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Power Lunch

Power Lunch

Hosted by CNBC

BusinessNews
WebsiteRSS feed

Episodes

1080

Latest episode

Aug 2026

Language

EN

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
August 14, 202641 min

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 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.

August 13, 202642 min

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 months.  CNBC’s MacKenzie Sigalos also joins the show to report on the new manufacturing site Apple is opening in Houston, Texas, as part of its $600 billion U.S. investment push. The anchors also speak with Jefferies analyst, Brent Thill, on the latest software outperformers as well as the breaking headlines that private equity firm Silver Lake is in talks to buy the human resources software maker. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 12, 202642 min

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 the state of the markets. Meanwhile, today’s Power Insider segment is focusing on Bloom Energy as Evercore’s Nick Amicucci explains why he has an outperform rating on the stock.   Later, CNBC’s Alex Sherman joins the show to report on the headlines that Bob Iger and Josh Kushner are planning to buy the Los Angeles Lakers from Mark Walter for over $12 billion. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 11, 202642 min

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 on Monday and where he believes stocks will go from here. Meanwhile, Trane Technologies CEO, Dave Regnery, also joins the anchors in studio to discuss his company’s latest earnings report and the growing demand for thermal management and cooling systems in AI data centers. Later on, Brian gives a preview of his next Power Insider piece that will cover the new proposed gasoline pipeline that will stretch across the U.S. from Texas to California. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 10, 202641 min

Power Lunch 8/10/26

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 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.

August 7, 202642 min

Jobs Report Reaction, Software Surge, Back-to-School Stock Picks 8/7/26

The major averages are moving higher across the board despite the dismal jobs report as investors believe the Fed will be forced to keep rates on hold for now. Dominic Chu and Kelly Evans break down the odds of a September rate hike with Wells Fargo’s Tom Porcelli and recap software’s recent rally with Citi analyst, Fatima Boolani. Later on, Telsey Advisory Group CEO, Dana Telsey, joins the show to lay out some of her top stock picks for the back-to-school shopping season as the NRF expects a record-setting stretch of spending this year. Meanwhile, CNBC’s Phil LeBeau chats with the anchors about the latest car buying trends as more consumers shift to more mainstream brands. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 6, 202642 min

SpaceX Lockup Expiration, Occidental CEO Exclusive, Rise of Leveraged ETFs 8/6/26

The major averages are trading slightly lower across the board as stocks take a break from the recent record rally. Kelly Evans and Dominic Chu sit down with VanEck Funds CEO, Jan Van Eck, to discuss the latest market action and the impact of SpaceX’s first share lockup expiration on Thursday. Meanwhile, Richard Jackson, Occidental CEO, speaks exclusively with the anchors to break down his company’s latest quarterly profit which was helped by a jump in oil prices and a rise in production.  Later, Blackrock’s U.S. Head of Equity ETFs, Jay Jacobs, joins the show to cover the rise in the number of leveraged ETFs on Wall Street as investors look for new ways to gain exposure to specific stocks and sectors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 5, 202640 min

SpaceX Stock Slumps, Compass Datacenter CEO, Record-High Investing Playbook 8/5/26

The Dow Jones, S&P 500, and Russell 2000 each hit fresh record-highs in intraday trading as stocks try to maintain the recent market rally.  Dominic Chu and Kelly Evans speak with Baird Strategas Chief ETF Strategist, Todd Sohn, about how investors should be navigating the recent momentum and whether traders should be chasing the new highs. Meanwhile, Craig Moffett, MoffettNathanson Telecom Analyst, breaks down SpaceX’s first quarterly earnings as a public company and explains how the company’s Starlink business may pose a problem to traditional wireless service providers like Verizon, T-Mobile, and AT&T. Later on, the anchors are also joined by Compass Datacenter CEO, Chris Crosby, to discuss the recent rise in data center demand and how developers can approach building campuses to work with local communities in ways that benefit everyone involved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 4, 202633 min

Markets at Record Highs, Countdown to SpaceX Earnings, OpenAI Fires Back at Apple 8/4/26

Stocks are rallying on strong earnings and another decline in oil prices as the Dow and S&P 500 hit new all-time highs on Tuesday. Kelly Evans and Dominic Chu chat with Raymond James’ Matt Orton to get his take on the market rally with each major average hitting 2% gains during intraday trading. Later, Macquarie’s Head of U.S. Software and Services Research, Steve Koeing, joins the show to break down his predictions for SpaceX’s first quarterly earnings report which will come after the markets close. Meanwhile, CNBC’s MacKenzie Sigalos reports live from the San Francisco Bureau to give the latest details on the ongoing legal battle between Apple and OpenAI,  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

August 3, 202642 min

Big Tech Rally, Bypassing the Strait of Hormuz, Strategy CEO Interview 8/3/26

The major averages are moving higher as shares of major tech companies are popping on the first day of August trading, while oil prices decline after President Donald Trump called off planned strikes against Iran. Dominic Chu and Kelly Evans are joined on-set by Invesco’s Brian Levitt to break down the fundamentals behind today’s rally and what it means for investors going forward. Meanwhile, Matt Smith, Kpler’s Director of Commodity Research, also joins the anchors in-studio to discuss how global oil producers are continuing to seek alternative export routes amid the ongoing conflict between the U.S. and Iran. Later on, Strategy CEO, Phong Le, sits down for a “First on CNBC” interview to talk about his company’s latest Bitcoin sale worth more than $105 million. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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