Power Lunch

Stocks climbed on Tuesday, supported by semiconductors, as investors look past the latest developments in the Iran war to focus on corporate earnings updates.

Brian Sullivan and Kelly Evans break down the move in the chip stocks with Ohsung Kwon (Wells Fargo Chief Equity Strategist) and Tom Hulick (Strategy Asset Managers CEO) and look ahead to the busy slate of quarterly earnings scheduled for the week ahead.

Meanwhile, Innovator’s Tim Urbanowicz joins the anchors on-set to explain why he believes rising interest rates are becoming increasingly important to artificial intelligence stocks as hyperscalers shift to using debt to finance their massive ambitions.

Later on, Kelly & Brian sit down for an exclusive interview with Hut 8 CEO, Aher Genoot, to discuss his company’s latest $9.8 billion data center leasing deal.

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The Nasdaq rose on Monday as oil prices fluctuated in response to the latest bout of military exchanges between the U.S. and Iran. 

Steve Liesman and Kelly Evans are joined on-set by Peter Mallouk (Creative Planning CEO) and David Spika (Turtle Creek Chief Market Strategist) to give their takes on the state of the markets as we head into a busy week of mega-cap tech earnings reports.

Kpler’s Director of Commodity Research, Matt Smith, also joins the program to break down the latest headlines from the Middle East as the average price for a gallon of gas in the U.S. rises back above $4.00.

Later on, Francis Gannon, Royce Investment Partners Co-CIO, joins the anchors in-studio to give his top small-cap stock picks and provide his long-term outlook for the Russell 2000 small-cap index.  

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Stocks fell again on Friday, with Wall Street on track for a weekly decline, as traders weighed the latest moves in semiconductors along with the latest quarterly reports.

Contessa Brewer and Frank Holland are joined by Interactive Brokers’ Steve Sosnick and Albion Financial’s Jason Ware to break down the latest retail trading trends amid the recent semiconductor slide on Wall Street.

Brian Sullivan phones in on the CNBC news line to report on the latest global energy headlines as several U.S. companies announce multi-billion-dollar investments in restoring Iraqi oil fields to reduce the reliance on Iranian infrastructure.

Meanwhile, Phoenix Mayor Kate Gallego sits down with the anchors to discuss Taiwan Semiconductor’s plans to spend an additional $100 billion to expand its operations in Arizona.

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Stocks fell on Thursday as the sell-off in semiconductors has the major averages on pace for a losing week on Wall Street.

Brian Sullivan & Kelly Evans are joined by Morgan Stanley Senior Internet Analyst, Brian Nowak, to preview some of the key tech earnings reports expected out over the next week and to give his take on which companies are leading in hyperscaler capex spending.

Later in the program, S&P Global Vice Chairman, Dan Yergin, and RBC Capital Markets Head of Commodities, Helima Croft, discuss the state of the global energy markets with the anchors amid rising tensions in the Middle East.

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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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