# AI, oil and rates drive the market outlook 9/23/26

Page: https://stenobird.com/podcast/morning-call-1336247/ai-oil-and-rates-drive-the-market-outlook-9-23-26
Text version: https://stenobird.com/podcast/morning-call-1336247/ai-oil-and-rates-drive-the-market-outlook-9-23-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-09-23T11:15:00+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/9a80961d-4993-47d2-b8d7-defb99ba6232/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=9a80961d-4993-47d2-b8d7-defb99ba6232&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-oil-and-rates-drive-the-market-outlook-9-23-26
Duration seconds: 2540

## Resource

Markets weigh renewed AI momentum as investors watch rates and the next wave of technology investment. Plus, concerns over AI safety and competition with China put regulation in focus. Later, oil volatility, refining constraints and tensions around the Strait of Hormuz raise new questions about energy prices and global markets.

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## Transcript

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