Power Lunch

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.

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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.

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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.

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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.

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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.

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