Morning Call 10/9/26
Summary
Morgan Brennan opens the show with a market check, highlighting a pre-market rebound in U.S. stocks and falling oil prices following President Trump’s comments on Iran. The episode features an exclusive interview with A16Z’s David George on tech’s dominance in capital spending, followed by a technical analysis from Jay Woods focusing on NVIDIA and financials. Key stories include SpaceX’s $8 billion spectrum acquisition threatening legacy telecoms, OpenAI’s firing of three researchers, and a discussion on AI regulation and labor visa crackdowns with Ruman Chowdhury.
Topics discussed
Sponsor: Edward Jones
Pre-market futures, dollar index, and energy check
Telco stocks sink on SpaceX spectrum deal; Apple drops
Global markets wrap: Asia and Europe close
Oil prices and Strait of Hormuz tensions with Amina Bakar
Hurricane Isaias impact on Gulf energy infrastructure
Preview: A16Z interview and upcoming segments
Sponsor: Air France
A16Z on AI capex, market tops, and NVIDIA analysis
Sponsor: Air France Wi-Fi
Sponsor: California Closets
SpaceX spectrum acquisition and telco disruption with Louie
Microsoft visa suspension and OpenAI revenue report
AI safety, regulation, and talent with Ruman Chowdhury
AI market share and prediction markets
Call Sheet: Midterms, yields, and earnings outlook
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