Power Lunch

Hosted by CNBC

Business News

Website RSS feed

Episodes

1139

Latest episode

Nov 2026

Language

About the 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.

Listen to episodes

60 recent

November 6, 202642 min

Power Lunch: Tech Sell-Off, AI Repricing and Washington Shakeup

November 6, 2026; 2pm: Kelly Evans and Dominic Chu break down a volatile week for markets, the recent AI sell-off, Anthropic’s IPO outlook, and Lumentum’s deal with Marvell. The episode also covers the White House shakeup naming Stephen Miller chief of staff, Fed rate expectations, Iran-war risks for energy prices and how investors can manage 401(k) volatility. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 5, 202641 min

Tech Sell-Off, AI Trade Fears and Amb. Tilman Fertitta

November 5, 2026; 2pm: Power Lunch breaks down a brutal tech-led market sell-off as the Dow drops more than 1,000 points, the Nasdaq enters correction territory, and AI, chip and neocloud stocks come under pressure. Market strategists debate whether investors should stay diversified, buy the dip, or worry that election-driven policy uncertainty could slow the AI build-out. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 4, 202642 min

Midterm Market Rally, Texas Data Center Fallout & Crypto Regulation

November 4, 2026; 2pm: Stocks and bonds rally after Democrats' midterm sweep, while Texas data center and AI power names sell off on regulatory concerns. Guests weigh whether the moves are relief-rally positioning or real policy shifts, with focus on health care, energy, crypto and earnings leadership. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 3, 202642 min

Election Day, Data Center Debate and AI Sector Fallout

November 3, 2026; 2pm: The Power Lunch team tracks how the midterm elections, AI data center backlash, interest rates, and affordability are shaping the markets, with insights from Mark Newman, Bill Nygren, Libby Cantrell, Andrew Yang and Barry Sternlicht. Guests argue how investors are weighing a potential AI capex slowdown against opportunities in memory stocks, value names, and broader public participation in the AI economy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

November 2, 202642 min

Tech Stocks Slide as AI Capex, Apple Earnings and Oil Drop Dominate Headlines 11/2/26

November 2, 2026; 2pm: Kelly Evans and Brian Sullivan break down a rougher market beneath the surface as tech, semiconductors and AI-linked stocks slide while investors watch Apple, Palantir and Big Tech capex for signals. The show also covers oil’s drop on Iran diplomacy hopes, I-bonds, Las Vegas Raiders valuation and hotel/tourism trends. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 30, 202640 min

Tech Sell-Off, AI Panic and Market Rotation: Power Lunch 10/30/26

October 30, 2026; 2pm: Power Lunch breaks down a sharp tech and AI-stock sell-off, with Intel plunging, the Nasdaq 100 falling more than 3%, and investors rotating into energy, health care, consumer staples and other defensive sectors. Guests weigh whether the decline is panic, forced selling or a buying opportunity as oil, private credit and marine insurance risks add to market uncertainty. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 29, 202641 min

Alphabet AI Sell-Off, EQT-Range Deal and Big3’s Public Market Plans 10/29/26

October 29, 2026; 2pm: Power Lunch breaks down Alphabet’s AI-driven sell-off, market rotation, EQT’s Range Resources deal, Crocs’ earnings surge and Ice Cube’s plan to take Big3 public. The key takeaway: investors are questioning AI monetization and capex, but guests point to pockets of strength in energy, consumer stocks, small caps and sports media. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 28, 202657 min

Fed Holds Rates as Warsh Weighs Inflation, AI and December Hike Odds 10/28/26

October 28, 2026; 2pm: CNBC panelists and Fed Chair Kevin Warsh break down the FOMC’s decision to hold rates at 3.75% to 4%, citing elevated inflation, resilient growth, and the need to accumulate more information. The key takeaway: politics did not factor into the hold, while AI-driven investment, oil prices, financial conditions, and inflation credibility remain central to the Fed’s next move. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 27, 202635 min

Energy Secretary Interview, Low-Beta Stock Picks, Nucor CEO Exclusive 10/27/26

Brian Sullivan and Kelly Evans speak with U.S. Energy Secretary, Chris Wright, as the Department of Energy continues to expand America’s nuclear power capacity amid rising energy prices. Landsberg Bennett Private Wealth Management’s Michael Landsberg joins the anchors on set to lay out his top stock picks for investing during a volatile market environment given the Vix’s recent 20% spike. Nucor CEO, Leon Topalian, also speaks with the anchors in an exclusive interview breaking down his company’s most recent quarterly earnings report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 26, 202642 min

Previewing Big Tech Earnings, Anthropic IPO Announcement, Countdown to Midterms 10/26/26

Stocks are higher across the board as semiconductor makers rally after Anthropic’s IPO filing revived enthusiasm for the artificial intelligence trade. Kelly Evans and Brian Sullivan are joined on-set by Yardeni Research President, Ed Yardeni, and Oppenheimer Head of Technical Analysis, Ari Wald, to give their investing strategies ahead of a busy slate of tech earnings and the Fed’s interest rate decision on Wednesday afternoon. CNBC’s Leslie Picker reports on the latest from Anthropic’s S-1 filing and Yorkville Ives & Co’s Dan Ives joins the anchors on set to break down some of the latest tech headlines from Meta, Microsoft, and Alphabet. Later, Monica Guerra, Morgan Stanley Wealth Management Head of Policy, provides her investing playbook with just over a week to go until the midterm elections as Democrats look to take back both chambers of Congress from Republicans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.