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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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The markets are mostly higher as a number of upbeat earnings reports and a drop in oil prices overshadow recent pressure in the tech space.
Kelly Evans and Brian Sullivan are joined on set by MAI Capital Management’s Chris Grisanti and Defiance ETFs CIO, Sylvia Jablonski, to discuss whether they ar…
Tech stocks are leading the markets higher as the latest developments surrounding SpaceX and Tesla lead investors to move back into technology.
Brian Sullivan and Kelly Evans are joined on set by Schwab Center for Financial Research Head of Macro & Strategy, Kevin Gordon, who gives a broader lo…
The markets are falling to end the trading week as defensive stocks within consumer staples, utilities, and healthcare sectors are all lower.
Brian Sullivand and Kelly Evans speak with RBC Capital Markets’ Helima Croft as oil prices touch $115 a barrel for the first time since May amid fears of ren…
Stocks are mixed to begin the new trading week as investors move back into tech following last week’s artificial intelligence-related rout.
Brian Sullivan and Kelly Evans sit down with Robinhood CIO, Stephanie Guild, and CNBC’s Seema Mody to discuss the state of mega-cap AI valuations as CoreWeave …
Stocks are tumbling on renewed concerns around spending by artificial intelligence companies, while oil prices jump as geopolitical tensions rise.
Kelly Evans and Brian Sullivan speak with Needham Senior Internet Analyst, Laura Martin, to get her key takeaways from Meta’s latest earnings report and…
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