Power Lunch

Afleveringen

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  Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26 08.10.2026 42min

  Stocks are mostly lower as new details about OpenAI’s annualized revenue spooked investors, putting the artificial intelligence trade under pressure. Brian Sullivan sits down with David Lefkowitz, UBS Head of U.S. Equities, to hear where the best opportunities are outside mega-cap tech as the hyperscalers continue to drive the major averages to record highs. Bob McNally, Rapidan Energy Founder & President, also joins the show to talk global energy markets and why crude oil prices are popping higher this afternoon. Meanwhile, Bill Zartler, Solaris Energy Infrastructure Chairman & CEO, comes on set to discuss his company’s recent 400% stock move as it continues to be an under-the-radar player in the AI data center buildout.
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  Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26 07.10.2026 42min

  Stocks are falling on Wednesday as pressure continues to build in the bond market, pushing yields to their highest levels in 20 years. Brian Sullivan anchors the show and is joined on set by Cantor Fitzgerald’s Eric Johnston to lay out why he is closing out his bullish view on the technology trade. Later, RBC Capital’s Helima Croft speaks with Brian on the global energy markets as the conflicts in Russia and the Middle East complicate the natural gas and crude oil shipping logistics. Meanwhile, David Parkinson, MS Now Senior Weather Data Analyst, reports on Tropical Storm Isaias as it threatens to hit the Gulf Coast as a life-threatening hurricane.
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  S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26 06.10.2026 42min

  The S&P 500 is rising to a fresh all-time high, boosted by gains in key technology names as well as declines in Treasury yields. Brian Sullivan and Kelly Evans are joined on set by VanEck Funds CEO, Jan Van Eck, to discuss his latest thoughts on the markets amid the record-high rally investors have been seeing. CNBC’s Kate Rooney then joins the program live from San Francisco with breaking news on how Meta Platforms, Sierra, and Stripe are teaming up to try and make it easier for companies to do business with artificial intelligence bots. Later on, Allspring Global Investment’s Derrick Irwin weighs in on the recent surge in Brazilian stocks following the country’s first round of presidential election results and he also lays out which under-the-radar regions he sees opportunity in for investors.
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  Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26 05.10.2026 42min

  The Nasdaq is hitting a fresh all-time high as traders look past rising U.S. Treasury yields and digest new economic data. Brian Sullivan and Kelly Evans are joined by Baird’s Christopher Verrone to start off the new trading week as the major averages are moving higher across the board. The anchors also speak with Former OpenAI Safety Researcher, Steven Adler, on what guidelines he believes tech companies need to follow in order to keep users and the general public safe. Kpler’s Matt Smith also joins the program to lay out the latest oil flow stats for the Middle East as the conflict between the U.S. and Iran rages on and continues to threaten the global energy markets. J Rogers Kniffen CEO, Jan Kniffen, joins Kelly and Brian on-set to chat about the state of retail and how agentic AI agents could disrupt – or help – business for some of the largest retailers.
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  Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26 02.10.2026 41min

  Stocks are rising following a surprisingly weak September jobs report that raised hopes the Federal Reserve will hold rates steady in October. Kelly Evans and Brian Sullivan are joined on set by Neuberger’s Jeff Blazek and Wells Fargo’s Tom Porcelli to get their initial thoughts on the state of the economy following September’s weaker-than-expected jobs report. Evercore ISI Analyst, Kutgun Maral, joins the show to explain why he believes xAI’s Grok Bot is an underappreciated part of SpaceX that may prove to have massive upside for investors as the race for AI agent market share heats up. Later on, Bruin Capital Founder and CEO, George Pyne, comes on set to discuss the world of professional and collegiate sports as Congress looks to pass a new bill regulating NIL funds.
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  Mortgage Rates Hit Multi-Year High, Can Nike Be Saved?, Powering Data Center Demand 10/1/26 01.10.2026 45min

  Stocks are rising on the first trading day of October, clawing back earlier declines as Treasury yields pull back from their highest levels in more than 20 years. Brian Sullivan and Kelly Evans are joined on set by Advisors Capital Management’s JoAnne Feeney to break down the tech trade following Micron’s Q4 earnings report, and they later speak with Mortgage News Daily’s Matthew Graham on how homebuyers can navigate the highest 30-year mortgage rates since 2023. Americus Reed, Wharton School Professor of Marketing, joins the show to give his take on what Nike needs to do to turn the company around as shares are on pace for their worst year since 1993. The anchors also chat with Evercore ISI’s Nicholas Amicucci on his latest utility and energy stock picks as hyperscalers continue to ambitiously spend on building AI data centers.
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  First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26 30.09.2026 42min

  The major averages are mixed on the last trading day of the month and the third quarter after new economic data showed inflation slowed last month. Steve Liesman and Kelly Evans start off the show with a “First On CNBC” interview with Hewlett Packard Enterprise Chief Financial Officer, Marie Myers, to talk about HPE’s latest networking growth outlook and today’s stock move. Yorkville Ives Partner, Dan Ives, then joins the anchors on set to discuss the mega-cap tech IPO timeline and which private AI companies are worth investing in. Meanwhile, Mark Fields, Former Ford CEO, joins the program to give his take on the state of the American auto industry and whether Detroit carmakers will be able to fend off the rise of affordable Chinese-made cars.
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  OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26 29.09.2026 45min

  Stocks are mostly lower following another rise in Treasury yield to fresh multiyear highs. Seema Mody and Brian Sullivan kick off the show with Zeta Global’s Nate Yohannes who gives his initial reaction to OpenAI’s DevDay announcements and initiatives. MCC Global Enterprises CEO, Michelle Caruso-Cabrera, also joins the show to discuss JPMorgan CEO’s “Wall Street Journal” op-ed article in which he lays out his vision for the western world and calls on Europe to revive its economy and reinforce its military capabilities. Meanwhile, Valley National Bank CEO, Ira Robbins, comes on-set to discuss the state of his company and how artificial intelligence is impacting the regional banking sector.
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  Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26 28.09.2026 42min

  Stocks are dropping to start the new trading week as treasury yields are on the rise once again. Brian Sullivan and Kelly Evans bring the latest headlines and start off the show with Nvidia’s announcement to raise its share buyback plan a record $150 billion. Seaport Research Senior Analyst, Jay Goldberg, kicks off the program with his initial reaction to the news and breaks down some of the best-positioned semiconductor stocks in his coverage. MoffettNathanson’s Craig Moffett also joins the show to discuss the state of SpaceX as the company successfully launched its Starship rocket into orbit for the first time. Later on, Mark Sheahan, Graco President & CEO, joins the anchors on-set to explain his company’s business model and how they are participating in the AI and industrial buildout across the country.
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  Power Lunch 9/25/26 25.09.2026 41min

  CNBC’s Kelly Evans and Brian Sullivan take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists.
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  Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 24.09.2026 42min

  Stocks are moving between gains and losses as investors weigh rising yields and a report of the U.S. and Iran potentially reaching a deal to reopen the Strait of Hormuz. Kelly Evans and Brian Sullivan open the show by discussing the impact the conflict in the Middle East is having on U.S. markets with Rochefort Asset Management Founder and Co-CEO, Kyle Bass. He emphasized the importance of shutting down the IRGC’s ability to access capital as the global sanctions have become a key issue complicating the relations between the U.S. and China. Harris Oakmark’s David Herro then joins the anchors on set to break down his best stock picks for investors given the recent rise in treasury yields and the possibility of another interest rate hike at October’s Federal Reserve meeting. Oracle shares are falling after the company reportedly sent a “force majeure” notice to the developer of its data center project in New Mexico. D.A. Davidson Head of Technology Research, Gil Lauria, weighs in on what long-term impact this might have on shares and the rest of the AI data center sector.
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  Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26 23.09.2026 42min

  The Nasdaq is retreating from Tuesday’s record levels, and the other major averages are falling as the 10-year yield rises to a 19-year high. Brian Sullivan and Kelly Evans are joined on-set by Goldman Sachs’ Brook Dane to recap Meta’s recent run as shares are on pace for their best month in 13 years following the launch of the company’s new AI agent. CNBC’s Jon Fortt joins the sow with a “First On” interview with Qualcomm CEO, Cristiano Amon, to discuss the launch of his company’s latest Snapdragon chipset. Meanwhile, the anchors sit down for an exclusive interview with Former OpenAI employee, Zack Kass, to hear his take on the state of AI safety and his outlook for the industry as both OpenAI and Anthropic gear up for their potential IPOs.
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  OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26 22.09.2026 42min

  Stocks are moving mostly higher with the Nasdaq Composite rising to a new all-time intraday high on Tuesday. Kelly Evans and Brian Sullivan are joined on-set by Citi’s Head of U.S. Equity Trading Strategy, Stuart Kaiser, for an extended conversation on the state of the markets and his outlook for global treasury yields and energy prices. CNBC’s Kate Rooney breaks in with the latest headlines on OpenAI’s new AI agent models with updated capabilities and lower costs. Michael Bucella, Neoclassic Capital Founder, also joins the program to recap Bitcoin’s recent runup following Washington’s recent vote on the crypto Clarity Act.
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  Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26 21.09.2026 42min

  Stocks are rising to start the trading week as technology leads the markets higher with oil prices and treasury yields falling slightly. Brian Sullivan and Contessa Brewer are joined on set by Fundstrat’s Tom Lee to discuss whether the major averages are poised for a rally, and Freedom Capital’s Jay Woods also joins the conversation to give the technical perspective. Morgan Stanley’s Head of Power and Utilities Research, Stephen Byrd, sits down with the anchors to weigh in on the outlook for global power demand as diesel prices hit a new nationwide record high. CNBC’s Leslie Josephs calls into the show with her latest reporting on the flight disruptions at Newark, Laguardia, and other major east coast airports following an air traffic control malfunction.
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  Soaring Diesel Prices, Wall of Worry, Data Center Buildout Interview 9/18/26 18.09.2026 42min

  Stocks are little changed on Friday as the major averages close out a volatile week on Wall Street. Kelly Evans and Brian Sullivan speak with GasBuddy Head of Petroleum Analysis, Patrick De Haan, about the rising price of diesel fuel and when consumers can expect the recent surge to rise above the historic inflation-adjusted record. Interactive Brokers’ Steve Sosnick also joins the anchors on set to lay out his “wall of worry” for the markets and provide his latest forecast for stocks and bonds through the end of the year. Meanwhile, Forgent CEO, Gary Niederpruem, joins the show for an exclusive interview to discuss the state of the AI data center buildout and whether the recent backlash from the public over potential safety concerns is justified.
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  Power Lunch 9/17/26 17.09.2026 51min

  CNBC’s Kelly Evans and Brian Sullivan take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists.
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  Federal Reserve Hikes Rates for the First Time in Three Years 9/16/26 16.09.2026 1u

  Major averages trade between gains and losses as investors react to the Fed’s decision to raise interest rates by a quarter percentage point, bringing the target range to between 3.75% and 4%. Kelly Evans and Brian Sullivan host the show live from Washington D.C., and are joined by Harris Financial Group’s Jamie Cox, Raymond James’ Larry Adam, JPMorgan’s David Kelly, and RBC’s Frances Donald to provide their initial takes and first reactions to the decision. CNBC’s Steve Liesman, Rick Santelli, and Matt Peterson also join the program to provide their insight and reporting ahead of Fed Chairman Kevin Warsh’s live press conference during the second half of the hour.
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  Fed Decision Preview, Cohere CEO Interview, Clarity Act Vote 9/15/26 15.09.2026 45min

  Stocks are falling and treasury yields are surging to multiyear highs as traders look ahead to the Federal Reserve’s policy decision tomorrow. Brian Sullivan and Kelly Evans speak with Evercore Senior Managing Director, Julian Emanuel, and Brookings Institution Senior Fellow, Robin Brooks, on the state of the markets ahead of the FOMC meeting. Meanwhile, the Senate is holding a key procedural vote on the Clarity Act which could dictate how soon the cryptocurrency industry can be regulated in the U.S. CNBC’s Kate Rooney also joins the program with a one-on-one interview with Cohere CEO, Aidan Gomez, to get his take on whether safety guardrails should be implemented on the AI industry.
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  Power Lunch 9/14/26 14.09.2026 41min

  CNBC’s Kelly Evans and Brian Sullivan take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists.
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  September Rate Hike Odds, Middle East Oil Disruptions, AI Researcher Resignations 9/11/26 11.09.2026 42min

  Stocks are rising following four straight days of declines as oil prices retreat and investors look ahead to next week’s Federal Reserve meeting. Brian Sullivan & Kelly Evans are joined by Jefferies Chief Market Strategist, David Zervos, to assess the state of the markets and discuss whether the recent inflation data means the Fed will be raising interest rates next Wednesday. Daan Struyven, Goldman Sachs Co-Head of Global Commodities Research, breaks down his latest note where he raised Brent & WTI forecasts on the assumption that Mideast shipping disruptions will continue into 2027. Meanwhile, former Google DeepMind Research Scientist, Alexander Turner, speaks with the anchors on the reasons why he chose to resign from the company and what concerns he has for the industry as AI continues to advance.