Morgan Brennan
@MorganLBrennan
CNBC, co-anchor of @cnbcovertime, formerly @SquawkStreet. Mom & wife. One-time singer. Anthropology enthusiast. Huge foodie. Host of #ManifestSpace podcast
here’s the read through from $AA: US could face a shortfall in aluminum due to tariffs which in turn will push domestic prices higher. Access and thus cost of energy is the single biggest hurdle to more aluminum smelting coming online stateside
.@Alcoa CEO: We're shipping metal destined to U.S. to other parts of the world to mitigate tariff costs cnb.cx/4eRqA9w
Candid comments on @CNBCOvertime are always welcome, @BobEUnlimited !
The last thing 401k investors need is high fee, illiquid private strategies offered by companies desperate to find the next schmuck to get rich on and hold their bags. My thoughts on @CNBCOvertime which @MorganLBrennan described as "spicy:" youtu.be/3S0sg615ptA?si…
Another fun conversation with @MorganLBrennan on @CNBC’s #ManifestSpace podcast. 🚀 We covered how @Planet’s daily scan and AI are enabling nations to understand threats at unprecedented speed and scale, as highlighted in our recent announcements with Germany and @NATO_ACT.…
Your weekend listen: @planet @Will4Planet on surging demand for earth observation data and how ai is turbocharging it #ManifestSpace @cnbc @CNBCOvertime $PL podcasts.apple.com/us/podcast/man…
Your weekend listen: @planet @Will4Planet on surging demand for earth observation data and how ai is turbocharging it #ManifestSpace @cnbc @CNBCOvertime $PL podcasts.apple.com/us/podcast/man…
Full $coin intv w/ @brian_armstrong here: tinyurl.com/3uw7yca8 @emrwilkins @CNBC @CNBCOvertime
Huge moment for crypto. Huge moment for updating the financial system. The GENIUS Act is now law.
When @ThomasPeterffy4 joined me on @CNBCOvertime back in mid April, he said the market bottom was in re: the post-Liberation Day selloff. He was right. $IBKR
Interactive Brokers @IBKR Thomas Peterffy @ThomasPeterffy4 told @MorganLBrennan today on @CNBCClosingBell that he sees no black clouds in sight for the market #IBKR #StockMarket @etrade @RobinhoodApp @coinbase @CharlesSchwab @CNBC @FoxBusiness @markets
AI-powered factories = future of American manufacturing? Software that can “retool” workers rapidly could help change the economics to re-establish a long-struggling industry like shipbuilding @HadrianInc @2112Power @CNBC
.@MorganLBrennan sits down for an exclusive interview with @HadrianInc CEO @2112Power to talk the co's new fundraising, its factory expansion and how it grew revenue tenfold last year 👇👇 cnbc.com/video/2025/07/…
Make this your next podcast listen! @Axiom_Space @tejpaul #manifestspace @CNBC
Thanks to @CNBC & @MorganLBrennan for having me on Manifest Space to talk about the #Ax4 mission and why space is entering its iPhone moment. From sovereign space programs to commercial research and spacesuits with cutting-edge flight design thanks to our partnership with…
Hard to overstate this milestone. The U.S. government is no longer just funding rare earths - it's taking equity. Pentagon + $MP = a reshaped industrial base. Watch Litinsky lay it out.
.@MPMaterials Jim Litinsky will join me exclusively on @SquawkStreet on the new massive rare earths deal w/ @DeptofDefense. Hard to understate the implications of this: for $MP, for DoD (and contracting changes), for commercial cos - and for taxpayers…all amid trade talks
.@MPMaterials Jim Litinsky will join me exclusively on @SquawkStreet on the new massive rare earths deal w/ @DeptofDefense. Hard to understate the implications of this: for $MP, for DoD (and contracting changes), for commercial cos - and for taxpayers…all amid trade talks
Special July 4th edition of @CNBCOvertime starting now
Look no further than the strong jobs report this morning to understand the great value in speaking w/ entrepreneurs and execs like @mlevchin at @Affirm about the real-time state of the consumer and thus economy. $AFRM
Rumors of the demise of the American consumer are exaggerated, says @Affirm CEO @mlevchin cnb.cx/3I3RleP
Always great to speak w @Peter_J_Beck $RKLB
.@RocketLab CEO @Peter_J_Beck: One thing I don't worry about at night is demand cnb.cx/4esEHlv
Methodology matters
Watch our full interview with Office of Management and Budget director @russvought discussing the passage of President Trump’s mega-bill in the Senate, what it means for the debt and deficit, and its fight ahead in the House of Representatives cnb.cx/3TFgG1f
"peace deals, trade deals, and tax deals" a lot here with @SecScottBessent @USTreasury @CNBC
Watch @MorganLBrennan's full interview with Treasury Secretary @SecScottBessent. They discuss ending trade talks with Canada, China trade talks, budget bill negotiations and much more. cnb.cx/3GeHSAM
$RDW: Redwire’s game-changing acquisition of Edge Autonomy and how it transforms the company. @MorganLBrennan podcasts.apple.com/us/podcast/man…
ICYMI: important intel and insights here on cyber threat activity w/ @George_Kurtz of @CrowdStrike $CRWD @CNBC
'Hacktivist' groups linked to Iran have been very active, says @CrowdStrike CEO @George_Kurtz cnb.cx/4k3dw1N
Peace deals and trade deals?
Special Envoy for Peace Missions to Middle East @SteveWitkoff to @MorganLBrennan: Will have big news on countries coming into Abraham Accords cnb.cx/44yqboU
If you’re tracking AI and autonomy and the growing role space infrastructure will play, you need to have a listen to my discussion w/ $TRMB CEO #ManifestSpace @SpaceCapital
In the #SpaceEconomy, the application layer delivers value—and @TrimbleCorpNews has led that layer for nearly 50 years. Watch Trimble CEO Rob Painter’s fireside chat with @CNBC’s @MorganLBrennan at the 2025 #SpaceCapitalSummit: pulse.ly/tz1azxanqe