Apple’s Texas Manufacturing Site, Energy Power Picks, State of Software 8/13/26

The S&P 500 and Russell 2000 rose to new all-time highs on Thursday following more encouraging inflation data. Brian Sullivan and Kelly Evans sit down with Tortoise Capital’s Rob Thummel to break down his latest energy stock picks and which sectors he believes will outperform in the coming months. CNBC’s MacKenzie Sigalos also joins the show to report on the new manufacturing site Apple is opening in Houston, Texas, as part of its $600 billion U.S. investment push. The anchors also speak with Jefferies analyst, Brent Thill, on the latest software outperformers as well as the breaking headlines that private equity firm Silver Lake is in talks to buy the human resources software maker.