PODCAST · business
Power Lunch
by CNBC
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.
Episodes
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Cracks in the AI Trade, Tech Earnings Preview, Surging Airfares 10/20/26
The markets are mostly higher as a number of upbeat earnings reports and a drop in oil prices overshadow recent pressure in the tech space. Kelly Evans and Brian Sullivan are joined on set by MAI Capital Management’s Chris Grisanti and Defiance ETFs CIO, Sylvia Jablonski, to discuss whether they...
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Global Markets, AI Debt Concerns, Energy Stock Ideas 10/19/26
Stocks are mixed to begin the new trading week as investors move back into tech following last week’s artificial intelligence-related rout. Brian Sullivan and Kelly Evans sit down with Robinhood CIO, Stephanie Guild, and CNBC’s Seema Mody to discuss the state of mega-cap AI valuations as…
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Top Stock Ideas, Growing U.S. Debt, AI & The Restaurant Industry 10/16/26
Stocks are sliding to end the week amid a shift away from tech and artificial intelligence-related names as well as a rise in oil prices. Dominic Chu and Kelly Evans are joined on set by Sanctuary Wealth’s Mary Ann Bartels and Hightower Advisors’ Stephanie Link as both guests lay out their top...
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Reaction to PPI Data, TeraWulf CEO Interview, Global Energy Markets 10/15/26
Stocks are clawing back their earlier losses as investors shake off concerns about tech companies potentially overspending on AI. Brian Sullivan and Kelly Evans are joined on set by Interactive Brokers’ Steve Sosnick and Fundstrat’s Mark Newton to hear their takes on the state of the markets and...
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Anthropic Investor Day, CoreWeave Shares Sink, Media Stock Roundup 10/14/26
The major averages are lower across-the-board on Wednesday as investors react to hotter-than-expected September consumer inflation data. Kelly Evans is joined by Steve Liesman for the full hour after he brings the latest Fed commentary from this month’s Beige Book. Tusk Ventures CEO, Bradley…
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Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26
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...
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Power Lunch 10/12/26
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...
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Power Lunch 10/9/26
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...
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Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26
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...
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Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26
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…
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S&P Hits New Record, Doing Business with Bots, Global Market Opportunities 10/6/26
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…
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Guidelines for AI, Middle East Oil Flows, State of the Retail Trade 10/5/26
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…
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Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26
Stocks are rising following a surprisingly weak September jobs report that raised hopes the Federal Reserve will hold rates steady in October. Kelly Evans and Brian Sullivan are joined on set by Neuberger’s Jeff Blazek and Wells Fargo’s Tom Porcelli to get their initial thoughts on the state of…
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Mortgage Rates Hit Multi-Year High, Can Nike Be Saved?, Powering Data Center Demand 10/1/26
Stocks are rising on the first trading day of October, clawing back earlier declines as Treasury yields pull back from their highest levels in more than 20 years. Brian Sullivan and Kelly Evans are joined on set by Advisors Capital Management’s JoAnne Feeney to break down the tech trade following...
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First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26
The major averages are mixed on the last trading day of the month and the third quarter after new economic data showed inflation slowed last month. Steve Liesman and Kelly Evans start off the show with a “First On CNBC” interview with Hewlett Packard Enterprise Chief Financial Officer, Marie…
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OpenAI DevDay, Jamie Dimon’s Op-Ed, Valley Bank CEO Interview 9/29/26
Stocks are mostly lower following another rise in Treasury yield to fresh multiyear highs. Seema Mody and Brian Sullivan kick off the show with Zeta Global’s Nate Yohannes who gives his initial reaction to OpenAI’s DevDay announcements and initiatives. MCC Global Enterprises CEO, Michelle...
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Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26
Stocks are dropping to start the new trading week as treasury yields are on the rise once again. Brian Sullivan and Kelly Evans bring the latest headlines and start off the show with Nvidia’s announcement to raise its share buyback plan a record $150 billion. Seaport Research Senior Analyst, Jay...
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Power Lunch 9/25/26
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...
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Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26
Stocks are moving between gains and losses as investors weigh rising yields and a report of the U.S. and Iran potentially reaching a deal to reopen the Strait of Hormuz. Kelly Evans and Brian Sullivan open the show by discussing the impact the conflict in the Middle East is having on U.S. markets...
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Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26
The Nasdaq is retreating from Tuesday’s record levels, and the other major averages are falling as the 10-year yield rises to a 19-year high. Brian Sullivan and Kelly Evans are joined on-set by Goldman Sachs’ Brook Dane to recap Meta’s recent run as shares are on pace for their best month in 13...
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OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26
Stocks are moving mostly higher with the Nasdaq Composite rising to a new all-time intraday high on Tuesday. Kelly Evans and Brian Sullivan are joined on-set by Citi’s Head of U.S. Equity Trading Strategy, Stuart Kaiser, for an extended conversation on the state of the markets and his outlook for...
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Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26
Stocks are rising to start the trading week as technology leads the markets higher with oil prices and treasury yields falling slightly. Brian Sullivan and Contessa Brewer are joined on set by Fundstrat’s Tom Lee to discuss whether the major averages are poised for a rally, and Freedom Capital’s...
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Soaring Diesel Prices, Wall of Worry, Data Center Buildout Interview 9/18/26
Stocks are little changed on Friday as the major averages close out a volatile week on Wall Street. Kelly Evans and Brian Sullivan speak with GasBuddy Head of Petroleum Analysis, Patrick De Haan, about the rising price of diesel fuel and when consumers can expect the recent surge to rise above…
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Power Lunch 9/17/26
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...
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Federal Reserve Hikes Rates for the First Time in Three Years 9/16/26
Major averages trade between gains and losses as investors react to the Fed’s decision to raise interest rates by a quarter percentage point, bringing the target range to between 3.75% and 4%. Kelly Evans and Brian Sullivan host the show live from Washington D.C., and are joined by Harris…
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Fed Decision Preview, Cohere CEO Interview, Clarity Act Vote 9/15/26
Stocks are falling and treasury yields are surging to multiyear highs as traders look ahead to the Federal Reserve’s policy decision tomorrow. Brian Sullivan and Kelly Evans speak with Evercore Senior Managing Director, Julian Emanuel, and Brookings Institution Senior Fellow, Robin Brooks, on the...
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Power Lunch 9/14/26
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...
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September Rate Hike Odds, Middle East Oil Disruptions, AI Researcher Resignations 9/11/26
Stocks are rising following four straight days of declines as oil prices retreat and investors look ahead to next week’s Federal Reserve meeting. Brian Sullivan & Kelly Evans are joined by Jefferies Chief Market Strategist, David Zervos, to assess the state of the markets and discuss whether the...
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Thoma Bravo Founder, Treasury Bond Auction, Terawulf Exclusive 9/10/26
Stocks are dropping amid growing fears of higher inflation from a prolonged war in the Middle East as oil prices top $100 per barrel. Kelly Evans and Brian Sullivan sit down for an extended conversation with Thoma Bravo founder, Orlando Bravo, who gives his take on the state of the markets, the...
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Apple’s Foldable iPhone, Brent Tops $100, AT&T CEO Interview 9/9/26
Stocks are falling as rising Treasury yields and oil prices continued to rattle investors. Brian Sullivan and Kelly Evans are joined by CNBC’s Mackenzie Sigalos with the latest updates from Apple’s "Surprise and shine" event where the company unveiled its first foldable smartphone, the iPhone…
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State of the Markets, Diesel Prices at Record Highs, Regional Bank Merger 9/8/26
Stocks are falling to start the shortened trading week as investors monitor escalating tensions in the Middle East ahead of a key inflation reading later this week. Brian Sullivan and Kelly Evans sit down with Piper Sandler’s Craig Johnson and Schwab Asset Management’s Omar Aguilar to get their...
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Jobs Report Reaction, Diesel Prices Hit Record High, Data Center Debate 9/4/26
The Dow Jones fell on Friday as August’s hotter-than-expected payrolls reading increased expectations that the Federal Reserve could raise interest rates at its next meeting. Kelly Evans is joined by MAI Capital Management’s Chris Grisanti for the hour as they sit down with Wells Fargo Chief...
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Power Lunch 9/3/26
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...
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Power Lunch 9/2/26
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...
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Rising Global Bond Yields, New Apple CEO, Memory Trade’s Momentum 9/1/26
Stocks are falling to begin September as inflation worries and elevated oil prices lift bond yields in the U.S. and abroad. Dominic Chu and Kelly Evans sit down with Northern Trust Asset Management’s Joe Tanious to break down the move in global bond yields and whether it will influence the…
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Power Lunch 8/31/26
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...
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Power Lunch 8/28/26
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...
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Power Lunch 8/27/26
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...
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Countdown to Nvidia Earnings, Meta Legal Settlement, Latest OpenAI Exit 8/26/26
Stocks are relatively unchanged on Wednesday after the latest PCE report revealed inflation levels remain elevated. Brian Sullivan and Contessa Brewer sit down with Wells Fargo’s Ohsung Kwon and Interactive Brokers’ Steve Sosnick to break down the key factors moving the markets and impacting...
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Key Market Tests Ahead, Brent Breaks Below $90, New OpenAI Chips 8/25/26
Equities are slightly higher on Tuesday as a semiconductor rally is lifting stocks, and treasury yields are falling for the second day in a row. Contessa Brewer and Brian Sullivan are joined on set by MJP Wealth Advisors’ Brian Vendig and Matrix Asset Advisors’ David Katz to break down the...
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Bessent Press Conference Reaction, Tracking Hormuz Tankers, Data Center Impact on REITs 8/24/26
The markets are moving mostly lower on Monday as a drop in key technology stocks overshadows a dip in Treasury yields. Brian Sullivan and Contessa Brewer are joined by Oliver Wyman’s Dan Tannebaum to discuss how the U.S. could effectively sanction Iran without causing a massive surge in global…
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Power Lunch 8/21/26
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...
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Treasury Yields Rebound, Crypto’s Comeback, Wall Street’s Biggest Bargains 8/20/26
Stocks are falling as treasury yields continue marching higher despite the Treasury Department’s extraordinary debt buyback operation. Kelly Evans and Brian Sullivan speak with SMBC Americas’ Joe Lavorgna and Robinhood’s Stephanie Guild on the state of the markets as the national debt crosses the...
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July Fed Minutes, Etched CEO Interview, Latest Ultra-Wealthy Investments 8/19/26
The markets are moving higher as the Treasury Department unveils a plan to relieve the recent bond market pressure. Brian Sullivan and Kelly Evans are joined by Former Bridgewater Associates Chief Market Strategist, Rebecca Patterson, and Cboe Senior VP of Retail and Alt Investments, JJ Kinahan…
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AI Safety Check, Looking for Market Signals, Economic Impact of AI 8/18/26
Stocks are falling as a record run in global bond yields are pressuring the markets. Kelly Evans and Robert Frank sit down with Deutsche Bank’s Binky Chadha and Bespoke’s Paul Hickey provide their takes on the state of stocks and where they are looking for signs of where investors will rotate…
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AI Spending Concerns, Retail Earnings on Deck, Autonomous AI Boating 8/17/26
The major averages are moving lower to start the trading week as investors weigh the growing tensions in the Middle East. Kelly Evans and Robert Frank are joined on set by Pence Capital Management’s Dryden Pence and Fundstrat’s Tom Lee to discuss their takes on the state of the markets and…
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Power Lunch 8/14/26
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...
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Apple’s Texas Manufacturing Site, Energy Power Picks, State of Software 8/13/26
The S&P 500 and Russell 2000 rose to new all-time highs on Thursday following more encouraging inflation data. Brian Sullivan and Kelly Evans sit down with Tortoise Capital’s Rob Thummel to break down his latest energy stock picks and which sectors he believes will outperform in the coming…
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CPI Inflation Reaction, Sarat Sethi Weighs In, Record-Breaking Lakers Sale 8/12/26
Stocks are moving higher on Wednesday on the back of a tame CPI inflation report as tech names like CoreWeave and Super Micro Computer are leading the markets higher. Kelly Evans and Brian Sullivan are joined on-set by DCLA Managing Partner, Sarat Sethi, for the full hour to lay out his take on…
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AI Financing Deal, Trane Technologies CEO, Planned California Pipeline 8/10/26
Markets are moving lower on Tuesday amid lingering doubts that the U.S. and Iran can reach a broader resolution to the Middle East conflict. Brian Sullivan and Kelly Evans are joined on set by Yardeni Research President, Ed Yardeni, to get his take on the $500 billion AI financing deal announced…
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ABOUT THIS SHOW
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
CNBC
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