Power Lunch

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 mostly lower as new details about OpenAI’s annualized revenue spooked investors, putting the artificial intelligence trade under pressure.
Brian Sullivan sits down with David Lefkowitz, UBS Head of U.S. Equities, to hear where the best opportunities are outside mega-cap tech as the hyperscalers continue to drive the major averages to record highs.
Bob McNally, Rapidan Energy Founder & President, also joins the show to talk global energy markets and why crude oil prices are popping higher this afternoon.
Meanwhile, Bill Zartler, Solaris Energy Infrastructure Chairman & CEO, comes on set to discuss his company’s recent 400% stock move as it continues to be an under-the-radar player in the AI data center buildout.

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Stocks are falling on Wednesday as pressure continues to build in the bond market, pushing yields to their highest levels in 20 years.
Brian Sullivan anchors the show and is joined on set by Cantor Fitzgerald’s Eric Johnston to lay out why he is closing out his bullish view on the technology trade.
Later, RBC Capital’s Helima Croft speaks with Brian on the global energy markets as the conflicts in Russia and the Middle East complicate the natural gas and crude oil shipping logistics.
Meanwhile, David Parkinson, MS Now Senior Weather Data Analyst, reports on Tropical Storm Isaias as it threatens to hit the Gulf Coast as a life-threatening hurricane.

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The S&P 500 is rising to a fresh all-time high, boosted by gains in key technology names as well as declines in Treasury yields.
Brian Sullivan and Kelly Evans are joined on set by VanEck Funds CEO, Jan Van Eck, to discuss his latest thoughts on the markets amid the record-high rally investors have been seeing.
CNBC’s Kate Rooney then joins the program live from San Francisco with breaking news on how Meta Platforms, Sierra, and Stripe are teaming up to try and make it easier for companies to do business with artificial intelligence bots.
Later on, Allspring Global Investment’s Derrick Irwin weighs in on the recent surge in Brazilian stocks following the country’s first round of presidential election results and he also lays out which under-the-radar regions he sees opportunity in for investors.

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The Nasdaq is hitting a fresh all-time high as traders look past rising U.S. Treasury yields and digest new economic data.
Brian Sullivan and Kelly Evans are joined by Baird’s Christopher Verrone to start off the new trading week as the major averages are moving higher across the board.
The anchors also speak with Former OpenAI Safety Researcher, Steven Adler, on what guidelines he believes tech companies need to follow in order to keep users and the general public safe.
Kpler’s Matt Smith also joins the program to lay out the latest oil flow stats for the Middle East as the conflict between the U.S. and Iran rages on and continues to threaten the global energy markets.
J Rogers Kniffen CEO, Jan Kniffen, joins Kelly and Brian on-set to chat about the state of retail and how agentic AI agents could disrupt – or help – business for some of the largest retailers.

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