Power Lunch

The Dow crosses 50,000 for the first time ever. Strategy CEO Phong Le joins the show to discuss the company's Bitcoin strategy.  And how is the market digesting the hyperscalers' large capex numbers?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The software sell-off deepens. Alphabet stock gets punished after reporting higher capex.  And are there areas to be rotating your portfolio into right now? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AI fears rattle software stocks. Enphase Energy shares soar.   And what should you do with some of the mega-cap tech names? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Software sector slide continues on concerns around AI eating into their margins.  Disney names its next CEO. And how is the relationship between Nvidia and OpenAI? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Niles discusses Nvidia, OpenAI and the greater tech trade. Bitcoin slips to its lowest level since April 7. And is this year shaping up to be the year of small caps? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump chooses Kevin Warsh to succeed Jerome Powell as Fed Chair. RBC Capital Markets' Helima Croft joins the show to discuss the oil market, geopolitics and Iran.  And how are markets digesting the Warsh pick? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Software stocks continue their slide after Microsoft and ServiceNow reported on Wednesday after the bell. Morgan Stanley's Stephen Byrd joins to discuss how data centers will be powered. And crude oil prices tick back up.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The FOMC votes to leave rates unchanged. Our Fed panel breaks down the decision here on Power Lunch.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

UnitedHealth Group drags the Dow. Jury selection begins for a key social media trial.  And Target gets upgraded at Wolfe Research.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

USA Rare Earth CEO Barbara Humpton joins the show to discuss the U.S. government taking a stake. Tom Lee joins the show to discuss markets and crypto.  And PGA Tour golfer and 3-time Major champion Jordan Spieth joins the show.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel shares slide after reporting earnings on Thursday. Apollo's Torsten Slok joins the show to preview the big week of earnings and the Fed meeting next week.   And why are precious metals running so hot?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Meta pops after a bullish note from Jefferies. President Trump sues JPMorgan Chase and CEO Jamie Dimon over debanking.  And Derek Jeter joins the show to discuss the new sport he is getting into.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump says he has reached Greenland deal "framework" with NATO and backs off tariffs on Europe. Stocks soar after.   And what do shifting geopolitics mean for energy?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks dip across the major averages. Melius Research's James West joins to give his energy outlook.   And what does the threat of new tariffs from President Trump mean for the European Union?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interior Secretary Doug Burgum joins to discuss the Trump Administration's push for an emergency electricity auction. Semiconductors continue to have strong 2026. And how much longer will Jamie Dimon stay on as JPMorgan Chase's CEO?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Commerce Secretary Howard Lutnick discusses the new trade deal between the U.S. and Taiwan. Evercore ISI's Head of Internet Research Mark Mahaney breaks down what it could mean for the hyperscalers.   And what is the impact of the Department of Justice's investigation into Fed Chair Jerome Powell?   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection...

Bank of America CEO Brian Moynihan joins for an exclusive interview after earning. Tesla changes the payment structure of its full-self driving program.   And Eamon Javers joins with an update on President Trump's plans for Greenland.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

JPMorgan Chase stock falls despite the bank beating on top and bottom lines in its earnings. Crude oil prices climb back up.   And can stocks keep on running? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Interior Secretary Doug Burgum discusses Iran, Venezuela and energy policy. Apple and Google team up to power Siri. And Oppenheimer's Ari Wald joins the show to give his 2026 outlook.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump meets with oil executives at the White House. Our Brian Sullivan reports from the ground.    And what do you predict will happen in Hollywood in 2026? Puck's Matt Belloni joins the show to give some of his predictions.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

MCC Global Enterprises' Michelle Caruso-Cabrera joins after her interview with Treasury Secretary Scott Bessent. Jefferies' Sheila Kahyaoglu discusses the defense and aerospace sector. And Sharon Epperson explains how to make your portfolio more tax efficient.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisi...

CNBC's Brian Sullivan sits down with U.S. Energy Secretary Chris Wright to discuss energy policy toward Venezuela after U.S. military forces ousted Venezuelan leader Nicolas Maduro and his wife over the weekend.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Almost the entire semiconductor complex surges during the Consumer Electronics Show. Bernstein's chips analyst Stacy Rasgon joins to give his takeaways live from the conference.     And Sanctuary Wealth's Mary Ann Bartels brings an old investing strategy that she likes again right now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of pe...

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 a...

The overall stock averages start out the year flat. Chip and data storage names rip underneath the surface. And what is the outlook for crude oil prices this year? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.