Morning Call 9/29/26
Summary
Morning Call covers a mixed start to the trading day with U.S. futures and rising Treasury yields, while highlighting Anthropic’s IPO prospectus warning of existential AI risks and OpenAI’s delay of its GPT-6.1 model due to safety concerns. The episode features interviews on the natural gas market divergence between the U.S. and Europe driven by AI data center demand, and the labor implications of the AI infrastructure build-out. Additionally, it discusses AMD’s acquisition of World Labs, Goldman Sachs succession rumors, and the geopolitical tensions surrounding U.S.-Iran diplomatic talks a…
Topics discussed
Sponsor segments: Edward Jones and Schwab
Market overview: Treasuries, Iran talks, and oil prices
Global rates: Australia vs US inflation and yields
AI news: Anthropic risks, OpenAI safety, and White House lunch
Interview: Arctic Wolf CEO on AI cybersecurity risks
Sponsor segment: Gemini Enterprise
Energy deep dive: Natural gas, LNG exports, and AI data centers
Sponsor segments: Venture Global and Lenovo
Corporate news: AMD, Shein, and AstraZeneca
AI regulation debate and Anthropic IPO details
China's role in AI supply chain and talent restrictions
Interview: Union leader on AI infrastructure labor and jobs
Space news: NASA Starliner and SpaceX Starship milestones
Call sheet: AI regulation, revenue, and consumer outlook
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