Power Lunch

November 6, 2026; 2pm: Kelly Evans and Dominic Chu break down a volatile week for markets, the recent AI sell-off, Anthropic’s IPO outlook, and Lumentum’s deal with Marvell. The episode also covers the White House shakeup naming Stephen Miller chief of staff, Fed rate expectations, Iran-war risks for energy prices and how investors can manage 401(k) volatility.

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November 5, 2026; 2pm: Power Lunch breaks down a brutal tech-led market sell-off as the Dow drops more than 1,000 points, the Nasdaq enters correction territory, and AI, chip and neocloud stocks come under pressure. Market strategists debate whether investors should stay diversified, buy the dip, or worry that election-driven policy uncertainty could slow the AI build-out.

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November 4, 2026; 2pm: Stocks and bonds rally after Democrats' midterm sweep, while Texas data center and AI power names sell off on regulatory concerns. Guests weigh whether the moves are relief-rally positioning or real policy shifts, with focus on health care, energy, crypto and earnings leadership.

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November 3, 2026; 2pm: The Power Lunch team tracks how the midterm elections, AI data center backlash, interest rates, and affordability are shaping the markets, with insights from Mark Newman, Bill Nygren, Libby Cantrell, Andrew Yang and Barry Sternlicht. Guests argue how investors are weighing a potential AI capex slowdown against opportunities in memory stocks, value names, and broader public participation in the AI economy.

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November 2, 2026; 2pm: Kelly Evans and Brian Sullivan break down a rougher market beneath the surface as tech, semiconductors and AI-linked stocks slide while investors watch Apple, Palantir and Big Tech capex for signals. The show also covers oil’s drop on Iran diplomacy hopes, I-bonds, Las Vegas Raiders valuation and hotel/tourism trends.

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