV $NBIS $MSFT $GOOGL $META. cnbc.com/video/2026/10/22/nv…

Charles Dallara, Chairman and Advisory Partner at @PartnersGroup, joins @MorganLBrennan to discuss France's debt crisis, rising global bond yields, persistent inflation, geopolitical risks, potential Fed rate hikes and concerns over AI investment returns. $SPY $QQQ $TLT $NVDA $MSFT $GOOGL cnbc.com/video/2026/10/21/ch…

.@QuantinuumQC CEO Rajeeb Hazra joins @MorganLBrennan to discuss a major quantum error correction breakthrough, plans for commercial deployment by 2029, scaling production and how quantum computing complements AI. $HON $IONQ $RGTI $QBTS $IBM $GOOGL cnbc.com/video/2026/10/21/qu…

.@Barclays' Anthony Valentini joins @MorganLBrennan to discuss $SPCX earnings, surging AI infrastructure demand, Starship's growth potential, Starlink expansion and a potential merger with $TSLA. $SPCX $TSLA $NVDA $CRWV $NBIS cnbc.com/video/2026/10/21/an…

CNBC's @MorganLBrennan reports on special committees exploring a potential Tesla and SpaceX merger, $SPCX's first profitable quarter, surging AI demand, massive capex plans and Starship expansion. $TSLA $SPCX $NVDA $CRWV $NBIS cnbc.com/video/2026/10/21/te…

Morning Call Sheet: AI spending, earnings and rising bond yields. @DrewMPettit of Roundhill Investments, @FrankCappelleri of CappThesis and Mike O'Rourke of JonesTrading join @MorganLBrennan to discuss AI investment, tech earnings, rising rates and market risks. $SPY $QQQ $NVDA $META $TSLA $NFLX cnbc.com/video/2026/10/20/mo…

.@Markzandi, Chief Economist at @economics_ma, joins @MorganLBrennan to discuss rising affordability pressures, inflation driven by the Iran war, soaring housing costs, tariffs, immigration restrictions and economic risks ahead of the midterms. $SPY $QQQ $TLT $XLE $USO cnbc.com/video/2026/10/20/ma…

$SPACEX earnings in focus. @MorganLBrennan reports on @SpaceX's @Starlink subscriber growth, AI compute expansion, massive capital spending plans, upcoming Starship launches and key questions surrounding funding as investors await Q3 results. $SPACEX $TSLA $GOOGL $AMZN $NVDA @Starlink cnbc.com/video/2026/10/20/sp…

.@ajeets, Founder of Different, joins @MorganLBrennan to discuss launching his AI marketing startup, its $48 million seed round, helping smaller B2B teams compete with industry giants and growing investor interest in AI. $GOOGL $META $MSFT $NVDA cnbc.com/video/2026/10/20/aj…

.@MCaruso_Cabrera, MCC Global Enterprises CEO and CNBC Contributor, joins CNBC's @MorganLBrennan to discuss France's fiscal crisis, Europe's stagnant growth, pension reforms, rising borrowing costs and mounting pressure on global bond markets. $TLT $IEF $VGK $EWQ cnbc.com/video/2026/10/20/mi…

.@pboockvar of One Point BFG Wealth Partners, Veronica Clark of Citi and Thomas Martin of Globalt Investments join @MorganLBrennan to discuss the growing affordability issues around the world, the big earnings week on tap and how it will all drive the trading day ahead. cnbc.com/video/2026/10/19/th…

.@HenriettaVeda of @VedaPartners1 joins @MorganLBrennan to discuss The Economy Election and the key Senate races and top issues for voters in the midterms. cnbc.com/video/2026/10/19/th… cnbc.com/video/2026/10/19/th…

.@MorganLBrennan looks ahead to @spacex earnings and the geopolitical controversy swirling around the company's Starlink service. cnbc.com/video/2026/10/19/wh… $SPCX