Power Lunch

Stocks are tumbling on renewed concerns around spending by artificial intelligence companies, while oil prices jump as geopolitical tensions rise.
Kelly Evans and Brian Sullivan speak with Needham Senior Internet Analyst, Laura Martin, to get her key takeaways from Meta’s latest earnings report and hear whether investors should be buying into the stock.
CNBC’s Steve Liesman joins the anchors on set to report on the latest CNBC All-America Survey which focused on consumer opinions on AI and data centers ahead of next month’s midterm elections.
Later, Kpler Head of Commodity Research, Matt Smith, also joined the show in-person to break down the latest global energy headlines as Brent Crude oil prices jump to their highest levels since May.

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Tech stocks are leading the markets higher as the latest developments surrounding SpaceX and Tesla lead investors to move back into technology.
Brian Sullivan and Kelly Evans are joined on set by Schwab Center for Financial Research Head of Macro & Strategy, Kevin Gordon, who gives a broader look at the state of the markets following SpaceX’s strong quarterly results as Tesla gears up to report after-the-bell.
LightShed TMT Analyst, Walter Piecyk, joins the show to discuss why he believes SpaceX’s StarLink business can pose a problem to legacy telecommunication companies like Verizon and AT&T.
Later on, Terry Duffy, CME Group CEO, chats with the anchors about his company’s latest earnings report and his forecast for global bond yields amid the political unrest happening across Europe and beyond.

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The markets are mostly higher as a number of upbeat earnings reports and a drop in oil prices overshadow recent pressure in the tech space.
Kelly Evans and Brian Sullivan are joined on set by MAI Capital Management’s Chris Grisanti and Defiance ETFs CIO, Sylvia Jablonski, to discuss whether they are buying into the tech dip or taking profits before the potential AI bubble pops.
CNBC Options Reporter, Oliver Renick, joins the show live from the Cboe trading floor to report on the options activity he’s seeing ahead of Netflix’s and SpaceX’s key earnings reports due out after the markets close.
Airlines for America CEO, Chris Sununu, speaks with the anchors about the Ryanair CEO’s warning that Europe could be facing the biggest airfare hike in history ahead of the holiday travel season.

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Stocks are mixed to begin the new trading week as investors move back into tech following last week’s artificial intelligence-related rout.
Brian Sullivan and Kelly Evans sit down with Robinhood CIO, Stephanie Guild, and CNBC’s Seema Mody to discuss the state of mega-cap AI valuations as CoreWeave is set to enter its second week at 15% debt yields.
Later, Rockefeller International Chairman, Ruchir Sharma, join the anchors to cover the global markets as mass protests threaten Europe’s economy and America’s debt may be a growing cause for concern.
Goldman Sachs Analyst, Neil Mehta, also comes on-set to break down his latest list of energy stock ideas across the global oil industry.

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Stocks are sliding to end the week amid a shift away from tech and artificial intelligence-related names as well as a rise in oil prices.
Dominic Chu and Kelly Evans are joined on set by Sanctuary Wealth’s Mary Ann Bartels and Hightower Advisors’ Stephanie Link as both guests lay out their top stock ideas amid the market rotation away from tech names.
CNBC’s Steve Liesman also joins the show with breaking news from the U.S. Treasury Department on the growing government deficit that underscores the state of the nation’s financial stress.
Later, OpenTable CEO, Debby Soo, and Celebrity Chef, Tyler Florence, join the program to discuss the impact artificial intelligence is having on the restaurant industry and how consumers are using it to their advantage.

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