Author

@CNBCMorningCall CNBCMorningCall

CNBC's daily Morning Call feed packaging named-guest AI-and-macro market commentary

Aggregates and broadcasts CNBC Morning Call segments — attri

trader score
-0.38
hit rate
55%
mean α
-0.16%
signals 14d
103

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 55% hit rate, -0.16% mean alpha, trader score -0.38. Their last-14d mentions, direction-adjusted, have moved +0.4% since posting (mean over 93 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16SPY@CNBCMorningCall-0.10Panel discusses the technology selloff, AI concerns, rotation and stock outlook.-0.4%
2026-10-16AMD@CNBCMorningCall-0.30Panel discusses the technology selloff, AI concerns, rotation and stock outlook.-2.3%
2026-10-16GOOGL@CNBCMorningCall-0.25Panel discusses the technology selloff, AI concerns, rotation and stock outlook.-6.0%
2026-10-16MSFT@CNBCMorningCall-0.25Panel discusses the technology selloff, AI concerns, rotation and stock outlook.-0.9%
2026-10-16NVDA@CNBCMorningCall-0.30Panel discusses the technology selloff, AI concerns, rotation and stock outlook.-1.5%
2026-10-16QQQ@CNBCMorningCall-0.30Panel discusses the technology selloff, AI concerns, rotation and stock outlook.-0.8%
2026-10-16NOC@CNBCMorningCall+0.30Surging missile demand and defense funding support a defense-manufacturing theme.+6.1%
2026-10-16GD@CNBCMorningCall+0.30Surging missile demand and defense funding support a defense-manufacturing theme.+1.5%
2026-10-16BA@CNBCMorningCall+0.20Surging missile demand and defense funding support a defense-manufacturing theme.-1.0%
2026-10-16LMT@CNBCMorningCall+0.30Surging missile demand and defense funding support a defense-manufacturing theme.+9.4%
2026-10-16RTX@CNBCMorningCall+0.30Surging missile demand and defense funding support a defense-manufacturing theme.-1.5%
2026-10-16LHX@CNBCMorningCall+0.30Surging missile demand and defense funding support a defense-manufacturing theme.+2.2%
2026-10-16GM@CNBCMorningCall+0.25EnergyX discusses a $2 billion lithium supply deal amid rising battery demand.-9.6%
2026-10-16TLT@CNBCMorningCall-0.15Discussion links Fed policy, AI spending, yields, diesel inflation and credit weakness.+1.6%
2026-10-16SPY@CNBCMorningCall-0.20Discussion links Fed policy, AI spending, yields, diesel inflation and credit weakness.-0.4%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.