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.
131episodes
Episodes
Newest firstAll episodes
Investors React to Inflation Data, IBM Shares Plunge, CleanSpark CEO Interview 7/14/26
2d ago00:47:13Tap to summarizeThe markets are trading mostly higher on Tuesday after June inflation data came in lighter than expected. Kelly Evans and Brian Sullivan are joined on set by Yardeni Research’s Ed Yardeni to react to the latest CPI numbers and Fed Chairman Kevin Warsh’s appearance on Capitol Hill. Meanwhile, IBM investor Jeff Kilburg breaks down what’s driving IBM’s massive drop this afternoon and whether there is still opportunity for investors to buy in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Monthly Treasury Statement, Latest Iran Headlines, and the State of Semiconductors 7/13/26
3d ago00:44:57Tap to summarizeStocks fell on Monday after President Donald Trump announced he was reinstating what he called “a blockade on Iranian shipping” through the Strait of Hormuz. Brian Sullivan and Kelly Evans react to the monthly statement from the U.S. Treasury with Seaport Research Partners’ Jonathan Golub and are later joined by Rapidan Energy Group’s Bob McNally to give his take on the global energy markets. Later on, four-star tech fund manager, Denny Fish, joins the show to lay out his tech investing strategy as SK Hynix and the rest of the semiconductor space sell-off amid the broader market rotation out of mega-cap tech stocks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →SK Hynix Pops in Nasdaq Debut, Recapping the Russell Rally, Energy Market on Edge 7/10/26
6d ago00:42:43Tap to summarizeThe S&P 500 is on track for a weekly gain as mega-cap tech stocks lead the index higher on Friday. Brian Sullivan and Kelly Evans are joined on set by Hightower Advisors’ Stephanie Link and Advisors Capital Management’s Joanne Feeney to react to SK Hynix’s U.S. market debut on the Nasdaq. Dan Veru, Palisade Capital Management CIO, joins the program to break down his small-cap winners from the first half of the year, and the anchors chat with Caryle Group’s Jeff Currie on the demand for global energy as the SPR hits its lowest level since 1983. 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 Bounces Back, Baker Hughes CEO, & Powering the AI Revolution 7/9/26
1w ago00:40:05Tap to summarizeStocks rose on Thursday, supported by a jump in semiconductors and a fall in oil prices, as equity markets tried to recover despite renewed U.S.-Iran tensions. Kelly Evans and Brian Sullivan are joined on-set by Carson Group’s Ryan Detrick who provides his mid-year market report card and outlook for the rest of 2026. Meanwhile, Baker Hughes’ CEO, Lorenzo Simonelli, joined the show after his company announced it received three contracts for the Sabine Pass LNG facility in Cameron Parish, Louisiana. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Latest Fed Minutes, Iran Ceasefire Uncertainty, & Kospi Enters Bear Market 7/8/26
1w ago00:46:25Tap to summarizeThe Dow Jones moved sharply lower on Wednesday after President Trump told the NATO summit that the ceasefire with Iran is “over” amid renewed hostilities in the Middle East. The Fed Minutes from June’s meeting dropped at the top of the hour, and Brian Sullivan broke down the commentary with Steve Liesman, Rick Santelli, and Jefferies’ David Zervos. Miller Tabak’s Matt Maley also joins the show to give his take on the South Korean Kospi index’s year-to-date outperformance and recent plunge amid the global chip sell-off. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →AI Risk Appetite, SpaceX Initiations on Wall Street, and Domestic Energy Challenges 7/7/26
1w ago00:43:04Tap to summarizeThe Dow Jones pulled back from record levels as investors once again rotate out of AI stocks into safer sectors of the market. Brian Sullivan is joined on set by Fortress Investment’s Elizabeth Burton to break down her strategy to navigate the recent volatility while Bernstein’s Doug Harned lays out the case for SpaceX after his firm initiated the stock with an outperform rating. Brian also gets an exclusive one-on-one interview with Exelon CEO, Calvin Butler, to address some of the power concerns in the U.S. and the lack of power generation currently supplying the national grid. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →TeraWulf’s Data Center Deal, Trump Accounts Launch, and the State of Energy & Tech 7/6/26
1w ago00:42:49Tap to summarizeThe Nasdaq and S&P 500 jump to start the new trading week as semiconductor stocks pop to lead the markets higher. Brian Sullivan and Kelly Evans are joined by TeraWulf CEO, Paul Prager, to discuss his company’s $19 billion deal to lease its data center facility to Anthropic. Tech strategist, Dan Ives, sits down on set with the anchors to give his take on the tech sector while Citi’s Francesco Martoccia joins the show remotely to break down his latest energy research note. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Reacting to June Jobs Report, Looking to Oversea Opportunities, and Testing the U.S. Power Grid 7/2/26
2w ago00:41:50Tap to summarizeThe Dow rises to another record high heading into the extended holiday weekend as chipmakers continue to struggle. Kelly Evans is joined by Wells Fargo’s Darrell Cronk and MJP Wealth Advisor’s Brian Vendig to break down their initial reaction to the June jobs report and look ahead to their strategy for the second half of the year. Meanwhile, Harris Oakmark’s David Herro joins the show to explain where he is investing overseas and AccuWeather’s Bernie Rayno gives the July 4th weekend forecast as millions of Americans are under a heat advisory. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Markets Mixed to Start the Second Half of 2026 7/1/26
2w ago00:42:44Tap to summarizeThe Dow Jones rises to a record high on Wednesday before giving up most of its earlier gains. Meanwhile, the Nasdaq is struggling to start Q3 as chipmakers are falling. Dominic Chu and Kelly Evans are joined by Bespoke Investment’s Paul Hickey and Portfolio Wealth Advisors’ Lee Munson to lay out their investing strategy for the rest of the year. The anchors are also joined by Brian Daly, the SEC Director if Division of Investment Management, to discuss the timeline and likelihood that investors will see more investable options for prediction markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Transcribe →Semiconductors Surge in Q2, Recapping Healthcare’s Historic Run, and Checking on the Call to Flee Financials 6/30/26
2w ago00:42:44Tap to summarizeThe major averages are trading higher across the board on the final trading day of the second quarter as the Dow paces for its best first half in 5 years. Kelly Evans is joined by Interactive Brokers’ Steve Sosnick who helps break down the market action as they discuss the massive rally investors have seen in chip stocks and interview a healthcare analyst to ask whether the recent biotech momentum can continue. Oppenheimer’s Chris Kotowski also joins the show to explain the rationale behind his latest research note in which he downgrades Morgan Stanley and Goldman Sachs, saying alternative financial stocks are a better investment right now. 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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