Podcast
Power Lunch
Hosted by CNBC · EN
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.
147episodes
Episodes
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SpaceX Stock Slumps, Compass Datacenter CEO, Record-High Investing Playbook 8/5/26
Yesterday00:40:03Tap to summarizeThe 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.
Transcribe →Markets at Record Highs, Countdown to SpaceX Earnings, OpenAI Fires Back at Apple 8/4/26
2d ago00:33:21Tap to summarizeStocks 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.
Transcribe →Big Tech Rally, Bypassing the Strait of Hormuz, Strategy CEO Interview 8/3/26
3d ago00:42:37Tap to summarizeThe 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.
Transcribe →Digesting Mag 7 Earnings, Housing Market Check, Jimmie Johnson Interview 7/31/26
6d ago00:43:02Tap to summarizeThe major averages are trading higher on the last trading day of July as investors look past rising treasury yields. Brian Sullivan & Kelly Evans speak with tech investor and Apple shareholder , Ellen Hazen, to get her initial reaction to Thursday’s Q3 report. Corcoran Group Broker, Noble Black, also sits down with the anchors to give his take on the state of housing as mortgage rates hit their highest level in a year. Later on, NASCAR Hall of Fame inductee, Jimmie Johnson, joins the program to announce his new investment in Legacy Motor Club. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Tech Earnings on Deck, Bonds Digest Fed Decision, Entergy CEO on Data Centers 7/30/26
1w ago00:44:54Tap to summarizeStocks are rallying across the board as mega-cap tech stocks help drive the gains in the market. Brian Sullivan and Kelly Evans are joined on-set by Michael Landsberg (Landsberg Bennett Private Wealth CIO) and Jay Peters (NewEdge Wealth Portfolio Manager) to discuss their market views and how investors should be trading the recent volatility. Yardeni Research President, Ed Yardeni, also joins the anchors in-studio to debate how Fed Chairman Warsh is handling his new position with CNBC’s Rick Santelli. Meanwhile, Entergy CEO, Drew Marsh, sits down for an exclusive interview to break down his company’s power pledge and the recent nationwide surge in data center demand that we’ve been seeing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Power Lunch 7/29/26
1w ago01:02:06Tap to summarizeCNBC’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.
Transcribe →Countdown to Fed Decision, AI Trade Gets Trounced, Apple Hits $5T Market Cap 7/28/26
1w ago00:42:30Tap to summarizeMajor averages are mostly higher as investors prepare for the latest interest rate decision from the Federal Reserve on Wednesday. Kelly Evans and Brian Sullivan discuss the latest market action with Edward Jones’ Mona Mahajan and Clockwise Capital’s James Cakmak and get their takes on which sectors they currently favor. Later on, CNBC’s Mackenzie Sigalos reports on Apple’s plans to release a foldable phone for the first time and MoffettNathanson Founding Partner, Craig Moffett, joins the program to recap Apple’s recent stock rally to become the world’s most valuable public company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Tech Earnings Preview, Top Analyst Calls, Digital Realty CEO Interview 7/27/26
1w ago00:42:20Tap to summarizeThe major averages are moving between gains and losses as chip stocks tumble – negating an earlier rally sparked by a decline in global oil prices. Kelly Evans and Brian Sullivan sit down with Fundstrat Global Advisors’ Tom Lee to discuss the state of the markets and crypto as we head into the busiest week of earnings season. The anchors are also joined in-person by Mizuho’s David Bellinger to break down why he’s naming Walmart a top pick and Piper Sandler’s Alexander Potter for a check on the U.S. automaker landscape. Later, Digital Realty CEO, Andrew Power, joins the show on-set for a CNBC exclusive interview about his company’s recent stock rally and the ongoing global demand surge for artificial intelligence data centers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Brent Falls Back Below $100, Duke Energy CEO Interview, Insuring Ships in the Middle East 7/24/26
2w ago00:42:22Tap to summarizeMarkets are mixed to end the week as investors assess the latest developments regarding the ongoing conflict in the Middle East. Brian Sullivan and Contessa Brewer are joined by DWS Americas’ David Bianco and Schawb Center for Financial Research’s Collin Martin to evaluate the state of the markets ahead of next week’s Federal Reserve meeting. Meanwhile, Duke Energy CEO, Harry Sideris, joins for an exclusive interview to discuss his company’s role in the data center utility pledge with the White House. Later in the show, the anchors chat with Marsh’s Marcus Baker to hear his take on the rising geopolitical risks for global insurers as the premiums for ships travelling through the Middle East continue to soar. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Tech Stocks Tumble, Brent Back Above $100, Biotech’s Big Comeback 7/23/26
2w ago00:41:26Tap to summarizeMajor averages trading lower across the board as oil prices surge amid escalating conflict in the Middle East and investors weigh quarterly results from two of the world’s largest companies. Brian Sullivan and Contessa Brewer break down the latest earnings reports from Alphabet and Tesla with Dan Ives (Yorkville Ives & Co. Partner) as both stocks plummet in Thursday’s trading. Meanwhile, Ninepoint Partners’ Senior Portfolio Manager, Eric Nuttall, joins the program to lay out why energy prices are surging higher and BMO’s Head of Healthcare Research, Evan Seigerman, joins the anchors on set to recap the recent rally in the biotech sector. 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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