Tech Earnings Reaction, Q3 All-America Survey, Hormuz Chokepoint Check 10/22/26
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 ...
Oil Hits 5-Month High, iPhone Duo Launch, Weekend Sports Slate 10/23/26
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 ...
Previewing Big Tech Earnings, Anthropic IPO Announcement, Countdown to Midterms 10/26/26
Stocks are higher across the board as semiconductor makers rally after Anthropic’s IPO filing revived enthusiasm for the artificial intelligence trade.
Kelly Evans and Brian Sullivan are joined on-set by Yardeni Research President, Ed Yardeni, and Oppenheimer Head of Technical Analysis, Ari Wald ...
Energy Secretary Interview, Low-Beta Stock Picks, Nucor CEO Exclusive 10/27/26
Brian Sullivan and Kelly Evans speak with U.S. Energy Secretary, Chris Wright, as the Department of Energy continues to expand America’s nuclear power capacity amid rising energy prices.
Landsberg Bennett Private Wealth Management’s Michael Landsberg joins the anchors on set to lay out his top s ...
Fed Decision Watch: Inflation, AI Earnings, Oil and Election Risks 10/28/26
October 28, 2026; 1pm: Kelly Evans and Brian Sullivan lead CNBC’s special Fed coverage as markets price in a hold while guests weigh inflation, oil above $100, AI-driven growth, upcoming tech earnings and midterm election risks.
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Tech Stocks Slide as AI Capex, Apple Earnings and Oil Drop Dominate Headlines 11/2/26
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 Veg ...
Oil Slides, AI Stocks Rally, Midterm Stakes and Market Rotation 11/3/26
November 3, 2026; 1pm: Kelly Evans breaks down oil’s pullback, renewed strength in AI and memory stocks, and how midterm election uncertainty could shape markets, data centers, and sector leadership. Guests discuss the outlook for Congress, Pfizer’s pipeline, China’s IPO pause, and where investo ...
Power Lunch: Tech Sell-Off, AI Repricing and Washington Shakeup
November 6, 2026; 2pm: Kelly Evans and Dominic Chu break down a volatile week for markets, the recent AI sell-off, Anthropic’s IPO outlook, and Lumentum’s deal with Marvell. The episode also covers the White House shakeup naming Stephen Miller chief of staff, Fed rate expectations, Iran-war risk ...
Mary Daly on Rate Hikes, AI Sell-Off and Jobs Friday 11/6/26
November 6, 2026; 1pm: Kelly Evans breaks down a fragile market rebound after a strong jobs report as San Francisco Fed President Mary Daly says inflation remains the Fed’s top priority and more tightening may be needed. The episode also covers the AI sell-off, data center power demand, skilled ...
Nvidia Investigation, AI Stock Rally and Data Center Power Demand
November 10, 2026; 2pm: Kelly Evans covers Nvidia’s board investigation into CEO Jensen Huang's affair as other mega-cap stocks rally, with the AI trade, Anthropic’s IPO timeline and tech options activity also in focus. Meanwhile, Brian Sullivan reports from the Edison Electric Institute Financi ...
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