{"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":1403,"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":"2026-07-22T02:17:53.993192+00:00","page_url":"https://stenobird.com/podcast/morning-call-1336247"},"episode":{"title":"AI momentum, earnings and market rotation in focus 7/16/26","slug":"ai-momentum-earnings-and-market-rotation-in-focus-7-16-26","published_at":"2026-07-16T11:00:00+00:00","page_url":"https://stenobird.com/podcast/morning-call-1336247/ai-momentum-earnings-and-market-rotation-in-focus-7-16-26","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/84c99f77-c012-4c92-8d72-8d13486d8062/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=84c99f77-c012-4c92-8d72-8d13486d8062&feed=Bt3ITxGl","summary":"Strong earnings, resilient AI spending and improving fundamentals continue to support the broader market, even as momentum shifts beyond the biggest technology names. Plus, investors are finding new opportunities in industrials, power infrastructure, small caps and value stocks as AI investment expands across the economy. Later, inflation, interest rates and earnings from companies like Netflix and UnitedHealth will help determine whether the rally broadens through the second half of the year.","meta_description":"Strong earnings, resilient AI spending and improving fundamentals continue to support the broader market, even as momentum shifts beyond the biggest techn…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2559,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-momentum-earnings-and-market-rotation-in-focus-7-16-26/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-momentum-earnings-and-market-rotation-in-focus-7-16-26.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}