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

Page: https://stenobird.com/podcast/morning-call-1336247/ai-growth-retail-earnings-and-market-resilience-in-focus-5-19-26
Text version: https://stenobird.com/podcast/morning-call-1336247/ai-growth-retail-earnings-and-market-resilience-in-focus-5-19-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-05-19T10:56:43+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/17224561-bb66-4c3f-9a51-b1101671b42e/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=17224561-bb66-4c3f-9a51-b1101671b42e&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-growth-retail-earnings-and-market-resilience-in-focus-5-19-26
Duration seconds: 2628

## Resource

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.

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## Transcript

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