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
-0.17
hit rate
40%
mean α
-0.04%
signals 14d
168

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: 40% hit rate, -0.04% mean alpha, trader score -0.17. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 137 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NVDA@CNBCMorningCall+0.30Panel frames a broadening AI trade amid anticipation of Warsh's speech.
2026-08-28QQQ@CNBCMorningCall+0.25Panel frames a broadening AI trade amid anticipation of Warsh's speech.
2026-08-28SPY@CNBCMorningCall+0.15Panel frames a broadening AI trade amid anticipation of Warsh's speech.
2026-08-28NVDA@CNBCMorningCall+0.55Cited CIO says profits and the AI boom could keep stocks rising.
2026-08-28QQQ@CNBCMorningCall+0.55Cited CIO says profits and the AI boom could keep stocks rising.
2026-08-28SPY@CNBCMorningCall+0.50Cited CIO says profits and the AI boom could keep stocks rising.
2026-08-28OKTA@CNBCMorningCall+0.45AI deployment is said to expand cybersecurity's addressable market toward $1 trillion.
2026-08-28CRWD@CNBCMorningCall+0.45AI deployment is said to expand cybersecurity's addressable market toward $1 trillion.
2026-08-28PANW@CNBCMorningCall+0.45AI deployment is said to expand cybersecurity's addressable market toward $1 trillion.
2026-08-28FTNT@CNBCMorningCall+0.45AI deployment is said to expand cybersecurity's addressable market toward $1 trillion.
2026-08-28·@CNBCMorningCall·Cited adviser expects the Fed to remain on hold through 2026.·
2026-08-27NVDA@CNBCMorningCall+0.55Nvidia is said to have reignited an AI rally; other cashtags are merely discussion topics.-4.6%
2026-08-27·@CNBCMorningCall·The speaker argues AI regulation can mitigate job and security risks without slowing innovation.·
2026-08-27·@CNBCMorningCall·A $750M Army deal is cited as evidence of rising portable-nuclear demand.·
2026-08-27NVDA@CNBCMorningCall+0.65Surging Nvidia AI demand is framed as fueling tech and benefiting software broadly.-4.6%

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.