Power Lunch

Stocks are mostly lower as traders digest the latest slate of quarterly earnings from several of the major banks.
Kelly Evans and Brian Sullivan are joined on-set for the full hour by Douglas C. Lane & Associates’ Sarat Sethi to break down the day’s headlines and provide his perspective on the recent market moves.
RBC Capital’s Co-Head of Global Financials Research, Gerard Cassidy, joins the show to give his initial reaction to this morning’s quarterly bank earnings reports and provide predictions for the remaining financial stocks set to report over the coming days.
Bernstein’s Tech Hardware Analyst, Mark Newman, also sits down with the anchors to discuss the recent surge in memory stocks and whether the mega-cap tech names can continue to carry the major averages to new highs.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.