Power Lunch

Stocks slide into the weekend. Crude oil keeps ticking up.   And President Trump says the U.S. will not make a deal with Iran without "unconditional surrender." Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

WTI Crude Oil hits $80 per barrel for the first time since January 2025. Niles Investment Management's Dan Niles joins the show with his market outlook.   And Morgan Stanley Wealth Management CIO Lisa Shalett weighs in what she's advising her clients.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Tech executives meet at the White House to sign a pledge to power their own data centers. Former Bridgewater Associates Chief Investment Strategist Rebecca Patterson joins the show with her market outlook.     And former energy advisor to President George W. Bush Bob McNally gives his take on the crude oil market.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump announces that the U.S will give insurance and military support if necessary to allow tankers to cross the Strait of Hormuz. Memory stocks slide.   And what areas should investors be looking to right now?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks turn positive after opening down. Crude oil, natural gas prices pop. And RBC Capital Markets' Helima Croft and TWG Global Managing Partner Amos Hochstein join the show to discuss the possible effects of the Iran War. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Citi's Scott Chronert gives his market outlook. Duke Energy CEO Harry Sideris joins the show to talk energy. And Amazon announces it will invest $50B into OpenAI as part of a $110B funding round.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia posts a blowout earnings report, but stocks fail to rally. Oil prices tick up as U.S.-Iran tensions continue. And Stellantis posts its first ever annual loss.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market turns to Nvidia earnings after the bell. Hut 8 CEO Asher Genoot joins the show to discuss the energy demand from Big Tech. And mortgage rates fall to their lowest level in nearly four years.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oppenheimer head of technical analysis Ari Wald gives his outlook on markets from the technical side. Cheniere Energy CEO Jack Fusco joins the show to discuss LNG.    And how is AI affecting employee pay? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump raises global tariff to 15%. Novo Nordisk's weight-loss drug trial results disappoint.    And should you be looking outside of stocks right now Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What does the Supreme Court ruling mean for markets and your money? It's all here on Power Lunch.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jefferies' David Zervos joins the show for a read on the economy. Crude oil prices tick up as U.S. tensions with Iran increase. And what do Walmart earnings reveal about the company and consumer? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hedge Funds are split on Amazon. Meta CEO Mark Zuckerberg testifies during the high-profile social media case.  And why are solar stocks up so much this year? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Warner Bros. Discovery reopens deal talks with Paramount Skydance. Tiger 21's Michael Sonnenfeldt joins the show with takeaways showing where the ultra-wealthy are investing their money.  And could cybersecurity be a bright spot in the software space? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interactive Brokers' Chief Strategist Steve Sosnick gives his take on the recent market action. Author of viral AI essay Matt Shumer joins the show. And CNBC's Julia Boorstin sits down with Netflix Chief Content Officer Bela Bajaria.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Coinbase gets double downgraded to Sell. Stocks sell off on more AI disruption concerns. And what other companies besides Alphabet have issued 100-year bonds before? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pennsylvania Gov. Josh Shapiro joins the show and discusses energy affordability. RBC Capital Markets' Helima Croft joins to discuss the latest developments in the crude oil market and Iran. And are retail buyers still jumping in on the dip? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Susquehanna's Chris Murphy joins to give the latest read on the options market. CNBC's David Faber joins with an update on the Warner Bros. Discovery bidding war.  And just how low could Bitcoin go? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

One Point BFG Wealth Partners Chief Investment Officer Peter Boockvar joins the show to discuss U.S. vs. international stock indices. Alphabet taps the debt markets.  And Bobby Flay wins the CNBC Stock Draft.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow crosses 50,000 for the first time ever. Strategy CEO Phong Le joins the show to discuss the company's Bitcoin strategy.  And how is the market digesting the hyperscalers' large capex numbers?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The software sell-off deepens. Alphabet stock gets punished after reporting higher capex. And are there areas to be rotating your portfolio into right now? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI fears rattle software stocks. Enphase Energy shares soar.  And what should you do with some of the mega-cap tech names? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Software sector slide continues on concerns around AI eating into their margins. Disney names its next CEO. And how is the relationship between Nvidia and OpenAI? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Niles discusses Nvidia, OpenAI and the greater tech trade. Bitcoin slips to its lowest level since April 7.And is this year shaping up to be the year of small caps? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump chooses Kevin Warsh to succeed Jerome Powell as Fed Chair. RBC Capital Markets' Helima Croft joins the show to discuss the oil market, geopolitics and Iran. And how are markets digesting the Warsh pick? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Software stocks continue their slide after Microsoft and ServiceNow reported on Wednesday after the bell. Morgan Stanley's Stephen Byrd joins to discuss how data centers will be powered. And crude oil prices tick back up.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The FOMC votes to leave rates unchanged. Our Fed panel breaks down the decision here on Power Lunch.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

UnitedHealth Group drags the Dow. Jury selection begins for a key social media trial. And Target gets upgraded at Wolfe Research.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

USA Rare Earth CEO Barbara Humpton joins the show to discuss the U.S. government taking a stake. Tom Lee joins the show to discuss markets and crypto. And PGA Tour golfer and 3-time Major champion Jordan Spieth joins the show.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel shares slide after reporting earnings on Thursday. Apollo's Torsten Slok joins the show to preview the big week of earnings and the Fed meeting next week.  And why are precious metals running so hot?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta pops after a bullish note from Jefferies. President Trump sues JPMorgan Chase and CEO Jamie Dimon over debanking. And Derek Jeter joins the show to discuss the new sport he is getting into.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump says he has reached Greenland deal "framework" with NATO and backs off tariffs on Europe. Stocks soar after.  And what do shifting geopolitics mean for energy?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks dip across the major averages. Melius Research's James West joins to give his energy outlook.  And what does the threat of new tariffs from President Trump mean for the European Union?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interior Secretary Doug Burgum joins to discuss the Trump Administration's push for an emergency electricity auction. Semiconductors continue to have strong 2026.And how much longer will Jamie Dimon stay on as JPMorgan Chase's CEO?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Commerce Secretary Howard Lutnick discusses the new trade deal between the U.S. and Taiwan. Evercore ISI's Head of Internet Research Mark Mahaney breaks down what it could mean for the hyperscalers.  And what is the impact of the Department of Justice's investigation into Fed Chair Jerome Powell?  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank of America CEO Brian Moynihan joins for an exclusive interview after earning. Tesla changes the payment structure of its full-self driving program.  And Eamon Javers joins with an update on President Trump's plans for Greenland.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

JPMorgan Chase stock falls despite the bank beating on top and bottom lines in its earnings. Crude oil prices climb back up.  And can stocks keep on running? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interior Secretary Doug Burgum discusses Iran, Venezuela and energy policy. Apple and Google team up to power Siri. And Oppenheimer's Ari Wald joins the show to give his 2026 outlook.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump meets with oil executives at the White House. Our Brian Sullivan reports from the ground.  And what do you predict will happen in Hollywood in 2026? Puck's Matt Belloni joins the show to give some of his predictions.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MCC Global Enterprises' Michelle Caruso-Cabrera joins after her interview with Treasury Secretary Scott Bessent. Jefferies' Sheila Kahyaoglu discusses the defense and aerospace sector. And Sharon Epperson explains how to make your portfolio more tax efficient.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC's Brian Sullivan sits down with U.S. Energy Secretary Chris Wright to discuss energy policy toward Venezuela after U.S. military forces ousted Venezuelan leader Nicolas Maduro and his wife over the weekend.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Almost the entire semiconductor complex surges during the Consumer Electronics Show. Bernstein's chips analyst Stacy Rasgon joins to give his takeaways live from the conference.   And Sanctuary Wealth's Mary Ann Bartels brings an old investing strategy that she likes again right now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.