Morning Call

November 12, 2026; 5am: Morning Call tracks reports that NVIDIA’s board may remove Jensen Huang as CEO, the pre-market hit to NVIDIA and AI-linked stocks, and the governance questions now confronting the company. Morgan Brennan and guests assess succession risk, AI demand, chip export concerns, and broader market implications.

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November 11, 2026; 5am: CNBC’s Morning Call covers a tech-led futures rebound after hotter CPI, NVIDIA scrutiny, AI infrastructure volatility, and Fed rate hike expectations, with analysis from Kevin Rippey, Joe Mazzola, and the call-sheet crew. Morgan Brennan reports from Washington with Suzanne Clark on business policy and Sam Mehta on L3Harris, defense tech, munitions capacity, and Veterans Day.

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November 10, 2026; 5am: Morning Call tracks volatile markets ahead of CPI, new scrutiny around Nvidia CEO Jensen Huang and alleged China chip-sales ties, and Morgan Brennan’s B20 Summit interview with Allstate CEO Tom Wilson on trust, insurance pricing, AI and autonomous driving. The episode also covers Blue Origin’s space data-center push, gas prices, Fed rate risk and investor views on bonds, consumer stocks and market breadth.

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November 10, 2025; 5am: Morgan Brennan breaks down U.S. futures, inflation data ahead, crude weakness, and the latest on NVIDIA’s board investigation into CEO Jensen Huang over an alleged Chinese spy relationship. Guests discuss AI export controls, data center policy, Berkshire results, China trade tensions, and why Washington turmoil could keep tech market volatility elevated.

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November 6, 2026; 5am: Morning Call breaks down the AI-led market sell-off after the midterms, with Leslie Picker and Morgan Brennan covering U.S. futures, global tech pressure, data center policy and the coming jobs report. Dan Ives, John Stoltzfus, Glenn Youngkin, Cathie Wood, Ryan Dietrich and Rae-Ann Mitrione weigh in on whether the AI trade is overdone and where investors see opportunity.

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