Power Lunch

Stocks are rising on the first trading day of October, clawing back earlier declines as Treasury yields pull back from their highest levels in more than 20 years.
Brian Sullivan and Kelly Evans are joined on set by Advisors Capital Management’s JoAnne Feeney to break down the tech trade following Micron’s Q4 earnings report, and they later speak with Mortgage News Daily’s Matthew Graham on how homebuyers can navigate the highest 30-year mortgage rates since 2023.
Americus Reed, Wharton School Professor of Marketing, joins the show to give his take on what Nike needs to do to turn the company around as shares are on pace for their worst year since 1993.
The anchors also chat with Evercore ISI’s Nicholas Amicucci on his latest utility and energy stock picks as hyperscalers continue to ambitiously spend on building AI data centers.

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

The major averages are mixed on the last trading day of the month and the third quarter after new economic data showed inflation slowed last month.
Steve Liesman and Kelly Evans start off the show with a “First On CNBC” interview with Hewlett Packard Enterprise Chief Financial Officer, Marie Myers, to talk about HPE’s latest networking growth outlook and today’s stock move.
Yorkville Ives Partner, Dan Ives, then joins the anchors on set to discuss the mega-cap tech IPO timeline and which private AI companies are worth investing in.
Meanwhile, Mark Fields, Former Ford CEO, joins the program to give his take on the state of the American auto industry and whether Detroit carmakers will be able to fend off the rise of affordable Chinese-made cars.

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

Stocks are mostly lower following another rise in Treasury yield to fresh multiyear highs.
Seema Mody and Brian Sullivan kick off the show with Zeta Global’s Nate Yohannes who gives his initial reaction to OpenAI’s DevDay announcements and initiatives.
MCC Global Enterprises CEO, Michelle Caruso-Cabrera, also joins the show to discuss JPMorgan CEO’s “Wall Street Journal” op-ed article in which he lays out his vision for the western world and calls on Europe to revive its economy and reinforce its military capabilities.
Meanwhile, Valley National Bank CEO, Ira Robbins, comes on-set to discuss the state of his company and how artificial intelligence is impacting the regional banking sector.

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

Stocks are dropping to start the new trading week as treasury yields are on the rise once again.
Brian Sullivan and Kelly Evans bring the latest headlines and start off the show with Nvidia’s announcement to raise its share buyback plan a record $150 billion. Seaport Research Senior Analyst, Jay Goldberg, kicks off the program with his initial reaction to the news and breaks down some of the best-positioned semiconductor stocks in his coverage.
MoffettNathanson’s Craig Moffett also joins the show to discuss the state of SpaceX as the company successfully launched its Starship rocket into orbit for the first time.
Later on, Mark Sheahan, Graco President & CEO, joins the anchors on-set to explain his company’s business model and how they are participating in the AI and industrial buildout across the country.

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

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.