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Morning Call

Morning Call

AI, earnings and the Fed keep investors on edge 7/28/26

Morning Call · Jul 28, 2026 · 42:46

0:0042:46

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Markets navigate another pivotal week as earnings, AI investment and sector rotation reshape the outlook. Plus, employers embrace AI, semiconductor demand stays strong and investors look beyond Big Tech for new opportunities. Later, Fed policy, inflation trends, bond positioning and cybersecurity concerns surrounding advanced AI models remain key themes driving markets.


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Episodes: Morning Call

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