AI, crypto and market breadth drive the trading day 10/7/26
Summary
Morgan Brennan opens the show with a market update, noting that S&P 500 and Nasdaq futures are near record highs despite a mixed pre-market session, while bond yields rise ahead of a 10-year Treasury auction and Fed minutes. Key corporate news includes SpaceX reportedly raising $40 billion to buy NVIDIA chips, Constellation Brands falling after failing to raise guidance despite strong earnings, and Apple pushing new smart home devices. The segment features interviews with Proto Labs CEO Suresh Krishna on the reindustrialization of U.S. manufacturing and Snowpoint Ventures’ Doug Philippone o…
Topics discussed
Sponsorship: Edward Jones and Venture Global
Market Check: Futures, Bonds, and Energy
Morning Stock Stories: Apollo, SpaceX, and Constellation
Global Markets: Asia and Europe Overview
Interview Recap: Mike Wirth on Oil Inventories
Interview: Phil D'Angelo on Tech, Fed, and Geopolitics
News Briefs: White House Announcements and Siberia Plague
Interview: Suresh Krishna on Digital Manufacturing
Sponsorship: WISE and YouTube Premium
Market Flash: FICO, Zim, and AMD Updates
News Roundup: Trump, EU Tax, and Samsung-AMD
SpaceX AI Chip Financing and Navy Shipyard Investment
Interview: Doug Philippone on Defense Tech and Palantir
Market Flash: Penguin Solutions and Blue Owl Insurance
Panel: Crypto, Fed Minutes, and AI Market Breadth
Sponsorship: Zepbound for Sleep Apnea
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