Power Lunch

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.



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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.  

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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.

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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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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.

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