EPISODE · Apr 15, 2026 · 44 MIN
AI rally broadens, geopolitical risks linger, and earnings stay strong 4/15/26
from Morning Call · host CNBC
Markets surge toward record highs as AI driven growth expands beyond Mega-cap tech, and earnings remain resilient despite geopolitical tensions. Plus, Amazon’s push into satellite connectivity highlights the next phase of AI infrastructure and competition. Later, energy shocks, policy uncertainty, and global risks continue to shape the outlook for inflation, growth, and investor positioning. 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 surge toward record highs as AI driven growth expands beyond Mega-cap tech, and earnings remain resilient despite geopolitical tensions. Plus, Amazon’s push into satellite connectivity highlights the next phase of AI infrastructure and competition. Later, energy shocks, policy uncertainty, and global risks continue to shape the outlook for inflation, growth, and investor positioning.
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AI rally broadens, geopolitical risks linger, and earnings stay strong 4/15/26
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