Power Lunch

The markets are mostly higher as a number of upbeat earnings reports and a drop in oil prices overshadow recent pressure in the tech space. Kelly Evans and Brian Sullivan are joined on set by MAI Capital Management’s Chris Grisanti and Defiance ETFs CIO, Sylvia Jablonski, to discuss whether they are buying into the tech dip or taking profits before the potential AI bubble pops. CNBC Options Reporter, Oliver Renick, joins the show live from the Cboe trading floor to report on the options activity he’s seeing ahead of Netflix’s and SpaceX’s key earnings reports due out after the markets close. Airlines for America CEO, Chris Sununu, speaks with the anchors about the Ryanair CEO’s warning that Europe could be facing the biggest airfare hike in history ahead of the holiday travel season.

Stocks are mixed to begin the new trading week as investors move back into tech following last week’s artificial intelligence-related rout. Brian Sullivan and Kelly Evans sit down with Robinhood CIO, Stephanie Guild, and CNBC’s Seema Mody to discuss the state of mega-cap AI valuations as CoreWeave is set to enter its second week at 15% debt yields. Later, Rockefeller International Chairman, Ruchir Sharma, join the anchors to cover the global markets as mass protests threaten Europe’s economy and America’s debt may be a growing cause for concern. Goldman Sachs Analyst, Neil Mehta, also comes on-set to break down his latest list of energy stock ideas across the global oil industry.

Stocks are sliding to end the week amid a shift away from tech and artificial intelligence-related names as well as a rise in oil prices. Dominic Chu and Kelly Evans are joined on set by Sanctuary Wealth’s Mary Ann Bartels and Hightower Advisors’ Stephanie Link as both guests lay out their top stock ideas amid the market rotation away from tech names. CNBC’s Steve Liesman also joins the show with breaking news from the U.S. Treasury Department on the growing government deficit that underscores the state of the nation’s financial stress. Later, OpenTable CEO, Debby Soo, and Celebrity Chef, Tyler Florence, join the program to discuss the impact artificial intelligence is having on the restaurant industry and how consumers are using it to their advantage.

Stocks are clawing back their earlier losses as investors shake off concerns about tech companies potentially overspending on AI. Brian Sullivan and Kelly Evans are joined on set by Interactive Brokers’ Steve Sosnick and Fundstrat’s Mark Newton to hear their takes on the state of the markets and whether investors should be buying into the mega-cap tech dip. Paul Prager, TeraWulf CEO, also joined the program in-person to defend his company amid a recent double-digit pullback in share prices as investors rotate out of AI tech stocks in favor of more defensive sectors. The anchors also speak with Rapidan Energy Group Founder & President, Bob McNally, to recap the latest headlines from the Middle East as Iranian forces escalate their attacks on oil tankers and what impact it might have on the global energy market.

The major averages are lower across-the-board on Wednesday as investors react to hotter-than-expected September consumer inflation data. Kelly Evans is joined by Steve Liesman for the full hour after he brings the latest Fed commentary from this month’s Beige Book. Tusk Ventures CEO, Bradley Tusk, joins the show to discuss why he believes Anthropic should not rush to go public next month as the company holds its Pre-IPO Investor Day on the west coast and tech investors await the highly anticipated market debut. CNBC’s Seems Mody reports on the latest headlines regarding CoreWeave as shares fall double-digits after the company’s credit-default swaps soar back to record high levels. LightShed Partners Co-Founder, Rich Greenfield, also joins the program to provide his take on Netflix, Disney, and Meta Platforms as all three media names are making news this afternoon.

Stocks are mostly lower as traders digest the latest slate of quarterly earnings from several of the major banks. Kelly Evans and Brian Sullivan are joined on-set for the full hour by Douglas C. Lane & Associates’ Sarat Sethi to break down the day’s headlines and provide his perspective on the recent market moves. RBC Capital’s Co-Head of Global Financials Research, Gerard Cassidy, joins the show to give his initial reaction to this morning’s quarterly bank earnings reports and provide predictions for the remaining financial stocks set to report over the coming days. Bernstein’s Tech Hardware Analyst, Mark Newman, also sits down with the anchors to discuss the recent surge in memory stocks and whether the mega-cap tech names can continue to carry the major averages to new highs.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.