Morning Call

Morning Call 7/17/26

Morning Call 7/17/26

AI momentum, earnings and market rotation in focus 7/16/26

Grading Big Bank Earnings Season, PA Defense & Innovation Summit 7/15/26

Inflation, AI spending and earnings take center stage 7/14/26

Graham's Foreign Policy Influence, CPI & PPI Ahead 7/13/26

The Next Wave of Defense Spending, Opening Access to Sports Investing 7/10/26

OpenAI Releases Latest GPT Model, Bloom Energy Overpromising? 7/9/26

Trump on Iran-U.S. Ceasefire 7/8/26

AI demand, defense spending and SpaceX drive the market 7/7/26

Markets, AI and Fed uncertainty drive the second half 7/6/26

Jobs Report Preview, Robinhood CEO on Global Expansion 7/2/26

Jobs vs. Inflation, Weathering the "Heat Dome" 7/1/26

Qatar Talks, Klaviyo Co-CEO on Agentic Commerce 6/30/26

Tracking Losses on SpaceX's New Debt, Growing Demand for Defense Tech 6/29/26

SpaceX Eyes Starlink Expansion in U.S., Tanger CEO on State of Consumer 6/26/26

SpaceX, Nordic American Tankers CEO 6/25/26

Understanding the New Mag 7 Narrative, Geopolitical Risks 6/24/26

AI pullback, SpaceX risks and earnings take center stage 6/23/26

AI Momentum Outweighs Geopolitical Risk? 6/22/26

Fed Reset, AI Growth & Inflation Shapes Markets 6/18/26

Software Sector Hit By Double Whammy, Fed Focus Meets AI Optimism 6/17/26

Trump Meets with Leaders at G7 Summit, The Business of Space 6/16/26

SpaceX to Soar, The Global Race Around Quantum 6/15/26

Valuing the SpaceX IPO, New Playbook for Public Markets 6/12/26

SpaceX Fever Rises, Oracle's AI Exposure 6/11/26

SpaceX Hype Meets Inflation & AI Valuation Risks 6/10/26

Crypto's Spring Swoon, The SpaceX Stock Ecosystem 6/9/26

AI, rates and the SpaceX IPO drive market debate 6/8/26

Growing Demand for Space & AI Enthusiasm 6/5/26

Investing in Space, Meeting Data Center Demand 6/4/26

Trump on Iran, Major Catalysts for Cancer Drugs 6/3/26

OpenAI, Anthropic & SpaceX Valuations 6/2/26

Wall Street's Space Race, Trouble Ahead for Retailers? 6/1/26

The Fight Against Cancer, Coal Markets & AI Demand 5/29/26

FIFA World Cup Ticket Probe, Investors Boost Space Exposure 5/28/26

AI momentum, space growth and global risks drive markets 5/27/26

Ending the Iran War: Market Impact 5/26/26

Oil Prices Move Higher, Retail Sector's Earnings Season 5/22/26

AI optimism, SpaceX hype and rising yields test markets 5/21/26

AI, rates and affordability pressures drive market debate 5/20/26

AI growth, retail earnings and market resilience in focus 5/19/26

AST SpaceMobile CEO, SpaceX IPO & Alaska's Oil Boom 5/18/26

The Tech Boom, SpaceX Governance Concerns 5/15/26

AI, China and market risks drive the global outlook 5/14/26

AI, inflation and China trade talks drive market focus 5/13/26

Hantavirus Fears, Transports Pressured By Fuel Costs 5/12/26

Apple's AI Strategy vs. The Rest, Oil Rebounds 5/11/26

Rising Returns from I-Bonds, Shift4 CEO on Customers Trends 5/8/26

Markets, earnings and oil risks shape the outlook 5/7/26

AI Boom & Easing Oil Fears, Lumen Tech CEO on AI Buildout 5/6/26