Morning Call Sheet: Earnings Fuel Records as Rates and AI Stay in Focus

Freedom Capital Markets
Aug 4
1 min read

CNBC Morning Call

04 August 2026

Jay Woods, Chief Market Strategist at Freedom Capital Markets, Peter Boockvar, Chief Investment Officer at One Point BFG Wealth Partners, and Chris Hodge, Chief U.S. Economist at Natixis CIB Americas, said strong earnings are lifting stocks while higher real yields, AI investment and consumer trends remain key market drivers.

Link to Video: Earnings Fuel Records as Rates and AI Stay in Focus

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