Kickstart your morning with @MorganLBrennan on CNBC's 5-6am ET program, Morning Call!
Englewood Cliffs, NJ
- Tweets 14,304
- Following 788
- Followers 32,935
- Likes 1,139
Morning Call Sheet: the state of the economy & the state of the markets.
One Point BFGs' @pboockvar, BD8 Capital Partners' Barbara Doran and Natixis CIB Americas' Chris Hodge join @MorganLBrennan to discuss how the economic and market landscape look ahead of the monthly jobs report.
cnbc.com/video/2026/10/02/th…
2
7
4,187
.@MorganLBrennan lays out why space stocks have stayed below orbit this week, despite a flurry positive news for the sector.
cnbc.com/video/2026/10/02/wh…
$SPCX $GOOGL $BA $RDW $PL $FLY
1
9
3,962
Jonathan Golub of Seaport Research joins @MorganLBrennan to discuss the impact of higher bond yields on the broader markets.
cnbc.com/video/2026/10/02/go…
2
2
616
Zachary Warring of @cfraresearch joins @MorganLBrennan to discuss Nike’s disappointing Q1 results and outlook. $NKE cnbc.com/video/2026/10/02/cf…
1
3
650
Former FTC official David Balto speaks with @MorganLBrennan on the agency’s move to open a probe into OpenAI, Anthropic and other AI firms over possible risks to consumers. cnbc.com/video/2026/10/01/fo…
4
2,524
Nordic American Tankers CEO Herbjorn Hansson speaks with @MorganLBrennan on how demand is holding up for the company’s ships even as transit risks remain. $NAT cnbc.com/video/2026/10/01/no…
1
1
708
Morning Call Sheet: Q4 kicks off, a busy earnings lineup and digesting earnings.
Victoria Greene of @gsquaredpw, Keith Buchanan of GLOBALT Investments and Thierry Wizman of Macquarie Group join @MorganLBrennan to discuss the stories driving the trading day ahead.
cnbc.com/video/2026/10/01/th…
2
2
692
Sunaina Sinha Haldea of @RaymondJames joins @MorganLBrennan to discuss how elevated bond yields and other pressures could impact the equity markets
cnbc.com/video/2026/10/01/ra…
1
1
4
2,467
Today’s Call Sheet: What Will Drive the Trading Session @JayWoods3
cnbc.com/video/2026/09/30/to…
2
1
6
895
Kilduff: It’s surprising oil prices don’t remain high, even with improving flows in the Middle East @KilduffReport
cnbc.com/video/2026/09/30/ki…
1
1
3
651
Renaissance Capital on the outlook for the IPO market heading into Q4 @IPOtweet
cnbc.com/video/2026/09/30/re…
5
657
Cappelleri: The bullish trend we’ve seen in the S&P 500 should continue in Q4 @FrankCappelleri
cnbc.com/video/2026/09/30/ca…
1
10
11,886
Nick Schneider, CEO of @AWNetworks, joins @MorganLBrennan to discuss AI cybersecurity risks, rising customer demand and why companies must strengthen guardrails and defend against threats at machine speed.
$CRWD $PANW $FTNT $MSFT
cnbc.com/video/2026/09/29/ar…
3
3
4
10,729
Nick Potter, President of @Equinor Natural Gas, joins @MorganLBrennan to discuss U.S. and European gas prices, LNG infrastructure, surging AI data center demand and potential winter volatility.
$EQNR $UNG $USO
cnbc.com/video/2026/09/29/ni…
3
816
CNBC’s @MorganLBrennan reports on @NASA and @Boeing’s renewed Starliner plan, including $359 million in upgrades, an uncrewed flight this year and a return to crewed missions by 2028.
$BA
cnbc.com/video/2026/09/29/na…
1
3
740
Sean McGarvey, President of @NABTU, joins @MorganLBrennan to discuss AI infrastructure, data center growth, U.S. manufacturing, skilled labor and the need to train more American workers.
$MSFT $META $ORCL $GOOGL $NVDA
cnbc.com/video/2026/09/29/se…
1
3
6
790
Morning Call Sheet: AI, rates and affordability test markets.
Oppenheimer’s John Stoltzfus, @spotgamma’s Brent Kochuba and @marctshort of @AmericanFreedom join @MorganLBrennan to discuss AI, rates, energy, consumers and market risks.
$SPY $QQQ $NVDA $MU $IWM $DIA $TLT
cnbc.com/video/2026/09/29/mo…
2
3
8
5,295
Morning Call Sheet: Rising yields, AI and geopolitics test markets.
Joyce Huang of @Vanguard_Group, Edward Mills of @RaymondJames and @RyanDetrick of @CarsonGroupLLC discuss rising yields, AI, the Fed, Iran, earnings and the market outlook.
$SPY $QQQ $TLT $IWM
@MorganLBrennan
cnbc.com/video/2026/09/28/mo…
2
10
14,380
.@chadsonofchad, CEO & Founder of @SpaceCapital, discusses Starship's first commercial flight, Falcon 9's future, Starlink, AI infrastructure and how SpaceX could transform the space economy.
$RKLB $ASTS $LUNR
cnbc.com/video/2026/09/28/ch…
1
2
18
5,346