The Morning Market Briefing

The Morning Market Briefing presented by Narwhal Capital Management offers daily market commentary and long-form investment analysis, opinion, theory, and entertainment. Visit our website: https://www.narwhal.com/ Please see disclosures: https://www.narwhal.com/disclosure

The Morning Market Briefing is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Morning Market Briefing, a business show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  The Morning Market Briefing

  Is OpenAI Becoming AI's MySpace? Losses Balloon to $12.3 Billion | August 19, 2026 – Morning Market Briefing

  Aug 19, 202623 min

  Ben and Tom discuss OpenAI's second-quarter revenue growing just 18% quarter-over-quarter to $6.7 billion compared to Anthropic's 143% growth, with OpenAI's operating loss widening to $12.3 billion even as Anthropic turned a small profit, Analog Devices guiding to another strong quarter with data center demand accelerating alongside industrial and auto strength, Home Depot continuing to outexecute Lowe's while Target raised guidance on improving traffic, Estee Lauder rising 8% on strong fragrance and skincare growth, and rising Middle East tensions as Iran reportedly considers targeting US military sites in Europe and the UAE cuts economic ties with Tehran after a missile launch toward its territory. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

  ListenShow Notes
• 

  The Morning Market Briefing

  Meta's $1.4 TRILLION Day in Court + Home Depot Quietly Crushes Earnings | August 18, 2026 – Morning Market Briefing

  Aug 18, 202618 min

  Andrew, Ben, and Tom discuss Meta heading to trial as Kentucky, Colorado, California, and New Jersey allege the platform encourages compulsive use by young people while a broader group of 29 states accuses it of illegally collecting data on children under 13, with potential penalties Meta claims could reach $1.4 trillion though plaintiffs argue the real exposure is closer to $193 billion, Home Depot beating same-store sales expectations despite high financing costs still weighing on large home renovation projects, rising unfilled orders in the Empire State Manufacturing Survey pointing to leaner just-in-time inventory strategies as elevated rates make carrying stock more expensive, and continued stalemate in the Middle East as Iran presses for more control over the Strait of Hormuz, Israel keeps striking in Lebanon, and Gaza ceasefire talks remain stuck. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

  ListenShow Notes
• 

  The Morning Market Briefing

  Leaked Anthropic Numbers Show 1300% Revenue Growth + Goldman Doubts a Fed Hike | August 17, 2026 – Morning Market Briefing

  Aug 17, 202618 min

  Andrew, Ben, and Tom discuss leaked Anthropic second-quarter results showing revenue of $11.5 billion, up 1300% year-over-year and 143% quarter-over-quarter with an annualized run rate crossing $47 billion in May compared to OpenAI's roughly $40 billion at the same point, SpaceX's AI division contributing $2.6 billion in the quarter while posting positive adjusted EBITDA despite an adjusted operating loss, Chinese memory chipmaker CXMT surpassing Tencent to become China's most valuable company with a market cap over $500 billion as capital increasingly shifts from internet platforms to hardware, and Goldman Sachs pushing back on market pricing that it views as too hawkish on the odds of a Fed rate hike. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

  ListenShow Notes
• 

  The Morning Market Briefing

  Weak Retail Sales Send Rate Hike Odds Crashing to 27% | August 14, 2026 – Morning Market Briefing

  Aug 14, 202619 min

  Andrew and Tom discuss retail sales falling 0.6% month-over-month against an expected 0.1% gain, with the prior month also revised lower, driving the market-implied odds of a Fed rate hike this year down to 27% from near-certainty just two weeks ago, a weak 30-year Treasury auction that priced at 5.216%, the highest since 2001, with bonds continuing to decouple from cooling inflation and labor data, Trump announcing 100% tariffs on unmanned drones in a further push to decouple supply chains from China, and Cobb County's 5-2 vote greenlighting the Powers Ferry data center despite local opposition. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

  ListenShow Notes
• 

  The Morning Market Briefing

  PPI Comes in Cooler Than Expected + Lenovo Jumps 20% on AI Revenue Boom | August 13, 2026 – Morning Market Briefing

  Aug 13, 202623 min

  Ben and Tom discuss producer prices coming in cooler than expected for a second straight month with headline PPI flat month-over-month and core PPI easing to 4.2% year-over-year, Tom's argument that interest rates remain too high given the $40 trillion national debt after the 10-year auctioned at the highest rate since 2007 and the 30-year approaching its highest since 2001, a breakdown of how portfolio management fees and retail margins are skewing the services component of inflation data, Lenovo surging 20% as AI-related revenue climbs to 35% of total revenue, and Lambda's new $926 million amortizing loan priced at 300 basis points over SOFR as an early example of asset-backed financing structures emerging to fund AI infrastructure buildouts. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.