Power Lunch

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are dropping amid growing fears of higher inflation from a prolonged war in the Middle East as oil prices top $100 per barrel.Kelly Evans and Brian Sullivan sit down for an extended conversation with Thoma Bravo founder, Orlando Bravo, who gives his take on the state of the markets, the recent downturn in software stocks, and how artificial intelligence is affecting employment.CNBC's Rick Santelli joins the program with breaking news on the results from the U.S. Treasury's latest bond auction following headlines that the department plans to buy back $6 billion of government debt.Meanwhile, Terawulf CEO, Paul Prager, comes on set to discuss the ongoing backlash from data center critics as shares of his company are on track to post their fourth straight positive year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are falling as rising Treasury yields and oil prices continued to rattle investors.Brian Sullivan and Kelly Evans are joined by CNBC's Mackenzie Sigalos with the latest updates from Apple's "Surprise and shine" event where the company unveiled its first foldable smartphone, the iPhone Duo.Later, RBC Capital's Helima Croft joins the program to discuss the geopolitical circumstances that are forcing oil prices higher and whether these global conflicts will have a long-lasting impact on the energy industry.David Faber also sits down for a one-on-one interview with AT&T CEO and Chairman, John Stankey, at Goldman Sachs' Communacopia and Tech Conference in San Francisco. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are falling to start the shortened trading week as investors monitor escalating tensions in the Middle East ahead of a key inflation reading later this week.Brian Sullivan and Kelly Evans sit down with Piper Sandler's Craig Johnson and Schwab Asset Management's Omar Aguilar to get their thoughts on whether stocks and treasuries may be heading as investors prepare for next week's Federal Reserve Meeting.Meanwhile, GasBuddy Head of Petroleum Analysis, Patrick De Haan joins the show to discuss the potential economic impact of oil prices pushing back near $100 per barrel.Later on, WaFd Bank President & CEO, Brent Beardall, speaks with the anchors in an exclusive interview covering the headlines that Everbank will combine with WaFd in a $3.9 billion reverse merger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow Jones fell on Friday as August's hotter-than-expected payrolls reading increased expectations that the Federal Reserve could raise interest rates at its next meeting.Kelly Evans is joined by MAI Capital Management's Chris Grisanti for the hour as they sit down with Wells Fargo Chief Economist, Tom Porcelli, to recap the surprise numbers in last month's jobs report.Later on, RBC Capital's Helima Croft joins the show to discuss the impact of record-high diesel prices ahead of the Labor Day holiday weekend.Meanwhile, the anchors host a data center debate between former North Dakota Senator, Heidi Heitkamp, and Information Technology and Innovation Foundation President, Daniel Castro, as both guests bring up the pros and cons of data center development amid the broad public pushback in recent weeks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are falling to begin September as inflation worries and elevated oil prices lift bond yields in the U.S. and abroad. Dominic Chu and Kelly Evans sit down with Northern Trust Asset Management's Joe Tanious to break down the move in global bond yields and whether it will influence the Federal Reserve to raise interest rates at this month's meeting. After more than 15 years at the helm, Tim Cook is stepping down as Apple's CEO and John Ternus is succeeding him in the role. Patrick McGee, author of “Apple in China,” joins the program to recap some of the key milestones from Cook's tenure and lay out his predictions for Ternus' era. Later on, Roundhill Investment's Drew Pettit comes on to discuss the memory trade's recent run and what the rest of the year might have in store for semiconductor investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are relatively unchanged on Wednesday after the latest PCE report revealed inflation levels remain elevated. Brian Sullivan and Contessa Brewer sit down with Wells Fargo's Ohsung Kwon and Interactive Brokers' Steve Sosnick to break down the key factors moving the markets and impacting investors. Evercore ISI Head of Internet Research, Mark Mahaney, chats with the anchors about Meta Platforms' $16.7 billion settlement with 48 states over child-safety claims and the company's plans to replace many of its staff members with AI agents. In the tech world, CNBC's Kate Rooney reports on the string of executive departures from OpenAI as the company works to justify its $852 billion valuation, and Baird's Tristan Gerra provides his predictions for Nvidia's Q2 earnings ahead of the company's report after-the-bell. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Equities are slightly higher on Tuesday as a semiconductor rally is lifting stocks, and treasury yields are falling for the second day in a row.  Contessa Brewer and Brian Sullivan are joined on set by MJP Wealth Advisors' Brian Vendig and Matrix Asset Advisors' David Katz to break down the anticipated mega-cap tech earnings, ongoing global trade tensions, and upcoming Jackson Hole Symposium. Dan Pickering from Pickering Energy Partners also joins the show to discuss the latest headlines from the Middle East as crude oil prices fall on reports that Iran and Oman are negotiating a joint shipping corridor through the Strait of Hormuz. Later on, the anchors speak with CNBC's Kate Rooney who reports on OpenAI's claims that its new semiconductor chips can outperform Nvidia processors as the mega-cap private company prepares a potential IPO for 2027.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The markets are moving mostly lower on Monday as a drop in key technology stocks overshadows a dip in Treasury yields. Brian Sullivan and Contessa Brewer are joined by Oliver Wyman's Dan Tannebaum to discuss how the U.S. could effectively sanction Iran without causing a massive surge in global oil prices.  Kpler's director of commodity strategy, Matt Smith, also joins the show to go through the latest shipping traffic numbers from the Strait of Hormuz and how much oil is actually leaving the Middle East. Later, Ji Zhang, Cohen & Steers Global Real Estate Portfolio Manager, explains the impact that AI data center backlash is having on the real estate sector and adds where she is still seeing opportunity for investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are falling as treasury yields continue marching higher despite the Treasury Department's extraordinary debt buyback operation. Kelly Evans and Brian Sullivan speak with SMBC Americas' Joe Lavorgna and Robinhood's Stephanie Guild on the state of the markets as the national debt crosses the $40 trillion benchmark. VanEck Head of Digital Assets Research, Matthew Sigel, also joins the show to give his long-term outlook for Bitcoin prices as the Senate gets set to vote on the highly anticipated Clarity Act next month. Later, KKM Financial's Jeff Kilburg speaks with the anchors on which stocks he believes are the most underpriced compared to their Wall Street price targets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The markets are moving higher as the Treasury Department unveils a plan to relieve the recent bond market pressure.  Brian Sullivan and Kelly Evans are joined by Former Bridgewater Associates Chief Market Strategist, Rebecca Patterson, and Cboe Senior VP of Retail and Alt Investments, JJ Kinahan, to break down the latest Fed minutes and give their take on the state of the economy.  Later, the anchors sit down for an exclusive interview Etched CEO & Co-Founder, Gavin Uberti, to talk about his company's latest $700 million fundraising round led by Jane Street.  Tiger 21's Michael Sonnenfeldt also joins the program to reveal the key highlights from his company's Q2 allocation report which provides an overall picture of where the ultra-wealthy are investing their capital.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are falling as a record run in global bond yields are pressuring the markets.  Kelly Evans and Robert Frank sit down with Deutsche Bank's Binky Chadha and Bespoke's Paul Hickey provide their takes on the state of stocks and where they are looking for signs of where investors will rotate into next.  Later, the anchors speak with former OpenAI researcher, Daniel Kokotajlo, on the regulation and safety concerns making headlines across the industry and whether investors should remain skeptical of the massive private company valuations. Meanwhile, Forward Party co-founder, Andrew Yang, joins the show to lay out his proposal to further tax AI companies and prevent them from replacing their human workforce with artificial intelligence agents and machines,  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages are moving lower to start the trading week as investors weigh the growing tensions in the Middle East. Kelly Evans and Robert Frank are joined on set by Pence Capital Management's Dryden Pence and Fundstrat's Tom Lee to discuss their takes on the state of the markets and whether hyperscalers should cut back their AI spending ambitions. Later on, retail consultant and former executive, Jan Kniffen, joins the show to give a read on the retail sector as a number of key companies are slated to report quarterly results in the coming days. Meanwhile, CNBC's Contessa Brewer sits down with Brunswick CEO, David Foulkes, for an exclusive interview on his company's latest high-tech boat models that can dock themselves with a push of a button. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are moving higher on Wednesday on the back of a tame CPI inflation report as tech names like CoreWeave and Super Micro Computer are leading the markets higher. Kelly Evans and Brian Sullivan are joined on-set by DCLA Managing Partner, Sarat Sethi, for the full hour to lay out his take on the state of the markets. Meanwhile, today's Power Insider segment is focusing on Bloom Energy as Evercore's Nick Amicucci explains why he has an outperform rating on the stock.   Later, CNBC's Alex Sherman joins the show to report on the headlines that Bob Iger and Josh Kushner are planning to buy the Los Angeles Lakers from Mark Walter for over $12 billion. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are moving lower on Tuesday amid lingering doubts that the U.S. and Iran can reach a broader resolution to the Middle East conflict. Brian Sullivan and Kelly Evans are joined on set by Yardeni Research President, Ed Yardeni, to get his take on the $500 billion AI financing deal announced on Monday and where he believes stocks will go from here. Meanwhile, Trane Technologies CEO, Dave Regnery, also joins the anchors in studio to discuss his company's latest earnings report and the growing demand for thermal management and cooling systems in AI data centers. Later on, Brian gives a preview of his next Power Insider piece that will cover the new proposed gasoline pipeline that will stretch across the U.S. from Texas to California. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages are moving higher across the board despite the dismal jobs report as investors believe the Fed will be forced to keep rates on hold for now. Dominic Chu and Kelly Evans break down the odds of a September rate hike with Wells Fargo's Tom Porcelli and recap software's recent rally with Citi analyst, Fatima Boolani. Later on, Telsey Advisory Group CEO, Dana Telsey, joins the show to lay out some of her top stock picks for the back-to-school shopping season as the NRF expects a record-setting stretch of spending this year. Meanwhile, CNBC's Phil LeBeau chats with the anchors about the latest car buying trends as more consumers shift to more mainstream brands. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages are trading slightly lower across the board as stocks take a break from the recent record rally. Kelly Evans and Dominic Chu sit down with VanEck Funds CEO, Jan Van Eck, to discuss the latest market action and the impact of SpaceX's first share lockup expiration on Thursday. Meanwhile, Richard Jackson, Occidental CEO, speaks exclusively with the anchors to break down his company's latest quarterly profit which was helped by a jump in oil prices and a rise in production.  Later, Blackrock's U.S. Head of Equity ETFs, Jay Jacobs, joins the show to cover the rise in the number of leveraged ETFs on Wall Street as investors look for new ways to gain exposure to specific stocks and sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow Jones, S&P 500, and Russell 2000 each hit fresh record-highs in intraday trading as stocks try to maintain the recent market rally.  Dominic Chu and Kelly Evans speak with Baird Strategas Chief ETF Strategist, Todd Sohn, about how investors should be navigating the recent momentum and whether traders should be chasing the new highs. Meanwhile, Craig Moffett, MoffettNathanson Telecom Analyst, breaks down SpaceX's first quarterly earnings as a public company and explains how the company's Starlink business may pose a problem to traditional wireless service providers like Verizon, T-Mobile, and AT&T. Later on, the anchors are also joined by Compass Datacenter CEO, Chris Crosby, to discuss the recent rise in data center demand and how developers can approach building campuses to work with local communities in ways that benefit everyone involved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are rallying on strong earnings and another decline in oil prices as the Dow and S&P 500 hit new all-time highs on Tuesday. Kelly Evans and Dominic Chu chat with Raymond James' Matt Orton to get his take on the market rally with each major average hitting 2% gains during intraday trading. Later, Macquarie's Head of U.S. Software and Services Research, Steve Koeing, joins the show to break down his predictions for SpaceX's first quarterly earnings report which will come after the markets close. Meanwhile, CNBC's MacKenzie Sigalos reports live from the San Francisco Bureau to give the latest details on the ongoing legal battle between Apple and OpenAI,  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The major averages are moving higher as shares of major tech companies are popping on the first day of August trading, while oil prices decline after President Donald Trump called off planned strikes against Iran. Dominic Chu and Kelly Evans are joined on-set by Invesco's Brian Levitt to break down the fundamentals behind today's rally and what it means for investors going forward. Meanwhile, Matt Smith, Kpler's Director of Commodity Research, also joins the anchors in-studio to discuss how global oil producers are continuing to seek alternative export routes amid the ongoing conflict between the U.S. and Iran. Later on, Strategy CEO, Phong Le, sits down for a “First on CNBC” interview to talk about his company's latest Bitcoin sale worth more than $105 million. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.