Power Lunch

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.

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.

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.

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.

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 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.

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.

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 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.

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.

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.

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 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.

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.

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,

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.

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.

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.

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.

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.

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.

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.

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.

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.

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,

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

The Nasdaq rose on Monday as oil prices fluctuated in response to the latest bout of military exchanges between the U.S. and Iran. Steve Liesman and Kelly Evans are joined on-set by Peter Mallouk (Creative Planning CEO) and David Spika (Turtle Creek Chief Market Strategist) to give their takes on the state of the markets as we head into a busy week of mega-cap tech earnings reports. Kpler’s Director of Commodity Research, Matt Smith, also joins the program to break down the latest headlines from the Middle East as the average price for a gallon of gas in the U.S. rises back above $4.00. Later on, Francis Gannon, Royce Investment Partners Co-CIO, joins the anchors in-studio to give his top small-cap stock picks and provide his long-term outlook for the Russell 2000 small-cap index.

Stocks fell again on Friday, with Wall Street on track for a weekly decline, as traders weighed the latest moves in semiconductors along with the latest quarterly reports. Contessa Brewer and Frank Holland are joined by Interactive Brokers’ Steve Sosnick and Albion Financial’s Jason Ware to break down the latest retail trading trends amid the recent semiconductor slide on Wall Street. Brian Sullivan phones in on the CNBC news line to report on the latest global energy headlines as several U.S. companies announce multi-billion-dollar investments in restoring Iraqi oil fields to reduce the reliance on Iranian infrastructure. Meanwhile, Phoenix Mayor Kate Gallego sits down with the anchors to discuss Taiwan Semiconductor’s plans to spend an additional $100 billion to expand its operations in Arizona.

Stocks fell on Thursday as the sell-off in semiconductors has the major averages on pace for a losing week on Wall Street. Brian Sullivan & Kelly Evans are joined by Morgan Stanley Senior Internet Analyst, Brian Nowak, to preview some of the key tech earnings reports expected out over the next week and to give his take on which companies are leading in hyperscaler capex spending. Later in the program, S&P Global Vice Chairman, Dan Yergin, and RBC Capital Markets Head of Commodities, Helima Croft, discuss the state of the global energy markets with the anchors amid rising tensions in the Middle East.

The markets rose on Wednesday, with major technology stocks advancing, as traders digested more data showing inflation is cooling. Brian Sullivan & Kelly Evans are joined on set by One Point BFG Wealth Partners’ Peter Boockvar and Piper Sandler’s Craig Johnson to break down their outlooks for the markets as Steve Liesman joins in to provide the highlights from the latest Fed beige book report. BlackBerry CEO, John Giamatteo, also joins the anchors on set later in the show to recap his company’s nearly 200% year-to-date gain and what he is focusing on going forward.

The markets are trading mostly higher on Tuesday after June inflation data came in lighter than expected. Kelly Evans and Brian Sullivan are joined on set by Yardeni Research’s Ed Yardeni to react to the latest CPI numbers and Fed Chairman Kevin Warsh’s appearance on Capitol Hill. Meanwhile, IBM investor Jeff Kilburg breaks down what’s driving IBM’s massive drop this afternoon and whether there is still opportunity for investors to buy in.

Stocks fell on Monday after President Donald Trump announced he was reinstating what he called “a blockade on Iranian shipping” through the Strait of Hormuz. Brian Sullivan and Kelly Evans react to the monthly statement from the U.S. Treasury with Seaport Research Partners’ Jonathan Golub and are later joined by Rapidan Energy Group’s Bob McNally to give his take on the global energy markets. Later on, four-star tech fund manager, Denny Fish, joins the show to lay out his tech investing strategy as SK Hynix and the rest of the semiconductor space sell-off amid the broader market rotation out of mega-cap tech stocks.

The S&P 500 is on track for a weekly gain as mega-cap tech stocks lead the index higher on Friday. Brian Sullivan and Kelly Evans are joined on set by Hightower Advisors’ Stephanie Link and Advisors Capital Management’s Joanne Feeney to react to SK Hynix’s U.S. market debut on the Nasdaq. Dan Veru, Palisade Capital Management CIO, joins the program to break down his small-cap winners from the first half of the year, and the anchors chat with Caryle Group’s Jeff Currie on the demand for global energy as the SPR hits its lowest level since 1983.

Stocks rose on Thursday, supported by a jump in semiconductors and a fall in oil prices, as equity markets tried to recover despite renewed U.S.-Iran tensions. Kelly Evans and Brian Sullivan are joined on-set by Carson Group’s Ryan Detrick who provides his mid-year market report card and outlook for the rest of 2026. Meanwhile, Baker Hughes’ CEO, Lorenzo Simonelli, joined the show after his company announced it received three contracts for the Sabine Pass LNG facility in Cameron Parish, Louisiana.

The Dow Jones moved sharply lower on Wednesday after President Trump told the NATO summit that the ceasefire with Iran is “over” amid renewed hostilities in the Middle East. The Fed Minutes from June’s meeting dropped at the top of the hour, and Brian Sullivan broke down the commentary with Steve Liesman, Rick Santelli, and Jefferies’ David Zervos. Miller Tabak’s Matt Maley also joins the show to give his take on the South Korean Kospi index’s year-to-date outperformance and recent plunge amid the global chip sell-off.

The Dow Jones pulled back from record levels as investors once again rotate out of AI stocks into safer sectors of the market. Brian Sullivan is joined on set by Fortress Investment’s Elizabeth Burton to break down her strategy to navigate the recent volatility while Bernstein’s Doug Harned lays out the case for SpaceX after his firm initiated the stock with an outperform rating. Brian also gets an exclusive one-on-one interview with Exelon CEO, Calvin Butler, to address some of the power concerns in the U.S. and the lack of power generation currently supplying the national grid.

The Nasdaq and S&P 500 jump to start the new trading week as semiconductor stocks pop to lead the markets higher. Brian Sullivan and Kelly Evans are joined by TeraWulf CEO, Paul Prager, to discuss his company’s $19 billion deal to lease its data center facility to Anthropic. Tech strategist, Dan Ives, sits down on set with the anchors to give his take on the tech sector while Citi’s Francesco Martoccia joins the show remotely to break down his latest energy research note.

The Dow rises to another record high heading into the extended holiday weekend as chipmakers continue to struggle. Kelly Evans is joined by Wells Fargo’s Darrell Cronk and MJP Wealth Advisor’s Brian Vendig to break down their initial reaction to the June jobs report and look ahead to their strategy for the second half of the year. Meanwhile, Harris Oakmark’s David Herro joins the show to explain where he is investing overseas and AccuWeather’s Bernie Rayno gives the July 4th weekend forecast as millions of Americans are under a heat advisory.

The Dow Jones rises to a record high on Wednesday before giving up most of its earlier gains. Meanwhile, the Nasdaq is struggling to start Q3 as chipmakers are falling. Dominic Chu and Kelly Evans are joined by Bespoke Investment’s Paul Hickey and Portfolio Wealth Advisors’ Lee Munson to lay out their investing strategy for the rest of the year. The anchors are also joined by Brian Daly, the SEC Director if Division of Investment Management, to discuss the timeline and likelihood that investors will see more investable options for prediction markets.

The major averages are trading higher across the board on the final trading day of the second quarter as the Dow paces for its best first half in 5 years. Kelly Evans is joined by Interactive Brokers’ Steve Sosnick who helps break down the market action as they discuss the massive rally investors have seen in chip stocks and interview a healthcare analyst to ask whether the recent biotech momentum can continue. Oppenheimer’s Chris Kotowski also joins the show to explain the rationale behind his latest research note in which he downgrades Morgan Stanley and Goldman Sachs, saying alternative financial stocks are a better investment right now.

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.

The S&P 500 heads for a losing week on Wall Street as investors rotate out of key technology stocks and into more defensive areas of the market. Dominic Chu is joined on set by Invesco’s Brian Levitt and Advisors Capital Management’s Joanne Feeney to break down the recent tech declines and assess the state of the bull market. Meanwhile, Eamon Javers brings the latest headlines from the conflict in the Middle East while Dan Pickering gives his take on what it all means for global energy prices.

Kelly Evans and Brian Sullivan bring their daily markets coverage in a special live broadcast from the trading floor of Cboe Global Markets in Chicago. “CNBC @ Cboe” features an exclusive interview with Chicago Federal Reserve President Austan Goolsbee in his first public appearance following the Federal Reserve’s June meeting. KPMG Chief Economist, Diane Swonk, Ryan Sports Development CEO, Pat Ryan Jr., and Ariel Co-CEO & CIO, John Rogers, also join the anchors on set in Chicago to discuss the recent market swing and the latest options action in one of the most important trading floors in the world.

Stocks remain little changed following the chip sell-off at the beginning of the week as Wall Street awaits Micron’s Q3 earnings report expected out after the markets close. Brian Sullivan is joined by Landsberg Bennett Private Wealth CIO, Michael Landsberg, to preview Micron’s anticipated results and lay out his strategy for how he plans to trade the stock if there’s a potential pullback. Meanwhile, Operation HOPE’s John Hope Bryant joins the show in-person to react to President Trump’s last-minute decision to cancel plans to sign the bipartisan housing bill into law.

Stocks moving mostly lower on Tuesday as the tech sell-off that began on Monday picked up steam overnight. Contessa Brewer and Brian Sullivan are joined on set by Robinhood’s CIO, Stephanie Guild, and Fundstrat’s Head of Research, Tom Lee, to react to today’s market action and what’s driving the declines in tech stocks. Meanwhile, Ross Bhappu, the CEO & President of rare earths and uranium miner Energy Fuels, also joins the program following the news that his company will acquire German magnetics company Vacuumschmelze for $1.9 billion.

Stocks are starting the week mostly lower on Wall Street as investors assess the latest developments in the Iran war and await the release of inflation data closely watched by the Federal Reserve. Brian Sullivan and Kelly Evans bring you an exclusive interview with the Chevron President of New Energies, Jeff Gustavson, following the news that Chevron will fuel Microsoft’s massive data center in Texas. The anchors are also joined on set by Simeon Hyman, ProShares Advisors Global Investment Strategist, to break down his firm’s double-leveraged SpaceX ETF given the stock’s recent slide.

Stocks rose on Thursday after the Federal Reserve indicated the possibility of a rate hike at their latest FOMC Meeting. Contessa Brewer and Brian Sullivan broke down the market rebound and chipmaker rally with tech analysts Dan Ives and Stacy Rasgon. Jay Woods and Chris Hyzy also joined the program to give their takes on the state of the markets and where they still see opportunity amid the recent volatility.

Major averages tumbled as treasury yields jump following the latest decision and statements from the Federal Reserve. Brian Sullivan and Kelly Evans are in Washington to digest the stock and bond market reactions to this month’s interest rate decision from the Fed. In his first press conference as Chairman, Kevin Warsh announced he will create five new task forces to overhaul the Federal Reserve’s operations.

The Dow Jones jumped to a new all-time high while the other major averages moved lower on Tuesday. Kelly Evans and Brian Sullivan were joined by Guggenheim Partners’ Anne Walsh for the full hour to break down the move in stocks, treasury yields, and energy prices. Key interviews during the hour included Snap CEO Evan Spiegel, JP Morgan’s Doug Petno, and Callaway Golf CEO Chip Brewer.

The Dow Jones soared to new all-time highs on Monday as the other major averages traded higher across the board following news of a preliminary peace deal between the U.S. and Iran. Dominic Chu and Kelly Evans break down the market action with Charles Schwab’s Liz Ann Sonders, Neuberger’s Jeff Blazek, and Bank of America’s Savita Subramanian. Meanwhile, Micron added to its recent rally with a near double-digit gain after TD Cowen raised its price target from $660 to $1,500, and the analyst behind that note joined the anchors to explain his methodology

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.

Brian Sullivan & Kelly Evans are joined by Barclays’ Venu Krishna and Jefferies’ David Zervos to break down the three “I’s” that the markets are facing (IPOs, Inflation, and the Iran War). Meanwhile, CNBC’s Kate Rooney sits down for an exclusive interview with OpenAI Chairman Bret Taylor, and the anchors get a “First On CNBC” interview with Strategy CEO Phong Le to discuss his company’s latest Bitcoin transactions.

Dominic Chu & Kelly Evans dig into what’s driving the market action as the major averages trade mostly lower as the tech rebound rally loses steam. Megan Cassella joins the show from the Washington Bureau with the latest headlines from the conflict in the Middle East and Brookings Institution’s Michael O'Hanlon gives his take one what may come next. Meanwhile, the anchors discuss the recent tech IPO mania with Brian Hamilton & David Katz in the leadup to SpaceX’s highly anticipated market debut on Friday.

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.

The tech-heavy Nasdaq suffered its biggest decline since early 2025 as chip stocks slid on Wall Street, and the S&P 500 is on pace to snap its 9-week winning streak. Brian Sullivan and Kelly Evans break down the market move with Ed Yardeni as they go through some of the key names dragging the markets lower. Meanwhile, VanEck Fund’s Matthew Sigel joins the anchors to discuss the recent losses in the crypto space, and Robostore CEO, Teddy Haggerty, comes on-set with his company’s latest humanoid robot model!

The Dow Jones Industrial Average rallied to a new all-time high while tech stocks underperformed, sparked by a sell-off in Broadcom. Brian Sullivan and Kelly Evans focused in on the state of semiconductors and questioned whether the tech trade is in trouble given the rotation away from chip stocks on Thursday. Meanwhile, Brian sat down for a one-on-one exclusive interview with Diamondback Energy CEO, Kaes Van't Hof, and the anchors were joined by Blumhouse Productions founder and CEO, Jason Blum, to discuss his films’ recent success at the box office.

Brian Sullivan and Kelly Evans explain the market move that has the S&P 500 in danger of snapping its 9-week winning streak. They are also joined on set by Cipher Digital Founder & CEO, Tyler Page, as shares of his company hit a new all-time high, and Fortune’s Editor-in-Chief, Alyson Shontell, sits down with Kelly & Brian to explain the biggest surprises from the annual Fortune 500 list.

The S&P 500 reached a new all-time high on Tuesday as the index is tracking for its 10th straight week of gains. Brian Sullivan & Kelly Evans break down the move in the markets and check in on oil prices, cryptocurrencies, and bond yields as well. The anchors are also joined by Dutch Bros CEO & President, Christine Barone, for an exclusive interview to discuss the company’s latest earnings and how they are navigating the current economic environment.

CNBC’s David Faber sat down with Sam Altman, OpenAI CEO, at the groundbreaking for the $16 billion data center campus in Saline Township, Michigan, on Monday. Kelly Evans & Brian Sullivan discussed the market action back at CNBC’s global headquarters and were joined by Eamon Javers who reported the latest Iran War headlines from Washington and Kate Rooney who broke down Anthropic’s confidential IPO filing with the SEC.

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.

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.

Markets are trading higher across-the-board as the Dow Jones touched a new intraday all-time high earlier in Friday’s session. Brian Sullivan and Kelly Evans are joined by Former Federal Reserve Governor Randall Kroszner as Kevin Warsh is sworn in as the next Federal Reserve Chairman, and they also speak with celebrity chef Wolfgang Puck on rising beef prices ahead of the Memorial Day federal holiday.

Major averages are mostly higher on Thursday as stocks aim for their eighth straight winning week. Kelly Evans & Brian Sullivan are joined on-set by analysts covering Nvidia & Walmart to give their takes on the latest earnings reports while investors comb through SpaceX’s S-1 filing ahead of the company’s expected $1.5 trillion IPO on June 12th.

Stocks jump higher as oil prices and bond yields move lower on reports that the Iran War could soon be resolved. Brian Sullivan & Kelly Evans also react to the latest Federal Reserve minutes and live radar map of the Strait of Hormuz as investors look ahead to Nvidia’s anticipated quarterly earnings report expected out after the markets close.

Major averages coming under pressure from higher treasury yields as consumer and tech stocks lead the declines. Kelly Evans & Brian Sullivan break down whether the recent market rally may be in jeopardy. Meanwhile, media mogul, Byron Allen, and Google’s Chief AI Architect, Koray Kavukcuoglu, join the show for exclusive interviews on the state of their industries.

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 pare their recent gains following the conclusion of the Beijing summit between President Donald Trump and Chinese President Xi Jinping. Brian Sullivan reports live from Louisiana at the site of an LNG export facility with one-on-one interviews with Energy Secretary Chris Wright and Louisiana Governor Jeff Landry while Kelly Evans breaks down the move in tech stocks and treasury yields back at CNBC Global Headquarters.

Major averages move higher across the board as President Trump meets with Chinese President Xi Jinping in Beijing and Cerebras Systems begins trading on the Nasdaq for the largest tech IPO since 2020. Celebrity chef Bobby Flay and NASCAR COO Ben Kennedy also join Kelly Evans & Brian Sullivan on set for exclusive in-person interviews to round out the show.

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.

Rick Santelli joins to break down the global rise in yields. Sunrun CEO Mary Powell joins to discuss the state of solar energy. And is the market too concentrated?

The Kospi continues to surge. Jefferies' Julien Dumoulin-Smith joins to discuss the surge in energy storage stocks. And how close is streaming getting to old TV?

Morgan Stanley's Michael Gapen joins with his economic read. Strategy CEO Phong Le discusses the company's bitcoin plan. And more and more Americans are working multiple jobs—what does it mean for the economic outlook?

Former Bridgewater Associates Chief Investment Strategist Rebecca Patterson gives her outlook on the AI trade and broader market. Hut 8 CEO Asher Genoot joins in an exclusive to discuss the company's new $10B data center deal. And could ChatGPT manage your portfolio?

Memory and chip stocks rally. Lightshed Partners' Rich Greenfield breaks down Disney's first earnings report with Josh D'Amaro as CEO. And how is the consumer holding up?

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.

Guggenheim's Dina DiLorenzo joins the show with her outlook on markets. "Breaking Bad" star Bryan Cranston joins and talks the state of Hollywood. And is bitcoin starting to break out?

How is the market digesting big tech earnings? Crude oil prices tick lower. And Axis Capital CEO Vincent Tizzio joins to discuss the global insurance industry.

Meta falls, Alphabet rises after earnings. The latest on the Strait of Hormuz with Kpler's Matt Smith. And BMO's Evan Seigerman joins on the state of healthcare after Eli Lilly earnings.

The Federal Reserve left rates unchanged at its latest FOMC meeting. Power Lunch brings you a special Fed edition show.

The UAE announces it is leaving OPEC. Vaneck Funds' Jan Van Eck joins with his take on the market. And should you be investing in small caps?

Five megacap tech companies report earnings this week. Fundstrat's Tom Lee joins with his market outlook. And Goldman Sachs' Neil Mehta joins for an energy earnings preview.

Tech powers Nasdaq, S&P 500 higher. X-Energy goes public in largest nuclear company debut ever. And what would a Kevin Warsh Federal Reserve look like?

Intel reports after the bell. Kate Rooney sits down with OpenAI Chief Revenue Officer Denise Dresser. And is X-Energy a bellwether for future nuclear company IPOs?

Brent crude oil ticks back above $100 per barrel. Noble Black of The Corcoran Group joins to discuss real estate. And what is the options market hinting about Tesla earnings?

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.