Power Lunch

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.

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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.

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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.

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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. 

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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.

 

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