Chief Market Strategist Gina Martin Adams joined CNBC’s Morning Call to explore how powerful earnings results and rapid AI adoption are rewriting the market narrative.
Even as global tensions rise, she highlights why investors remain focused on long‑term innovation cycles and the companies best positioned to harness them. This segment dives into the shifting balance between risk and opportunity and what it means for the next phase of market performance.
Watch the full segment here: https://www.cnbc.com/video/2026/05/05/morning-call-sheet-ai-drives-markets-as-earnings-outshine-war-risks.html











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