Episode

AI momentum, oil shocks, and markets look through volatility 4/14/26

Podcast: Morning Call
Published: Apr 14, 2026
Duration seconds: 2636
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Canonical source: https://www.cnbc.com
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Markdown: /podcast/morning-call-1336247/ai-momentum-oil-shocks-and-markets-look-through-volatility-4-14-26.md

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Summary

Markets push higher despite oil shocks and geopolitical uncertainty, as investors focus on forward earnings and strong tech driven growth. Plus, AI continues to expand across sectors, driving expectations for margin gains and productivity. Later, inflation risks and supply disruptions remain in focus, with potential impacts on earnings and consumer demand still unfolding.