Morning Call 10/13/26
Summary
Morning Call covers a broad tech sell-off hitting Asian and U.S. markets, with Dan Ives dismissing the panic as overdone. The episode features analysis of upcoming big bank earnings and rising bond yields, alongside a discussion on the resilient but bifurcated U.S. consumer with Mastercard’s chief economist. Other topics include security risks from Saudi Arabia airport attacks, Elon Musk’s record political spending, and Apple’s new smart home strategy.
Topics discussed
Sponsor: Edward Jones
Sponsor: LinkedIn Premium and Market Open
Global Tech Sell-off and Asian Markets
Interview: Dan Ives on AI and Tech Rotation
Meta's New AI Rollout and Mainstream Adoption
European Markets and Chip Stocks
Bank Earnings Preview and Interest Rates
Upcoming Wells Fargo CFO Interview
Energy Prices and Saudi Arabia Missile Attacks
Interview: Business Security in the Middle East
Trump Defends Russian Diesel Export Easing
News: Election Spending and French Supermarket Hack
Interview: INQ CEO on Quantum Computing
Market Recap and Consumer Spending Trends
Interview: Michelle Meyer on Consumer Economy
Stock Stories: Apple, Kroger, and Visa
Call Sheet: Analysts on Tech, Banks, and Earnings
Sponsor: ZepBound
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