50 episodes
Power Lunch, page 2
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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Power Lunch 10/12/26
Power Lunch covers (1) Middle East geopolitics and oil/shipping constraints after attacks near Saudi Arabia and in the Russia-Ukraine energy war, (2) whether the 4-year bull market can sustain amid…
12 Oct 2026 · 42m · 23 chaptersPower Lunch 10/9/26
Power Lunch 10/9/26 covers markets and energy, then pivots to tech connectivity, rates, and luxury housing.
9 Oct 2026 · 48m · 24 chaptersInvesting Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26
Macro and markets—oil prices surge on Middle East escalation; global bond yields rise; AI stocks react to OpenAI revenue-accounting news; discussion of investing beyond big tech; power/energy…
8 Oct 2026 · 43m · 21 chaptersTech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26
Power Lunch covers a tech-led stock rally pausing amid “higher-for-longer” rate worries, Fed minutes suggesting another hike by year-end, and escalating global energy risk.
7 Oct 2026 · 43m · 13 chaptersS&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26
Market rally drivers (S&P 500/Nasdaq at records) tied to AI “1.0” semiconductors and “2.0” nuclear/data-center power; plus AI e-commerce agents and an open protocol for secure bot-to-business…
6 Oct 2026 · 43m · 20 chaptersGuidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26
AI regulation and safety (NYC hearing; Sam Altman’s “accept some bad” stance), Middle East oil flows through the Strait of Hormuz (Kipler data on “dark transits” and Iran exports near zero), and…
5 Oct 2026 · 43m · 19 chaptersJobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26
Markets and policy reaction to a weaker-than-expected jobs report; Fed rate-hike odds and bond-yield drivers; portfolio positioning (cut small caps/EM, tilt to large-cap AI); AI agents as a new…
2 Oct 2026 · 42m · 21 chaptersMortgage Rates Hit Multi-Year High, Can Nike Be Saved?, Powering Data Center Demand 10/1/26
Markets and geopolitics drive Q4 outlook: 10-year Treasury yields hit a 24-year high; 30-year fixed mortgages rise to ~7.6% (highest since 2023) pressuring housing; Wall Street Journal reports the…
1 Oct 2026 · 46m · 24 chaptersFirst On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26
HPE’s AI/data-center infrastructure outlook; investing in “second/third inning” AI infrastructure; 24/7 trading and AI agents; macro/rates and market breadth; Planet Labs’ space data centers demo;…
30 Sep 2026 · 43m · 16 chaptersOpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26
Tech Tuesday on AI and markets: OpenAI DevDay’s autonomous “dots” agents, related model/product updates and fundraising; then broader discussion of Western leadership (Jamie Dimon op-ed), market…
29 Sep 2026 · 46m · 26 chaptersNvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26
Power Lunch covers three main stories: Nvidia’s record buyback and AI-safety software, SpaceX’s first Starship orbital launch, and market/rates plus oil/commodities developments (including a possible…
28 Sep 2026 · 42m · 20 chaptersPower Lunch 9/25/26
bond yields rising (10-year around 5.23%, highest in 19 years) while stocks near record highs; whether “bond vigilantes” will derail the rally; energy as a major trade (oil up ~60% YTD, energy sector…
25 Sep 2026 · 42m · 16 chaptersTrump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26
The episode of Power Lunch covers: (1) the Trump-Xi summit and market reaction, (2) higher bond yields and what they mean for stocks, and (3) AI/data-center and tech stock moves (Oracle, Meta,…
24 Sep 2026 · 43m · 21 chaptersMeta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26
Power Lunch episode focused on AI’s market impact (Meta’s “Muse” personal AI agent), AI hardware for on-device agents (Qualcomm Snapdragon Summit), and AI regulation/risks (Zach Kass on OpenAI’s…
23 Sep 2026 · 43m · 18 chaptersOpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26
Power Lunch episode (9/22/26) covers: (1) stock/tech leadership near S&P 500 and Nasdaq record highs despite narrow participation; (2) OpenAI and Anthropic model releases focused on cost/efficiency…
22 Sep 2026 · 43m · 22 chaptersMega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26
The episode covers a broad market rally driven by mega-cap tech and AI optimism, alongside energy and rates cross-currents, plus real-world disruptions.
21 Sep 2026 · 43m · 24 chaptersSoaring Diesel Prices, Wall of Worry, Data Center Buildout Interview 9/18/26
Markets roundup plus a deep dive on soaring diesel/shipping costs, crypto regulation-driven rally, and data-center power buildout; includes CEO interviews on Netflix, Forgent Power Solutions, and…
18 Sep 2026 · 42m · 22 chaptersPower Lunch 9/17/26
Market reaction to a Fed rate hike; outlook for inflation/interest rates; credit and debt concerns; oil supply geopolitics; AI safety/regulation debate; stock/sector technical and investment ideas.
17 Sep 2026 · 51m · 18 chaptersFederal Reserve Hikes Rates for the First Time in Three Years 9/16/26
The Federal Reserve raised the federal funds rate by 25 bps to 3.75–4.00% for the first time in three years, aiming for a “timelier” return to 2% inflation.
16 Sep 2026 · 1h · 27 chaptersFed Decision Preview, Cohere CEO Interview, Clarity Act Vote 9/15/26
Power Lunch episode previewing the next Fed decision and broader market drivers, then pivoting to energy, crypto regulation, AI policy, and stock picks.
15 Sep 2026 · 45m · 23 chaptersPower Lunch 9/14/26
Power Lunch covers the AI “pacing” debate, market reaction to higher rates and oil, bank stock picks for a Fed hike, energy/geopolitics around Iran and shipping chokepoints, and Teva’s turnaround and…
14 Sep 2026 · 42m · 24 chaptersSeptember Rate Hike Odds, Middle East Oil Disruptions, AI Researcher Resignations 9/11/26
Power Lunch covers (1) August federal deficit and the outlook for a ~$2T fiscal-year total, (2) whether the Fed’s next rate decision matters versus other macro drivers, (3) oil market pricing amid…
11 Sep 2026 · 43m · 19 chaptersThoma Bravo Founder, Treasury Bond Auction, Terawulf Exclusive 9/10/26
The episode is a market-and-tech discussion focused on rising Treasury yields, a Treasury debt buyback/auction, and how AI is driving software productivity and data-center power demand despite higher…
10 Sep 2026 · 42m · 20 chaptersApple’s Foldable iPhone, Brent Tops $100, AT&T CEO Interview 9/9/26
Power Lunch episode covers three main areas: Apple’s iPhone Duo foldable launch and AI features; markets/macro impacts from oil and Treasury actions; and AI/defense and telecom strategy.
9 Sep 2026 · 45m · 15 chapters