Power Lunch

Hosted by CNBC

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Episodes

1119

Latest episode

Oct 2026

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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.

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60 recent

October 16, 202642 min

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 stock ideas amid the market rotation away from tech names. CNBC’s Steve Liesman also joins the show with breaking news from the U.S. Treasury Department on the growing government deficit that underscores the state of the nation’s financial stress. Later, OpenTable CEO, Debby Soo, and Celebrity Chef, Tyler Florence, join the program to discuss the impact artificial intelligence is having on the restaurant industry and how consumers are using it to their advantage. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 15, 202642 min

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 whether investors should be buying into the mega-cap tech dip. Paul Prager, TeraWulf CEO, also joined the program in-person to defend his company amid a recent double-digit pullback in share prices as investors rotate out of AI tech stocks in favor of more defensive sectors. The anchors also speak with Rapidan Energy Group Founder & President, Bob McNally, to recap the latest headlines from the Middle East as Iranian forces escalate their attacks on oil tankers and what impact it might have on the global energy market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 14, 202642 min

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 Tusk, joins the show to discuss why he believes Anthropic should not rush to go public next month as the company holds its Pre-IPO Investor Day on the west coast and tech investors await the highly anticipated market debut. CNBC’s Seems Mody reports on the latest headlines regarding CoreWeave as shares fall double-digits after the company’s credit-default swaps soar back to record high levels. LightShed Partners Co-Founder, Rich Greenfield, also joins the program to provide his take on Netflix, Disney, and Meta Platforms as all three media names are making news this afternoon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

October 13, 202642 min

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 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.

October 12, 202642 min

Power Lunch 10/12/26

October 9, 202647 min

Power Lunch 10/9/26

October 8, 202642 min

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 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.

October 7, 202642 min

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 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.

October 6, 202642 min

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

October 5, 202642 min

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