Power Lunch

The markets are moving mostly lower on Monday as a drop in key technology stocks overshadows a dip in Treasury yields.

Brian Sullivan and Contessa Brewer are joined by Oliver Wyman’s Dan Tannebaum to discuss how the U.S. could effectively sanction Iran without causing a massive surge in global oil prices. 

Kpler’s director of commodity strategy, Matt Smith, also joins the show to go through the latest shipping traffic numbers from the Strait of Hormuz and how much oil is actually leaving the Middle East.

Later, Ji Zhang, Cohen & Steers Global Real Estate Portfolio Manager, explains the impact that AI data center backlash is having on the real estate sector and adds where she is still seeing opportunity for investors.

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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.

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Stocks are falling as treasury yields continue marching higher despite the Treasury Department’s extraordinary debt buyback operation.

Kelly Evans and Brian Sullivan speak with SMBC Americas’ Joe Lavorgna and Robinhood’s Stephanie Guild on the state of the markets as the national debt crosses the $40 trillion benchmark.

VanEck Head of Digital Assets Research, Matthew Sigel, also joins the show to give his long-term outlook for Bitcoin prices as the Senate gets set to vote on the highly anticipated Clarity Act next month.

Later, KKM Financial’s Jeff Kilburg speaks with the anchors on which stocks he believes are the most underpriced compared to their Wall Street price targets.

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The markets are moving higher as the Treasury Department unveils a plan to relieve the recent bond market pressure. 

Brian Sullivan and Kelly Evans are joined by Former Bridgewater Associates Chief Market Strategist, Rebecca Patterson, and Cboe Senior VP of Retail and Alt Investments, JJ Kinahan, to break down the latest Fed minutes and give their take on the state of the economy. 

Later, the anchors sit down for an exclusive interview Etched CEO & Co-Founder, Gavin Uberti, to talk about his company’s latest $700 million fundraising round led by Jane Street. 

Tiger 21’s Michael Sonnenfeldt also joins the program to reveal the key highlights from his company’s Q2 allocation report which provides an overall picture of where the ultra-wealthy are investing their capital. 

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Stocks are falling as a record run in global bond yields are pressuring the markets. 

Kelly Evans and Robert Frank sit down with Deutsche Bank’s Binky Chadha and Bespoke’s Paul Hickey provide their takes on the state of stocks and where they are looking for signs of where investors will rotate into next. 

Later, the anchors speak with former OpenAI researcher, Daniel Kokotajlo, on the regulation and safety concerns making headlines across the industry and whether investors should remain skeptical of the massive private company valuations.

Meanwhile, Forward Party co-founder, Andrew Yang, joins the show to lay out his proposal to further tax AI companies and prevent them from replacing their human workforce with artificial intelligence agents and machines, 

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