Power Lunch

The markets rose on Wednesday, with major technology stocks advancing, as traders digested more data showing inflation is cooling.

Brian Sullivan & Kelly Evans are joined on set by One Point BFG Wealth Partners’ Peter Boockvar and Piper Sandler’s Craig Johnson to break down their outlooks for the markets as Steve Liesman joins in to provide the highlights from the latest Fed beige book report.

BlackBerry CEO, John Giamatteo, also joins the anchors on set later in the show to recap his company’s nearly 200% year-to-date gain and what he is focusing on going forward.

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The markets are trading mostly higher on Tuesday after June inflation data came in lighter than expected.

Kelly Evans and Brian Sullivan are joined on set by Yardeni Research’s Ed Yardeni to react to the latest CPI numbers and Fed Chairman Kevin Warsh’s appearance on Capitol Hill. 

Meanwhile, IBM investor Jeff Kilburg breaks down what’s driving IBM’s massive drop this afternoon and whether there is still opportunity for investors to buy in. 

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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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