Episode

AI growth, retail earnings and market resilience in focus 5/19/26

Podcast: Morning Call
Published: May 19, 2026
Duration seconds: 2628
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Canonical source: https://www.cnbc.com
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Summary

Markets remain supported by AI spending, resilient consumers and strong corporate earnings despite rising yields and energy prices. Plus, retailers, labor data and infrastructure demand continue shaping the economic outlook as investors watch inflation and Fed policy closely. And later, concerns around oil volatility, geopolitical tensions and the sustainability of AI driven growth keep markets on edge heading into the second half of the year.