{"podcast":{"title":"Morning Call","slug":"morning-call-1336247","podcast_index_feed_id":1336247,"rss_url":"https://feeds.simplecast.com/Bt3ITxGl","website_url":"https://www.cnbc.com","image_url":"https://image.simplecastcdn.com/images/92728f12-3d53-46b8-9a33-60e9b83ad72d/d7e1b54e-881f-49db-a143-ece2f9092581/3000x3000/morningcallpodcastcoverart3000x3000v01.jpg?aid=rss_feed","author":"CNBC","episode_count":1454,"summary":"Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.","last_synced_at":"2026-10-01T12:22:16.680633+00:00","page_url":"https://stenobird.com/podcast/morning-call-1336247"},"episode":{"title":"AI investment and leverage risks shape the market outlook 8/12/26","slug":"ai-investment-and-leverage-risks-shape-the-market-outlook-8-12-26","published_at":"2026-08-12T10:27:50+00:00","page_url":"https://stenobird.com/podcast/morning-call-1336247/ai-investment-and-leverage-risks-shape-the-market-outlook-8-12-26","show_page_url":"https://stenobird.com/podcast/morning-call-1336247","url":"https://www.cnbc.com","audio_url":"https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/fb602913-66c3-4df3-bde7-933b5ecf9f76/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=fb602913-66c3-4df3-bde7-933b5ecf9f76&feed=Bt3ITxGl","summary":"AI infrastructure spending accelerates as strong earnings and surging demand support the next phase of the buildout. Plus, private credit and new financing structures are helping fund massive capital needs across AI and space. Later, rising leverage, inflation risks and Fed uncertainty raise questions about how long the investment boom can continue.","meta_description":"AI infrastructure spending accelerates as strong earnings and surging demand support the next phase of the buildout. Plus, private credit and new financin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2568,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-investment-and-leverage-risks-shape-the-market-outlook-8-12-26/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/morning-call-1336247/ai-investment-and-leverage-risks-shape-the-market-outlook-8-12-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}