Silver Intel Report
Miner Company

Morning Call Sheet: AI optimism and China talks lift markets

By CNBC Television May 14, 2026 Bullish
Morning Call Sheet: AI optimism and China talks lift markets
Katerina Simonetti, Executive Director at Morgan Stanley Private Wealth, Clare Pleydell-Bouverie, Co-Head of Global Innovation Team at Liontrust Asset Management, and Steve Grasso, CEO of Grasso Global, discuss China talks, AI infrastructure growth, Cisco's rally and market optimism around the Fed.
Katerina Simonetti, Executive Director at Morgan Stanley Private Wealth, Clare Pleydell-Bouverie, Co-Head of Global Innovation Team at Liontrust Asset Management, and Steve Grasso, CEO of Grasso Global, discuss China talks, AI infrastructure growth, Cisco's rally and market optimism around the Fed.