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48 episodes
Power Lunch
by CNBC · English
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.
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NVIDIA CEO Fallout, AI Trade Risks and Retail Earnings Setup
Market wrap focused on NVIDIA’s CEO scandal fallout, leadership-transition uncertainty, and how it affects the broader AI chip trade; plus retail earnings setup, bond-market volatility, and…
13 Nov 2026 · 42m · 22 chaptersPower Lunch: NVIDIA CEO Exit, Tech Volatility and Crypto Pressure
Power Lunch covers NVIDIA’s CEO Jensen Huang resignation and the market fallout, including tech volatility, bond yield moves, and potential spillover to crypto.
12 Nov 2026 · 42m · 23 chaptersCoreWeave AI Rally, NVIDIA Scrutiny and Energy Shipping Risks
Power Lunch episode covers a tech rebound driven by CoreWeave’s earnings and demand for GPU compute, contrasted with ongoing NVIDIA “key man” and China/export-control risks tied to Jensen Huang’s…
12 Nov 2026 · 42m · 14 chaptersNvidia Fallout, AI IPO Frenzy and Rate Hike Risks
The episode covers three main threads: (1) Nvidia “fallout” after CEO Jensen Huang’s alleged affair with a woman believed to be a Chinese spy, (2) AI and tech market positioning amid IPO and…
10 Nov 2026 · 43m · 23 chaptersNvidia Investigation, AI Stock Rally and Data Center Power Demand
Power Lunch covers (1) NVIDIA’s board launching an investigation after CEO Jensen Huang disclosed an intimate relationship with a business executive reportedly linked to Chinese intelligence, (2) the…
9 Nov 2026 · 42m · 19 chaptersTech Sell-Off, AI Repricing and Washington Shakeup
“Power Lunch” covers a White House staffing shakeup, a tech/AI sell-off and market outlook, Fed rate expectations, energy and Iran risk, and several AI/tech stock-specific updates (Anthropic IPO…
6 Nov 2026 · 43m · 17 chaptersTech Sell-Off, AI Trade Fears and Amb. Tilman Fertitta
A broad tech-led market sell-off tied to fears of an AI buildout slowdown, with semiconductors, memory, and “neocloud” data-center/AI infrastructure names falling sharply; discussion also covers…
5 Nov 2026 · 42m · 15 chaptersMidterm Market Rally, Texas Data Center Fallout & Crypto Regulation
Post-midterm “blue wave” market rally; bond yield drop; Texas data-center regulatory uncertainty; healthcare and drug-pricing outlook; crypto regulation expectations; energy/data-center power stocks.
4 Nov 2026 · 43m · 21 chaptersElection Day, Data Center Debate and AI Sector Fallout
The episode of Power Lunch focuses on Election Day and how politics could affect AI investment, data-center expansion, interest rates, and the broader economy.
3 Nov 2026 · 42m · 18 chaptersTech Stocks Slide as AI Capex, Apple Earnings and Oil Drop Dominate Headlines 11/2/26
Power Lunch episode (11/2/26) covers a rough Monday for markets, with tech stocks sliding as AI-related capex expectations and Apple earnings loom, while oil drops on hopes for an Iran peace deal.
2 Nov 2026 · 42m · 15 chaptersTech Sell-Off, AI Panic and Market Rotation: Power Lunch 10/30/26
Power Lunch discusses a tech-led market sell-off tied to “AI panic” and market rotation ahead of the U.S.
30 Oct 2026 · 41m · 21 chaptersAlphabet AI Sell-Off, EQT-Range Deal and Big3’s Public Market Plans 10/29/26
Power Lunch episode covers: Alphabet’s AI-related selloff and valuation debate; EQT’s $13B (about $50B including debt) all-stock acquisition of Range Resources; two earnings movers (Caterpillar down;…
29 Oct 2026 · 42m · 18 chaptersFed Holds Rates as Warsh Weighs Inflation, AI and December Hike Odds 10/28/26
The Federal Reserve held the federal funds target at 3.75%–4.00% (10–2), emphasizing it needs more information to return inflation to 2%.
28 Oct 2026 · 58m · 25 chaptersEnergy Secretary Interview, Low-Beta Stock Picks, Nucor CEO Exclusive 10/27/26
Power Lunch episode covers markets, Fed expectations, and energy/industrial themes.
27 Oct 2026 · 35m · 13 chaptersPreviewing Big Tech Earnings, Anthropic IPO Announcement, Countdown to Midterms 10/26/26
The episode is a “big week” preview of markets and major catalysts.
26 Oct 2026 · 43m · 19 chaptersOil Hits 5-Month High, iPhone Duo Launch, Weekend Sports Slate 10/23/26
Power Lunch episode covers: tech market rotation (AI “picks and shovels” down; application software up), IPO slowdown (Aura pulled; weak IPO median returns and valuation/capital-cost reset), and…
23 Oct 2026 · 42m · 20 chaptersTech Earnings Reaction, Q3 All-America Survey, Hormuz Chokepoint Check 10/22/26
Power Lunch covers a broad tech sell-off tied to AI capex worries and higher oil, plus market strategy, Meta’s earnings/spending overhang, voter sentiment on AI/data centers, and Middle East shipping…
22 Oct 2026 · 45m · 21 chaptersTech Earnings Season, SpaceX Targeting Telecoms, CME Group CEO Interview 10/21/26
Earnings-season setup and macro drivers (Meta, IBM, oil, bonds), AI-driven hardware demand, telecom disruption risk from SpaceX/Starlink wireless, GM’s AI/autonomy roadmap vs China, CME Group record…
21 Oct 2026 · 43m · 19 chaptersCracks in the AI Trade, Tech Earnings Preview, Surging Airfares 10/20/26
Market jitters ahead of big tech earnings (especially Meta), with debate over the “AI trade” and credit risk for AI infrastructure firms; plus an earnings/options segment on SpaceX and Netflix; and a…
20 Oct 2026 · 42m · 18 chaptersGlobal Markets, AI Debt Concerns, Energy Stock Ideas 10/19/26
Markets recap and outlook: rebound in semiconductors after AI/debt worries; retail buying patterns; 24-hour trading debate; France/Europe bond turmoil tied to an interest-rate shock; energy and…
19 Oct 2026 · 43m · 17 chaptersTop Stock Ideas, Growing U.S. Debt, AI & The Restaurant Industry 10/16/26
Power Lunch covers a volatile stock market rotation tied to AI spending concerns (CoreWeave’s sharp drop), U.S.
16 Oct 2026 · 42m · 21 chaptersReaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26
The episode covers a market “tech reversal” tied to AI/semiconductor selling, plus bond/PPI reaction, consumer strength, and escalating energy risks.
15 Oct 2026 · 43m · 17 chaptersAnthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26
Market selloff tied to hotter-than-expected inflation; focus on AI infrastructure financing stress (CoreWeave bond yields ~15%, debt/CapEx concerns); major IPO watch on Anthropic; broader bull-market…
14 Oct 2026 · 42m · 24 chaptersBank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26
Power Lunch covers a tech-led market rally, Paul Tudor Jones’ warning that 2027 could be challenging, bank earnings and sector positioning, and several stock-specific moves (Apple, memory/storage…
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