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

from Morning Call · host CNBC

AI demand remains strong as Samsung's earnings reinforce long term confidence in semiconductors despite near term profit taking. Plus, SpaceX joins the Nasdaq 100, drawing billions in passive inflows as investors weigh index inclusion and insider lockups. Later, NATO defense spending, the World Cup's economic impact and shifting market leadership keep investors focused on the second half of the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Episode metadata supplied by the publisher feed · Published Jul 7, 2026

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

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