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Morning Call 8/21/26
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Morning Call 8/20/26
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Morning Call 8/19/26
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Copper demand, defense AI and consumer strength shape the market outlook 8/18/26
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Morning Call 8/17/26
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Morning Call 8/14/26
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Morning Call 8/13/26
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AI investment and leverage risks shape the market outlook 8/12/26
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AI financing, cybersecurity and commodities shape the outlook 8/11/26
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Morning Call 8/10/26
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Earnings strength meets jobs, rates and market rotation 8/7/26
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AI, quantum and defense fuel the next growth wave 8/6/26
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Morning Call 8/5/26
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AI, space and geopolitics drive market momentum 8/4/26
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Morning Call 8/3/26
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AI leadership broadens as defense and markets evolve 7/31/26
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Tech earnings, AI spending and Fed uncertainty drive markets 7/30/26
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AI spending, Fed policy and market rotation drive the outlook 7/29/26
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AI, earnings and the Fed keep investors on edge 7/28/26
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Tech earnings, AI spending and Fed risks drive the market outlook 7/27/26
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Markets, tariffs and oil drive investor focus 7/24/26
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Morning Call 7/23/26
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Earnings, AI and the space economy take center stage 7/22/26
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Morning Call 7/21/26
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Morning Call 7/20/26
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Morning Call 7/17/26
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AI momentum, earnings and market rotation in focus 7/16/26
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Grading Big Bank Earnings Season, PA Defense & Innovation Summit 7/15/26
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Inflation, AI spending and earnings take center stage 7/14/26
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Graham's Foreign Policy Influence, CPI & PPI Ahead 7/13/26
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The Next Wave of Defense Spending, Opening Access to Sports Investing 7/10/26
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OpenAI Releases Latest GPT Model, Bloom Energy Overpromising? 7/9/26
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Trump on Iran-U.S. Ceasefire 7/8/26
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AI demand, defense spending and SpaceX drive the market 7/7/26
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Markets, AI and Fed uncertainty drive the second half 7/6/26
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Jobs Report Preview, Robinhood CEO on Global Expansion 7/2/26
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Jobs vs. Inflation, Weathering the "Heat Dome" 7/1/26
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Qatar Talks, Klaviyo Co-CEO on Agentic Commerce 6/30/26
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Tracking Losses on SpaceX's New Debt, Growing Demand for Defense Tech 6/29/26
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SpaceX Eyes Starlink Expansion in U.S., Tanger CEO on State of Consumer 6/26/26
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SpaceX, Nordic American Tankers CEO 6/25/26
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Understanding the New Mag 7 Narrative, Geopolitical Risks 6/24/26
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AI pullback, SpaceX risks and earnings take center stage 6/23/26
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AI Momentum Outweighs Geopolitical Risk? 6/22/26
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Fed Reset, AI Growth & Inflation Shapes Markets 6/18/26
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Software Sector Hit By Double Whammy, Fed Focus Meets AI Optimism 6/17/26
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Trump Meets with Leaders at G7 Summit, The Business of Space 6/16/26
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SpaceX to Soar, The Global Race Around Quantum 6/15/26
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Valuing the SpaceX IPO, New Playbook for Public Markets 6/12/26
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SpaceX Fever Rises, Oracle's AI Exposure 6/11/26
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SpaceX Hype Meets Inflation & AI Valuation Risks 6/10/26
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Crypto's Spring Swoon, The SpaceX Stock Ecosystem 6/9/26
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AI, rates and the SpaceX IPO drive market debate 6/8/26
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Growing Demand for Space & AI Enthusiasm 6/5/26
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Investing in Space, Meeting Data Center Demand 6/4/26
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Trump on Iran, Major Catalysts for Cancer Drugs 6/3/26
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OpenAI, Anthropic & SpaceX Valuations 6/2/26
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Wall Street's Space Race, Trouble Ahead for Retailers? 6/1/26
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The Fight Against Cancer, Coal Markets & AI Demand 5/29/26
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FIFA World Cup Ticket Probe, Investors Boost Space Exposure 5/28/26
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AI momentum, space growth and global risks drive markets 5/27/26
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Ending the Iran War: Market Impact 5/26/26
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Oil Prices Move Higher, Retail Sector's Earnings Season 5/22/26
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AI optimism, SpaceX hype and rising yields test markets 5/21/26
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AI, rates and affordability pressures drive market debate 5/20/26
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AI growth, retail earnings and market resilience in focus 5/19/26
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AST SpaceMobile CEO, SpaceX IPO & Alaska's Oil Boom 5/18/26
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The Tech Boom, SpaceX Governance Concerns 5/15/26
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AI, China and market risks drive the global outlook 5/14/26
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AI, inflation and China trade talks drive market focus 5/13/26
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Hantavirus Fears, Transports Pressured By Fuel Costs 5/12/26
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Apple's AI Strategy vs. The Rest, Oil Rebounds 5/11/26
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Rising Returns from I-Bonds, Shift4 CEO on Customers Trends 5/8/26
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Markets, earnings and oil risks shape the outlook 5/7/26
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AI Boom & Easing Oil Fears, Lumen Tech CEO on AI Buildout 5/6/26
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Strait of Hormuz Re-Escalation, The Growing Boom of Space Exploration 5/5/26
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Fallout from Spirit Collapse, Iran War Prompting Shift to Coal 5/4/26
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Investor View on Berkshire & Abel, Senate Bans Prediction Market Trading 5/1/26
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Markets, oil and AI drive outlook as risks and momentum build 4/30/26
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Markets balance AI optimism with war risks and Fed uncertainty 4/29/26
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Hearings on Defense Budget, OpenAI Misses Key Metrics 4/28/26
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Markets rally on AI and earnings as policy and geopolitics add risk 4/27/26
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Morning Call 4/24/26
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Morning Call 4/23/26
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Morning Call 4/22/26
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Markets hold firm as tech leads and risks build 4/21/26
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Markets hold steady as oil risks rise and earnings stay strong 4/20/26
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Morning Call 4/17/26
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Markets rally, earnings strength, and risk appetite returns 4/16/26
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AI rally broadens, geopolitical risks linger, and earnings stay strong 4/15/26
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AI momentum, oil shocks, and markets look through volatility 4/14/26
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Fragile ceasefire, earnings in focus, and AI reshapes markets 4/13/26
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Morning Call 4/10/26
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Morning Call 4/9/26
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Ceasefire rally, oil risks, and global trade outlook 4/8/26
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Oil volatility, geopolitical risk, and the rise of the space economy 4/7/26
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Morning Call 4/6/26
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Morning Call 4/2/26
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Morning Call 4/1/26
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Morning Call 3/31/26
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