Power Lunch

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CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans 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,

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    • Sep 17, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 43m AVG DURATION
    • 1,103 EPISODES


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    Latest episodes from Power Lunch

    Power Lunch 9/17/26

    Play Episode Listen Later Sep 17, 2026 51:19


    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.

    Federal Reserve Hikes Rates for the First Time in Three Years 9/16/26

    Play Episode Listen Later Sep 16, 2026 60:02


    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.

    Fed Decision Preview, Cohere CEO Interview, Clarity Act Vote 9/15/26

    Play Episode Listen Later Sep 15, 2026 45:20


    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.

    Power Lunch 9/14/26

    Play Episode Listen Later Sep 14, 2026 41:54


    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.

    September Rate Hike Odds, Middle East Oil Disruptions, AI Researcher Resignations 9/11/26

    Play Episode Listen Later Sep 11, 2026 42:36


    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.

    Thoma Bravo Founder, Treasury Bond Auction, Terawulf Exclusive 9/10/26

    Play Episode Listen Later Sep 10, 2026 42:15


    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.

    Apple's Foldable iPhone, Brent Tops $100, AT&T CEO Interview 9/9/26

    Play Episode Listen Later Sep 9, 2026 44:48


    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.

    State of the Markets, Diesel Prices at Record Highs, Regional Bank Merger 9/8/26

    Play Episode Listen Later Sep 8, 2026 43:08


    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.

    Jobs Report Reaction, Diesel Prices Hit Record High, Data Center Debate 9/4/26

    Play Episode Listen Later Sep 4, 2026 42:34


    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.

    Power Lunch 9/3/26

    Play Episode Listen Later Sep 3, 2026 45:06


    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.

    Power Lunch 9/2/26

    Play Episode Listen Later Sep 2, 2026 43:05


    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.

    Rising Global Bond Yields, New Apple CEO, Memory Trade's Momentum 9/1/26

    Play Episode Listen Later Sep 1, 2026 42:45


    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.

    Power Lunch 8/31/26

    Play Episode Listen Later Aug 31, 2026 41:54


    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.

    Power Lunch 8/28/26

    Play Episode Listen Later Aug 28, 2026 40:09


    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.

    Power Lunch 8/27/26

    Play Episode Listen Later Aug 27, 2026 42:54


    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.

    Countdown to Nvidia Earnings, Meta Legal Settlement, Latest OpenAI Exit 8/26/26

    Play Episode Listen Later Aug 26, 2026 42:19


    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.

    Key Market Tests Ahead, Brent Breaks Below $90, New OpenAI Chips 8/25/26

    Play Episode Listen Later Aug 25, 2026 42:08


    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.

    Bessent Press Conference Reaction, Tracking Hormuz Tankers, Data Center Impact on REITs 8/24/26

    Play Episode Listen Later Aug 24, 2026 42:01


    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.

    Power Lunch 8/21/26

    Play Episode Listen Later Aug 21, 2026 42:44


    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.

    Treasury Yields Rebound, Crypto's Comeback, Wall Street's Biggest Bargains 8/20/26

    Play Episode Listen Later Aug 20, 2026 44:54


    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.

    July Fed Minutes, Etched CEO Interview, Latest Ultra-Wealthy Investments 8/19/26

    Play Episode Listen Later Aug 19, 2026 42:33


    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.

    AI Safety Check, Looking for Market Signals, Economic Impact of AI 8/18/26

    Play Episode Listen Later Aug 18, 2026 45:40


    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.

    AI Spending Concerns, Retail Earnings on Deck, Autonomous AI Boating 8/17/26

    Play Episode Listen Later Aug 17, 2026 41:50


    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.

    Power Lunch 8/14/26

    Play Episode Listen Later Aug 14, 2026 41:54


    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.

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

    Play Episode Listen Later Aug 13, 2026 42:27


    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.

    CPI Inflation Reaction, Sarat Sethi Weighs In, Record-Breaking Lakers Sale 8/12/26

    Play Episode Listen Later Aug 12, 2026 42:15


    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.

    AI Financing Deal, Trane Technologies CEO, Planned California Pipeline 8/10/26

    Play Episode Listen Later Aug 11, 2026 42:41


    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.

    Power Lunch 8/10/26

    Play Episode Listen Later Aug 10, 2026 41:51


    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.

    Jobs Report Reaction, Software Surge, Back-to-School Stock Picks 8/7/26

    Play Episode Listen Later Aug 7, 2026 42:39


    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.

    SpaceX Lockup Expiration, Occidental CEO Exclusive, Rise of Leveraged ETFs 8/6/26

    Play Episode Listen Later Aug 6, 2026 42:34


    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.

    SpaceX Stock Slumps, Compass Datacenter CEO, Record-High Investing Playbook 8/5/26

    Play Episode Listen Later Aug 5, 2026 40:03


    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.

    Markets at Record Highs, Countdown to SpaceX Earnings, OpenAI Fires Back at Apple 8/4/26

    Play Episode Listen Later Aug 4, 2026 33:21


    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.

    Big Tech Rally, Bypassing the Strait of Hormuz, Strategy CEO Interview 8/3/26

    Play Episode Listen Later Aug 3, 2026 42:37


    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.

    Digesting Mag 7 Earnings, Housing Market Check, Jimmie Johnson Interview 7/31/26

    Play Episode Listen Later Jul 31, 2026 43:02


    The major averages are trading higher on the last trading day of July as investors look past rising treasury yields.  Brian Sullivan & Kelly Evans speak with tech investor and Apple shareholder , Ellen Hazen, to get her initial reaction to Thursday's Q3 report.  Corcoran Group Broker, Noble Black, also sits down with the anchors to give his take on the state of housing as mortgage rates hit their highest level in a year.  Later on, NASCAR Hall of Fame inductee, Jimmie Johnson, joins the program to announce his new investment in Legacy Motor Club.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Tech Earnings on Deck, Bonds Digest Fed Decision, Entergy CEO on Data Centers 7/30/26

    Play Episode Listen Later Jul 30, 2026 44:54


    Stocks are rallying across the board as mega-cap tech stocks help drive the gains in the market. Brian Sullivan and Kelly Evans are joined on-set by Michael Landsberg (Landsberg Bennett Private Wealth CIO) and Jay Peters (NewEdge Wealth Portfolio Manager) to discuss their market views and how investors should be trading the recent volatility. Yardeni Research President, Ed Yardeni, also joins the anchors in-studio to debate how Fed Chairman Warsh is handling his new position with CNBC's Rick Santelli. Meanwhile, Entergy CEO, Drew Marsh, sits down for an exclusive interview to break down his company's power pledge and the recent nationwide surge in data center demand that we've been seeing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Power Lunch 7/29/26

    Play Episode Listen Later Jul 29, 2026 62:06


    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.

    Countdown to Fed Decision, AI Trade Gets Trounced, Apple Hits $5T Market Cap 7/28/26

    Play Episode Listen Later Jul 28, 2026 42:30


    Major averages are mostly higher as investors prepare for the latest interest rate decision from the Federal Reserve on Wednesday. Kelly Evans and Brian Sullivan discuss the latest market action with Edward Jones' Mona Mahajan and Clockwise Capital's James Cakmak and get their takes on which sectors they currently favor. Later on, CNBC's Mackenzie Sigalos reports on Apple's plans to release a foldable phone for the first time and MoffettNathanson Founding Partner, Craig Moffett, joins the program to recap Apple's recent stock rally to become the world's most valuable public company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Tech Earnings Preview, Top Analyst Calls, Digital Realty CEO Interview 7/27/26

    Play Episode Listen Later Jul 27, 2026 42:20


    The major averages are moving between gains and losses as chip stocks tumble – negating an earlier rally sparked by a decline in global oil prices. Kelly Evans and Brian Sullivan sit down with Fundstrat Global Advisors' Tom Lee to discuss the state of the markets and crypto as we head into the busiest week of earnings season. The anchors are also joined in-person by Mizuho's David Bellinger to break down why he's naming Walmart a top pick and Piper Sandler's Alexander Potter for a check on the U.S. automaker landscape. Later, Digital Realty CEO, Andrew Power, joins the show on-set for a CNBC exclusive interview about his company's recent stock rally and the ongoing global demand surge for artificial intelligence data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Brent Falls Back Below $100, Duke Energy CEO Interview, Insuring Ships in the Middle East 7/24/26

    Play Episode Listen Later Jul 24, 2026 42:22


    Markets are mixed to end the week as investors assess the latest developments regarding the ongoing conflict in the Middle East. Brian Sullivan and Contessa Brewer are joined by DWS Americas' David Bianco and Schawb Center for Financial Research's Collin Martin to evaluate the state of the markets ahead of next week's Federal Reserve meeting. Meanwhile, Duke Energy CEO, Harry Sideris, joins for an exclusive interview to discuss his company's role in the data center utility pledge with the White House. Later in the show, the anchors chat with Marsh's Marcus Baker to hear his take on the rising geopolitical risks for global insurers as the premiums for ships travelling through the Middle East continue to soar. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Tech Stocks Tumble, Brent Back Above $100, Biotech's Big Comeback 7/23/26

    Play Episode Listen Later Jul 23, 2026 41:26


    Major averages trading lower across the board as oil prices surge amid escalating conflict in the Middle East and investors weigh quarterly results from two of the world's largest companies. Brian Sullivan and Contessa Brewer break down the latest earnings reports from Alphabet and Tesla with Dan Ives (Yorkville Ives & Co. Partner) as both stocks plummet in Thursday's trading. Meanwhile, Ninepoint Partners' Senior Portfolio Manager, Eric Nuttall, joins the program to lay out why energy prices are surging higher and BMO's Head of Healthcare Research, Evan Seigerman, joins the anchors on set to recap the recent rally in the biotech sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Saudi Nuclear Deal, Tech Earnings on Deck, The State of Crypto 7/22/26

    Play Episode Listen Later Jul 22, 2026 43:01


    The markets are little changed on Wednesday, pressured by a rise in oil prices, as investors look ahead to another busy day of corporate earnings. Kelly Evans and Brian Sullivan are joined on-set by Chris Verrone (Baird Strategas Chief Market Strategist) and Kevin Gordon (Schwab Head of Macro Research) to discuss the key factors impacting the markets in the leadup to Alphabet's Q2 earnings report after the bell. Former FERC Chairman, Neil Chatterjee, helps break down the impact of the landmark nuclear agreement with Saudi Arabia and which stocks are most likely to benefit.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Chipmakers Rip Higher, Interest Rate Impact on AI, Hut 8 CEO Exclusive Interview 7/21/26

    Play Episode Listen Later Jul 21, 2026 42:38


    Stocks climbed on Tuesday, supported by semiconductors, as investors look past the latest developments in the Iran war to focus on corporate earnings updates. Brian Sullivan and Kelly Evans break down the move in the chip stocks with Ohsung Kwon (Wells Fargo Chief Equity Strategist) and Tom Hulick (Strategy Asset Managers CEO) and look ahead to the busy slate of quarterly earnings scheduled for the week ahead. Meanwhile, Innovator's Tim Urbanowicz joins the anchors on-set to explain why he believes rising interest rates are becoming increasingly important to artificial intelligence stocks as hyperscalers shift to using debt to finance their massive ambitions. Later on, Kelly & Brian sit down for an exclusive interview with Hut 8 CEO, Aher Genoot, to discuss his company's latest $9.8 billion data center leasing deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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