EPISODE · May 27, 2026 · 43 MIN
AI momentum, space growth and global risks drive markets 5/27/26
from Morning Call · host CNBC
Markets remain focused on AI growth, trillion dollar tech valuations and strong earnings as software, semiconductors and space stocks continue gaining momentum. Plus, NASA’s moon base plans, private market expansion and rising infrastructure investment are fueling optimism across industries. Later, oil tensions, global shipping risks and questions around consumer resilience keep investors watching inflation, energy prices and the broader economic outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Markets remain focused on AI growth, trillion dollar tech valuations and strong earnings as software, semiconductors and space stocks continue gaining momentum. Plus, NASA’s moon base plans, private market expansion and rising infrastructure investment are fueling optimism across industries. Later, oil tensions, global shipping risks and questions around consumer resilience keep investors watching inflation, energy prices and the broader economic outlook.
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AI momentum, space growth and global risks drive markets 5/27/26
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